How to use or fill out mutual fund form nomination with our platform
- Click ‘Get Form’ to open the mutual fund form nomination in the editor.
- Begin by entering the date in the specified format (DD/MM/YYYY) at the top of the form.
- Fill in your Folio Number and the names of all holders (First, Second, and Third Holder) as applicable.
- 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.
- If you are canceling an existing nomination, complete Section B with the names of nominees being canceled and their signatures.
- For changing nominations, fill out Sections A and C as required. Ensure all fields are completed accurately to avoid delays.
- Review all entered information for accuracy before submitting your form through our platform.
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