Get Annexure K3 Indemnity Format

This guide will assist you in filling out the Annexure K3 Indemnity Format online. The Indemnity Format is essential when transmitting mutual fund units after the death of the holder without a registered nominee.

Follow the steps to complete the Annexure K3 Indemnity Format.

1. Click 'Get Form' button to obtain the form and open it in your preferred online editor.
2. Begin filling in the date and location where the indemnity bond is being executed. This should be placed at the top of the form.
3. Next, enter the name and address of the indemnifier, who is the person executing this indemnity. This includes their full legal name and current residence.
4. Indicate to whom the indemnity is in favor, which in this case is HDFC Mutual Fund or HDFC Asset Management Company Limited. Enter the registered office address accurately.
5. Fill in the details of the deceased unit holder, including their name, date of passing, and a list of mutual fund units held.
6. State that the unit holder passed away intestate and list the surviving legal heirs according to applicable succession laws.
7. Acknowledge the request for transmission of mutual fund units, noting that HDFC AMC has agreed to the request based on representations by the indemnifier.
8. Draft the indemnity clause, affirming that the indemnifier will indemnify HDFC AMC against any claims resulting from the transmitted units.
9. At the bottom of the form, ensure that all legal heirs sign and provide their names and addresses.
10. Ensure the document is notarized and includes the notary’s signature and seal.
11. Once all fields are filled out, save changes, and you can then download, print, or share the form as necessary.

Complete your Annexure K3 Indemnity Format online today to ensure a smooth transmission process.