NM Financial Services

FATCA: Anyone or Survivor

Kindly fill in the details below of BOTH Holders along with the consent of BOTH Holders & nominee (guardian in case the nominee is a minor)

First Holder Details

Name^*

Please enter your (at least 2 characters).

Date of Birth^*

Please select your date of birth.

Place of Birth^*

Please enter your place of birth.

Country of Birth^*

Please enter your country of birth.

Nationality^*

Indian

Other

Please enter nationality (alphabets and spaces only).

Mother's Name^*

Please enter your mother’s name.

Occupation^*

Please select your occupation.

Annual Income (INR)^*

Please select your annual income range.

PAN Number^*

Enter a valid PAN (ABCDE1234F)

Email ID^*

Enter a valid email address.

Mobile Number^*

Enter Valid Mob(10 Digit)

WhatsApp Number^*

Same as above

Other

Do you have Internet Banking?^*

Yes

No

Are you a tax resident in any other country other than India?^*

Yes

No

Please enter Country (alphabets and spaces only)

Second Holder Details

Name^*

Please enter your name (at least 2 characters).

Date of Birth^*

Please select your date of birth.

Place of Birth^*

Please enter your place of birth.

Country of Birth^*

Please enter your country of birth.

Nationality^*

Indian

Other

Please enter nationality (alphabets and spaces only).

Mother's Name^*

Please enter your mother’s name.

Occupation^*

Please select your occupation.

Annual Income (INR)^*

Please select your annual income range.

PAN Number^*

Enter a valid PAN (ABCDE1234F)

Email ID^*

Enter a valid email address.

Mobile Number^*

Enter Valid Mob(10 Digit)

WhatsApp Number^*

Same as above

Other

Do you have Internet Banking?^*

Yes

No

Are you a tax resident in any other country other than India?^*

Yes

No

Please enter Country (alphabets and spaces only)

Nomination Details

Nomiee^*

I/We do not wish to make any nomination

You can add maximum upto three Nominees with their respective % of share

1^st Nominee's Name^*

Please enter the 1^st nominee's name.

1^st Nominee's Date of Birth^*

Please select the 1^st nominee's date of birth.

Share of 1^st Nominee (%)^*

Please enter valid share % for 1^st nominee.

1^st Nominee Relationship with First Holder^*

Please enter relationship with 1^st nominee.

1^st Nominee's Mobile Number^*

Code

Enter Valid Mob

1^st Nominee's Email ID^*

Enter a valid email address.

2^nd Nominee's Name

2^nd Nominee's Date of Birth

Share of 2^nd Nominee (%)

Please enter valid share % for 2^st nominee.

2^nd Nominee Relationship with First Holder

Please enter relationship with 2^nd nominee.

2^nd Nominee's Mobile Number

Code

Enter Valid Mob

2^nd Nominee's Email ID

Enter a valid email address.

3^rd Nominee's Name

3^rd Nominee's Date of Birth

Share of 3^rd Nominee (%)

Please enter valid share % for 3^rd nominee.

3^rd Nominee Relationship with First Holder

Please enter relationship with 3^rd nominee.

3^rd Nominee's Mobile Number

Code

Enter Valid Mob

3^rd Nominee's Email ID

Enter a valid email address.

Guardian Details

In case Nominee is a Minor

Name

Please enter the guardian's name.

Date of Birth

Please select the guardian's date of birth.

Mobile Number

Code

Enter Valid Mob

Email ID

Enter a valid email address.

Declaration:

I acknowledge and confirm that the information provided above is true and correct to the best of my knowledge and belief.

The above details are provided with the consent of all the holders & nominee(s), including the guardian if the nominee is a minor.

FATCA: Single

Kindly fill in the details below of the Single Holder along with your & nominee’s consent (guardian in case the nominee is a minor)

Single Holder Details

Name^*

Please enter your name (at least 2 characters).

Date of Birth^*

Please select your date of birth.

Place of Birth^*

Please enter your place of birth.

Country of Birth^*

Please enter your country of birth.

Nationality^*

Indian

Other

Please enter nationality (alphabets and spaces only).

Mother's Name^*

Please enter your mother’s name.

Occupation^*

Please select your occupation.

Annual Income (INR)^*

Please select your annual income range.

PAN Number^*

Enter a valid PAN (ABCDE1234F)

Email ID^*

Enter a valid email address.

Mobile Number^*

Enter Valid Mob(10 Digit)

WhatsApp Number^*

Same as above

Other

Do you have Internet Banking?^*

Yes

No

Are you a tax resident in any other country other than India?^*

Yes

No

Please enter Country (alphabets and spaces only)

Nomination Details

You can add maximum upto three Nominees with their respective % of share

1^st Nominee's Name^*

Please enter the 1^st nominee's name.

1^st Nominee's Date of Birth^*

Please select the 1^st nominee's date of birth.

Share of 1^st Nominee (%)^*

Please enter valid share % for 1^st nominee.

1^st Nominee Relationship with First Holder^*

Please enter relationship with 1^st nominee.

1^st Nominee's Mobile Number^*

Code

Enter Valid Mob

1^st Nominee's Email ID^*

Enter a valid email address.

2^nd Nominee's Name

2^nd Nominee's Date of Birth

Share of 2^nd Nominee (%)

Please enter valid share % for 2^st nominee.

2^nd Nominee Relationship with First Holder

Please enter relationship with 2^nd nominee.

2^nd Nominee's Mobile Number

Code

Enter Valid Mob

2^nd Nominee's Email ID

Enter a valid email address.

3^rd Nominee's Name

3^rd Nominee's Date of Birth

Share of 3^rd Nominee (%)

Please enter valid share % for 3^rd nominee.

3^rd Nominee Relationship with First Holder

Please enter relationship with 3^rd nominee.

3^rd Nominee's Mobile Number

Code

Enter Valid Mob

3^rd Nominee's Email ID

Enter a valid email address.

Guardian Details

In case Nominee is a Minor

Name

Please enter the guardian's name.

Date of Birth

Please select the guardian's date of birth.

Mobile Number

Code

Enter Valid Mob

Email ID

Enter a valid email address.

Declaration:

I acknowledge and confirm that the information provided above is true and correct to the best of my knowledge and belief.

The above details are provided with the consent of all the holders & nominee(s), including the guardian if the nominee is a minor.

FATCA: Minor

Kindly fill in the details below of the Minor, along with the Guardian’s consent (guardian in case the nominee is a minor)

Minor’s Details

Name^*

Please enter your name (at least 2 characters).

Date of Birth^*

Please select your date of birth.

Place of Birth^*

Please enter your place of birth.

Country of Birth^*

Please enter your country of birth.

Nationality^*

Indian

Other

Please enter nationality (alphabets and spaces only).

Mother's Name^*

Please enter your mother’s name.

Father's Name^*

Please enter your fathers's name.

Guardian Details

Name^*

Please enter name (at least 2 characters).

Date of Birth^*

Please select your date of birth.

Place of Birth^*

Please enter your place of birth.

Country of Birth^*

Please enter your country of birth.

Nationality^*

Indian

Other

Please enter nationality (alphabets and spaces only).

Mobile Number^*

Enter Valid Mob(10 Digit)

WhatsApp Number^*

Same as above

Other

PAN Number^*

Enter a valid PAN (ABCDE1234F)

Email ID^*

Enter a valid email address.

Occupation^*

Please select your occupation.

Annual Income (INR)^*

Please select your annual income range.

Guardian's Relationship With Minor^*

Please select guardian's relation.

Do you have Internet Banking?^*

Yes

No

Are you a tax resident in any other country other than India?^*

Yes

No

Please enter Country (alphabets and spaces only)

Declaration:

I acknowledge and confirm that the information provided above is true and correct to the best of my knowledge and belief.

The above details are provided with the consent of all the holders & nominee(s), including the guardian if the nominee is a minor.

FATCA: NRI Anyone or Survivor

Kindly fill in the details below of BOTH Holders along with the consent of BOTH Holders & nominee (guardian in case the nominee is a minor)

First Holder Details

Name^*

Please enter your name (at least 2 characters).

Date of Birth^*

Please select your date of birth.

Place of Birth^*

Please enter your place of birth.

Country of Birth^*

Please enter your country of birth.

Nationality^*

Indian

Other

Please enter nationality (alphabets and spaces only).

Mother's Name^*

Please enter your mother’s name.

Occupation^*

Please select your occupation.

Annual Income (INR)^*

Please select your annual income range.

Email ID^*

Enter a valid email address.

Mobile Number^*

Enter Valid Mob(10 Digit)

WhatsApp Number^*

Same as above

Other

Do you have Internet Banking?^*

Yes

No

Are you a tax resident in any other country other than India?^*

Yes

No

Enter Country of Tax Residency

Tax Identification Number (TIN)

Please enter Tax Identification Number

TIN Identification type

Please enter TIN Identification type

Second Holder Details

Name^*

Please enter your name (at least 2 characters).

Date of Birth^*

Please select your date of birth.

Place of Birth^*

Please enter your place of birth.

Country of Birth^*

Please enter your country of birth.

Nationality^*

Indian

Other

Please enter nationality (alphabets and spaces only).

Mother's Name^*

Please enter your mother’s name.

Occupation^*

Please select your occupation.

Annual Income (INR)^*

Please select your annual income range.

Email ID^*

Enter a valid email address.

Mobile Number^*

Enter Valid Mob(10 Digit)

WhatsApp Number^*

Same as above

Other

Do you have Internet Banking?^*

Yes

No

Are you a tax resident in any other country other than India?^*

Yes

No

Enter Country of Tax Residency

Tax Identification Number (TIN)

Please enter Tax Identification Number

TIN Identification type

Please enter TIN Identification type

Nomination Details

Nomiee^*

You can add maximum upto three Nominees with their respective % of share

I/We do not wish to make any nomination

1^st Nominee's Name^*

Please enter the 1^st nominee's name.

1^st Nominee's Date of Birth^*

Please select the 1^st nominee's date of birth.

Share of 1^st Nominee (%)^*

Please enter valid share % for 1^st nominee.

1^st Nominee Relationship with First Holder^*

Please enter relationship with 1^st nominee.

1^st Nominee's Mobile Number^*

Code

Enter Valid Mob

1^st Nominee's Email ID^*

Enter a valid email address.

2^nd Nominee's Name

2^nd Nominee's Date of Birth

Share of 2^nd Nominee (%)

Please enter valid share % for 2^st nominee.

2^nd Nominee Relationship with First Holder

Please enter relationship with 2^nd nominee.

2^nd Nominee's Mobile Number

Code

Enter Valid Mob

2^nd Nominee's Email ID

Enter a valid email address.

3^rd Nominee's Name

3^rd Nominee's Date of Birth

Share of 3^rd Nominee (%)

Please enter valid share % for 3^rd nominee.

3^rd Nominee Relationship with First Holder

Please enter relationship with 3^rd nominee.

3^rd Nominee's Mobile Number

Code

Enter Valid Mob

3^rd Nominee's Email ID

Enter a valid email address.

Guardian Details

In case Nominee is a Minor

Name

Please enter the guardian's name.

Date of Birth

Please select the guardian's date of birth.

Mobile Number

Code

Enter Valid Mob

Email ID

Enter a valid email address.

Declaration:

I acknowledge and confirm that the information provided above is true and correct to the best of my knowledge and belief.

The above details are provided with the consent of all the holders & nominee(s), including the guardian if the nominee is a minor.

FATCA: NRI Single

Kindly fill in the details below of the Single Holder along with your & nominee’s consent (guardian in case the nominee is a minor)

First Holder Details

Name^*

Please enter your name (at least 2 characters).

Date of Birth^*

Please select your date of birth.

Place of Birth^*

Please enter your place of birth.

Country of Birth^*

Please enter your country of birth.

Nationality^*

Indian

Other

Please enter nationality (alphabets and spaces only).

Mother's Name^*

Please enter your mother’s name.

Occupation^*

Please select your occupation.

Annual Income (INR)^*

Please select your annual income range.

Email ID^*

Enter a valid email address.

Mobile Number^*

Enter Valid Mob(10 Digit)

WhatsApp Number^*

Same as above

Other

Do you have Internet Banking?^*

Yes

No

Are you a tax resident in any other country other than India?^*

Yes

No

Enter Country of Tax Residency

Tax Identification Number (TIN)

Please enter Tax Identification Number

TIN Identification type

Please enter TIN Identification type

Nomination Details

You can add maximum upto three Nominees with their respective % of share

1^st Nominee's Name^*

Please enter the 1^st nominee's name.

1^st Nominee's Date of Birth^*

Please select the 1^st nominee's date of birth.

Share of 1^st Nominee (%)^*

Please enter valid share % for 1^st nominee.

1^st Nominee Relationship with First Holder^*

Please enter relationship with 1^st nominee.

1^st Nominee's Mobile Number^*

Code

Enter Valid Mob

1^st Nominee's Email ID^*

Enter a valid email address.

2^nd Nominee's Name

2^nd Nominee's Date of Birth

Share of 2^nd Nominee (%)

Please enter valid share % for 2^st nominee.

2^nd Nominee Relationship with First Holder

Please enter relationship with 2^nd nominee.

2^nd Nominee's Mobile Number

Code

Enter Valid Mob

2^nd Nominee's Email ID

Enter a valid email address.

3^rd Nominee's Name

3^rd Nominee's Date of Birth

Share of 3^rd Nominee (%)

Please enter valid share % for 3^rd nominee.

3^rd Nominee Relationship with First Holder

Please enter relationship with 3^rd nominee.

3^rd Nominee's Mobile Number

Code

Enter Valid Mob

3^rd Nominee's Email ID

Enter a valid email address.

Guardian Details

In case Nominee is a Minor

Name

Please enter the guardian's name.

Date of Birth

Please select the guardian's date of birth.

Mobile Number

Code

Enter Valid Mob

Email ID

Enter a valid email address.

Declaration:

I acknowledge and confirm that the information provided above is true and correct to the best of my knowledge and belief.

The above details are provided with the consent of all the holders & nominee(s), including the guardian if the nominee is a minor.

Mutual Fund KYC

FATCA: Anyone or Survivor

First Holder Details

Second Holder Details

Nomination Details

Guardian Details

FATCA: Single

Single Holder Details

Nomination Details

Guardian Details

FATCA: Minor

Minor’s Details

Guardian Details

FATCA: NRI Anyone or Survivor

First Holder Details

Second Holder Details

Nomination Details

Guardian Details

FATCA: NRI Single

First Holder Details

Nomination Details

Guardian Details