Don’t Judge Investments by Just One Year
📝 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 ...
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