Nominee Trust Form For Mutual Funds
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FAQ
Visit the MF central website and create an account using your PAN. Once you login you will see a list of all your mutual funds. Select the funds and update your nominee by providing all necessary details. Confirm it with OTP sent to your mobile or registered email address.
How to Transfer Mutual Funds to a Nominee? In case of death, the transfer of mutual funds can be done through these steps: The nominee will have to submit a written application to the mutual fund company. This should be accompanied by an address proof, identity proof, cancelled cheque and a copy of the pan card.
Provide Nominee details Provide all nominee details like Aadhar number, name, gender, date of birth, relation, bank account details, guardian (if the nominee is a minor), and upload a nominee photograph. Click on 'Save Family Details'. To add more than one nominee click on 'Add Now' and enter the details.
Follow 3 easy steps. Step 1 : Enter < DP ID > + < Client ID > + < PAN >. OTP on mobile number registered in your demat account. Step 2 : Select < Nominate > OR < Opt Out >. Step 3 : e-sign using AADHAAR. OTP on mobile number registered with UIDAI (AADHAAR).
I/We, the above-named investors of ____________________________________________ Mutual Fund, do hereby nominate the person(s) more particularly described hereunder to receive the Units held my/our Folio/s listed below in the event of my / our death by cancelling the nomination(s) made by me / us previously in respect ...