AUTO INVESTMENT FORM (AIF) 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the date in the specified format (mm/dd/yyyy). Ensure all information is typed in CAPITAL LETTERS.
3. Fill out the 'Transaction Details' section, including your Account Name, Account Number, Fund Name, and Contact Number. Specify the Redemption Type as either Partial or Full and provide a reason for redemption.
4. In the 'Mode of Payment' section, select your preferred payment method. If you choose check pickup, authorize a representative by providing their name and signature.
5. Complete the 'Declaration of Investors' section by signing where indicated. Ensure all authorized signatories provide their signatures over printed names.
6. Review all entries for accuracy before submitting. Remember to write N/A on any fields that do not apply to avoid leaving blank spaces.

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