Download Various Forms

• KYC Forms
• CKYC & KRA KYC form for Individuals
• Supplementary CKYC Form for individuals
• Revised KYC form for Non Individual
• Multiple Bank Account Registration Form
• Transmission Request Form and supporting documents for Transmission of Units On death of a unitholder
1. Transmission Documents Matrix - Ready Reckoner ( August 2026)
2. FORM-QTP
3. Annexure-1 BOND OF INDEMNITY
4. Annexure-2 AFFIDAVIT-CUM-NO OBJECTION DECLARATION
5. Annexure-3 Bank Attestation of Signature & bank account details
6. Annexure-4 Bank Attestation of Signature of new Karta
7. Annexure-5 BOND OF INDEMNITY-Change of Karta
8. FORM-1 Request for Deletion of name(s) of Joint Holders in case of death of the 1st and 2nd Joint Holders
9. FORM-2 Request for Transmission of Units by Surviving Joint Holder(s) on demise of 1st unit holder
10. FORM-3 Transmission Request Form (under Simplified category and other than QTP Category)
11. 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
1. Request for Change in Guardian of Minor Unitholder
2. MAM Form for change in status from Minor to Major
3. Annexure – 1 : Bank Attestation of Signature