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Under the terms of the offer document, there
are no nomination facilities for joint holders. In case of
the death of all the joint holders, the heirs to the Units
would be required to submit the following documents:
In case the heir is claiming under a will:
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Certified copy of the will
-
Declaration of heirs and no-claim letter
from other heirs. Download
format here (PDF,5.14k)
-
Indemnity bond from the heir claiming
the Units. Download format
here. (PDF,8.9k)
In case the heir is not claiming
under a will:
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Certified copy of letter of administration / probate of the court;
-
Declaration of heirs and no-claim letter
from other heirs. Downloaded
format here(PDF,5.14k)
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Indemnity bond from the heir claiming
the Units. Download
format here. (PDF,8.9k)
*All certified copies are to be:
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attested by a gazetted officer; or a practising
Chartered Accountant or Advocate;
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attested by the manager of a bank where
the Unitholder maintains an account, specifying the manager's
bank identification number; or
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notarised by a Notary Public. (Note: A
power of attorney is always to be notarised by a notary
public.)
Note: In case the Power of Attorney is supplied
by the Unitholder, it may be accepted in case it is substantially
in accordance with the format provided.
Download
here.
(PDF,9.88k)
Please note that all documents are to be executed on plain paper.
Wherever stated so specifically, documents are to be executed
on non-judicial stamp paper of the stated denomination. After
completion, the required document should be submitted to any
of our Investor Service Centres for resolution.
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