Common Transaction Forms

Pegasus

Common Transaction Form

Franklin

Common Transaction Form

KFintech

Common Transaction Form

Nomination Form

Common Nomination Form

KYC Forms

CKYC Form Individual

CKYC Form Individual

KYC Form Non Individual

CKYC Form Non Individual

FATCA CRS & Additional KYC Info Form

Cams

Cams FATCA CRS Declaration & Supp KYC Info Individuals
Cams FATCA CRS Declaration & Supp KYC Info Entities

Kfintech

Kfintech KYC Info & FATCA CRS Declaration Individual
KFintech Supp KYC Info & FATCA CRS Declaration Entities & HUF

Franklin

Franklin FATCA CRS Annexure for Individuals
Franklin UBO & addl FATCA CRS Entities

Cancellation Forms

Cams

Cams SIP
Cams STP
Cams SWP

Kfintech

Kfintech SIP, STP, SWP

Franklin

Franklin Non Financial Transaction Form

Transmission Forms

Annexure-Ib – Form for Bank Attestation of Signature of the new Karta
Form T3 Request for transmission by nominee or legal heirs
Annexure-Ia – Form for Bank Attestation of Signature & bank account details
Annexure-VI – Bond of Indemnity by surviving member of dissolved HUF
Annexure-II – Bond of Indemnity furnished jointly by all Legal Heirs for Transmission without Legal Representation
Annexure B – Transmission Documents Matrix – Ready Reckoner
Annexure-IV – NOC from legal heirs where no holder is alive and there is no nomination
Form T1 – for Deletion of Name of the deceased 2nd or 3rd Jt. Holder
Form T4 Transmission Request Form for change of Karta upon demise of the registered Karta
Annexure-III – Individual Affidavits to be given by all the Legal Heirs
Form T2 – for Transmission of Units – Where the 1st holder is Deceased
Form T5 Transmission Request Form where HUF is dissolved upon demise of Karta
Annexure-V – Indemnity from coparceners for change of Karta on demise of karta