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Get Minor Attaining Majority - Request Form To Change Status Date : To Hsbc Mutual Fund Sub: Change Of
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How to fill out the Minor Attaining Majority - Request Form To Change Status Date: To HSBC Mutual Fund Sub: Change Of online
Navigating the process of changing your status from minor to major can be straightforward with the right guidance. This comprehensive guide will walk you through each step of filling out the Minor Attaining Majority - Request Form to ensure you complete it accurately and efficiently.
Follow the steps to successfully complete the form
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by entering the date in the designated field at the top of the form, marking the date when you are submitting your request.
- In the 'To' section of the form, affirm that the request is directed to HSBC Mutual Fund.
- Under the 'Sub' section, clearly specify that this is a request for the 'Change of Status from Minor to Major'.
- Proceed to fill in your Folio Number in the provided field — this number identifies your investment account.
- In the section labeled 'Investment(s) was made in the above Folio when I was minor and the same was represented by', enter the full name of your guardian in the space provided.
- State your 18th birthday date in the corresponding field, as this confirms your eligibility for changing your status.
- You will then need to request the transfer of all units in your name and the removal of the guardian's name. This may be written in the text box provided.
- Next, update your investor particulars including, but not limited to, bank particulars, PAN, email ID, mobile number, and account type with account number. Ensure to fill in all mandatory fields marked with an asterisk (*) as these are required for processing.
- In the sections for attestation, provide your signature in the 'Signature of First Holder (Major)' area. Ensure your guardian’s acknowledgment is also captured if necessary.
- Fill out the details for 'Guardian's Attestation' and 'Bank Manager Attestation', which may require the name of the registered guardian and include the branch seal with the attester’s name and employee number.
- Collect and attach required documents, ensuring they are photocopies unless specified otherwise. Check for the KYC acknowledgment and proof of age, among other documents.
- Ensure that all parts of the form are completed, review your information for accuracy, and make any necessary corrections.
- Once satisfied with your submissions, save changes to the form, then download, print, or share it as needed.
Complete your documents online to ensure a seamless transition and to avoid any hassle.
3.5 Documents required for change in status from Minor to Major 1) The prescribed MAM form duly filled in all respects. ... 2) Copy of PAN Card of the applicant. 3) KYC Acknowledgment or a duly competed KYC form.
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