When drafting a letter for mutual fund redemption, it's crucial to clearly provide details such as the mutual fund name, folio number, PAN number, scheme, and plan. Specify the redemption option chosen (payout or reinvest) and provide the necessary bank account details for the redemption amount. End the letter with a polite request for acceptance and acknowledgment of the application.
Sample Letter For Withdrawal Of Mutual Fund
To,
__________ (Mutual Fund – AMC),
___________ (Address)
Date: __ /__ / ____ (Date)
From,
___________ (Name),
___________ (Address)
Subject: Redemption of Mutual Fund Investment with Folio Number ___________ .
Dear Sir/Madam,
I am the holder of __________ (Name of the Mutual Fund), with the folio number ____________ (Folio number) having PAN Number is _________ (PAN Number). The investor name is __________ (Name). The scheme and the plan is ___________ (Mention the scheme and plan).
The option which I chose was __________ (Payout/reinvest). I wish to redeem ________________ (Units/amount) to the following bank account.
Bank Name: ____________
Account Number: ____________
Bank IFSC Code: ____________
I request you kindly accept my application and acknowledgment slip for the same.
_____________ (Name),
_____________ (Contact Number),
_____________ (Signature)
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Sandeep Bhandari