Sponsor : State Bank of India
9th Floor, Crescenzo, C-38 & 39, G Block,
Bandra Kurla Complex, Bandra (East), Mumbai - 400 051.
Email:
[email protected] • Website:www.sbimf.com
Nomination Form (Registration/Opt out/Change of Exiting Nomination)
(Applicable for Individual Unitholders only - whether holding Units Singly or Jointly with other holders)
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NOMINEE
Please read the instructions carefully before filling up this form
Name of 1st Holder
Name of 2nd Holder
Name of 3rd Holder
I/We, the above named Unitholders of SBI Mutual Fund, do hereby
Nominate the person(s) more particularly described hereunder to receive the Units held in my/our Folio/s listed below in the event of my / our death. I/We
also understand that all payments and settlements made to such Nominee(s) shall be a valid discharge by the AMC / Mutual Fund / Trustee/ Sponsor; or
Cancel/Opt out of the nomination(s) made by me / us previously in respect of the units held by me/ us in the Folio/s listed below. I / We hereby also
confirm that I / We do not wish to appoint any nominee(s) for my mutual fund units held in my / our mutual fund folio and understand the issues involved
in non- appointment of nominee(s) and further are aware that in case of death of all the account holder(s), my / our legal heirs would need to submit all
the requisite documents issued by Court or other such competent authority, based on the value of assets held in the mutual fund folio.
Folio No(s)
Details of 1st Nominee
Name* % of Allocation*
Nominee Relationship* Name of Guardian**
PAN of the Nominee/Guardian DOB of Nominee** D D M M Y Y Y Y
Guardian’s Relationship with Nominee** Mother Father Legal Guardian
Proof of relationship Birth Certificate School Leaving Certificate Passport Others ______________ Nominee/Guardian Signature
Address
City State PIN
* Mandatory ** Mandatory & applicable in case the Nominee is minor.
Details of 2nd Nominee
Name* % of Allocation*
Nominee Relationship* Name of Guardian**
PAN of the Nominee/Guardian DOB of Nominee** D D M M Y Y Y Y
Guardian’s Relationship with Nominee** Mother Father Legal Guardian
Proof of relationship Birth Certificate School Leaving Certificate Passport Others ______________ Nominee/Guardian Signature
Address
City State PIN
* Mandatory ** Mandatory & applicable in case the Nominee is minor.
Details of 3rd Nominee
Name* % of Allocation*
Nominee Relationship* Name of Guardian**
PAN of the Nominee/Guardian DOB of Nominee** D D M M Y Y Y Y
Guardian’s Relationship with Nominee** Mother Father Legal Guardian
Proof of relationship Birth Certificate School Leaving Certificate Passport Others ______________ Nominee/Guardian Signature
Address
City State PIN
* Mandatory ** Mandatory & applicable in case the Nominee is minor.
All holders in the folio(s) must sign the request for registration /change of nomination irrespective of mode of holding.
Signature of the 1st holder Signature of the 2nd holder Signature of the 3rd holder
ACKNOWLEDGEMENT SLIP (To be filled in by the investor)
Folio Number(s)
Date: D D M M Y Y Y Y
Collection centre’s stamp with
Received from: Mr./ Ms. /M/s __________________________________________________Nomination Form date and time of receipt
INSTRUCTIONS
1. Please read the Scheme Information Document (SID), Statement of Additional Information (SAI) and Key Information
Memorandum (KIM) and relevant addenda thereto, if any, carefully for the terms and conditions pertaining to
nomination. All applicants are deemed to have read, understood, and accepted the terms pertaining to nomination and
bind themselves to the terms upon signing this form.
2. The nomination can be made only by individuals applying for/holding units on their own behalf singly or jointly.
3. Non-individuals including a Society, Trust, Body Corporate, Partnership Firm, Karta of Hindu undivided family, a Power
of Attorney holder and/or Guardian of Minor unitholder cannot nominate.
4. Nomination is not allowed in a folio of a Minor unitholder.
5. If the units are held jointly (i.e., in case of multiple unitholders in the folio), all joint holders need to sign the Nomination
Form (even if the mode of holding/operation is on “Anyone or Survivor” basis).
6. A minor may be nominated. In that event, the name and address of the Guardian of the minor nominee needs to be
provided.
7. Nomination can also be in favour of the Central Government, State Government, a local authority, any person
designated by virtue of his office or a religious or charitable trust.
8. The Nominee shall not be a trust (other than a religious or charitable trust), society, body corporate, partnership firm,
Karta of Hindu Undivided Family, or a Power of Attorney holder.
9. A Non-Resident Indian may be nominated subject to the applicable exchange control regulations.
10. Multiple Nominees: Nomination can be made in favour of multiple nominees, subject to a maximum of three nominees.
In case of multiple nominees, the percentage of the allocation/share should be in whole numbers without any decimals,
adding upto a total of 100%. If the total percentage of allocation amongst multiple nominees does not add up to 100%,
the nomination request shall be treated as invalid and rejected. If the percentage of allocation/ share for each of the
nominee is not mentioned, the allocation /claim settlement shall be made equally amongst all the nominees.
11. Every new nomination for a folio/account shall overwrite the existing nomination, if any.
12. Nomination made by a unit holder shall be applicable for units held in all the schemes under the respective folio /
account.
13. Nomination shall stand rescinded upon the transfer of units.
14. Death of Nominee/s: In the event of the nominee(s) pre-deceasing the unitholder(s), the unitholder/s is/are advised to
make a fresh nomination soon after the demise of the nominee. The nomination will automatically stand cancelled in
the event of the nominee(s) pre-deceasing the unitholder(s). In case of multiple nominations, if any of the nominee is
deceased at the time of death claim settlement, the said nominee’s share will be distributed equally amongst the
surviving nominees.
15. Transmission of units in favour of a Nominee shall be valid discharge by the Asset Management Company/ Mutual
Fund / Trustees against the legal heir(s).
16. Cancellation of Nomination: Request for cancellation of Nomination can be made only by the unitholders. The
nomination shall stand rescinded on cancellation of the nomination and the AMC shall not be under any obligation to
transfer / transmit the units in favour of the Nominee.
17. Opt out: Unitholders who do not wish to nominate are required to confirm the same by indicating their choice in the
space provided in the nomination form.
18. The nomination will be registered only when this form is completed in all respects to the satisfaction of the AMC.
19. In respect of folios/accounts where the Nomination has been registered, the AMC will not entertain any request for
transmission / claim settlement from any person other than the registered nominee(s), unless so directed by any
competent court.
