Documents needed for Transmission of Units to the registered Nominee/s in case of death of Sole or All unitholders:
- Transmission Request Form (Form T3) for Transmission of Units in favor of the Nominee.(Enclosed)
- Death Certificate of the deceased unit holder in Original (or) Photocopy of the death certificate should be self-attested by claimant and attested by a notary public/gazette officer.
- Self-attested copy of PAN Card of the Claimant
- KYC Acknowledgment.
- Original Cancelled cheque with the Claimant name pre-printed (or) copy of the claimant recent Bank Statement/Passbook with self-attestation and bank seal (Latest 3 months transaction).
- If the transmission amount is up to ₹ 5 Lakh, Nominee’s signature attested by the Bank Manager as per Annexure-I(a). (Enclosed)
- If the transmission amount is above ₹ 5 Lakh, Nominee’s signature attested by the notary public/gazette office.
- Updated Nominee Form (Enclosed)
Additional documentation required:
ID proof [PAN/Redacted Aadhaar/Voter ID / Passport of the deceased person attested by the claimant(s) and duly notarized.
Please note: Nominee can claim units Only through SB and NRI - NRO account.