Download Various Forms

KYC Forms
- CKYC & KRA KYC form for Individuals
- Supplementary CKYC Form for individuals
- Revised KYC form for Non Individual
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 legal representation)
12. Annexure-V - Indemnity from coparceners for change of Karta
13. Annexure-VI - Bond of Indemnity by surviving member of dissolved HUF
Minor to Major & Change Request Forms
- MAM Form - for change in status from Minor to Major
- Request for change in Guardian of Minor Unitholder
- Form for Request for Change in MFD

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