Multiple Bank Account Registration Form
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Change of Bank for existing SIP
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Annexure – 1 : Bank Attestation of Signature
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Annexure-Ia – Form for Bank Attestation of Signature & bank account details
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Annexure-Ib – Form for Bank Attestation of Signature of the new Karta
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Fresh Nomination Form, Change of Existing Nomination and Cancellation of Nominee
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Form For Providing Minor's DOB & Details of the Guardian
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MAM Form for change in status from Minor to Major
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Request Form for Change in Guardian of Minor Unitholder
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Change of Name and Signatures Form (Individuals)
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Change in Name Form (Non-individuals)
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Change of Email or Contact Number
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Third Party Payment Declaration Form
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Consent Form- Declaration/ Confirmation of 1st holder / Other Joint Holders
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AMFI Best Practice circular no 110 on Revised Guidelines on Transmission of Units 31 Jan 2024
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Annexure B - Transmission Documents Matrix - Ready Reckoner
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Form T1 for Deletion of Name of Deceased 2nd or 3rd Jt.Holder March 2024
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Form T2 for Transmission of Units - Where the 1st holder is Deceased March 2024
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Form T3 for Transmission Request for Nominee Legal Heir March 2024
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Form T4 for Transmission Request for change of Karta upon demise of regd Karta March 2024
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Form T5 Transmission Request where HUF is dissolved upon demise of Karta Revised March 2024
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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 for Transmission without Legal Representation
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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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Annexure-VI - Bond of Indemnity by surviving member of dissolved HUF
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POA Registration Form - Investor
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POA Cancellation Form - Investor
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Common Aadhar Linking Form (Individuals)
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Common Aadhar Linking Form (Non-Individuals)
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