Fund summary information form online 2025

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  1. Click ‘Get Form’ to open the fund summary information form in our editor.
  2. Begin by entering the 'Application Date' in the designated field. This is crucial for tracking your submission.
  3. Select the appropriate 'Funding Category' from options 1, 2, 3, or 4. Ensure you choose the category that best fits your project.
  4. Indicate if this is a 'Resubmittal' and provide details if it relates to a previously funded project, including grant number and title.
  5. Fill in the 'Project Title' and 'Project Location', specifying town and county or indicating if it’s statewide.
  6. Provide contact details for the Project Coordinator, including name, address, telephone number, and email.
  7. List the sponsoring Natural Resource Agency's contact information similarly.
  8. If applicable, include names and contact details of Partner Organizations involved in your project.
  9. Compose an 'Abstract of Project' summarizing your initiative succinctly.
  10. Outline your 'Statement of Project Objectives' clearly to convey your goals.
  11. Complete fields for 'Start Date', 'Total Project Cost', and 'Completion Date'.
  12. 'MOHF Funding Request' should include any agency administrative costs associated with your request.
  13. 'Cash Revenue Sources' and 'In-Kind Revenue Sources' must be detailed accurately to reflect funding strategies.
  14. 'To Be Completed by Sponsoring Agency': Indicate whether it's an Agency Project or Pass Thru Project by checking the appropriate box.
  15. 'Partner' involvement should be confirmed by checking the relevant box. Lastly, ensure that the agency endorses the project before signing off with a signature and date.

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A Scheme Information Document (SID) is a document that provides investors with information about a mutual fund scheme. Its an important document for investors to read before choosing a mutual fund scheme. According to SEBI, the SID should be updated every six months.
You can allow another Vanguard account holder access to view your account. They cannot make changes. We only offer individual accounts at Vanguard at the moment, you will be the only person able to fully access your account. We ask that you do not share your log in details for security purposes.
A Scheme Information Document is one of the many fund offer documents and has almost all the information about a mutual fund scheme. It includes details like minimum subscription amounts, exit and entry loads, SIP details, fund managers and their experience, risk level, the schemes objective, etc.
The SAI may contain expanded discussions of the matters described in the prospectus. A fund or variable contract is not required to deliver its SAI to an investor unless the investor requests it. If requested, a fund must provide it without charge.
What Is a Statement of Additional Information (SAI)? A statement of additional information (SAI) is a supplementary document added to a mutual funds prospectus that contains additional information about the fund and includes further disclosure regarding its operations.

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Statements of additional information (SAIs) convey information about a fund in addition to what is available in the prospectus. Mutual funds, ETFs, registered closed-end funds, and some variable contracts will have SAIs.
To access and download mutual funds prospectuses, go to the Securities and Exchange Commissions (SEC) EDGAR Database on the SEC website. Mutual fund prospectuses and statements of additional information also may be available online at a fund companys website.

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