Get Annexure T1 Request Letter For Transmission

This guide provides a comprehensive overview of how to complete the Annexure T1 Request Letter For Transmission online. By following these steps, users can ensure that their request is submitted accurately and efficiently for the transmission of mutual fund units.

Follow the steps to successfully complete the request letter.

1. Click the ‘Get Form’ button to access the Annexure T1 Request Letter and open it in your preferred online editor.
2. Fill in the section for claimant name(s) or new Karta name, indicating whether they are claiming solely or jointly.
3. Enter the name of the deceased investor in the appropriate field, along with the date of their passing.
4. Provide the relevant folio number(s) associated with the deceased investor's account.
5. Complete the claimant’s address details, ensuring that all mandatory fields marked with an asterisk are filled out correctly.
6. Indicate the number of units held by the deceased investor that you wish to have transmitted in your favor.
7. Describe your relationship with the deceased, ensuring clarity for processing the request.
8. Enter your bank mandate details, including bank name, branch name, and account type, ensuring the appropriate options are chosen.
9. Provide your account number, along with any required codes such as IFSC/RTGS Code and ECS MICR number.
10. Fill in your telephone number(s) and mobile number for further communication.
11. Review all entered information for accuracy to avoid delays in processing your request.
12. Save changes to your form, and download, print, or share the completed document as needed.

Begin completing your Annexure T1 Request Letter For Transmission online today to facilitate the smooth transmission of mutual fund units.