Get the free Transmission-cum-demat Req Form - Vishesh Capital

Appendix 4.5 TRANSMISSION-CUM-DEMATERIALIZATION 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

How to fill out transmission-cum-demat req form

How to fill out the transmission-cum-demat req form:

1. Obtain the form: The transmission-cum-demat req form can usually be obtained from the concerned financial institution or depository participant. It may also be available on their official website for download.
2. Fill in personal details: Start by filling in your personal details accurately. These may include your name, address, contact information, PAN card number, and other relevant details as specified on the form.
3. Provide transmission details: Next, you will need to provide the transmission details. This includes information about the deceased shareholder, such as their name, demat account number, and whether the shares are held individually or jointly. Ensure that all information is correct and matches the official records.
4. Mention the name of nominee/legal heir: In cases of transmission, it is essential to mention the name of the nominee or legal heir who will inherit the shares. Provide their complete details as required on the form.
5. Attach supporting documents: Review the form's instructions and ensure you have all the necessary supporting documents. This may include a copy of the death certificate, the shareholder's will, or any legal documents validating the transmission.
6. Sign and date the form: Once you have completed filling in the form, sign and date it at the appropriate sections. Make sure to double-check all the provided information before signing.
7. Submit the form: After completing the form, submit it along with the required supporting documents to the relevant financial institution or depository participant as per their instructions. It is advisable to retain a copy of the filled form for your records.

Who needs transmission-cum-demat req form?

1. Legal heirs: When a shareholder passes away, their legal heirs will typically need to fill out the transmission-cum-demat req form to transfer the shares to their name. This ensures a smooth transition of ownership and compliance with regulatory requirements.
2. Nominees: In cases where a shareholder has nominated an individual to inherit their shares, the nominee may need to fill out the transmission-cum-demat req form to acquire legal ownership of the shares.
3. Executors of the will: If the deceased shareholder has designated an executor in their will, that individual may need to complete the transmission-cum-demat req form to facilitate the transfer of shares to the intended beneficiaries.

It is important to note that the specific requirements and procedures may vary depending on the financial institution and applicable laws. Therefore, it is advisable to consult with the concerned institution or seek professional advice to ensure the accurate completion of the transmission-cum-demat req form.

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What is transmission-cum-demat req form?

Transmission-cum-demat req form is a document used to transfer securities from a deceased person's account to the account of the legal heir in dematerialized form.

Who is required to file transmission-cum-demat req form?

The legal heir of the deceased person is required to file the transmission-cum-demat req form.

How to fill out transmission-cum-demat req form?

The transmission-cum-demat req form must be filled out with details of the deceased person, legal heir, and details of the securities to be transferred.

What is the purpose of transmission-cum-demat req form?

The purpose of the transmission-cum-demat req form is to facilitate the seamless transfer of securities from the deceased person to the legal heir in dematerialized form.

What information must be reported on transmission-cum-demat req form?

The transmission-cum-demat req form must include details such as the name of the deceased person, legal heir, demat account details, and securities to be transferred.

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