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Key Forms

Empanelment Form
Empanelment Check List
Nomination Form
Transaction Related Forms

Other Forms (In Alphabetical Order)

Additional Declaration by Distributor
AMFI Self Declaration Letter
AMFI Self Declaration Letter (Revised Format for FY 2014-15) (Forms)
Commission in the form of units - Enrolment Cum Mandate Form
Declaration From Distributors
EUIN Remediation Form

AUM Transfer Forms

Annexure 1a & 1b - Sample of letter to be sent by Transferor MFD to MF clients to inform about change of ARN
Annexure 1c - Sample of letter to be sent to MF clients of deceased MFD for change of ARN code
Annexure 2 - Application form for Transfer of AUM to be submitted by Transferor final
Annexure 3 - Application for Transfer of AUM - Covering letter to RTA's
Annexure 4 - Declaration be submitted by Transferee MFD
Annexure 5 - Application form for Transfer of AUM to be submitted by Nominee & Legal heir of deceased MFD
Annexure 6 - NOC from other legal heirs for transfer of AUM in favour of one of the legal heirs
Annexure 7 - Individual Affidavits to be given by ALL the Legal Heirs
Annexure 8 - Bond of Indemnity furnished jointly by all Legal Heirs for Transfer of AUM without Legal Representation
Annexure 9 - Bank Attestation of Signature & bank ac details of legal heir
Annexure B - Sample Letter to MF clients From Individual ARN to Corporate ARN