Get Annexure O

Annexure O is a transmission form used for the transfer of securities in the event of a holder's demise. This guide provides clear, step-by-step instructions to help users fill out the form accurately and efficiently online.

Follow the steps to complete the Annexure O form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the date in the specified format (DD/MM/YYYY) at the top of the form.
3. Select the applicable role by ticking the box next to 'Executor(s) of the Will', 'Legal heir(s)', 'Administrator(s) of the Estate', 'Joint holder(s)', 'Successor(s) to the Estate', 'Nominee', or 'Survivors of HUF'.
4. Enter the names of the deceased individuals in the designated spaces.
5. Provide the details of the nomination, probate, letter of administration, or succession certificate, including the date and any relevant notes.
6. List the details of the securities by filling in the ISIN, name of the company, and number of securities in the respective columns.
7. If applicable, provide your account details with the participant, including name, client ID, and DP ID.
8. Tick the appropriate boxes to indicate the documents you are enclosing based on your account type and situation.
9. Complete the declaration section by confirming the legal heirs and their respective statuses as claimants or No Objection Certificate providers.
10. For HUF accounts, if applicable, fill out the document details required and tick the appropriate boxes.
11. Sign the form in the designated space, ensuring it is signed by all relevant parties.
12. Once all fields are completed, you have the option to save changes, download, print, or share the form as needed.

Take the next step and complete your documents online efficiently.