When writing a request letter for a name change in a mutual fund after marriage, it's crucial to maintain clarity and politeness. Begin with respectful salutations and provide essential details such as the folio number, mutual fund scheme name, and PAN card number. Clearly state the reason for the name change and attach necessary documents for reference.
Sample Letter for Mutual Fund Name Change
To,
The AMC,
________ (Company Name),
________ (Address)
Date: __/__/____ (Date)
Subject: Change of name in the mutual fund
Respected Sir/ Madam,
Most humbly and with the utmost respect, I would like to state that I do hold a mutual fund with the details mentioned below:
Folio Number: __________
Amount: __________
Mutual Fund Scheme Name: __________
PAN card number: __________
I write this to request you for the updation of my name in the mutual fund as I got married. Kindly guide me with the procedure for my name updation from _________ (Name) to _________ (Name).
I am attaching __________ (Marriage Certificate/ ID Proof/ Any other) along with this letter for your kind reference. I request you to kindly acknowledge my request and do the needful at the earliest.
Thanking you,
__________ (Signature),
__________ (Your Name),
__________ (Contact Number)
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Sandeep Bhandari