AMFI Best Practice circular no. 110 on Revised Guidelines on Transmission of Units - 31-Jan-2024
Centralised mechanism for reporting the demise of an investor through KRAs
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
