📝 Deletion of Names of Deceased Unit Holders (2nd and/or 3rd Holder)
📝 Deletion of Names of Deceased Unit Holders (2nd and/or 3rd Holder)
In case of the death of the 2nd and/or 3rd holder(s), the surviving holder(s) must submit the following documents to request deletion of the deceased name(s):
1️⃣ Request Form (Form T1)
📄 A duly filled Form T1 from the surviving unitholder(s), requesting deletion of the name(s) of the deceased 2nd and/or 3rd holder.
2️⃣ Death Certificate
⚰️ Submit either:
-
Original death certificate, or
-
Self-attested photocopy AND notarized/gazetted officer attested copy (in original)
💡 Note: If there's a change in the bank mandate, attach:
-
A fresh bank mandate form
-
A cancelled cheque of the new bank account
3️⃣ Fresh Nomination Form
👪 Submit a new nomination form or Nomination Opt-out form if:
-
No nomination exists currently, or
-
You wish to update/change the nomination.
4️⃣ KYC Compliance
🆔 Provide KYC Acknowledgment or submit a new KYC Form of the surviving unitholder(s), if not already KYC compliant.
✅ Transmission will only be processed after the KYC status reflects as “KYC Complied”.
.png)
