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Forms & Downloads
KYC, SIP, redemption, nomination and change of details. Tell us what you want to do, and we send you the latest form and help you fill it in.
Which form do you need?
Most people need only three: a KYC form once, a transaction slip or SIP form to invest, and a nomination form so the family is protected.
Everything else is for changes later on. Many requests can now be done online without paper. Before you print anything, send us a message: we will tell you the quickest route for your request, send the current version of the form, and check it before it goes in, so it is not rejected for a missing signature or a wrong box.
Commission (brokerage) disclosure
What Finpotters earns from each fund house, shown openly before you invest.
When you invest in the Regular Plan of a mutual fund through us, the fund house pays us a commission out of the scheme's expenses. The rates differ by fund house and by scheme. Our latest commission rate sheets are kept in one folder, so you can see them at any time.
View commission rates (opens Google Drive in a new tab)Rates change from time to time. For the current rate on any scheme, just ask us.
Ask us for any form on WhatsApp
Fund houses and registrars change their forms often, and an old version can be rejected. So we send you the current one, for your fund house, marked where to sign.
The common forms, and what each is for
Ask for any of these by name, or just tell us what you want to do. Forms will be available here shortly.
| For | Form | When you need it |
|---|---|---|
| KYC (once) | Individual KYC form; non-individual KYC form; FATCA and UBO declaration | Before your first investment. Companies, trusts, firms and other non-individual investors use the non-individual form. FATCA is a declaration about your tax residency; UBO means "ultimate beneficial owner". |
| Investing | Common transaction slip; SIP registration form; bank mandate form | To buy, add to or switch a scheme, to start a SIP, and to set up auto-debit from your bank. |
| Changing a SIP | SIP pause or cancellation form | To pause (where the fund house offers a pause) or stop a SIP. The units you already hold stay invested. |
| Taking money out | Redemption request; switch, STP and SWP form | To sell units, move money between schemes, or set up regular transfers (STP) or withdrawals (SWP). |
| Family protection | Nomination form; transmission form | To add or change nominees, and for a nominee or legal heir to receive units after a death. |
| Your details | Change of bank details; change of address, mobile number or email | When any of your details change. Often possible online. |
| Tax | Form 121 (it replaced Forms 15G and 15H from 1 April 2026, under the Income-tax Act, 2025) | If you are a resident individual or HUF and the tax on your estimated total income for Tax Year 2026-27 is nil, this declaration asks the payer not to deduct tax at source, for example on mutual fund dividends. NRIs and companies cannot use it. |
Scheme documents: SID, SAI and KIM
Before you invest in any mutual fund scheme, you should read its offer documents. There are three.
These documents are published by each fund house on its own website and are updated often. For any scheme we discuss with you, we send you the latest SID, SAI and KIM, or the direct link to them.
Common questions
KYC, nominations, online changes and forms from abroad.
Why send forms on request instead of keeping PDFs here?
Do I need a new KYC for every fund house?
Is nomination compulsory?
Can I do these changes online?
I live abroad. Can I still use these forms?
Not sure which form you need?
Tell us what you want to do. We will send the right form and help you fill it in.