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  • Annexure T1 Request Letter For Transmission

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Annexure T1: Request letter for transmission ddmmmyyyy Mutual Fund Name Address City Sub: Request for transmission of units I/We (claimant name(s) / new Karta Name) solely / jointly would like to.

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A transmission request form (Form T2) to transfer the units to the surviving unitholders. The death certificate of the deceased unitholder in original or photocopy duly attested by a Notary Public or a Gazetted Officer. If the PAN card is not provided, a copy of the PAN card of the surviving joint holder.

While SEBI states the mutual fund units cannot be transferred from one unit holder to another other than through inheritance, AMFI in its FAQs states that mutual funds units can be transferred from one unit holder to another through an off-market transaction provided they are held in the Demat form.

The Transmission Request Form should be filled up by legal heirs who would like to have the shares held by the deceased transmitted in their names.

I/ We hereby request the Company to kindly consider my/ our request for transmission of the aforesaid shares in my/ our name on the basis of execution of Affidavit and Indemnity Bond without submitting any of the aforesaid legal documents. Please send the specimen of the said documents to be executed by me/ us.

Documents Required for Transfer of Fund Units to Joint Holder or Nominee Letter from the claimant requesting transmission of units or transmission request form. Notarized copy of death certificate of the deceased investor. KYC documents of claimant such as Aadhaar Card, PAN Card, etc.

Mutual fund accounts allow owners to name beneficiaries—in the event of the owner's death. Mutual fund owners can set up a transfer-on-death (TOD) provision whereby the fund's assets would transfer to the beneficiary.

Investments held in taxable accounts at a brokerage firm or mutual fund company can pass to heirs directly. In other words, they don't have to be sold before they get transferred into your name.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232