Annexure IINew Bank Mandate Details with Attestati<strong>on</strong> from Bank Branch Manager or with This is to certify thatTo whomsoever it may c<strong>on</strong>cernMr. / Ms. (#)S/o or D/o:residing atis holding the following account in our bank and branchBank NameBranch NameBank A/c. No.A/c Type (Please ) Savings Current NRE NRO FCNR Others ___________________________________________MICR Code (09 digit)IFSC Code (11 digit)Signature <strong>of</strong> the above A/c holder asper Bank’s recordsSignature <strong>of</strong> the Bank Manager:Bank & Branch SealWith employee name and numberDate:Place:(#) = Name <strong>of</strong> the claimant
On Rs. 20/- stamp paperAnnexure III(To be given by the Nominee/s)Indemnity b<strong>on</strong>d with respect to transfer <strong>of</strong> the mutual fundunits held by the deceased Holder with producti<strong>on</strong> <strong>of</strong> legal representati<strong>on</strong>.(in case <strong>of</strong> transmissi<strong>on</strong> <strong>of</strong> mutual fund units held by a single holder / <strong>on</strong> death <strong>of</strong> all unit holdersin case <strong>of</strong> joint Holding and where there is nominee registrati<strong>on</strong>)I/We do hereby Solemnly affirm and sincerely state <strong>on</strong> oath as follows,I/We in<str<strong>on</strong>g>for</str<strong>on</strong>g>m you that “Mr. / Ms. (*) _______________________________________________________________________________________________” passed away <strong>on</strong>____________________________ andhe/she was holding the following Mutual Fund Units:S.No. Name <strong>of</strong> Mutual Fund Scheme Name Folio No. No. <strong>of</strong> Units HoldI /We further in<str<strong>on</strong>g>for</str<strong>on</strong>g>m you that he/she has nominated me/us as the nominee <strong>of</strong> the mutual fund units standing in his/ her name.I/We have, there<str<strong>on</strong>g>for</str<strong>on</strong>g>e, approached you with a request to transfer the a<str<strong>on</strong>g>for</str<strong>on</strong>g>esaid Mutual fund units in the name <strong>of</strong> the undersigns“Mr. / Ms. (#) _________________________________________________________________________________________________________________________________________________________________________________________”without insisting <strong>of</strong> producti<strong>on</strong> <strong>of</strong> a successi<strong>on</strong> certificate or an order <strong>of</strong> the court <strong>of</strong> competent jurisdicti<strong>on</strong> <str<strong>on</strong>g>for</str<strong>on</strong>g> which I /We execute anindemnity as is herein c<strong>on</strong>tained and <strong>on</strong> relying <strong>on</strong> the in<str<strong>on</strong>g>for</str<strong>on</strong>g>mati<strong>on</strong> herein given by us believing the same to be true. In c<strong>on</strong>siderati<strong>on</strong>there<str<strong>on</strong>g>for</str<strong>on</strong>g>e <strong>of</strong> my / our request to transfer above said Mutual Fund units to my/our name/s, I/We agree to receive the said units <strong>on</strong>ly as anagent and trustee <str<strong>on</strong>g>for</str<strong>on</strong>g> the legal heirs or legatees <strong>of</strong> the said unit holder/s. I/We hereby further agree and undertake to indemnify and keepindemnified, saved, defended, harmless you and your successors and assigns <str<strong>on</strong>g>for</str<strong>on</strong>g> all time hereafter against all losses, costs, claims,acti<strong>on</strong>s, demands, risks, charges, expenses, damages, etc., whatsoever which you may suffer and/or incur by reas<strong>on</strong> <strong>of</strong> your, at myrequest, transferring the said mutual fund units as herein above menti<strong>on</strong>ed, to my / our name/s without insisting <strong>on</strong> producti<strong>on</strong> <strong>of</strong> asuccessi<strong>on</strong> certificate or an order <strong>of</strong> the court <strong>of</strong> competent jurisdicti<strong>on</strong>.IN WITNESS WHEREOF THE said “Mr. / Ms. (#) ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________” has/have here unto set theirrespective hands and seals this ____________________________________________________________________________________ day <strong>of</strong> ________________________________________________________________.Signed and delivered by the said applicant/s123Name & Address <strong>of</strong> Nominee(s)Signature <strong>of</strong> the Nominee(s)Date: _________________________________________________________Place: ________________________________________________________(*) =Name <strong>of</strong> the deceased unit holder/s(#) =Name/s <strong>of</strong> the claimant/sSignature <strong>of</strong> Notary [with Name and Seal]
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