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Get Annexure T3: Affidavit- To Effect Identification And Claim Of Legal ...
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How to fill out the Annexure T3: Affidavit- To Effect Identification And Claim Of Legal Ownership online
Filling out the Annexure T3: Affidavit- To Effect Identification And Claim Of Legal Ownership can seem daunting, especially for users with little legal experience. This guide will provide clear and supportive instructions to assist you in completing the form online with ease.
Follow the steps to complete the Annexure T3 affidavit online.
- Click the ‘Get Form’ button to obtain the form and open it in the editor.
- Begin with filling in the name of the deceased unit holder in the specified field. Ensure the name is accurate to avoid any discrepancies.
- List the mutual fund units held by the deceased by entering the relevant details such as serial number, mutual fund name, scheme name, folio number, and the number of units held.
- Provide the date and place of death for the deceased individual.
- Next, list all surviving legal heirs by filling in their names, addresses, ages, and relationships to the deceased accurately.
- Indicate whether you have executed an indemnity bond or attached a no objection certificate from all legal heirs, or provided a family settlement deed.
- Make sure to attach all requisite documents as listed in the form such as the death certificate, KYC confirmation letter, and legal heir certificates, if applicable.
- Complete the verification section by affirming the truthfulness of the information provided before signing.
Start completing your Annexure T3 affidavit online today to ensure a smooth claim process.
Related links form
Transmission of Units is a process whereby units held by a deceased unitholder are transferred either to the nominee or to the legal heirs of the deceased unitholder as the case may be.
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