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Name Change Request Form 06 02 2023

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visnagar monarch
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38 views1 page

Name Change Request Form 06 02 2023

Uploaded by

visnagar monarch
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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REQUEST FOR NAME CHANGE FORM

For Individuals / NRIs

DD /MM / YYYY
Date:______________

To
Nippon India Mutual Fund

Dear Sir/ Madam,

I/We, as stated below, hereby submit the following request to change/correct the name(s) for aforementioned folio
number and PAN registered as either unitholder(s) or joint holder(s) in your records:
Folio Number : __________________________________

Unit Holders 1st/Sole Unitholder 2nd Unitholder 3rd Unitholder

Current Name
in Folio
Name to be
corrected/
changed to
PAN

Reason for name change/correction

Are there any changes in Bank Details? Yes No ( If yes, attach change of bank form with bank proof)

Name Change Request Form / 23rd May 2023 / Ver 1.2


Are there any changes in Signature? Yes No ( If yes, attach change of signature form)

Contact No.:________________________Email Id:______________________________________________

UNIT HOLDER(S) SIGNATURE(S)

SIGN
Signature of the 1st unitholder Signature of the 2nd unitholder Signature of the 3rd unitholder
HERE

APPLICABLE - In case of change in name and signature due to Marriage, please sign below.
OLD
SIGN Signature of the 1st unitholder Signature of the 2nd unitholder Signature of the 3rd unitholder
HERE
Mandatory Documents Change of Name (to be enclosed)
1. Change In Name ( Minor Correction)
Duly filled signed form by all the unit holders according to the mode of operation.
PAN & KYC with new name and bank proof with new name is required.
Individual investors (Including NRI), Affidavit from the unit holder on stamp paper of value Rs.100/- irrespective of any city & state.
2. Change In Name (Major Correction)
Duly filled signed form by all the unit holders according to the mode of operation.
PAN & KYC with new name and bank proof with new name is required.
Individual investors (Including NRI), Affidavit from the unit holder on stamp paper of value Rs.100/- irrespective of any city & state. OR
In case of change in name of individual investors (including NRI), notarized copy of the Gazette notification regarding change of name.
3. Change In Name due to Marriage
Duly filled signed form by all the unit holders according to the mode of operation.
PAN & KYC with new name and bank proof with new name is required.
In case of change of name of a unit holder due to marriage, a notarized copy of her marriage certificate (issued by registrar of marriages) .
Apostille of marriage certificate (issued by registrar of marriages) is mandatory if the same is issued outside India.
4. Change in Name due to Divorce
Duly filled signed form by all the unit holders according to the mode of operation.
PAN & KYC with new name and bank proof with new name is required.
Notarized copy of the divorce certificate / decree
NOC from second holder for deleting his name from folio due to Divorce (if any applicable).
Note:
The form is required to be signed by all the holder(s) (as per the mode of operation)
In case of non submission of any of the documents or if the documents are not found to be in order, the AMC reserves the right to not register the name correction
application submitted.

% %
ACKNOWLEDGMENT

Received , subject to verification and without prejudice, request for updation of new names
Name of the Sole/First Unit Holder _______________________________________________________________________

Folio no. ___________________________.

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