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  • 11 Letter Tranfer Nominee

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    muralisankara
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    The nominee is requesting the transfer of mutual fund units to their name after the demise of the original unit holder. The letter provides the folio number, scheme name, and number of units to be transferred. It also includes an indemnity bond and certified copy of the death certificate to facilitate the transfer.

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    Transfer form

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    The nominee is requesting the transfer of mutual fund units to their name after the demise of the original unit holder. The letter provides the folio number, scheme name, and number of units to be transferred. It also includes an indemnity bond and certified copy of the death certificate to facilitate the transfer.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    3 views1 page

    11 Letter Tranfer Nominee

    Uploaded by

    muralisankara
    The nominee is requesting the transfer of mutual fund units to their name after the demise of the original unit holder. The letter provides the folio number, scheme name, and number of units to be transferred. It also includes an indemnity bond and certified copy of the death certificate to facilitate the transfer.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Transfer of Nominee

    Date: ____________________ MORGAN STANLEY MUTUAL FUND C/o Karvy Computershare Private Ltd
    Karvy Registry House H.No. 8 - 2- 596 Street No: 1 Banjara Hills, Hyderabad 500 034

    Dear Sirs,
    Sub: Transfer of Units to the Nominee : ________________________ Ref : Folio Number Scheme Name : ________________________ No. of units : ________________________

    With reference to the above account, I/we wish to inform with regret the sudden demise of Mr./Ms._________________________________ the unit holder. I/We the nominee/s would request the fund to transfer the units to my/our name. To facilitate the fund to do the transfer, please find attached:
    a) Certified death certificate of Mr./Ms.________________________________ b) Indemnity bond absolving the fund from all actions arising out of such transfer

    Thank you,

    Yours sincerely,
    _____________________________________ (Nominee)

    Encl.: 1. Indemnity Bond 2. Certified copy of the death certificate

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