Procedure for name change in mutual funds investment - post marriage!

Post marriage if your name is changed it is advisable to do the necessary changes in your mutual fund investments.

Before going for change of name in your mutual funds records you need to first change name in your bank records or open new account in your new name (post marriage name) and for that change, you need to first do the changes in your Permanent Account number (pan details)

So Corrected(changed name) in Permanent account number and bank account with new name is must if you want to go ahead with change in name in mutual fund records. 

Also refer

How to rectify or change your name in mutual fund records in India?

check this form for changes in your Permanent Account number

Guidelines for filling application for changes in your permanent account number 

Procedure for name change and documents required:

1. Investors request Letter (with both old and new signature or new signature attested by the existing banker on record) 

http://dw4.convertfiles.com/files/0652165001347620250/change%20of%20name.zip

2. Dully attested marriage Certificate: Notarized copy of marriage certificate or certified copy of  State Gazette or the original copy of the State Gazette in which a declaration has been made to that effect.

In the absence of a marriage Certificate, an affidavit on stamp paper for Rs 100 may be submitted. The format of this affidavit can be obtained from the mutual fund. A copy of the PAN with the PAN number being the same as before and the name change alone reflected in the PAN.

3. Letter from Bank which is attested - verifying name and signature of investor (post marriage) and that banker letter should also contain the following five points that is 1. complete name of Bank employee (which is attesting the document) 2. Employee code 3. Designation of bank employee 4. Signature of bank Employee and 5. Stamp of that bank. 4.Attested new Pan card copy (changed name post marriage) and self verified 5. A cancelled cheque leaf of your new bank account or bank account with change in name post marriage
(for change in bank details) 6.  KYC acknowledgement in new name (the investor should have got the name change effected with CVL first) should also be accompanied. Change through CVL Some mutual funds ask for an indemnity bond on a stamp-paper of Rs 300. The format of the Bond would be available with the mutual fund Investors should get the name change effected with CVL. Change request forms are available at the CVL website and investors should fill in the form, specifying the change in name and submit the required documents to CVL. The details of the documents required are mentioned in the form and the CVL website is http://www.cvlindia.com