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-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
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