Sure Finserv

RTA Forms

CAMS - Common Application Form
CAMS - SIP STP SWP
CAMS - Additional Purchase
CAMS - Redemption Slip
CAMS - Switch Slip
CAMS - Consolidation of Folios
Annexure-Ia - Bank Attestation of Signature & Bank Account details
Annexure-Ib - Bank Attestation of Signature of the new Karta
Annexure-II - Bond of Indemnity furnished jointly by all Legal Heirs for Transmission without Legal Representation
Annexure-III - Individual Affidavits to be given by ALL the Legal Heirs
Annexure-IV - NOC from other legal heirs
Annexure-V - Indemnity from coparceners for change of Karta
Annexure-VI - Bond of Indemnity by surviving member of dissolved HUF
Annexure-VII - Indemnity Bond Stamp Paper Value and Affidavit Stamp Paper Value
Common SOP for Centralized Demise Information
Form for Fresh Nomination (or) Change of Existing Nomination
No Nomination Form
Common Transaction Form
Annexure VI - Bond of Indemnity by surviving member of dissolved HUF
Annexure-Ia_Bank Attestation of Signature & bank account details
Annexure-Ib_Bank Attestation of Signature of the new Karta
Annexure-II - Bond of Indemnity to be furnished jointly by Legal Heirs for Transmission without Legal Representation
Annexure-III_Individual Affidavits to be given by ALL the Legal Heirs
Annexure-IV_NOC from other legal heirs
Annexure-V_Indemnity from coparceners for change of Karta
MF-NominationForm
T1 Form for Deletion of Name of Deceased 2nd or 3rd Joint Holder
T2 Form for Transmission of Units - Where the 1st holder is Deceased
T3 Transmission Request Form for Nominee & Legal Heir
T4 Transmission Request Form for change of Karta upon demise of the registered Karta
T5 Transmission Request Form where HUF is dissolved upon demise of Karta