AMFI - Association of Mutual Funds in India

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Download Various Forms

Download Various Forms

KYC Forms
Multiple Bank Account Registration Form
Transmission Request Form and supporting documents for Transmission of Units On death of a unitholder

Transmission Documents Matrix - Ready Reckoner ( August 2026)
FORM-QTP
Annexure-1 BOND OF INDEMNITY
Annexure-2 AFFIDAVIT-CUM-NO OBJECTION DECLARATION
Annexure-3 Bank Attestation of Signature & bank account details
Annexure-4 Bank Attestation of Signature of new Karta
Annexure-5 BOND OF INDEMNITY-Change of Karta
FORM-1 Request for Deletion of name(s) of Joint Holders in case of death of the 1st and 2nd Joint Holders
FORM-2 Request for Transmission of Units by Surviving Joint Holder(s) on demise of 1st unit holder
FORM-3 Transmission Request Form (under Simplified category and other than QTP Category)
FORM-4 Transmission to New Karta_Claimant (on death of HUF Karta or on Dissolution of HUF)

Form for Request for Change in Mutual Fund Distributor(MFD)
Mutual fund-wise Scheme Ready Reckoner
MFU Common Account Number (CAN) Form
Aadhaar Enrolment Form
PAN Card Application Form
Investment on behalf of minors & Change in Status on Minor attaining Majority

Related Topics

Investor Service FAQs

Register/Change Bank Account details

Procedure To Claim Units/ Proceeds upon death of a Unitholder

AMFI - Association of Mutual Funds in India