Name Change Affidavit Format For Mutual Fund

State:
Multi-State
Control #:
US-OG-570
Format:
Word; 
Rich Text
Instant download

Description

The Name Change Affidavit Format for Mutual Fund serves as a formal document that facilitates the legal recognition of name changes for entities involved in mutual funds. This affidavit must be completed by the affiant, typically a representative from the organization, to confirm the name change of the entity holding the mutual fund. Key features include the requirement to provide specific information about the entity, such as the prior name, new name, and evidence of the name change, like a certificate from the Secretary of State. Users are instructed to attach relevant exhibits that validate the name change and ensure all sections are properly filled out. It is essential to meet any notary endorsement requirements to finalize the affidavit. This form is particularly useful for attorneys, partners, owners, associates, paralegals, and legal assistants who need to maintain compliance with state regulations during transitions in ownership or mergers. Additionally, the document serves to provide a clear record for mutual fund investors and stakeholders regarding the identity of the managing entity. In summary, this affidavit is integral for ensuring seamless operations and legal protection during changes in business names.
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How to fill out Affidavit Of Company Name Change?

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FAQ

The last name change after marriage is considered 'other name' and you should create a 'multiple name affidavit' to prove both names belong to the same person. Some people add a middle name after marriage to add in-laws' last name to their full name. This new name is also considered a name that people know you with.

Self- attested PAN card copy. Any Document with new /revised name having registered address eg. KYC acknowledgment letter with address, Passport copy, Election card copy, Aadhaar card copy, Utility bills copy, Driving license copy, Registered bank statement copy (All documents to attested in original)

Ideally, an affidavit for one and the same person should include the following details: The original name of the deponent. Changed name of the deponent. Document in which the change occurs. Deponent's relevant personal details. Declaration stating that there is no fraud or misrepresentation in the affidavit.

KYC Compliant: Once the name change is effected at KRA, Investor has to submit a request letter along with the requisite documents. Post receipt of documents from the investor and after verification with KRA, Franklin Templeton would carry out the change of name request.

Name Change Affidavit Format Sample That my name as per the records is ?????-(XYZ). 2. That I have changed my name as _________ on (date of change of name). 3.At present all the records have my new name _________.

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Name Change Affidavit Format For Mutual Fund