Get Nomination Form - Hdfc Mutual Fund

Filling out the Nomination Form for HDFC Mutual Fund is an essential step in ensuring your investment is managed as per your wishes. This guide will provide you with a clear and easy-to-follow process for completing the form online, ensuring you provide all necessary information accurately.

Follow the steps to complete your nomination form online.

1. Click ‘Get Form’ button to obtain the Nomination Form and access it for completion.
2. In the first section, you will need to indicate your name as the unit holder. If there are multiple unit holders, list each one as 'Unit holder 1', 'Unit holder 2', and 'Unit holder 3'.
3. Next, indicate whether you are nominating a person or cancelling a previous nomination. For this, check the appropriate box provided.
4. Fill in the date when the nomination or cancellation is being made.
5. Provide your folio number under which the units are held. This is critical for processing your nomination.
6. List the names and addresses of the nominees. You can nominate up to three individuals. Ensure that this section is filled out accurately.
7. Include the date of birth for each nominee if applicable. This is especially necessary if a minor is nominated, requiring the guardian's information.
8. Designate a guardian if any nominee is a minor. You will need to fill in the guardian's name, address, and provide their signature.
9. Allocate the proportion of units for each nominee. Ensure the total adds up to 100%. This step is crucial for clarity regarding how the units will be shared.
10. Finally, provide the names and signatures of all unit holders. All joint holders must sign the form.
11. Once all sections are completed, you can save your changes, download a copy, print it for your records, or share it as needed.

Complete your Nomination Form online today and ensure your investments are protected.