Service Related Forms / Matter

Email Registration

    Email Registration - Form
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    Unclaimed Remption / Dividend Withdrawal Form With Third Unit Holder
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Know Your Client

    CKYC Individual Form - Revised
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    Annexure A1
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    KYC Form - Individual
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    KYC Form Change - Individual
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    KYC Form - Non Individual
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    KYC Form - Non Individual Annexure
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    CKYC_KRA_KYC_Form_New
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Distributors

    Consent Letter for RIA
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    Distributor Empanelment Form
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    Self Declaration Format
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Transmission Documents

    AMFI Best Practices Guidelines Circular
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    Anenxure IA - Bank attestation of account details & account holder's signature
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    Anenxure IB - Bank attestation of Account details & signature of the new Karta of the HUF
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    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
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    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
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    Annexure VI - Indemnity bond to be submitted by claimant on dissolution of HUF or demise of Karta
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    Annexure B
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    Form for fresh nomination / change of existing nomination / cancellation of nomination
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    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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Minor to Major Status Updation

    Updated Guidelines w.r.t. Minor's accounts & change in status from Minor to Major
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    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
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    Request for for change in Guardian of Minor Unitholder
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