| "In
case of death of the single/sole Unitholder with
a registered nomination, the Units may be transferred
to the nominee, upon the nominee submitting the following
documents"
- Letter/request duly signed by the nominee(s)
Download
here (DOC,<200k)
- A certified* copy of the death certificate of the single/sole
Unitholder
-
Signature of the nominee duly attested by the banker, where the nominee is holding an account.
- Proof of date of Birth - if the nominee is a minor
- Proof of guardianship - in case the nominee is a minor and or an unsound person
a. The guardian of the nominee must submit an Affidavit cum declaration on Rs.100 stamp paper stating that he/she is the legal guardian (other than father and mother) of the nominee minor.
b. Attested copy of court order / will made by natural guardian stating his/her Legal guardianship.
- KYC Document – Mandatory irrespective of value of investments. (KYC Not applicable for transmission cum redemption)
*All certified copies are to be attested by a FT employee across the counter with the employee code / Gazetted Officer / Magistrate or Notarised by Notary Public.
NOTE:
Legal documents to be attested only by Gazetted Officer / Magistrate or Notarised by Notary Public.
Indemnity Bond requirement for nominee has been waived off.
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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