Form MAM
____________________MUTUAL FUND
Request for change in status from Minor to Major
To:
The Trustees
______________________________ Mutual Fund
Name of the Applicant (unitholder who is requesting for change of status from MINOR to MAJOR)
Mr./Ms.
Date of Birth | | | / | | |/ | | | | PAN | | | | | | | | | |
Tax Status: Resident Individual NRI PIO Others (please specify)
KYC Acknowledgment attached KYC form attached C-KYC Identification No.
Please tick✓ whichever is applicable
Name of the Guardian Mr./Ms._________________________________________________________________________
Relationship with the applicant: Father Mother Court Appointed Guardian
I, the above applicant, hereby request you to change my status from Minor to Major in the following Folios and delete the
Guardian’s name therein as I have since become a major, and update the details provided herein in your records.
Folio No(s).
1) 2) 3)
4) 5) 6)
7) 8) 9)
Contact details of the Applicant
Mobile No.+91 | | | | | | | | | | Tel. No. STD -
Email Address
Address of the Applicant
Address Line 1
Address Line 2
City: State PIN | | | | | |
(Please note that address will be updated as per applicant’s address on KYC form / KYC Registration Agency records)
Bank Account Details of the Applicant
Bank Name
Account No. 11-digit IFSC | | | | | | | | | | |
A/c. Type SB Current NRO NRE FCNR 9-digit MICR No.| | | | | | | | |
Name of bank branch
City PIN | | | | | |
Please attach & tick✓ Cancelled cheque with applicant’s name printed OR Applicant’s Bank Statement/Passbook
Additional KYC information (Please tick✓ whichever is applicable)
Occupation Private Sector Service Public Sector Service Government Service Business Professional
Agriculturist Retired Home Maker Student Forex Dealer Others _________________________________ (Please specify)
The applicant is a Politically Exposed Person Related to a Politically Exposed Person Neither (Not applicable)
Gross Annual Income (₹) Below 1 Lac 1-5 Lacs 5-10 Lacs 10-25 Lacs 25 Lacs-1crore >1 crore
FATCA and CRS information
Country of Birth ___________________________________ Place of Birth ___________________________________
Nationality
Are you a tax resident of any country other than India? Yes No
If Yes, please mention all the countries in which you are resident for tax purposes and the associated Taxpayer
Identification Number and its identification type in the column below
Country Tax-Payer Identification Number Identification Type
Nomination (Please tick (✓) one of the options below)
I wish to make a nomination and hereby nominate the person/s more particularly described in the Nomination Form
attached herewith, to receive the Units held my folio in the event of my death. {Recommended}
I DO NOT wish to make a nomination (Please tick ✓ if you do not wish to nominate anyone)
Declaration and Signature of the Applicant
I have attached herewith all the relevant / required documents as indicated below.
I confirm that the information provided above is true and correct to the best of my knowledge and belief.
I undertake to keep ________________________________________________________ Mutual Fund / its AMC/RTA
informed about any changes/modification to the above information in future and also undertake to provide any other additional
information as may be required by the AMC / RTAs.
I hereby authorize ________________________________________________________ Mutual Fund and its AMC/RTA to
share/disclose any of the information provided by me/us, including any changes in respect thereof to the Mutual Fund's Bankers
or my Distributor / Investment Advisor and to such other service providers as may be necessary for any operational reason,
including to verify/validate my / our bank account details. I / We also authorize the Mutual Fund & its AMC/RTA to provide/
share any of the information provided by me/us including my holdings in the Mutual Fund to any governmental or statutory or
judicial authorities/agencies as required by law without any obligation of informing me/us of the same.
My signature hereinbelow has been attested by the Guardian on record My bankers Notary / JMFC
Place___________________________
Date ___________________________ Signature of Applicant ______________________________________
Signature Attestation
(To be attested by the Guardian (as registered in the folio of the applicant who has become a major) or a Notary or
Judicial Magistrate First Class (JMFC) @
Name of the Guardian / Stamp of the Notary/JMFC The above signature of the applicant duly attested by me
________________________________
Signature
@ Alternatively, please attach banker’s certification / attestation in the prescribed form as per Annexure 1
Documents attached –
Copy of PAN Card of applicant
KYC Acknowledgment OR KYC form of applicant
Cancelled cheque with applicant’s name pre-printed OR Applicant’s Bank Statement/Passbook
Annexure-I – Bankers Attestation of Signature of the applicant
Nomination Form
