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Sr.No
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FIELD NAME
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INSTRUCTION
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1
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UMRN
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Not required.
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2
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DATE*
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Please fill date of submission of ACH Mandate to CAMS CSC center.
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3
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TICK
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"Create" option has been ticked by default. No need to fill at distributor level.
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4
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SPONSOR BANK CODE
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NSE HDFC Bank Code has been filled by default. No need to fill at distributor level.
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5
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UTILITY CODE
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NSE HDFC Bank Code has been filled by default. No need to fill at distributor level.
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6
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I/ WE HERE BY AUTHORIZE
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NSE Clearing – New Mutual Fund Platform has been filled by default. No need
to fill at distributor level.
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7
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DEBIT (TICK) (A/C TYPE)*
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Please fill as per the customer bank account type. For eg.savings, current etc.
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8
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BANK A/C NUMBER*
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Please fill bank account number of the investor as per the bank records.
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9
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WITH BANK*
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Please fill name of the registered Bank of the investor.
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10
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IFSC*
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Please fill IFSC code of the registered Bank of the investor.
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11
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MICR*
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Please fill MICR number mentioned on cheque of the registered bank of the investor.
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12
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AN AMOUNT OF RUPEES*
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Please fill amount in words.
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13
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RUPEES IN FIGURE*
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Please fill amount in Figures.
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14
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FREQUENCY
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"As & When presented" has been ticked by default. Distributor can change as per
his requirement. In case of any change, "As & When Presented" has to be cancelled
with counter signature of the investor on it.
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15
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DEBIT TYPE
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"Maximum" has been filled by default. No need to fill at distributor level.
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16
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IIN*
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Please mention the customer ID.
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17
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PHONE NUMBER*
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Please mention the Phone number of the investor on it.
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18
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MANDATE ID
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Not required.
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19
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EMAIL ID*
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Please mention the Email ID of the investor on it.
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20
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PERIOD COLUMN* |
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FROM DATE* |
Please mention start date of SIP |
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TO DATE |
Please mention end date of SIP |
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UNTIL CANCELLED |
"Untill Cancelled"has been ticked by default. No need to fill at distributor level. |
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21
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SIGNATURE OF ACCOUNT HOLDER*
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Please put signatures as per the bank records.
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22
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NAME OF ACCOUNT HOLDER*
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Please fill name of the investor as per the Bank records.
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23
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Size of the ACH Mandate form has to be as per NPCI format. (i.e Horizontal
Height is 8 inches, Vertical Height is 3 & 2/3 inches). Default print will be as
per NPCI format only.
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24
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Printer set up for PDF should be as follows -
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Page Sizing & handling= FIT
Page set up- Size = LETTER
Orientation = PORTRAIT
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