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Annexure 3.1Registered Office: 807, New Delhi House, Barakhamba Road, Connaught Place, New Delhi, 110 011 Correspondence Office: RKSV Securities India Private Limited, Salasar Business Park, Off 150.

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How to fill out the Upstox Nomination Form online

Filling out the Upstox Nomination Form online is a straightforward process that allows users to designate beneficiaries for their demat account. This guide will provide detailed, step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to successfully complete the Upstox Nomination Form online.

  1. Click the ‘Get Form’ button to access the Upstox Nomination Form and open it in your preferred editor.
  2. Begin by entering the application number and the date in the designated fields. Ensure that both are correct and in the specified format.
  3. Fill in the details of the account holders. Include the names of the first/sole holder, second holder, and third holder, if applicable.
  4. In the nomination section, indicate whether you wish to nominate someone by checking the appropriate box. If you choose to nominate a person, provide their first name, middle name, last name, address, city, state, pin code, country, telephone number, fax number, PAN number, UID, email ID, and relationship to you.
  5. If you are nominating a minor, include their date of birth and the name, address, and relationship of the guardian.
  6. List the percentage of allocation of securities for the nominees. If there are multiple nominees, ensure you indicate who will receive residual securities.
  7. Complete the witness section by providing the witness's name, address, and signature, ensuring they are present when you sign the form.
  8. Review all the entered information for accuracy. Once verified, you can save changes, download, print, or share the completed form as needed.

Start filling out your Upstox Nomination Form online today to ensure your assets are properly designated.

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To add a nomination in your demat account, start by downloading the Upstox Nomination Form from their website. Fill it out with accurate details about your nominee, including their name and relationship to you. Finally, submit this form to Upstox for processing, which establishes the nomination status for your account.

To obtain the DIS slip from Upstox, you need to log in to your Upstox account and navigate to the 'Profile' section. From there, find the option for 'Disposal Instruction Slip' or 'DIS' and follow the prompts to download or print the slip. This document will assist you in the process of selling or transferring shares, ensuring you have all necessary information at hand.

To fill the Upstox closure form, you first need to log into your Upstox account. Navigate to the account closure section, where you will find the relevant form. Make sure to provide the necessary information accurately, and if applicable, address any concerns regarding the nominee status to avoid complications in the account closure process.

If you do not add a nominee in your demat account, your assets may face complications in the event of your passing. Without a nominee, the transfer of securities to your heirs could be delayed and involve legal proceedings. By filling out the Upstox Nomination Form, you can avoid these potential issues and provide clarity for your loved ones.

To fill the Upstox Nomination Form online, visit the Upstox website and log into your account. Navigate to the 'Nomination' section, where you will find the e-nomination option. Fill in the required details of your nominee, review the information for accuracy, and submit the form. This process is straightforward and will ensure that your account is updated with your nominee's details.

If you don’t add a nominee in your demat account, your shares may face complications in transferance in the event of your demise. This situation could delay the allocation of assets to your heirs. Thus, completing the Upstox Nomination Form is highly recommended to prevent such issues.

Making a nominee in Upstox is an essential step for safeguarding your investments. Start by accessing the Upstox Nomination Form online, fill it with the appropriate nominee information, and submit it. This action guarantees that your investments are protected.

To transfer shares to a nominee after death, gather necessary documents such as the death certificate and a copy of the Upstox Nomination Form. Contact Upstox support and follow their guidelines for the transfer process, ensuring a smooth transition.

Adding a nominee involves a few simple steps. Use the Upstox Nomination Form available on the Upstox website, fill it with your nominee's details, and submit it through your Upstox account. This process allows for smooth registration of your nominee.

Yes, you can add a nominee to your demat account online through the Upstox platform. Simply log in, navigate to the nomination section, and fill out the Upstox Nomination Form. Completing this step will ensure your nomination is updated seamlessly.

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