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This document outlines the procedures and required documents for transmitting mutual fund units in the event of death of unit holders, including specific steps for surviving unit holders, registered

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What is transmission to surviving unit?

Transmission to surviving unit refers to the process of transferring legal ownership and control of assets to the designated beneficiary or surviving unit upon the death of an individual.

Who is required to file transmission to surviving unit?

The executor or administrator of the estate is usually responsible for filing the transmission to surviving unit.

How to fill out transmission to surviving unit?

The transmission to surviving unit form usually requires the executor or administrator to provide information about the deceased individual, the designated beneficiaries, and the assets to be transferred. This information typically includes personal details, asset details, and supporting documentation.

What is the purpose of transmission to surviving unit?

The purpose of transmission to surviving unit is to legally transfer the ownership and control of assets from the deceased individual to the designated beneficiaries or surviving unit.

What information must be reported on transmission to surviving unit?

The information required to be reported on transmission to surviving unit typically includes the details of the deceased individual, such as name, date of death, and relationship with the beneficiaries, as well as the details of the beneficiaries and the assets to be transferred.

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