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  • Tata Mutual Fund Transmission Form

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Annexure T1: Request letter for transmission Date: d d / m m / y y y y The Trustee, Tata Mutual Fund Sub: Request for transmission of units I/We (claimant name(s) / new Karta Name) ; ; solely / jointly.

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In the case of the CAMS website, visit this link and navigate to the nomination page. Then you need to enter your PAN and select 'Single holder' or 'Joint holder', then click on 'Next'. Then select the folios you want to add or update the nominee for and proceed to the OTP authentication.

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.

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© Copyright 1997-2025
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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
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