Minor Attaining Major – Request Form to change Status All Mutual Funds

If you’re looking to change the status of a mutual fund investment from Minor to Major (typically when the minor reaches the age of majority, usually 18), you’ll need to fill out a “Minor Attaining Majority Request Form” and follow a specific process as per the mutual fund’s guidelines.

Here’s a general template and process that applies across most Asset Management Companies (AMCs) in India. Let me know if you’re referring to a different country.

📝 Minor Attaining Majority – Request Form (Sample Format)

1. Investor Details

Folio Number(s):

Name of Minor (now Major):

PAN of Investor:

Date of Birth:

Contact Details (Mobile & Email):

Address of the Applicant:

2. Declaration by the Investor (Now Major)

I, [Full Name], the registered minor in the above-mentioned folio(s), having attained the age of majority on [DD/MM/YYYY], hereby request you to change my status from ‘Minor’ to ‘Major’ in your records. I confirm that I am the rightful holder of the investments in the folio.

3. Bank Account Details

(Attach cancelled cheque with name printed or recent bank statement)

Bank Name:

Branch:

Account Number:

IFSC Code:

Account Type: Savings / Current

4. Signature

1.Signature of the Individual (Now Major): __________________

2.Signature Attestation
(To be attested by the Guardian (as registered in the folio of the applicant who has become a major) or a Notary or Judicial Magistrate First Class (JMFC) @
@ Alternatively, please attach banker’s certification / attestation in the prescribed form as per Annexure 1

📎 Documents Required

Minor Attaining Majority Request Form (duly filled and signed)

KYC Acknowledgement or new KYC Form with:

PAN Card (self-attested)

Aadhaar (if applicable)

Address proof

Cancelled Cheque Leaf with pre-printed name or recent Bank Statement

Folio Statement (for reference, if available)

🔁 Process (All Mutual Funds)

Download the form from the AMC’s website or use the one provided by your distributor or registrar (CAMS/KFintech).

Fill out and sign the form after the investor turns 18.

📤 Where to Submit

• Nearest AMC branch

• Registrar (CAMS / KFintech) service centers

• Through your mutual fund distributor

Through your distributor or online portal (if they support it)