111221629-Change of Signature-Form

CHANGE OF SIGNATURE / NAME
Date
D
D
M M
Y
Y
Y
Y
UNIT HOLDER INFORMATION
Folio No.
APPLICANTS DETAILS
Title
Mr.
M/s.
Ms.
1st Name
Status
Resident Individual
Trust
Company
Proprietor
HUF
Minor
Society
FII
NRI
PIO
Partnership Firm
Trust
HUF
Minor
Society
FII
NRI
PIO
Partnership Firm
Trust
HUF
Minor
Society
FII
NRI
PIO
Partnership Firm
Trust
Other
2nd Name
Status
Resident Individual
Trust
Company
Proprietor
Other
3rd Name
Status
Resident Individual
Trust
Company
Proprietor
Other
BANK ACCOUNT DETAILS FOR VERIFICATION
Name
A/c No
A/c Type
Current
Savings
NRO
NRE
FCNR
Other
Address
City
Pin
MICR Code (9 digit)*
IFSC Code (11 digit)*
*Mentioned on your
cheque leaf
BANKER'S ATTESTATION OF CUSTOMER'S SIGNATURE & BANK ACCOUNT DETAILS
Name
Name of the Banker:
Signature with Bank’s seal:
Designation:
Employee Code:
OLD & NEW NAMES OF THE UNIT HOLDER / NEW SPECIMEN SIGNATURE
I/We request Axis Mutual Fund to update new name/s and/or signature/s and various records in the folio/s as per the details mentioned above and
below. I/We hereby agree that new name/sand/or signature/s will be valid and effective only after the changes are updated and a confirmation is
received by me/us. After the new name/signature audition, any requests with old name/signature will not be honored by the fund.
Sole / First Unit Holder
Second Unit Holder
Third Unit Holder
Old Name’s
New Name’s
New Signatures
ACKNOWLEDGEMENT
Received, subject to verification request to
Change of Name
Change of Signature
ISC Stamp & Signature
Form
Folio No.
INSTRUCTIONS
1.
Separate forms needs to be filled for separate folios of the investor
2.
Following documents need to be submitted for the change of signature
3.
•
Duly signed request letter from Investor.
•
Self-attested Govt. issued Photo ID proof - e.g.: PAN Card, Passport etc., where the signature tallies with the new signature of the investor.
•
Signature attestation letter from Bank.
Following documents need to be submitted for the change of signature
Post Marriage
•
Duly signed request by the investor
(Request letter should be accompanied
with both the maiden name signature and
new signature).
General
Name corrections
•
Duly signed request by the investor
•
Duly signed request by the investor
•
Certified true copy of the state Gazette
OR the original copy of the state gazette
in which a declaration has been made to
that effect. OR Affidavit on a `100 non
judicial stamp paper duly notarised in
original
•
PAN, KYC along with any of the
following:
•
Ration card / Election Card / Passport /
Aadhar / School transfer certificate /
standard
•
10th or 12th certificate
•
Certified copy of Marriage certificate duly
attested
•
New signature (post change in name)
certified by the banker
•
•
Complete bank details (if any) along with
personalized cancelled chq leaf
New signature (if any, post change in
name) certified by the banker
•
•
Copy of the pan card and KYC in new
name
Copy of the pan card and KYC in new
name
4.
The above documents shall be in Original. If copies are furnished, the same must be submitted at the ISCs where they will be verified with the
original documents to the satisfaction of the Fund. The original documents will be returned across the counter to the Unit Holder after due
verification. In case the original of any document is not provided for verification, then the copies should be attested by the bank manager with his/her
full signature, name employee code, bank seal and contact number.
5.
In the event of a request for change in bank account information being invalid/incomplete/ not satisfactory in respect of signature
mismatch/document insufficient/not meeting any requirement more specifically as indicated in clauses, the request will be liable for rejection.