How to change in Guardian of Minor Unit Holder

How to change in Guardian of Minor Unit Holder

  1. Request Letter for Change in Guardian of Minor Unitholder.

  2. Copy of PAN Card of the new Guardian

  3. KYC Acknowledgment OR CKYC form of the new Guardian

  4. Attested* copy of Death Certificate of the Guardian (if applicable)

  5. Attested* copy of the court order if the change guardian is due to appointment of Legal Guardian by the court.

  6. Documentary evidence showing relationship of the new Guardian with the Minor (such as the minor’s Passport/ birth certificate/ PAN Card / School Leaving Certificate etc. of wherein name of the new guardian is mentioned)

  7. A cancelled cheque evidencing the change of guardian in respect of the minor’s registered bank account with the new Guardian’s name (If applicable)

  8. FATCA and CRS Details

  9. PAN Validation will be done before the new Guardian is updated In the folio.

* To be duly attested by a Notary Public or a Judicial Magistrate First Class (JMFC) or a Gazetted Officer.

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