Think you might have forgotten funds in SBI Mutual Funds? Here's how to claim them:
If you believe you have unclaimed money from SBI Mutual Fund, you can follow these steps to claim it:
1. Download the Unclaimed Request Form:
Visit the SBI Mutual Fund website and download the "Unclaimed Request Form." or Download from here.
2. Fill it out:
Provide your details accurately, including:
- Your name
- Folio number(s)
- Contact details
- Details of the unclaimed amount (if known)
3. Update your Information:
The form may ask you to update your bank details or address if they have changed. If so, you'll need to provide supporting documents:
- Change in bank details:
- Original cancelled cheque with your name from your new bank account.
- OR
- Copy of your new bank statement or passbook (not older than 3 months) showing your name and account details, attested by the bank.
- Change in address:
- Proof of your new address (e.g., utility bill, rental agreement)
- Proof of identity (PAN card)
4. Submit the completed form and supporting documents:
- You can submit them in person at any SBI Mutual Fund branch OR CAMS Registrar office.
Additional Information:
- If you haven't updated your PAN card with SBI Mutual Fund, you can include a copy of it with your submission.
- Processing times may vary, so it's best to initiate this process well in advance of needing the funds.
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- Last Updated March 27, 2024
