Forms | Abakkus Mutual Fund

Common Application Form

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Common Application form – Single Cheque Multiple Purchase

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Common Transaction Slip

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Non Financial Transaction Form

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Transaction Slip

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Cancellation of SIP Form

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SIP PAUSE Form

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SIP Registration Form

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Systematic Transfer Plan (STP)

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Systematic Withdrawal Plan (SWP)

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Annexure-I-Bank Attestation of Signature

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Change in Guardian Form

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Change in Name (Non Indivudals)

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Change of Broker and RIA Code

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Change of Name and Signature

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Minor to Major Change Request

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POA Cancellation Form

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UBO Form

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Change in Bank Account

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DECLARATION FORM FOR OPTING OUT OF NOMINATION

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FATCA & CRS declaration form for Individual

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FATCA CRS UBO and Supplementary KYC for Non Individuals

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Lien Marking Format

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Lien Removal Format Form

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Multiple Bank Accounts Registration

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Registration_Change_Opting-out of Nomination Form

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Revalidation of Redemption Form

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Tax Status Change

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OTM Registration Form

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KYC Form - Individual

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KYC Form - Non Individual

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KYC Form - Non-Individual Annexure

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FATCA Form Individuals

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FATCA UBO Combined Form for Non Individuals

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Annexure-1 BOND OF INDEMNITY

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Annexure-2 AFFIDAVIT-CUM-NO OBJECTION DECLARATION

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Annexure-3 Bank Attestation of Signature & bank account details

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Annexure-4 Bank Attestation of Signature of new Karta

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Annexure-5 BOND OF INDEMNITY-Change of Karta Revised

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FORM-1 Request for Deletion of name(s) of Joint Holders in case of death of the 1st and 2nd Joint Holders

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FORM-2 Request for Transmission of Units by Surviving Joint Holder(s) on demise of 1st unit holder

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FORM-3 Transmission Request Form (under Simplified category and other than QTP Category)

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FORM-4 Transmission to New Karta_Claimant (on death of HUF Karta or on Dissolution of HUF)

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FORM-QTP

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Distributors Empanelment Form

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Additional Declaration by Distributor

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Annexure 1(C ) -Sample of letter to be sent to MF clients of deceased MFD for change of ARN code

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Annexure 1a & 1b - Sample of letter to be sent by Transferor MFD to MF clients to inform about change of ARN

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Annexure 2 - Application form for Transfer of AuM to be submitted by Transferor

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Annexure 3 - Application for Transfer of AuM - Covering letter to RTA

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Annexure-4 - Declaration be submitted by Transferee MFD

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Annexure 5 - Application form for Transfer of AUM to be submitted by Nominee & Legal heir of deceased MFD

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Annexure-6 - NOC from other legal heirs for transfer of AUM in favour of one of the legal heirs

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Annexure-7 - Individual Affidavits to be given by ALL the Legal Heirs

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Annexure-8 - Bond of Indemnity furnished jointly by all Legal Heirs for Transfer of AUM without Legal Representation

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Annexure-9 - Bank Attestation of Signature & bank ac details of legal heir

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Common Non-Financial Transaction Form for Distributor

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Distributor AUM Transfer Form

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EUIN Declaration Form

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Nomination Form for Distributors

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Declaration cum Remediation Form for EUIN

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Declaration Form For Third Party Payment

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NPO Declaration Form

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US Investor Declaration

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Common Aadhaar Linking Form Individuals

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Common Aadhaar Linking Form Non Individuals

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Consent Form Unrelated Person Joint Holder MFD

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Form 15G

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RIA Consent Form

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Form 15H

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Forms | Abakkus Mutual Fund

Common Application Form

Common Application form – Single Cheque Multiple Purchase

Common Transaction Slip

Non Financial Transaction Form

Transaction Slip

Cancellation of SIP Form

SIP PAUSE Form

SIP Registration Form

Systematic Transfer Plan (STP)

Systematic Withdrawal Plan (SWP)

Annexure-I-Bank Attestation of Signature

Change in Guardian Form

Change in Name (Non Indivudals)

Change of Broker and RIA Code

Change of Name and Signature

Minor to Major Change Request

POA Cancellation Form

UBO Form

Change in Bank Account

DECLARATION FORM FOR OPTING OUT OF NOMINATION

FATCA & CRS declaration form for Individual

FATCA CRS UBO and Supplementary KYC for Non Individuals

Lien Marking Format

Lien Removal Format Form

Multiple Bank Accounts Registration

Registration_Change_Opting-out of Nomination Form​

Revalidation of Redemption Form

Tax Status Change

OTM Registration Form

KYC Form - Individual

KYC Form - Non Individual

KYC Form - Non-Individual Annexure

FATCA Form Individuals

FATCA UBO Combined Form for Non Individuals

Annexure-1 BOND OF INDEMNITY

Annexure-2 AFFIDAVIT-CUM-NO OBJECTION DECLARATION

Annexure-3 Bank Attestation of Signature & bank account details

Annexure-4 Bank Attestation of Signature of new Karta

Annexure-5 BOND OF INDEMNITY-Change of Karta Revised

FORM-1 Request for Deletion of name(s) of Joint Holders in case of death of the 1st and 2nd Joint Holders

FORM-2 Request for Transmission of Units by Surviving Joint Holder(s) on demise of 1st unit holder

FORM-3 Transmission Request Form (under Simplified category and other than QTP Category)

FORM-4 Transmission to New Karta_Claimant (on death of HUF Karta or on Dissolution of HUF)

FORM-QTP

Distributors Empanelment Form

Additional Declaration by Distributor

Annexure 1(C ) -Sample of letter to be sent to MF clients of deceased MFD for change of ARN code

Annexure 1a & 1b - Sample of letter to be sent by Transferor MFD to MF clients to inform about change of ARN

Annexure 2 - Application form for Transfer of AuM to be submitted by Transferor

Annexure 3 - Application for Transfer of AuM - Covering letter to RTA

Annexure-4 - Declaration be submitted by Transferee MFD

Annexure 5 - Application form for Transfer of AUM to be submitted by Nominee & Legal heir of deceased MFD

Annexure-6 - NOC from other legal heirs for transfer of AUM in favour of one of the legal heirs

Annexure-7 - Individual Affidavits to be given by ALL the Legal Heirs

Annexure-8 - Bond of Indemnity furnished jointly by all Legal Heirs for Transfer of AUM without Legal Representation

Annexure-9 - Bank Attestation of Signature & bank ac details of legal heir

Common Non-Financial Transaction Form for Distributor

Distributor AUM Transfer Form

EUIN Declaration Form

Nomination Form for Distributors

Declaration cum Remediation Form for EUIN

Declaration Form For Third Party Payment

NPO Declaration Form

US Investor Declaration

Common Aadhaar Linking Form Individuals

Common Aadhaar Linking Form Non Individuals

Consent Form Unrelated Person Joint Holder MFD

Form 15G

RIA Consent Form

Form 15H

Registration_Change_Opting-out of Nomination Form