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Form T3Request for Transmission of Units by Nominee or Legal Heir (For Transmission of Units on death of the Sole holder / all Joint Holders) To:ROOTS SECURITIES PVT. LTD. ARN 24952 RUIN E347831The
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How to fill out transmission of mutual funds

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How to fill out transmission of mutual funds

01
Obtain the transmission form from the mutual fund company.
02
Fill out the form with accurate information, including details of the deceased person and the transferee.
03
Attach any required documents, such as death certificate, probate documents, and identity proof of the transferee.
04
Submit the completed form and documents to the mutual fund company either online or by visiting their office.
05
Await processing of the transmission request and confirmation of the transfer of funds.

Who needs transmission of mutual funds?

01
Individuals who have inherited mutual fund investments from a deceased person.
02
Beneficiaries who are entitled to receive mutual fund assets as per the deceased person's will or legal inheritance laws.
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Transmission of mutual funds refers to the process by which ownership of mutual fund units is transferred due to the death of the unit holder or other reasons, ensuring that the rightful heirs or beneficiaries gain access to the mutual fund investments.
In cases of transmission, the legal heirs or beneficiaries of the deceased unit holder are required to file the necessary documentation and claims with the mutual fund company to facilitate the transfer of ownership.
To fill out transmission of mutual funds, beneficiaries must complete a 'Transmission Request Form', provide necessary documents like the death certificate, identity proof of the claimant, KYC documents, and any other required paperwork specified by the mutual fund house.
The purpose of transmission of mutual funds is to legally transfer the ownership of mutual fund units from a deceased holder to their nominated beneficiaries or legal heirs, ensuring the continuity of investment.
The information that must be reported includes the deceased unit holder's details, the claimant's identity and relationship to the deceased, the number of units to be transmitted, and any supporting documents like the death certificate and KYC details.
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