Date: DD/MM/YYYY

To

Franklin Templeton Asset Management (India) Pvt Ltd

Unit 301, III Floor,
Campus 4B, RMZ Millenia Business Park,
143 Dr. MGR Road, Kandanchavadi,
Chennai 600096.

Dear Sir(s),

Sub: Transfer of Units to the Nominee

Ref: Folio no.______________ / Account no.___________________

I / We refer to the above folio no. / account no. held as single mode of
holding.

I / We regret to inform you of the death of

Mr./Ms.______________________, the single / sole Unit holder on
_____________.

I / We therefore request you to transfer the Units to me / us, the

nominee to the said Units.

Please find below the list of documents submitted for the transfer of
Units.

Thank you,
Yours sincerely,

(Nominee)

Encl:
1. Certified copy of death certificate
2. Signature of the nominee duly attested by his/her banker
(Original)
3. #KYC documents / PAN photocopy# – based on the value of
investments
Only PAN – for value less than Rs.50000 without
redemption
 KYC & PAN – for value greater than Rs.50000
without redemption
(#Not applicable for transmission cum redemption)
4. Proof of Date of Birth (where the nominee is a minor)
5. Legal guardian to submit an affidavit cum declaration
(Affidavit in Rs.100 stamp paper)
6. Legal guardian to declare his guardianship vide
Attested copy of court order (Or)
Attested copy of Will made by natural guardian