Transmission of Units - LIC Mutual Fund

KYC Forms

Annexure B - Transmission Documents Matrix - Ready Reckoner

Form T1 - for Deletion of Name of the deceased 2nd or 3rd Jt. Holder

Form T2 - for Transmission of Units - Where the 1st holder is Deceased

Form T3 Transmission Request Form for Nominee & Legal Heir

Form T4 Transmission Request Form for change of Karta upon demise of the registered Karta

Form T5 Transmission Request Form where HUF is dissolved upon demise of Karta

Annexure-Ia – Form for Bank Attestation of Signature & bank account details

Annexure-Ib – Form for Bank Attestation of Signature of the new Karta

Annexure-II - Bond of Indemnity furnished jointly by all Legal Heirs for Transmission without Legal Representation

Annexure-III - Individual Affidavits to be given by ALL the Legal Heirs

Annexure-IV - NOC from other legal heirs

Annexure-V - Indemnity from coparceners for change of Karta

Annexure-VI - Bond of Indemnity by surviving member of dissolved HUF

Standard MF Nomination Form

CKYC Application Form – Individual

KYC Application Form -Non- Individual

““On the occasion of HOLI, LIC MF CHANDIGARH, DELHI, GURUGRAM, KANPUR, LUCKNOW, VARANASI will remain closed on 08th March 2023. As per the notification issued by respective State Govt.” | Investor are requested to note that, pursuant to SEBI circular no. SEBI/HO/IMD/DF2/CIR/P/2020/175 dated September 17, 2020 read with circular no. SEBI/HO/IMD/DF2/CIR/P/2020/253 dated December 31, 2020, effective from February 1, 2021, the applicable NAV in respect of purchase of units of mutual fund scheme shall be subject to realization & availability of the funds in the bank account of mutual fund before the applicable cut off timings, irrespective of the amount of investment, under all mutual fund schemes. To know more about payment modes available : CLICK HERE | Pursuant to the guidelines received from AMFI and latest directives of Central & State Governments and Municipal authorities, branch offices of LIC MF AMC and the ISCs (“Official Points of Acceptance”) of the RTA (M/s. KFin Technologies Pvt. Ltd) shall be closed effective 23-March-2020 and thereby no physical transactions shall be accepted till situation improves. Investors are requested to only adopt online means of transacting. For more information click here | KYC IS ONE TIME EXERCISE WHILE DEALING IN SECURITIES MARKET - ONCE KYC IS DONE THROUGH A SEBI REGISTERED INTERMEDIARY {MUTUAL FUND, BROKER, DEPOSITORY, PARTICIPANTS, ETC.}, YOU NEED NOT UNDERGO THE SAME PROCESS AGAIN WHEN YOU APPROACH ANOTHER INTERMEDIARY