Transmission of Units

Please Click here to view Transmission Reckoner.

 

Please Click here to view for updated guidelines on Transmission of units provided by AMFI Best Circular no. 85. Transmission Annexure & Forms:

Annexure-Ia_Bank Attestation of Signature & bank account details

Annexure-Ib_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

MF-Nomination Form

Form for Deletion of Name of Deceased 2nd or 3rd Jt.Holder

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

Transmission Request Form for Nominee & Legal Heir

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

Transmission Request Form where HUF is dissolved upon demise of Karta