Common Application Form Editable
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Systematic Withdrawal Plan (SWP)
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Annexure-I-Bank Attestation of Signature
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Change in Name (Non Indivudals)
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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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Multiple Bank Accounts Registration
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NOMINATION AND CHANGE OF EXISTING NOMINATION FORM
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Revalidation of Redemption Form
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KYC Form - Non-Individual Annexure
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FATCA UBO Combined Form for Non Individuals
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Annexure VI - Bond of Indemnity by surviving member of dissolved HUF
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Annexure-Ia Bank Attestation of Signature & bank account details
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Annexure-Ib Bank Attestation of Signature of the new Karta
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Annexure-II - Bond of Indemnity to be furnished jointly by Legal Heirs
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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 from coparceners for change of Karta
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Form T1 for Deletion of Name of Deceased 2nd or 3rd Holder
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Form T2 for Transmission of Units - Where the 1st holder is Deceased
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Form T3 for Transmission Request for Nominee Legal Heir
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Form T4 for Transmission Request for change of Karta upon demise of regd Karta
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Form T5 for Transmission Request where HUF is dissolved upon demise of Karta
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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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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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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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