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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