Get Tata Mutual Fund Transmission Form

In such cases, the nominee can either redeem or transfer Mutual fund units after the death of the primary holder. This request can be made in an application letter, along with the following documents: Original Death Certificate of the expired account holder. A notarized or attested photocopy would also be adequate.

How is transmission of units done? If the first holder of the Mutual Fund units passes away, the units are transmitted to the surviving second holder. In case there is only one holder, the units are transmitted to the nominee or the legal heir.

How to Transfer Mutual Funds to a Nominee? In case of death, the transfer of mutual funds can be done through these steps: The nominee will have to submit a written application to the mutual fund company. This should be accompanied by an address proof, identity proof, cancelled cheque and a copy of the pan card.

The only way to transfer ELSS mutual funds under lock-in from one demat to another is via closure cum transfer. The locked in units can only be moved to another demat account of the same account holder. If the ELSS scheme is out of the lock-in period or has free units, it can be transferred without any restrictions.

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.

You simply have to log-on to the 'Online Transaction' page of the desired Mutual Fund and log-in using your Folio Number and/or the PAN, select the Scheme and the number of units (or the amount) you wish to redeem and confirm your transaction.

Our Registrar and Transfer agent is Computer Age Management Services popularly known as CAMS.