All CAN holders irrespective of mode of holding should sign the request for nomination / change / updation /Opting out Nomination. III. Every new nomination for a CAN will overwrite the existing nomination. Nomination will be subject to the provisions of the respective Scheme Information Document.
Follow these steps: Log into your online Demat Account portal. Go to your Accounts or relevant option. Select the option to add a nominee. Enter the nominee details, viz., name, relationship with the nominee, the nominee's address and contact information. Accept the terms and conditions and continue.
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.
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.
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.