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