NCT Forms

  • Multiple Bank Account Registration Form

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  • Annexure – 1 : Bank Attestation of Signature

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  • Annexure-Ia – Form for Bank Attestation of Signature & bank account details

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  • Annexure-Ib – Form for Bank Attestation of Signature of the new Karta

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  • Change in Bank Account Form

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  • One Time Bank Mandate Cancellation Form

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  • NPO Declaration

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  • FORM FOR NOMINATION / OPTING OUT OF NOMINATION

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  • Request Form for Change in Guardian of Minor Unitholder

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  • MAM Form for change in status from Minor to Major

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  • Cancellation Form for SIP, STP, SWP and Transfer of IDCW Form

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  • Change of Name and Signatures Form

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  • Email and Contact Number Updations Form

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  • Supplimentary KYC,FATCA,CRS & UBO Self Certification Form

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  • Third Party Payment Declaration Form

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  • Lien Request Form

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  • Lien Cancellation Form

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  • POA Registration Form - Investor

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  • POA Cancellation Form - Investor

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  • AMFI Best Practice circular no 110 on Revised Guidelines on Transmission of Units 31 Jan 2024

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  • Annexure Ia Bank Attestation of Signature & bank account details

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  • Annexure Ib Bank Attestation of Signature of the new Karta

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  • Annexure B - Transmission Documents Matrix - Ready Reckoner

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  • Form T1 for Deletion of Name of Deceased 2nd or 3rd Jt.Holder March 2024

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  • Form T2 for Transmission of Units - Where the 1st holder is Deceased March 2024

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  • Form T3 for Transmission Request for Nominee Legal Heir March 2024

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  • Form T4 for Transmission Request for change of Karta upon demise of regd Karta March 2024

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  • Form T5 Transmission Request where HUF is dissolved upon demise of Karta Revised March 2024

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  • Annexure-II - Bond of Indemnity furnished jointly by all Legal Heirs for Transmission without Legal Representation

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  • Annexure-III - Individual Affidavits to be given by ALL the Legal Heirs

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  • Annexure-IV - NOC from other legal heirs

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  • Annexure-V - Indemnity from coparceners for change of Karta

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  • Annexure-VI - Bond of Indemnity by surviving member of dissolved HUF

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  • MF Nomination Form

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