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Processes

Transmission procedure


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  • Surviving unitholders in case of death of one or more unitholders

    Documents required to process the transmission of units are as follows:

    1. Letter from the Claimant/s requesting transmission of units.
    2. Original Death Certificate or Original attested copy of the death certificate of the deceased unit holder.
    3. Bank Account Details of the new first unit holder as per Annexure I along with attestation by a bank branch manager or cancelled cheque bearing the account details.
    4. Copy of the PAN Card of the claimant/s duly attested by ARN Distributor / AMC Staff / CAMS Front Office Staff
    5. KYC acknowledgement letter of the claimants

    The above mentioned documents can be submitted to the nearest TMF Investor Service office or sent to the registrars on the following address:
    Computer Age Management Services Pvt. Ltd.,
    No. 178 / 10 M G R Salai (Kodambakkam High Road),
    Opposite to Hotel Palmgrove,
    Nungambakkam,
    Chennai - 600034

    On receipt of these documents, the sufficiency of the documents will be checked and incase there is any further documentation/ clarification required the same will be intimated to the claimants.
    It shall be noted that only on receipt of the complete documentation, transmission request will be processed.

  • Registered nominees in case of death of Sole or All unitholders

    Documents required to process the transmission of units are as follows:

    1. Letter from the Claimant/s/ Nominees requesting transmission of units.
    2. Original Death Certificate or Original attested copy of the death certificate.
    3. Bank Account Details of the new first unit holder as per Annexure I along with attestation by a bank branch manager and cancelled cheque bearing the account details.
    4. Copy of the PAN Card of the claimant/s duly attested by ARN Distributor / AMC Staff / CAMS Front Office Staff
    5. KYC acknowledgement letter of the claimants.
    6. If the transmission amount is Rs One lakh or more:
    7. Indemnity duly(Rs 200 stamp paper) signed and executed by the nominee/s Annexure II
    8. Original Attested copy of the Proof of Date of Birth if the Claimant is a minor.
    9. Original Attested copy of the Proof of identity of the natural guardian / legal guardian in case of Claimant being a minor / of unsound mind.

    The above mentioned documents can be submitted to the nearest TMF Investor Service office or sent to the registrars on the following address:
    Computer Age Management Services Pvt. Ltd.,
    No. 178 / 10 M G R Salai (Kodambakkam High Road),
    Opposite to Hotel Palmgrove,
    Nungambakkam,
    Chennai - 600034

    On receipt of these documents, the sufficiency of the documents will be checked and incase there is any further documentation/ clarification required the same will be intimated to the claimants.
    It shall be noted that only on receipt of the complete documentation, transmission request will be processed.

  • Claimants where nominee is not registered in case of death of Sole or All Unitholders

    Documents required to process the transmission of units are as follows:

    1. Letter from the Claimant/s requesting transmission of units.
    2. Original Death Certificate or Original attested copy of the death certificate.
    3. Bank Account Details of the new first unit holder as per Annexure I along with attestation by a bank branch manager and cancelled cheque bearing the account details.
    4. Copy of the PAN Card of the claimant duly attested by ARN Distributor / AMC Staff / Registrar Front Office Staff.
    5. KYC acknowledgement letter of the claimants
    6. Indemnity Bond [Rs 200 stamp paper-prescribed format as Annexure III attached] against any other claims duly signed by all Legal Heirs & Claimant.
    7. Affidavit (Annexure IV) in a non-judicial stamp paper to be made by each of the Legal Heirs individually confirming that there are no other Claimants.
    8. If the transmission amount is below Rs. One Lakh: any appropriate document evidencing relationship of the claimant/s and legal heirs with the deceased unitholder/s.
    9. If the transmission amount is Rs. One lakh or more: Any one of the documents mentioned below:
      • Notarised copy of probate will, or
      • Legal heir certificate or succession certificate or claimants certificate issued by a competent court, or
      • Letter of administration, in case of Intestate Succession.
    10. Where the units are to be transmitted to a claimant who is a minor, various documents like KYC, PAN, Bank details, indemnity should be given of the guardian of the nominee and original Attested copy of the Proof of Date of Birth if the Claimant is a minor.
    11. Original Attested copy of the Proof of identity of the natural guardian in case of Claimant being a minor / of unsound mind.

    The above mentioned documents can be submitted to the nearest TMF Investor Service office or sent to the registrars on the following address:
    Computer Age Management Services Pvt. Ltd.,
    No. 178 / 10 M G R Salai (Kodambakkam High Road),
    Opposite to Hotel Palmgrove,
    Nungambakkam,
    Chennai - 600034

    On receipt of these documents, the sufficiency of the documents will be checked and incase there is any further documentation/ clarification required the same will be intimated to the claimants.
    It shall be noted that only on receipt of the complete documentation, transmission request will be processed.

  • In case of HUF, due to death of Karta

    Documents required to process the transmission of units are as follows:


    1. Original Death Certificate or Original attested copy of the death certificate of the deceased Karta
    2. Request Letter specifically asking for change of Karta duly signed by all the members
    3. Indemnity bond (Rs 200 stamp paper) signed by all the surviving coparceners and new Karta - Annexure V.
    4. Duly certified Bank certificate stating that the signature and details of new Karta have been appended in the bank account of the HUF - Annexure I
    5. Copy of the PAN Card standing in the name of the HUF duly attested by ARN Distributor / AMC Staff / CAMS Front Office Staff.
    6. KYC of the new Karta and KYC of HUF, if not already available.
    7. In case of no surviving co-parceners OR the transmission amount is Rs One Lakh or more OR where there is an objection from any surviving members of the HUF, transmission should be effected only on the basis of any of the following mandatory documents:
      • Notarized copy of Settlement Deed, or
      • Notarized copy of Deed of Partition, or
      • Notarized copy of Decree of the relevant competent Court

    The above mentioned documents can be submitted to the nearest TMF Investor Service office or sent to the registrars on the following address:
    Computer Age Management Services Pvt. Ltd.,
    No. 178 / 10 M G R Salai (Kodambakkam High Road),
    Opposite to Hotel Palmgrove,
    Nungambakkam,
    Chennai - 600034

    On receipt of these documents, the sufficiency of the documents will be checked and incase there is any further documentation/ clarification required the same will be intimated to the claimants.
    It shall be noted that only on receipt of the complete documentation, transmission request will be processed.

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