Get Transmission Request Form - Reliance Mutual

Filling out the Transmission Request Form for Reliance Mutual can seem daunting, but this guide will provide you with clear, step-by-step instructions to simplify the process. Ensure that you have all necessary documents ready as you work through the form.

Follow the steps to complete the transmission request form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Fill in the folio number(s) of the deceased unit holder(s) accurately in the designated field.
3. Enter the full name of the deceased unit holder or Karta in the specified section.
4. Select the appropriate option under 'Request Made By' to indicate your relationship to the deceased (e.g., Joint Holder(s), Legal Heir(s), etc.).
5. Provide the claimant's name, ensuring it is spelled correctly and matches your identification documents.
6. Fill in the claimant's Permanent Account Number (PAN) in the respective field.
7. Enter the claimant's date of birth, and ensure you attach any required proof of date of birth.
8. If the claimant is a minor, provide the name of the guardian and indicate their relationship to the minor along with necessary proof.
9. Fill in the contact details including a mobile number with country code, email address, and mailing address as per KYC records.
10. Provide your bank account details. Ensure the name on this application matches your bank account.
11. If nomination is required, complete the nomination details including nominee's name, date of birth (if minor), allocation percentage, and signatures.
12. Review the documents required to be submitted, ensuring all necessary paperwork is prepared for transmission.
13. Complete the declaration and signature section, ensuring all information is correct before submission.
14. At the final step, save your changes to the form, and you can choose to download, print, or share the completed form as needed.

Begin your transmission process by completing the necessary documents online today.