This form is a sample letter in Word format covering the subject matter of the title of the form.
This form is a sample letter in Word format covering the subject matter of the title of the form.
Fill-in the nomination form; click here to download the form. Provide a written request mentioning folio number and name(s) of nominee, signed by all unit holders (irrespective of the mode of holding) along with nominee name, address and signature of one witness.
To add a nominee to your mutual fund online, log in to your demat account, go to the 'Profile' or 'Manage My Account' section, and select the 'Nominee' or 'Add Nominee' option. Then, fill in the required details of the nominee. Review the information and submit it.
Fill-in the nomination form; click here to download the form. Provide a written request mentioning folio number and name(s) of nominee, signed by all unit holders (irrespective of the mode of holding) along with nominee name, address and signature of one witness.
If you are KYC registered - please provide your request for change of address using the KYC change request form along with the documents and verification mentioned therein.
Log in to your demat account and navigate to the account settings or profile section. Look for the option to update or change the nominee details. Fill in the necessary information, such as the new nominee's details or the changes required, and submit the request.
I want to update my address Download the KYC Details Change Form under KYC Forms option on their website. Submit the duly signed form, copy of your PAN card and copy of your new address proof in any Mutual Fund Company's branch or CAMS Service Center near you.
To access your fund and account information you will need to register. To register you will need your social security number and your new fund number along with your account number to establish account access.
Give us a call at (800) 632-2301.