TRANSMISSION TO SURVIVING UNIT HOLDERS Forms
TRANSMISSION TO SURVIVING UNIT HOLDERS IN CASE OF DEATH OF ONE OR MORE UNITHOLDERS:
- Letter from surviving unit holders to the Fund / AMC / RTA requesting
for transmission
of units,.
- Death Certificate in original or photocopy duly notarized or attested by gazetted
officer or a bank manager.
- Bank Account Details of the new first unit holder as per
Annexure 1 along with attestation by a bank branch manager or
cancelled cheque bearing the account details and account holders name.
- KYC of the surviving unit holders.