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This document is an application form used to either nominate a person for mutual fund holdings or to cancel an existing nomination related to an ICICIdirect trading account. It includes sections for
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How to fill out application for mutual fund
How to fill out Application For Mutual Fund Nomination / Cancellation of Nomination
01
Obtain the Application For Mutual Fund Nomination / Cancellation of Nomination form from the respective mutual fund house or their website.
02
Fill in your personal details, including your name, address, and contact information.
03
Provide the details of the mutual fund scheme for which you want to nominate or cancel the nomination.
04
If you are nominating someone, fill in the nominee's details, including their name, relationship with you, and percentage of the total amount they will receive.
05
If you are cancelling a nomination, indicate the details of the current nominee to be cancelled.
06
Sign and date the application form at the designated places.
07
Submit the completed application form to the mutual fund house or your nearest branch office.
Who needs Application For Mutual Fund Nomination / Cancellation of Nomination?
01
Individuals investing in mutual funds who want to nominate someone for inheritance of their mutual fund units in case of their demise.
02
Investors who wish to cancel a previously made nomination on their mutual fund accounts.
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What is Application For Mutual Fund Nomination / Cancellation of Nomination?
The Application For Mutual Fund Nomination / Cancellation of Nomination is a formal request submitted by investors to designate or revoke beneficiaries for their mutual fund investments, ensuring that these assets are transferred according to their wishes after their passing.
Who is required to file Application For Mutual Fund Nomination / Cancellation of Nomination?
Any individual who invests in mutual funds and wishes to appoint or remove a nominee to receive the mutual fund proceeds in the event of their demise must file this application.
How to fill out Application For Mutual Fund Nomination / Cancellation of Nomination?
To fill out the application, the investor must provide personal information such as name, contact details, and mutual fund account information, along with the nominee's details (name, relationship, and share of the investment) or indicate the cancellation of an existing nomination.
What is the purpose of Application For Mutual Fund Nomination / Cancellation of Nomination?
The purpose is to ensure clarity and security in the transfer of mutual fund assets upon the investor's death, allowing for a smooth transfer to the designated nominee or revoking previous nominations if the investor's circumstances change.
What information must be reported on Application For Mutual Fund Nomination / Cancellation of Nomination?
The application must report the investor's details, mutual fund account number, the nominee's name, relationship with the investor, percentage of ownership, and a declaration against any existing nominations being cancelled.
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