Unit Trust Of India Mutual Fund [Utimf] — UTI capital growth unit scheme 1992 mastergain 92 Redemption.

Champ ketan

from Ahmedabad, Gujarat

Apr 14, 2022

Address: Ahmedabad

My grandfather have bought UTI capital growth unit scheme 1992 mastergain 92 in issue. My grandfather have expired few months back and I am having physical certificate of his holding. He was holding 400 units bearing distinctive number [protected] - [protected]. Kindly let me know the redemption process on below mail address [protected]@gmail.com.
Alternative you can reach me on [protected].

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Comments

ICF

from Delhi, Delhi

Apr 16, 2022

Dear Complainant,

Reference to your complaint, follow the below process

Transmission to claimant, where the nominee is not registered:

a) Letter from the claimant to the AMC/RTA requesting for transmission o[censored]nits

b) Death certificate in original or photocopy duly notarized or attested by gazette officer or a bank manager

c) Bank Account Details of the new first unit holder along with attestation by a bank branch manager or cancelled cheque/bank account statement/passbook bearing the account details and account holders name

d) KYC of the claimant

e) Indemnity Bond from legal heir

f) Individual affidavits from legal heir

g) If the transmission amount is less than Rs 2 lakhs, any appropriate document evidencing relationship of the claimant with the deceased unitholder.

h) If the transmission amount is Rs 2 lakhs or more: Any one of the documents mentioned below:

a. Notarised copy of Probated Will, or

b.Legal Heir Certificate or Succession Certificate or Claimant’s Certificate issued by a competent court, or

c.Letter of Administration, in case of Intestate Succession.

FATCA & CRS details

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