Home > Downloads > Forms

TRANSMISSION TO CLAIMANT
TRANSMISSION TO CLAIMANT/S, WHERE NOMINEE IS NOT REGISTERED, IN CASE OF DEATH OF SOLE OR ALL UNIT HOLDERS:
  • Letter from claimant/s to the Fund / AMC / RTA requesting transmission of units,
  • Death Certificate/s in original or photocopy duly notarized or attested by gazette officer or a bank manager,
  • Bank Account Details of the new first unit holder as perAnnexure I along with attestation by a bank branch manager or cancelled cheque bearing the account details and account holders name
  • KYC of the claimant/s,
  • Indemnity Bond from legal heir/s - Annexure II.
  • Individual affidavits from legal heir/s - Annexure III
  • If the transmission amount is below Rs two Lakhs: any appropriate document evidencing relationship of the claimant/s with the deceased unitholder/s.
  • If the transmission amount is Rs two Lakhs or more: Any one of the documents mentioned below:
    • Notarised copy of Probated Will, or
    • Legal Heir Certificate or Succession Certificate or Claimant’s Certificate issued by a competent court, or
    • Letter of Administration, in case of Intestate Succession

Copyright © 2009 Sahara Mutual Fund All rights reserved