Format for Change of Tax Status (Minor to Major) Editable

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Format of change of tax status from HDFC Mutual Funds Scheme

Transcript of Format for Change of Tax Status (Minor to Major) Editable

  • Date: _______________

    M/s Computer Age Management Services Pvt Ltd

    Unit : HDFC Mutual Fund

    Rayala Towers, Ground Floor

    158 Anna Salai

    Chennai 600002

    Subject : Attainment of Majority status

    Folio No(s) : _____________________________

    Investors Name : _____________________________

    This is to inform you that I, the 1st Unit Holder in the above folio(s), have attained the age of majority

    and you are requested to note the details as below:

    Sr. No Particulars Details

    1 Bank Account Number

    2 Account Type SB CA NRE NRO Other _____________

    3 Bank Name

    4 Branch Name

    5 Bank City

    6 PAN

    7 Telephone number

    8 Mobile number

    9 Email ID

    10 Nomination form Enclosed herewith (please tick, if applicable)

    I am submitting the following documents herewith:

    1. Proof of old bank details* 2. Proof of new bank details*

    3. Age Proof duly attested 4. Copy the KYC acknowledgement letter

    5. Nomination form

    * Cancelled original cheque leaf (reflecting name and account number) / photocopy of cheque leaf (reflecting

    name and account number) accompanied with the original cheque leaf for verification at the offices of HDFC

    Asset Management Co. Ltd. / bank passbook or bank account statement (certified by the bank manager) / letter

    from the bank for the new bank account /Passbook

    Specimen signature of the Unit holder

    who has attained Majority:

    SIGNATURE ATTESTATION

    Name of the

    banker

    Signature with Bank's Seal

    Designation

    Employee Code

    Kindly update the above details in your records and confirm the same.

    Yours truly,

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