Investors Forms

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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