Transmission of Units process Flow

Please Click here to view view for AMFI Best Practices Guidelines Circular No.110 /2023-24 Revised AMFI Best Practice Guidelines for transmission of Mutual Fund units.

• Form T1 for Deletion of Name of Deceased 2nd or 3rd Jt.Holder
• Form T2 for Transmission of Units - Where the 1st holder is Deceased
• Form T3 for Transmission Request Form for Nominee & Legal Heir
• Form T4 for Transmission Request for change of Karta upon demise of the registered Karta
• Form T5 - Transmission Request where HUF is dissolved upon demise of Karta-Revised
• Annexure-Ia_Bank Attestation of Signature & bank account details
• Annexure-Ib_Bank Attestation of Signature of the new Karta
• Annexure-II - Bond of Indemnity to be furnished jointly by Legal Heirs for Transmission without Legal Representation
• Annexure-III_Individual Affidavits to be given by ALL the Legal Heirs
• Annexure-IV_NOC from other legal heirs
• Annexure-V -Indemnity from coparceners for change of Karta
• Annexure VI - Bond of Indemnity by surviving member of dissolved HUF
• Nomination Form