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Get Annexure V - Indemnity By Coparceners - Edelweiss Mutual Fund
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How to fill out the Annexure V - Indemnity By Coparceners - Edelweiss Mutual Fund online
Filling out the Annexure V - Indemnity By Coparceners form is an essential step for ensuring a smooth transition of mutual fund units after the loss of the Karta. This guide provides clear and concise instructions on how to fill out this form online, making the process easier for all users.
Follow the steps to complete the form successfully.
- To obtain the form, click the ‘Get Form’ button to access and open it within the editor.
- Begin by entering the full name of the deceased Karta in the designated field, along with the date of their passing.
- List the mutual fund units held by the deceased Karta in the provided table, ensuring to fill in the scheme name, folio number, and the number of units held.
- Identify and provide the names, ages, and dates of birth of all living members of the Hindu Undivided Family (HUF) in the appropriate section.
- Indicate the name of the new Karta by filling in the respective field, ensuring they are acknowledged as the senior-most coparcener.
- Affirm your request to replace the deceased Karta's name with the new Karta's name, and include a declaration of the information's truthfulness.
- Review the indemnity clause, confirming your agreement to indemnify the fund against any potential claims or losses.
- Sign and date the form in the designated signature areas, ensuring that all members of the HUF provide their signatures.
- Include the name and address of the surety, and ensure that they also sign the form.
- Finally, save the changes, and download or print the completed form for your records and submission.
Ensure a seamless process by completing the necessary documents online today.
The Indemnity bond should be signed by two witnesses and two sureties (name, address and signature). 12. Affidavit should be verified in presence of a First Class Magistrate or a Notary Public. In the event of verification in the presence of Notary Public, the Affidavit should contain the notarial stamp.
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