Tata Mutual Fund
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Processes

Transmission procedure


  • Transmission to surviving unit holders in case of death of one or more unitholders

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

    1. Letter from surviving unit holders to the Fund/RTA requesting for transmission of units [refer Annexure - T1]
    2. Death Certificate(s) in original or copy of the death certificate duly attested by Notary Public or by Gazetted Officer
    3. Bank Account Details of the new first unit holder as per Annexure - T2 along with signature attestation by a bank branch manager or Cheque copy with account number and holders’ name printed on the cheque.
    4. KYC confirmation letter or KYC acknowledgement letter bearing PAN / PAN Exempt Ref. No and Name of the surviving unit holders, if not already available
    5. Any other documents as prescribed by AMC / SEBI / AMFI from time to time

    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 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.

  • Transmission to registered nominee(s) in case of death of Sole or All unitholders

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

    1. Letter from nominee(s) to the Fund/RTA requesting for transmission of units [refer Annexure - T1]
    2. Death Certificate(s) in original or copy of the death certificate duly attested by Notary Public or by Gazetted Officer
    3. Bank Account Details of the new first unit holder as per Annexure - T2 along with signature attestation by a bank branch manager or Cheque copy with account number and holders’ name printed on the cheque.
    4. KYC confirmation letter or KYC acknowledgement letter bearing PAN / PAN Exempt Ref. No and Name of the claimant(s)
    5. Any other documents as prescribed by AMC / SEBI / AMFI from time to time

    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 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.

  • Transmission to claimant(s), where nominee is not registered

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

    1. Letter from claimant(s) to the Fund/RTA requesting for transmission of units [refer Annexure - T1]
    2. Death Certificate(s) in original or copy of the death certificate duly attested by Notary Public or by Gazetted Officer
    3. Bank Account Details of the new first unit holder as per Annexure - T2 along with signature attestation by a bank branch manager or Cheque copy with account number and holders’ name printed on the cheque.
    4. KYC confirmation letter or KYC acknowledgement letter bearing PAN / PAN Exempt Ref. No and Name of the claimant(s)
    5. Affidavit made on appropriate non-judicial stamp [Annexure - T3] to the effect of identification and claim of legal ownership to the mutual fund units
    6. If the value of transmission is upto INR. 2 Lacs as on date of effecting the transmission, any one of the following
      • NOC from all legal heirs made on appropriate non - judicial stamp paper [Annexure - T4]
      • Indemnity letter made on appropriate non-judicial stamp paper indemnifying Fund / RTA [Annexure - T5]
      • Copy of family settlement deed duly attested by Notary Public or by Gazetted Officer
    7. If the value of transmission is above INR. 2 Lacs as on date of effecting the transmission, any one of the document mentioned below:
      • Legal Heir Certificate
      • Succession Certificate
      • Probate of Will or Letter
      • Administration or Court Decree is to be submitted additionally

    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 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

    The members of the HUF should appoint the new Karta who needs to submit following documents for transmission:


    1. Letter Requesting for change of Karta, requesting for transmission of Units [refer Annexure - T1]
    2. Death Certificate(s) in original or copy of the death certificate duly attested by Notary Public or by Gazetted Officer
    3. Bank Account Details of the HUF with explicit mention about new Karta details as per Annexure - T2 along with signature attestation about new Karta under HUF by a bank branch manager.
    4. KYC confirmation letter or KYC acknowledgement letter bearing PAN / PAN Exempt Ref. No and Name of the new Karta and KYC of HUF, if not already available.
    5. Affidavit-cum-No Objection Certificate made on appropriate non-judicial stamp* duly signed by all co-parceners [Annexure - T6]. to the effect of identification and claim of legal ownership to the mutual fund units
    6. If the value of transmission is upto INR. 2 Lacs as on date of effecting the transmission, Indemnity made on appropriate non-judicial stamp paper indemnifying Fund / RTA [Annexure - T7]
    7. In case of no surviving co-parceners and the value of transmission amount is more than INR. 2 Lacs or more OR where there is an objection from any surviving members of the HUF, transmission any one of the following mandatory documents:
      • Notarized copy of Dissolution 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 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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