![]() Transmission of Units to the registered Nominee/s in case of death of Sole or All unitholders: KYC Acknowledgment OR KYC Form of the surviving unit holder(s), if not KYC compliant.ģ. iv.Ĝancelled cheque of the new first unitholder, with the claimant’s name pre-printed OR Recent Bank Statement/Passbook (not more than 3 months old) of the new first holder. ![]() iii.Ĝopy of PAN Card of the Surviving Joint Holder(s) (if PAN is not provided already).ii.ĝeath Certificate of the deceased unitholder(s) in original OR photocopy duly attested by a Notary Public or a Gazetted Officer.Transmission Request Form (Form T2) for Transmission of Units to the surviving unitholder/s. Transmission of Units to surviving unit holder(s) in case of death of the 1st holder : KYC Acknowledgment OR KYC Form of the surviving unit holder(s), if not KYC compliant.Ģ. ![]() Fresh Nomination Form in case there is no nomination or a change in existing nomination is desired by the surviving unit holders. ![]() Fresh Bank Mandate Form along with cancelled cheque of the new bank account (only if there is a change in existing bank mandate) Death Certificate in original or photocopy duly attested by a Notary Public or a Gazetted Officer. Request Form (Form T1) from surviving unitholder(s) requesting for Deletion of Name of Deceased 2nd and/or 3rd Holder. Deletion of names of the deceased unit holders in case of death of 2nd and/or 3rd Holder : The detailed guidelines for Transmission of Units under various situations / scenarios and the forms/formats and supporting documents to be submitted by the claimants under each scenario is provided below. Transmission of Units is a process whereby units held by a deceased unitholder are transferred either to the nominee or to the legal heirs of the deceased unitholder as the case may be.
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