DOWNLOAD ALL ESSENTIAL FORMS
Access our comprehensive library of official financial documents. Download ready-to-use PDFs or follow direct links to complete your essential paperwork with ease.
Income Tax Forms
Download the latest tax filing documents and official declarations required for your annual income tax compliance and reporting.
Access the complete database of official Income Tax forms required for filing returns, claiming exemptions, and managing various tax-related declarations.
CAMS/KARVY Forms
Essential service request forms for managing your mutual fund folios, including bank updates, nomination changes, and plan cancellations.
Bank Registration: Use this form to register or update multiple bank accounts for seamless redemption and dividend payouts across your mutual funds.
Nomination Opt-Out: Download this official declaration if you choose to opt-out of nominating a beneficiary for your current mutual fund investment holdings.
SIP/SWP/STP Cancellation: Submit this request form to stop your existing Systematic Investment, Withdrawal, or Transfer plans across various participating mutual fund houses.
Nomination Form: Ensure your investments are secure by using this form to add or update nominee details for your mutual fund folios.
Change in MFD: Use this request form to update your Mutual Fund Distributor (MFD) or transition your holdings under our expert financial guidance.
Common Application Forms
One-stop access to the primary application documents required to start new Lumpsum or SIP investments with leading fund houses.
Aditya Birla MF: Download the comprehensive application form to start your investment journey with Aditya Birla Sun Life Mutual Fund’s diverse schemes.
Axis MF: This common application form is designed for first-time investors looking to start Lumpsum or Systematic Investment Plans with Axis Mutual Fund.
ICICI MF: Use this unified form for all your Lumpsum or SIP investment requirements with ICICI Prudential Mutual Fund’s various asset classes.
SBI MF: Access the standard application document required to invest in the wide range of equity and debt schemes offered by SBI Mutual Fund.
LIC Forms
Official Life Insurance Corporation documents for new policy proposals, maturity claims, NEFT registrations, and updating your nomination details.
Addendum to Proposal: Use this additional document to provide extra information or clarifications required alongside your primary life insurance policy proposal form.
Nomination First (3264): Download this essential form to register your first-time nomination details for your Life Insurance Corporation of India policy records.
Proposal Form 300: This is the standard application form required for individuals proposing a new life insurance policy on their own life.
Proposal Form 300 (Rev 2024): Access the latest 2024 revised version of the life insurance proposal form for all new policy applications and processing.
Self-Certification Form: Complete this mandatory self-certification document for individuals to comply with FATCA and CRS requirements for their insurance policies.
Maturity Form 3825: Submit this discharge form to LIC to process the final settlement and payment of your policy upon its successful maturity.
NEFT Mandate Form: Register your bank account details using this mandate to receive policy claims, survival benefits, and maturity amounts directly.
Notice of Change (3750): Use this form to formally notify LIC regarding any changes or updates you wish to make to your existing nominees.