Format for Minor Unit Holder Attaining Majority- Change of

Format for Minor Unit Holder Attaining Majority- Change of Status Date: _____/_____/____________ To, TATA Asset Management Ltd. AMC for TATA Mutual Fund _____________________ Branch Sub:

Change of Status from Minor to Major & updation of relevant information.

Folio No/s.:

__________________________________

Dear Sirs, This is to inform you that the investment(s) was/ were made in the above Folio No/s. when I was minor and the units were held in my name represented by __________________ . As I have attained the age of majority, that is, have completed 18 years as on _____/_____/__________, I therefore request you to transfer the said units in my name and remove the Guardian Name and update the following details in your records for the above referred Folio No/s.:

Personal Details PAN

Mobile No.

Email Id

Tel – Office

Tax Status (mandatory)

Tel - Resident

Name of Bank Account Holder (Unit Holder in folio/s) :

Unit Holder’s Signature:

_________________________________________________

___________________________________

Account No.:_______________________________________

IFSCode for NEFT/RTGS:

Account Type:______________________________________

MICR Code:

BANK NAME: ______________________________________ BRANCH ADDRESS:________________________________

Date of Account Opening:

_________________________________________________

_____/_____/__________

Attestation by Bank Manager Only Name: ____________________________________________

BANK STAMP:

Signature: _________________________________________ Designation: _______________________________________ Employee ID:_______________________________________

Submitted for

Change of Tax Status only OR

Change of Tax Status with Redemption of Units

_______________________ Name of Unit Holder

_________________________ Name of Parent/ Guardian

_______________________ Signature of Unit Holder

_________________________ Signature of Parent/ Guardian

_____________________ Name of Donor (for TYCF*)

_______________________ Signature of Donor (for TYCF*)

Documents attached: 1) KYC acknowledgment copy (Self attested – Mandatory). Date of the letter & KYC acknowledgement should be after the date of attaining majority 2) Date of Birth Proof (either of the following: Birth Certificate School Leaving Certificate PAN Card copy Mark Sheet issued by Higher Secondary School of respective States/ ICSE/ CBSE, etc. Passport of the Unit Holder Any Other suitable proof issued by Government Authorities, ____________ 3) Proof of Bank details (either of the following: Cancelled Cheque with Name of Unit Holder & Account number printed on it. Original Bank statement / Copy of the Bank Statement showing A/c holder Name and A/c No. duly attested by Bank Manager Copy of Pass book showing A/c holder Name and A/c No. duly attested by the relevant Bank Manager Please note: You may produce the originals of the documents mentioned above, along with the photocopies, at the counter, we shall verify them and return the originals to you, or photocopies attested by the Banker Manager can be submitted. The attestation should include name, designation and employee code of the Bank Manager and seal of the Bank-Branch should be affixed clearly on the copy

* TYCF stands for Tata Young Citizens’ Fund