Investors Forms

New to NIT
Create New Account
Existing NIT User
Register Existing Account

NITL DIGITAL

Login

Sign up

No Image Found

For Individual Clients

NITL Account Opening Booklet (For Individual Clients)
NITL Account Opening Booklet for Registration of New Customer

Other Forms (For Individual Clients)
Registration (NIT-R)
Investment (NIT-I)
Redemption (NIT – D)
Conversion of Scheme - Switching Form (NIT-CS)
Risk / Return Profiling Questionnaire (NIT-RPQ) - for Individual
Declaration Form For FATCA (NIT-FATCA) - for Individual
Individual Tax Residency Self Certification Form (CRS-I) - for Individual
Specimen Signature - for Individual
Controlling Person Tax Residency Self Certification Form(CRS-CP)
W-9 - Request for Tax Payer Identification Number & Certification
W-8BEN - Certificate of Foreign Status of Beneficial Owner(Individuals)
Registration Form NIT-Web Portal & Mobile App "W-1"
Activation of Dormant Account
Undertaking for Dependent House Wife / Student / Retired Investor
Undertaking for In-Dependent House Wife / Student / Retired Investor
Undertaking for Businessmen / Self-Employed Investor
Customer Facilitation Forms
Transfer (NIT – B)
Transmission (NIT – C)
Transfer of Account to Another Issuing Office (NIT – BII)
Transfer of Original Record (NIT – L)
Pledge (NIT –PL)
Issuance of Electronic Units In Lieu of Lost / Stolen / Destroyed Unit Certificates (NIT-K)
Special Instruction Form (NIT-P)
Indemnity Undertaking for Claiming Outstanding Dividend
Conversion From Physical Units to Electronic Units (NIT-PE)
Customer Complaint And Suggestion Form

For Corporate Clients

NITL Account Opening Booklet (For Corporate Clients)
NITL Account Opening Booklet - for Corporate

Other Forms (For Corporate Clients)
Registration (NIT-R)
Investment (NIT-I)
Redemption (NIT – D)
Conversion of Scheme - Switching Form (NIT-CS)
Declaration Form For FATCA (NIT-FATCA)
Entity Tax Residency Self Certification Form (CRS-E)
Annexure to Account Opening Form (NIT-UBO)
Specimen Signature
Controlling Person Tax Residency Self Certification Form(CRS-CP)
W-9 - Request for Tax Payer Identification Number & Certification
W-8BEN-E - Certificate of Foreign Status of Beneficial Owner (Entities)

Voluntary Pension Scheme Forms

For Individual Clients
NITL Account Opening Booklet for Registration of New Customer

Other Forms
Participant Contribution Form
Change of Allocation Scheme Form
Nomination Form
Early Redemption Form
Retirement Option Form
Change of Pension Fund Manager Form
FATCA Form
Specimen Signature

For Institutional Clients
Employer Application Form
Specimen Signatures

Corporate Info

Investor Services

Downloads

FUNDS