Mutual fund form nomination 2026

1. Click ‘Get Form’ to open the mutual fund form nomination in the editor.
2. Begin by entering the date in the specified format (DD/MM/YYYY) at the top of the form.
3. Fill in your Folio Number and the names of all holders (First, Second, and Third Holder) as applicable.
4. In Section A, provide details for each nominee including their name, address, date of birth, allocation percentage, and relationship with you. If a nominee is a minor, include their guardian's details.
5. If you are canceling an existing nomination, complete Section B with the names of nominees being canceled and their signatures.
6. For changing nominations, fill out Sections A and C as required. Ensure all fields are completed accurately to avoid delays.
7. Review all entered information for accuracy before submitting your form through our platform.

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