Baroda Mutual Fund-Downloads

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	Email: info@barodamf.com
	Toll Free: 1800 - 2670 - 189

KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary.

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Application Forms

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MF-Nomination Form
Form for providing Minor’s DoB & Details of Guardian
MAM Form- for change in status from Minor to Major
Request for change in Guardian of Minor Unitholder
T5 Transmission Request Form where HUF is dissolved upon demise of Kart
T4 Transmission Request Form for change of Karta upon demise of the registered Karta
T3 Transmission Request Form for Nominee & Legal Heir
T2 Form for Transmission of Units - Where the 1st holder is Deceased
T1 Form for Deletion of Name of Deceased 2nd or 3rd Joint Holder
Annexure B - Transmission Documents Matrix-Ready Reckoner
Annexure-VI - Bond of Indemnity by surviving member of dissolved HUF
Annexure-V -Indemnity from coparceners for change of Karta
Annexure-IV_NOC from other legal heirs
Annexure-III_Individual Affidavits to be given by ALL the Legal Heirs
Annexure-II_Bond of Indemnity furnished jointly by all Legal Heirs for Transmission without Legal Representation
Annexure-IB_Bank Attestation of Signature of the new Karta
Annexure-IA_Bank Attestation of Signature & bank account details
Annexure-I - Bank Attestation of Signature
AMFI Best Practice circular No.86-16-Jul-2020- Updated Guidelines reg. Minors Account and change of status from Minor to Major
BMF Tax Reckoner 2020-21

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