Get Annexure T5: Indemnity By The Claimant When There Is No Nominee Registration To Be Submitted In

Filling out the Annexure T5 form is essential for claimants seeking to transfer mutual fund units when no nominee has been registered. This guide provides a clear, step-by-step approach to successfully complete the form online.

Follow the steps to fill out the Annexure T5 form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the name of the deceased unit holder in the designated space. This is required to identify the mutual fund units held by them.
3. Next, fill in the date of death of the unit holder. This is crucial for processing the claim correctly.
4. Proceed to list the mutual fund units held by the deceased. Fill in the table with the columns: S No, Name of Mutual Fund, Scheme Name, Folio No, and No. of Units Held.
5. Indicate whether the deceased unit holder died intestate (without a will) or with a registered nominee. Choose the appropriate option in the provided section.
6. In the section for legal heirs, list the names of all surviving legal heirs and next of kin as per the applicable intestate succession laws.
7. Clearly state the name of the claimant(s), indicating who is requesting the transfer of mutual fund units.
8. Read and acknowledge the indemnity clause carefully, understanding the obligation to indemnify the mutual fund company against any claims.
9. Finally, ensure that all signatures are provided in the form, including those of the claimants and any required sureties, along with their names and addresses.
10. After completing the form, save the changes made, and choose the option to download, print, or share the form as needed for your records.

Complete your forms online today for a smooth claim process.