Process for change of address in mutual funds after KYC Compliant??

Change of address is considered as Non financial Transaction. 

A non financial transaction is one which does not involve any unitization and has no financial impact. Some of them are- change in bank mandate, change of address, addition/ deletion in the name of the nominee, correction in email IDs, addition/ correction of contact details, change in the financial advisor and corrections in data capture in name or address.

How does the investor do these changes 

1.If you have done the KYC Process (KYC Compliant)

2.If you have not done the KYC Process

How do you get your address changed in the folios if you are a KYC Compliant?

If you are KYC Compliant through CDSL Ventures Limited ( CVL ), please fill in KYC Details Change Form for Individual( For Change of Address ). You would also require to provide attested copy of the Identity proof and address proof as mentioned on the form. To check if you are KYC complaint visit http://www.cvlindia.com Inquiry on KYC. You need to submit the change of address form and the relevant document at any of Point of Services (POS)

KYC Update - IF Process done prior to 1st Jan 2012

How do you get your address changed in the folios if you are not a KYC compliant?

 In case existing investors of the Mutual Fund who are not KYC compliant and wish to register a change of address, he needs to submit a request for Change of Address on a Transaction Slip or by way of a letter. The request needs to be submitted to any of  Investor Service Centers. Along with request letter, they will be required to submit a copy of any of the following self attested document evidencing the proof of address :

Also refer:

How to change email address in mutual funds in India

 What is the procedure for updation of Multiple Bank details in mutual funds in India??

  List of documents admissible are ( *Documents having an expiry date should be valid on the date of submission.) :

1. Passport / UID/Voters Identity Card/Ration Card/Registered Lease or Sale Agreement of Residence/Driving License/Flat Maintenance bill/Insurance Copy.

2. Utility bills like Telephone Bill (only land line), Electricity bill or Gas bill (Not more than 3 months old ).

3. Bank Account Statement/Passbook -Not more than 3 months old.

4. Self-declaration by High Court and Supreme Court judges, giving the new address in respect of their own accounts.

5. Proof of address issued by any of the following: Bank Managers of Scheduled Commercial Banks/Scheduled Co-Operative Bank/ Multinational Foreign Banks/Gazetted Officer/Notary public/ Elected representatives to the Legislative Assembly or Parliament/ Documents issued by any Govt. or Statutory Authority.

6. Identity card/document with address, issued by any of the following: Central/State Government and its Departments, Statutory/Regulatory Authorities, Public Sector Undertakings, Scheduled Commercial Banks, Public Financial Institutions, Colleges affiliated to Universities and Professional Bodies such as ICAI, ICWAI,ICSI,Bar Council etc.,to their Members.

7. For FII/sub account, Power of Attorney given by FII/sub-account to the Custodians (which are duly notarized and/or apostiled or consularised) that gives the registered address should be taken.

8. The proof of address in the name of the spouse may be accepted.

Refer this: 

Revision in Know Your Client (KYC) Norms and Procedure with effect from January 2, 2012

For email and contact details refer this link

Download email and contact update form

https://www.camsonline.com/InvestorServices/COL_ISReqstForms.aspx#