Get Nomination Form (for Trading Account) Client Code ... - Plclients

The Nomination Form for Trading Accounts is an important document that allows users to designate a nominee for their securities and credit balances in the event of their passing. This guide will walk you through each section of the form to ensure a smooth completion process.

Follow the steps to complete your nomination form online.

1. Press the ‘Get Form’ button to acquire the nomination form and access it in your editing tool.
2. Fill in the Client Code and Client Name at the top of the form.
3. In the 'Nominee Details' section, provide the full name of the nominee, their address, and their relationship to you.
4. Enter the Permanent Account Number (PAN) of the nominee.
5. Input the nominee’s date of birth, telephone number, and mobile number.
6. If the nominee is a minor, appoint a guardian by filling in their name, address, telephone number, and mobile number.
7. The guardian must sign the form in the designated area.
8. Sign the form in the section labeled 'Signature of the Client,' ensuring that only you sign it and not your power of attorney or any authorized person.
9. Complete the witness details, which are mandatory. Provide the names, addresses, and signatures for two witnesses.
10. Once all sections are filled out accurately, you can save changes to your form, download a copy, print it out, or share it as needed.

Complete your nomination form online today to ensure your trading account preferences are officially recorded.