How to update FATCA/CRS Folio
To file Form FATCA/CRS online for mutual funds via CAMS (Computer Age Management Services), which is a leading mutual fund registrar in India, follow these steps:
1. Go to the CAMS Online Portal
- Visit the CAMS official website.
2. Access the Form Submission Section
- On the homepage, find the “Investor Services” menu.
- find the “Digital Service Requests” menu.
- Select “FATCA/CRS” which allows you to file the form .FATCA/CRS.
3. Enter Required Details
- Enter PAN number and select where do you want to generate OTP (Mobile or Email).
- Enter OTP and Fill Form FATCA/CRS Form.
4. Fill Out Form FATCA/CRS
- SELECT IS Your country of tax residency other than india Yes or no.
- Enter country of birth, Place of Birth, address type , Gross Income Details, occupation, Are you politically exposed person, Net worth ,Net Worth Date, Source of Wealth
5. Submit the Form
- Once filled, review all entered details to ensure accuracy.
- Submit the form online.
6. Confirmation
- After submission, you should receive a confirmation email or SMS indicating the successful filing of the form.
For assistance, you can also contact CAMS customer service directly.