Get Form T1 Request For Transmission Of Units

Completing the Form T1 Request for Transmission of Units is essential for managing unit holder records following the demise of joint holders. This guide provides clear instructions to help you navigate the online form with ease.

Follow the steps to fill out the Form T1 online.

1. Click ‘Get Form’ button to open the form in your editor.
2. Enter the date of the request at the top of the form, ensuring it reflects the current date.
3. In the section designated for the trustees, include the name of the mutual fund in which you are a unit holder.
4. Provide details about the deceased joint holder, including their name and the date of demise, in the specified fields.
5. List the schemes and folios associated with the deceased joint holders, ensuring to indicate the number of units for each entry.
6. If applicable, indicate whether the existing bank account details should be continued or replaced by filling in the fresh bank mandate form.
7. Decide on the nomination preferences, choosing one of the options provided regarding nominating new beneficiaries.
8. Include your name, signature, and PAN details in the section for the surviving unit holder(s) at the end of the form.
9. Attach any required documents, such as the death certificate of the deceased joint holder, ensuring all attachments are properly referenced.
10. Once all sections are completed and documents attached, you can save changes, download, print, or share the form as needed.

Complete your Form T1 Request for Transmission of Units online today!