Tata Mutual Fund
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Change of Address

  • Where the folio is KYC compliant

    1. Please download and print the KYC Details Change form for Individual in case of Individuals or KYC Details Change form for Non –Individual in case of Non Individuals.

    2. Please visit the nearest Point of Service of the KYC Registration Agency with the following documents:
      • KYC Details Change Form (Please fill the form details and affix your signature.)
      • Self attested photo copy of PAN or Proof of Identity* in case of PAN exempt cases
      • Self attested photo copy of Proof of Address**

  • Where the folio is not KYC compliant

    Please Visit the nearest branch with the following

    1. Request letter signed by all the unit holder(s) according to the mode of operation.

    2. Self attested copy of the PAN card (if PAN card is updated in the folio) or any Proof of Identity*

    3. Self attested photo copy of Proof of Address**

    4. Note: 2nd and 3rd needs to be carried in original for verification purpose.

    *Any one of the following for Proof of Identity:

    1. UID (Adhar)
    2. Passport
    3. Voter ID
    4. Driving License

    **Any one of the following for Proof of Address (Documents having an expiry date should be valid on the date of submission):

    1. Passport/Voters Identity Card/Ration Card/Registered Lease or Sale Agreement of Residence (office address in case of non-individuals)/Driving License/Flat Maintenance bill/Insurance Copy.
    2. Utility bills like Telephone Bill (only land line), Electricity bill or Gas bill - Not more than 3 months old
    3. Bank Account Statement/Passbook - Not more than 3 months old.
    4. Self-declaration by High Court and Supreme Court judges, giving the new address in respect of their own accounts


    Note: The proof of address in the name of the spouse may be accepted

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