Documents for Transmission of Units to surviving unit holder(s) in case of death of the 1st holder:


  • Transmission Request Form (Form T2) for Transmission of Units to the surviving unitholder/s.
  • The Original death certificate of the deceased unit holder, or a photocopy of the death certificate self-attested by the claimant and attested by a notary public or gazette officer.
  • Original cancelled cheque of the new primary unitholder, with the claimant's name pre-printed, or a recent bank statement/passbook (not older than 3 months) of the new primary unitholder.
  • KYC Acknowledgment OR KYC Form of the surviving unit holder(s), if not KYC compliant.
  • Transmission will be completed only once the status of the KYC is “KYC complied”.
  • Updated Nominee Form (if applicable).