Request letter by the Surviving Joint Unitholders in case of deletion of name of other

Joint unitholder(s) on account of his death

Date:
To,
Reliance Capital Asset Management Limited
Unit: Reliance Mutual Fund,
C/o Karvy Computershare Private Limited
21, Avenue-4, Street No. 1,
Banjara Hills,
Hyderabad 500 034
Subject:

Deletion of name(s) of Joint unitholder(s) on account of death

Dear Sir,
We would like to inform you that Mr. / Ms. <Name of the deceased Unit Holder> was holding
units, jointly with us, in certain mutual fund schemes of Reliance Mutual Fund, as detailed
herein below.
S No

Scheme Name

Folio No

No. of Units

We would like to bring to your kind attention that <Name of the deceased Unit Holder> had
passed away on ______________________, due to which I/we are now the only surviving joint
unitholders of the units of the aforesaid mutual fund schemes of Reliance Mutual Fund.
Accordingly, we would like to request you to delete the name of <Name of the deceased Unit
Holder> as a unitholder from the investments in units of the aforesaid mutual fund schemes of
Reliance Mutual Fund.
Yours sincerely,

________________________________________________
(Name and Signatures of all the surviving Joint Unitholders)
Enclosures:
1) Death Certificate, duly attested by gazetted officer / notarized, of the deceased joint
unitholder.
2) Copy of PAN Card & KYC acknowledgement of all the surviving joint unitholder(s), if not
provided earlier