Kotak Mutual Fund unclaimed Redemption Form

The Investors can claim their unpaid amounts by filling Unclaimed Request Form.

Here is process to claim your unclaimed money from Mutual Fund.

Kotak Unclaimed Redemption Claiming Process

Step 1: Download โ€œUnclaimed Request Formโ€

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Step 2: Investor need to follow stated procedure, in case of any:

  • Change in bank mandate; or
  • Change in address

For any change in existing bank or address, the supporting documents to update the change are stated below:

Change in Bank Details:

  • Original cancelled cheque of new Bank account with the investor name mentioned on the cheque or
  • Copy of Bank Statement or Bank Pass Book duly attested by the new bank, evidencing the name & bank account details of the investor (statement not older than 3 months)

KYC not complied Folio/Investor

  • Proof of new address
  • Proof of Identity - PAN Card

If PAN not updated, copy of PAN Card or the other proof of investment

Current Fund House Strategy

Large Cap Marginally Over Weight
Mid Cap Marginally Under Weight
Small Cap Marginally Under Weight
Equity Neutral

Form Download

Kotak Common Application Form

Kotak SIP Registration Form

Kotak Smart SIP Form

Kotak Flex SIP Form

Kotak SIP NACH Form

Kotak SIP Pause Form

Kotak Transaction Form -Redemption Switch, Purchase

Kotak Unclaim Redemption Form

Kotak Bank Change Form

Kotak Nomination Form

Kotak Sign Update Form

Kotak Signature Verification Form

Kotak SIP Change Modification Form

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