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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.

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