Downloads
- KYC Forms
- Multiple Bank Account Registration Form
-
Transmission Request Form and supporting documents for Transmission of Units On death of a unitholder
- 1. Annexure B - Transmission Documents Matrix - Ready Reckoner
- 2. Form T1 - for Deletion of Name of the deceased 2nd or 3rd Jt. Holder
- 3. Form T2 - for Transmission of Units - Where the 1st holder is Deceased
- 4. Form T3 Transmission Request Form for Nominee & Legal Heir
- 5. Form T4 Transmission Request Form for change of Karta upon demise of the registered Karta
- 6. Form T5 Transmission Request Form where HUF is dissolved upon demise of Karta
- 7. Annexure-Ia – Form for Bank Attestation of Signature & bank account details
- 8. Annexure-Ib – Form for Bank Attestation of Signature of the new Karta
- 9. Annexure-II - Bond of Indemnity furnished jointly by all Legal Heirs for Transmission without Legal Representation
- 10. Annexure-III - Individual Affidavits to be given by ALL the Legal Heirs
- 11. Annexure-IV - NOC from other legal heirs (when there is no
- 12. Annexure-V - Indemnity from coparceners for change of Karta
- 13. Annexure-VI - Bond of Indemnity by surviving member of dissolved HUF
- 14. Standard MF Nomination Form
- Mutual fund-wise Scheme Ready Reckoner
- MFU Common Account Number (CAN) Form
- Aadhaar Enrolment Form
- PAN Card Application Form
- Investment on behalf of minors & Change in Status on Minor attaining Majority