Form Minor Major PDF Details

Transitioning from minor to major status brings with it a host of updates and adjustments, especially when it comes to financial investments and transactions. The "Form for Updation of Status Minor to Major," specifically designed for those who have recently achieved the age of majority, plays a pivotal role in making these transitions seamless for UTI Mutual Fund unitholders. Its comprehensive layout ensures the capture of all necessary details, ranging from basic unitholder information including the folio number, the minor's name as per the folio, and their date of birth to more intricate details like new bank information, nomination preferences, and contact updates. With sections dedicated to the inclusion of new bank details – requiring documents such as a cancelled cheque, a recent bank statement, or a certified copy of the passbook – to the option of updating nomination details, and the requisite updation of mobile/email and PAN details, the form serves as a crucial tool for unitholders stepping into their majority. Importantly, this transition is not just a formality but a crucial update that allows for future transactions to be conducted under the major's name, underscoring the form's importance in ensuring unitholders' investment continuity and security. With a declaration and signature section for both the now-major unitholder and their guardian, the process underscores the seriousness and the legal acknowledgment of this transition, further strengthened by a bank official's attestation. Guidelines provided at the end supplement the form's instructions, ensuring unitholders are well-informed of the process, making the transition from a minor to a major unitholder a well-guided journey.

QuestionAnswer
Form NameForm Minor Major
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesthe major form of status, what procees in uti mutual fund minor convert in to major, form for updation of status minor to major uti, uti form

Form Preview Example

Form for Updation of Status Minor to Major

(Applicable to Minor attaining Majority)

Please fill in the information below legibly in English and in CAPITAL LETTERS)

To:

Date:

UTI Mutual Fund

 

D D M M Y Y Y Y

A Unitholder’s information:

1. Folio Number :

2. Name of the Minor (As per the folio)

3. Date of Birth

4. Guardian’s name in the folio

Above named minor child has completed 18 years of age. UTI MF, is requested to update the below details of the minor who has now become major for future transactions.

B. New Bank Details : (Mention new bank details and enclose mandatory documents as mentioned below)

Any one of : Cancelled Cheque or Bank Statement* or Certified copy of Pass book*. *Not more than 3 months old

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Bank details

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of the Bank

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Branch

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Account number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Account type

Saving

 

 

Current

 

NRE

NRO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MICR (9 Digit)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IFS Code (11 Character)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Branch address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Branch City

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Branch Pin code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C. Nomination Details :

 

I wish to nominate.

 

I do not wish to nominate (it is advisable to have nomination)

 

Nominee Name with percentage

1.

 

 

 

 

 

 

 

 

 

%

 

 

 

 

 

 

 

 

 

2.

 

 

 

 

 

 

 

 

 

%

 

 

 

 

 

 

 

 

 

3.

 

 

 

 

 

 

 

 

 

%

 

 

 

 

 

Nominee’s date of birth

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Nominee’s Signature

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Guardian’s name (if nominee is minor)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Nominee’s address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

D Updation of Mobile/Email and PAN

Mobile No

Email ID

PAN

Please attach PAN Card Copy

DECLARATION AND SIGNATURE OF UNITHOLDER

I have read and understood the guidelines printed on the reverse of this Form and agree to abide by the same.

Signature of the Minor who has now

become major

Signature of the Guardian whose name is

appearing on the Account Statement (4 above)

Signature of the Minor attained Majority attested by the Bank with seal. Please furnish name,

designation and Emp. Code of the attesting authorized Official of the bank.

UTI Mutual Fund - Acknowledgement for Form for Updation of Status Minor to Major (to be filled by the unit holder)

Received, subject to verification, FORM FOR UPDATION OF STATUS MINOR TO MAJOR

from Mr/ Mrs/ Ms : _____________________________________________________________

Folio No : _____________________________________________________________________

Receiving UFC/ Registrar’s official stamp

with date and signature

Registrar: Karvy Computershare Pvt. Ltd., Unit: UTI Mutual Fund, Narayani Mansion, H.No.1-90-2/10/E, Vittalrao Nagar, Madhapur, Hyderabad - 500 081 • E-mail: uti@karvy.com

Guidelines

1. In order to protect the interest of the investors, following documents are requested for updating the Bank Details: A] Proof of New bank account (Please refer to Para B of the Form on the reverse)

2.Please carry the original documents of the copies you wish to submit towards the proof. The original will be returned to you after verification, across the counter.

3.Please fill in the Form in CAPITAL LETTERS.

4.In case you wish to register more than one bank account (upto 5), please fill up “Multiple Bank Account Registration Form”.

5.On updation of Email ID, Bank account and KYC compliance details, please visit our website www.utimf.com for transacting online.

6.In case of any assistance, please contact nearest UTI Financial centre

Check list

The Form is complete in all respects

The form is signed by the unit holder i.e.minor who has attained majority

Copy of proof of New bank account is attached

Copy of PAN card and KYC acknowledgement is attached.

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