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Appendix 4.5 TRANSMISSIONCUMDEMATERIALIZATION FORM (In case of death of one / more of the joint holders) Application No. (Please fill all the details in Block Letters in English) Date D M M Y Y Y

How to fill out transmission-cum-dematerialization form

How to fill out transmission-cum-dematerialization form?

1. Ensure you have the necessary documents: Before filling out the form, make sure you have all the required documents such as the physical share certificates, demat account details, PAN card, and any other supporting documents.
2. Obtain the form: You can obtain the transmission-cum-dematerialization form either from the relevant depository participant (DP) or through their website. It is important to obtain the correct version of the form as different depositories may have slight variations in their forms.
3. Fill in personal details: Start by filling in your personal details such as your name, address, contact information, and PAN card details. Make sure to provide accurate and up-to-date information.
4. Provide details of the deceased shareholder: If the transmission is taking place due to the death of a shareholder, you will need to provide the necessary details of the deceased, including their name, folio number, and date of death.
5. Indicate the transmission mode: Choose the appropriate mode of transmission, whether it is by nomination, will, or legal heirship, and provide the relevant details accordingly.
6. Provide Demat account details: Enter the necessary information regarding your demat account, including the DP ID, Client ID, and the name of the depository where your account is held.
7. Submit supporting documents: Attach all the required supporting documents, such as the physical share certificates, copy of the death certificate, legal documents, and any other documents requested by the depository. Ensure that all documents are properly certified and signed where required.
8. Review and sign: Once you have filled in all the necessary details and attached the supporting documents, carefully review the form for any errors or omissions. Make any necessary corrections and sign the form in the designated places.
9. Submit the form: Finally, submit the completed form along with all the supporting documents to the DP or the appropriate authority as specified by the depository. Keep a copy of the form and supporting documents for your records.

Who needs transmission-cum-dematerialization form?

1. Executors of deceased shareholders: When a shareholder passes away, the transmission-cum-dematerialization form is required for the transfer of the deceased shareholder's securities to their legal heirs or nominees.
2. Legal heirs or nominees: If you are the legal heir or nominee of a deceased shareholder, you will need to fill out this form to claim the inherited securities and have them transferred to your demat account.
3. Shareholders opting for dematerialization: The transmission-cum-dematerialization form is also needed by shareholders who wish to convert their physical share certificates into electronic form (dematerialization), especially when there is a change in ownership due to reasons like inheritance or transfer.

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What is transmission-cum-dematerialization form?

Transmission-cum-dematerialization form is a document used to transfer ownership of securities in dematerialized form.

Who is required to file transmission-cum-dematerialization form?

Any individual or entity looking to transfer ownership of securities in dematerialized form is required to file transmission-cum-dematerialization form.

How to fill out transmission-cum-dematerialization form?

The form can be filled out by providing details of the transferor, transferee, securities being transferred, and other relevant information as required.

What is the purpose of transmission-cum-dematerialization form?

The purpose of transmission-cum-dematerialization form is to facilitate the transfer of ownership of securities in dematerialized form.

What information must be reported on transmission-cum-dematerialization form?

The form typically requires details such as the names of transferor and transferee, details of securities being transferred, PAN details, and other relevant information.