Last updated on May 3, 2026
Get the free E-Statement & SMS Alert Facility Form
We are not affiliated with any brand or entity on this form
Fill out
Complete the form online in a simple drag-and-drop editor.
eSign
Add your legally binding signature or send the form for signing.
Share
Share the form via a link, letting anyone fill it out from any device.
Export
Download, print, email, or move the form to your cloud storage.
Why pdfFiller is the best tool for your documents and forms
End-to-end document management
From editing and signing to collaboration and tracking, pdfFiller has everything you need to get your documents done quickly and efficiently.
Accessible from anywhere
pdfFiller is fully cloud-based. This means you can edit, sign, and share documents from anywhere using your computer, smartphone, or tablet.
Secure and compliant
pdfFiller lets you securely manage documents following global laws like ESIGN, CCPA, and GDPR. It's also HIPAA and SOC 2 compliant.
What is E-Statement & SMS Form
The E-Statement & SMS Alert Facility Form is a service agreement used by Indiabulls Securities Limited clients to opt for electronic statements and SMS alerts for their Demat accounts.
pdfFiller scores top ratings on review platforms
Who needs E-Statement & SMS Form?
Explore how professionals across industries use pdfFiller.
E-Statement & SMS Form is needed by:
-
Clients of Indiabulls Securities Limited seeking electronic statements.
-
Individuals managing Demat accounts in Haryana.
-
Investors wanting to receive timely SMS alerts about their account activity.
-
First, second, or third account holders requiring account notifications.
-
Business owners needing easy tracking of financial statements.
Comprehensive Guide to E-Statement & SMS Form
What is the E-Statement & SMS Alert Facility Form?
The E-Statement & SMS Alert Facility Form is designed for clients of Indiabulls Securities Limited who wish to opt for electronic statements and receive SMS alerts for their Demat accounts. This form streamline communications and enhances account management efficiency.
By choosing electronic statements, users gain several benefits, including quicker access to account information and reduced environmental impact. This form is applicable to all account holders looking to manage their statements digitally.
Purpose and Benefits of the E-Statement & SMS Alert Facility Form
Clients of Indiabulls Securities Limited should strongly consider using the E-Statement & SMS Alert Facility Form to improve their account management. This form allows for convenient access to information, permitting quicker decision-making and effective tracking of account activities.
Opting for e-statements eliminates the hassle associated with traditional paper statements, facilitating a smoother and more organized method of reviewing account details regularly. Enhanced communication through SMS alerts ensures that users are promptly informed of any significant updates related to their accounts.
Key Features of the E-Statement & SMS Alert Facility Form
This form includes several critical components, making it user-friendly and efficient for account holders. Key features encompass fillable fields, checkboxes for opting in or out of services, and signature lines for each account holder.
-
Demat Account Number field
-
Mobile Number input for SMS services
-
Email ID requirement for e-statements
-
Responsible verification of statement details by the user
Eligibility Criteria for the E-Statement & SMS Alert Facility Form
Eligibility to use the E-Statement & SMS Alert Facility Form is limited to registered account holders at Indiabulls Securities Limited. All signatories—Sole/First Holder, Second Holder, and Third Holder—must provide their signatures on the document.
Please note that while the form is intended for a wide audience, users in Haryana should ensure they meet any specific geographical criteria when applying.
How to Fill Out the E-Statement & SMS Alert Facility Form Online (Step-by-Step)
Filling out the E-Statement & SMS Alert Facility Form online through pdfFiller is straightforward. Here’s a concise guide to assist you:
-
Access the form directly within the pdfFiller platform.
-
Enter your Demat Account Number in the designated field.
-
Input your Mobile Number and Email ID to activate the SMS alerts and e-statements.
-
Ensure that all fields are accurately filled out to prevent processing delays.
-
Sign in the appropriate signature lines as per your role (Sole/First Holder, etc.).
Submission Methods for the E-Statement & SMS Alert Facility Form
After completing the E-Statement & SMS Alert Facility Form, users can submit it using various methods. Depending on preferences and requirements, the following submission avenues are available:
-
Online submission through the pdfFiller platform
-
Email submission for quick processing
-
Physical submission via postal services, if required
Users should be aware of any applicable fees and estimated processing times associated with their chosen submission method.
Security and Compliance for the E-Statement & SMS Alert Facility Form
When dealing with financial documents such as the E-Statement & SMS Alert Facility Form, ensuring data protection is paramount. pdfFiller employs robust security measures, including 256-bit encryption, to safeguard user information.
Furthermore, the platform adheres to strict compliance regulations, including SOC 2 Type II, HIPAA, and GDPR standards. It is essential for users to be aware of their rights concerning data privacy and the measures taken for document retention.
Sample of a Completed E-Statement & SMS Alert Facility Form
A sample completed E-Statement & SMS Alert Facility Form can help users grasp how to fill out key sections correctly. When completing the form, pay close attention to:
-
The signature locations for each account holder
-
The inclusion of all mandatory information, such as contact details
Being mindful of these elements can significantly reduce the chances of common errors during submission.
Engage with pdfFiller for Seamless Form Completion
The E-Statement & SMS Alert Facility Form can be efficiently completed using pdfFiller's online tools. Users benefit from capabilities like editing text and images, eSigning documents, and secure management of their files.
pdfFiller offers a user-friendly experience, emphasizing ease of access for all users, making the completion of the E-Statement & SMS Alert Facility Form both straightforward and efficient.
How to fill out the E-Statement & SMS Form
-
1.Access the E-Statement & SMS Alert Facility Form by visiting the pdfFiller website and searching for the form name.
-
2.Once located, open the form in pdfFiller’s online editor. Ensure your browser allows pop-ups for smooth access.
-
3.Before filling out the form, gather the essential information: Demat account number, mobile number, and email ID.
-
4.Use pdfFiller's intuitive interface to click on the fields and input your information clearly.
-
5.Make sure to fill in all required fields, which are marked, to avoid submission delays.
-
6.Checkboxes are available to opt in or out of the services. Make your selections carefully.
-
7.Review each section of the form thoroughly, ensuring all information is accurate and up-to-date.
-
8.Once all fields are completed, double-check your inputs and ensure signatures are included where required.
-
9.To save or submit the form, utilize pdfFiller’s options to download it as a PDF, email it directly, or print it for physical submission.
-
10.Remember to keep a copy of the completed form for your records after saving or submitting.
Who is eligible to fill out the E-Statement & SMS Alert Facility Form?
All holders of a Demat account with Indiabulls Securities Limited, including sole, second, and third account holders, are eligible to complete this form.
What information do I need before starting the form?
You will need your Demat account number, mobile number, and email ID, as well as relevant details of all account holders to complete the E-Statement & SMS Alert Facility Form.
How do I submit the completed form?
After filling out the form on pdfFiller, you can submit it by downloading a copy for your records, emailing it directly through the platform, or printing and mailing it to Indiabulls Securities.
What common mistakes should I avoid while filling the form?
Ensure that all required fields are fully completed, double-check the account number, and confirm that all holders have signed the form where necessary to avoid processing delays.
Is there a deadline to submit this form?
While specific deadlines may vary, it is advisable to submit the E-Statement & SMS Alert Facility Form promptly after completing it to ensure timely activation of services.
How long does it take to process the form?
Processing times may vary, but typically, it can take several business days for Indiabulls Securities to activate your E-Statement and SMS alert preferences after submission.
Are there any fees associated with this form?
Generally, there are no fees for opting for e-statements and SMS alerts through the E-Statement & SMS Alert Facility Form; however, it’s best to check with Indiabulls Securities for any updates.
Related Content
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.