ARN - 16709
EUIN - E039709
Nomination Form
Please refer to the instructions for assistance and complete all sections in English. For legibility, please use BLOCK LETTERS in black or dark ink.
Personal Details First Unit Holder F
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Folio No.
Nomination Details I/We do hereby nominate the Nominee(s) named below to receive the units allotted to my/our credit in my/our folio in the event of my/our death. I/We also understand that all payments and settlements made to Nominee(s), and signature(s) of the Nominee(s) acknowledging receipt thereof, will be noted as be a valid discharge by the AMC/Mutual Fund/ Trustee. This instruction supercedes all previous nominations made by me/us in respect of the folio indicated above. First Nominee Name
Allocation %
Date of Birth (in case Nominee is a minor)
D
D
City
M M
Y
Y
Y
Y
Address
State
Pin Code
X Signature of Nominee
Country
To be filled in case First Nominee is a minor Name of Guardian Address City
State
Pin Code
X Signature of Nominee
Country
Second Nominee Name
Allocation %
Date of Birth (in case Nominee is a minor)
D
D
City
M M
Y
Y
Y
Y
Address
State
Pin Code
X Signature of Nominee
Country
To be filled in case Second Nominee is a minor Name of Guardian Address City
State
Pin Code
X Signature of Nominee
Country
Third Nominee Name
Allocation %
Date of Birth (in case Nominee is a minor)
D
D
City
M M
Y
Y
Y
Y
Address
State
Pin Code
X Signature of Nominee
Country
To be filled in case Third Nominee is a minor Name of Guardian Address City
State
Pin Code
X Signature of Nominee
Country
Cancellation of Nomination Name of 1st Nominee
I/We do hereby cancel the nomination made by me/us in favour of
Name of 2nd Nominee Name of 3rd Nominee Name of Guardian of 1st Nominee (only if Nominee is a minor)
under Guardian
Name of Guardian of 2nd Nominee (only if Nominee is a minor) Name of Guardian of 3rd Nominee (only if Nominee is a minor)
Your Signature/s (To be signed by all joint holders)
a
X (Sole/First Unit Holder)
Date D
D
M M
Y
Y
Y
Y
X (Second Unit Holder)
X (Third Unit Holder)
Instructions This form is to be used only by individual unit holders to register a nominee or cancel an existing nomination. As per SEBI regulations, you can name a maximum of 3 nominees per investment to whom the amount will be payable on death of the sole or all unit holders as the case may be.
e)
Nomination in respect of the units stands rescinded or revoked upon the transfer of units.
f)
Transfer of units in favour of a Nominee shall be valid discharge by the AMC against the legal heir.
a)
The nomination can be made only by individuals applying for/holding units on their own, singly or jointly. Non-individuals including society, Trust, body corporate, partnership firm, Karta of HUF, holder of POA cannot nominate. Only unit holders can sign nomination registration/cancellation requests. PoA holders cannot sign the nomination registration/cancellation request.
g)
b)
A minor can be nominated and the name and address of the guardian should be provided by the unit holder. Nomination can also be in favour of the Central Government, State Government, a local authority, any person designated by virtue of his office or a religious or charitable trust.
A nomination can be cancelled only by individuals who hold units on their own, singly or jointly or under “anyone or survivor” capacity and who made the original nomination. Even if the mode of holding is “anyone or survivor”, all unit holders should sign the nominee registration/cancellation request. On cancellation of the nomination, the nomination will stand rescinded or revoked and the asset management company will not be under any obligation to transfer the units in favour of the Nominee.
h)
In the event of the unit holders not indicating the percentage of allocation/share for each of the nominees, the AMC, by invoking the default option will settle the claim equally amongst all the nominees.
i)
Signature of the nominee or the guardian (in case nominee is a minor) should be furnished in the space provided.
j)
Nominee details will be recorded at a folio level and will apply for all investments in that folio.
c)
d)
The Nominee shall not be a Trust (other than a religious or charitable trust), society, body corporate, partnership firm, Karta of HUF or a PoA holder. A nonresident Indian can be a Nominee subject to the exchange control regulations in force, from time to time. A nomination will not be allowed in a folio held by a minor.
call 1800 2000 400 or 1800 4190 200
email
[email protected]
www.lntmf.com
Our lines are open from 9.00 am to 6.00 pm, Monday to Friday
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
CL00637
