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  • 2016-01-0158-sbimf Nomination Form Copy

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Sponsor: State Bank of India. Regd. Office: 9th Floor, Crescenzo, C38 & 39, G Block, BandraKurla Complex, Bandra (E), Mumbai 400 051. Tel.: 02261793000 Fax: 02267425687 Email: partnerforlife sbimf.com.

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A nominee is the custodian of your assets. You must nominate someone when registering to invest in mutual funds. It was most likely your parents, children, grandchildren, or spouse. A nominee is someone you have chosen and nominated to receive the mutual funds after your death.

When you redeem your mutual fund, you will typically receive your unit's funds within 1 to 5 working days. If you redeem a debt-related fund or a liquid fund, you will get your money within 1 to 2 working days.

If a nominee is registered, Mutual Fund units can be transferred to the nominee. In the absence of a nominee, the investments can be transferred to the legal heirs.

1. The nomination can be made only by individuals applying for/holding units on their own behalf singly or jointly. 2. Non-individuals including a Society, Trust, Body Corporate, Partnership Firm, Karta of Hindu undivided family, a Power of Attorney holder and/or Guardian of Minor unitholder cannot nominate.

For investors of mutual funds via the online method, completion of nomination can be done via the websites of the RTA (CAMS and KFintech) which will request for a one-time-password (OTP).

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.

And to register a nomination subsequently, the investor needs to fill up the prescribed Nomination form and submit the duly completed Nomination form at the designated investor service centre of the mutual fund or its Registrars. Nomination once made can be changed subsequently any time and any number of times.

You can check the nominee of your mutual fund online or request the details from the concerned AMC. We recommend revisiting your nominations after every major life event, such as marriage, divorce, loss of a loved one, etc.

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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
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
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:
1-877-389-0141
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