Get the free reliance mutual fund nomination form

Reliance Capital Asset Management Limited A Reliance Capital Company NOMINATION FORM (For use only by Individual Unit Holders for registering a Nominee or cancelling an existing Nomination) Please

How to fill out reliance mutual fund nomination

How to fill out reliance mutual fund nomination:

1. Obtain the nomination form: Contact the reliance mutual fund company or visit their website to obtain the nomination form. It may also be available at their branch offices.
2. Provide personal information: Fill in your personal details such as your name, address, contact number, and email address. This information is essential for identification and communication purposes.
3. Nominee details: Fill in the details of the nominee(s) who will receive the mutual fund units or proceeds upon your demise. This includes their name, relationship to you, and contact information.
4. Percentage allocation: Indicate the percentage allocation of mutual fund units or proceeds for each nominee. This determines how the assets will be divided among the nominees.
5. Witness signature: Get the nomination form signed by two witnesses. The witnesses should be adults and not be nominees or beneficiaries in the nomination. Their signatures validate the form.
6. Submit the form: Once you have completed all the necessary fields and obtained the witness signatures, submit the nomination form to the reliance mutual fund company. You may need to attach relevant documents such as a copy of your ID proof and proof of address.

Who needs reliance mutual fund nomination:

1. Individuals investing in reliance mutual funds: If you are investing in reliance mutual funds, it is prudent to nominate individuals who will receive the mutual fund units or proceeds in the event of your demise. This ensures that your investments are transferred as per your wishes and to the rightful beneficiaries.
2. Those who want to avoid legal complications: By nominating individuals for your reliance mutual funds, you can simplify the transfer of assets and minimize potential legal complications. The nomination allows for a smoother process of transferring the investments to the nominees.
3. Individuals with specific nominees in mind: If you have specific family members, relatives, or friends whom you want to benefit from your reliance mutual funds, it is crucial to nominate them. This provides clarity about your intentions and prevents any ambiguity or disputes regarding the distribution of assets.

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What is reliance mutual fund nomination?

Reliance mutual fund nomination is the process of designating who will receive the units or assets of a mutual fund in the event of the investor's death.

Who is required to file reliance mutual fund nomination?

All investors in reliance mutual funds are required to file a nomination form.

How to fill out reliance mutual fund nomination?

To fill out reliance mutual fund nomination, the investor needs to obtain a nomination form from the fund house, provide their personal details, and nominate the desired beneficiary.

What is the purpose of reliance mutual fund nomination?

The purpose of reliance mutual fund nomination is to ensure a smooth transfer of assets to the intended beneficiary upon the investor's demise.

What information must be reported on reliance mutual fund nomination?

Reliance mutual fund nomination requires the investor to report their personal details such as name, address, contact details, PAN number, and nominee's details including name, relationship, and address.