Downloads
Unclaimed Remption / Dividend Withdrawal Form With Third Unit Holder
DownloadKYC Form - Non Individual Annexure
DownloadAMFI Best Practices Guidelines Circular
DownloadAnenxure IA - Bank attestation of account details & account holder's signature
DownloadAnenxure IB - Bank attestation of Account details & signature of the new Karta of the HUF
DownloadAnnexure II - Bond of Indemnity to be furnished jointly by all Legal Heirs including the Claimant
DownloadAnnexure III - Individual affidavits to be given by all the Legal Heirs
DownloadAnnexure IV - NOC from other Legal Heirs
DownloadAnnexure V - Indemnity bond for change of Karta in respect of MF units upon demise of the Karta
DownloadAnnexure VI - Indemnity bond to be submitted by claimant on dissolution of HUF or demise of Karta
DownloadForm for fresh nomination / change of existing nomination / cancellation of nomination
DownloadForm T1 - Transmission of units - deletion of names of 2nd or 3rd Joint holder in case of death
DownloadForm T2 - Request for transmission of units by surviving Joint Holder/s
DownloadForm T3 - Request for transmission of units by Nominee or Legal Heir
DownloadForm T4 - Change of Karta upon demise of the Registered Karta
DownloadForm T5 - Settlement of claim by surviving members of dissolved HUF upon demise of registered karta
DownloadUpdated Guidelines w.r.t. Minor's accounts & change in status from Minor to Major
DownloadBank Attestation of Account details and Account Holder's Signature
DownloadForm for providing Minor's Date of Birth and details of the Guardian
DownloadRequest for change in status from Minor to Major
DownloadRequest for for change in Guardian of Minor Unitholder
Download