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Annexure 1(C) Sample of letter to be sent by nominee / legal heir of deceased MFD to MF clients of deceased MFD for change of ARN codeOn the Distributors Letter HeadDate: ___ To, Name & Address of
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01
Gather all necessary information, including account numbers, names, and addresses of both the current and receiving institutions.
02
Obtain the AUM Transfer Requests Form-1 from your financial institution or download it from their website.
03
Fill in your personal information in the designated fields, ensuring accuracy in account details.
04
Provide the information of the receiving institution, including account details where the assets are to be transferred.
05
Specify the types of assets to be transferred and their corresponding values.
06
Review the form carefully for any errors or missing information.
07
Sign and date the form to authorize the transfer.
08
Submit the completed form to your current financial institution, either in person or through their preferred submission method.

Who needs aum transfer requests form-1with?

01
Individuals or entities looking to change their financial institution for management of their assets.
02
Current account holders who wish to transfer their assets to another financial service provider.
03
Clients who have recently decided to consolidate their accounts or find better investment opportunities.
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The AUM Transfer Requests Form-1 is a document used to initiate the transfer of assets under management (AUM) from one entity to another, typically within financial institutions.
Entities or individuals who are initiating the transfer of asset management responsibilities are required to file the AUM Transfer Requests Form-1.
To fill out the AUM Transfer Requests Form-1, provide relevant information such as the names of the entities involved, details of the assets being transferred, and any required authorization signatures.
The purpose of the AUM Transfer Requests Form-1 is to formally document and process the transfer of assets under management in order to ensure compliance and maintain accurate records.
The AUM Transfer Requests Form-1 must report details such as the transferor and transferee entities, asset descriptions, account numbers, and reasons for the transfer.
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