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Transmission Forms

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2025-2026
Annexure-Ia – Form for Bank Attestation of Signature & bank account details
Annexure-Ib – Form for 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-IV - NOC from other legal heirs
Annexure-VI - Bond of Indemnity by surviving member of dissolved HUF
Annexure-V - Indemnity from coparceners for change of Karta
Form T1 - for Deletion of Name of the deceased 2nd or 3rd Jt. Holder
Form T3 Transmission Request Form for Nominee & Legal Heir
Form T5 Transmission Request Form where HUF is dissolved upon demise of Karta
Annexure B - Transmission Documents Matrix - Ready Reckoner
Annexure-III - Individual Affidavits to be given by ALL the Legal Heirs
Form T2 - for Transmission of Units - Where the 1st holder is Deceased
Form T4 Transmission Request Form for change of Karta upon demise of the registered Karta

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JioBlackRock refers to Jio BlackRock Mutual Fund. Jio Finance/Jio Financial Services/Jio refers to Jio Financial Services Limited. BlackRock refers to BlackRock Financial Management Inc.

Jio BlackRock Asset Management Private Limited | CIN: U66301MH2024PTC434200 | GST: 27AAGCJ6213P1Z5 | SEBI Registration No.: MF/085/25/11

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