Change of Status from Minor to Major in SBI Mutual Fund

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Change of Status from Minor to Major

Folio No: ____________________ Name: ___________________________________
I would like to inform you that the Investment(s) in the above Folio was made when I was minor and same was represented by _____________________________________ (Guardian Name). As I have attained age of 18 years as on ____________________, I request you to change my status in the Folio and remove the Guardian Name and also update the following details in your records:
Documents to be submitted:

1. Self attested PAN & KYC acknowledgment copy of the major [Mandatory].

2. Age Proof – Birth Certificate / School Leaving Certificate/Mark Sheet issued by Higher secondary

school of respective states, ICSE, CBSE etc. / Passport / PAN Card / Any other suitable proof issued by Government Authorities.

3. For updation of Bank details (any one of the following):

4.  Cancelled Cheque with Name & Account number printed on it.

5. Copy of the Bank Pass book / Bank Statement showing A/c holder Name and A/c No., duly attested by the Bank Manager where the above mentioned bank account is maintained.

Note: The date of the letter & KYC acknowledgement should be on or after the date of attaining the age of majority. You may produce the original documents mentioned above along with the photocopies at any SBIMF / CAMS Service centre and the originals shall be returned to you after verification. Alternatively you may submit the photocopies duly attested by the Bank Manager (where the above mentioned bank account is maintained) clearly mentioning the name, designation, employee code with branch seal.

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