Application Format For Surname Correction In Mutual Funds Office

The following templates have been crafted to assist you in drafting a formal application for surname correction in your mutual fund account. Accuracy in your account information is crucial to ensure a seamless financial experience. If you've identified an error in your surname on your mutual fund account, these templates provide a structured and professional approach to request the necessary correction. You can choose the template that best suits your specific needs and customize it with your personal information and account details. Each template is designed to be clear, concise, and respectful in addressing the mutual fund office, making it easier for you to initiate the correction process efficiently. Please select the template that aligns with your situation and make the necessary modifications to personalize it for your application.

Template Basic Surname Correction Application

[Your Name] [Your Address] [City, State, ZIP Code] [Your Email Address] [Your Contact Number] [Date]

To, The Mutual Funds Office [Office Address] [City, State, ZIP Code]

Subject: Application for Surname Correction in Mutual Fund Account

Dear Sir/Madam,

I am writing to request a correction in the surname associated with my mutual fund account with your organization. The details of my account are as follows:

Mutual Fund Folio Number: [Your Folio Number] Registered Name: [Your Current Name] Incorrect Surname: [Current Incorrect Surname] Correct Surname: [Desired Correct Surname] I kindly request you to update my surname to the correct one mentioned above. I have attached a copy of my Aadhar card as proof of the correct surname.

I understand that this correction may require some verification, and I am willing to provide any additional documents or information necessary to facilitate this change. Please inform me of the process and any further documentation required from my end.

I would appreciate it if you could expedite this correction process, as it is essential for maintaining accurate records. Kindly acknowledge the receipt of this application and provide me with a timeline for the correction.

Thank you for your prompt attention to this matter.

Sincerely,

[Your Signature] [Your Name]

Template Surname Correction Application with Additional Information

[Your Name] [Your Address] [City, State, ZIP Code] [Your Email Address] [Your Contact Number] [Date]

To, The Mutual Funds Office [Office Address] [City, State, ZIP Code]

Subject: Application for Surname Correction in Mutual Fund Account

Dear Sir/Madam,

I hope this letter finds you well. I am writing to request a correction in the surname associated with my mutual fund account, as there is an error in the current records. The details of my account are as follows:

Mutual Fund Folio Number: [Your Folio Number] Registered Name: [Your Current Name] Incorrect Surname: [Current Incorrect Surname] Correct Surname: [Desired Correct Surname] I have enclosed a copy of my Aadhar card, PAN card, and a notarized affidavit as proof of the correct surname. Please let me know if any additional documents or information are required to facilitate this correction.

Additionally, I would like to update my contact information for account-related communication. My new contact details are as follows:

New Email Address: [New Email Address] New Contact Number: [New Contact Number] I kindly request you to update my contact information along with the surname correction.

I understand that this correction may require some time for verification, and I am willing to cooperate fully to ensure accurate records. Please provide me with a timeline for the correction and the updated contact information.

Thank you for your attention to this matter.

Sincerely,

[Your Signature] [Your Name]

Template Surname Correction Application with Account Details

[Your Name] [Your Address] [City, State, ZIP Code] [Your Email Address] [Your Contact Number] [Date]

To, The Mutual Funds Office [Office Address] [City, State, ZIP Code]

Subject: Request for Surname Correction in Mutual Fund Account

Dear Sir/Madam,

I am writing to formally request a correction in the surname associated with my mutual fund account, as there is a discrepancy in the current records. I request your assistance in rectifying this issue promptly. Below are the details of my account:

Mutual Fund Folio Number: [Your Folio Number] Registered Name: [Your Current Name] Incorrect Surname: [Current Incorrect Surname] Correct Surname: [Desired Correct Surname] I have enclosed a notarized affidavit and a copy of my passport as proof of the correct surname. If any additional documents or information are required, please do not hesitate to inform me.

Furthermore, I would like to update my mailing address associated with the account. My new address is as follows:

[New Address Details]

I kindly request you to update both the surname and the mailing address in your records.

I understand that verification may be necessary, and I am ready to provide any necessary assistance to expedite this process. Kindly acknowledge the receipt of this application and provide an estimated timeline for the correction.

Thank you for your prompt attention to this matter.

Sincerely,

[Your Signature] [Your Name]

Template Urgent Surname Correction Application

[Your Name] [Your Address] [City, State, ZIP Code] [Your Email Address] [Your Contact Number] [Date]

To, The Mutual Funds Office [Office Address] [City, State, ZIP Code]

Subject: Urgent Surname Correction Required in Mutual Fund Account

Dear Sir/Madam,

I am writing to bring to your attention an urgent matter regarding my mutual fund account. There is an error in the surname associated with my account, and I request your immediate assistance to correct this issue. Below are the account details:

Mutual Fund Folio Number: [Your Folio Number] Registered Name: [Your Current Name] Incorrect Surname: [Current Incorrect Surname] Correct Surname: [Desired Correct Surname] I understand the importance of maintaining accurate records and request that you prioritize this correction. I have attached a notarized affidavit and a copy of my voter ID as proof of the correct surname. If any additional documents or information are necessary, please let me know.

Additionally, I would like to update my mobile number associated with the account to ensure I receive timely updates and notifications. My new mobile number is as follows:

[New Mobile Number]

I kindly request you to update both the surname and the mobile number promptly.

I appreciate your understanding of the urgency of this matter. Please acknowledge the receipt of this application and provide an estimated timeline for the correction.

Thank you for your swift attention to this issue.

Sincerely,

[Your Signature] [Your Name]

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