Get Requisition For Shifting Of Account - Zenmoney

Filling out the 'Requisition for Shifting of Account' form from Zenmoney is essential for users wishing to relocate their trading account from one branch to another. This guide provides clear and detailed instructions to ensure you complete the form accurately and efficiently.

Follow the steps to complete your requisition form correctly.

1. Click the ‘Get Form’ button to access the requisition form and open it in your document editor.
2. Begin by addressing the form to 'M/s Zen Securities Limited' with the provided address, ensuring accuracy to facilitate processing.
3. In the subject line, clearly state your request for shifting your account from the specified old branch to the new branch.
4. Fill in the 'Trading Client Code' for both the old and new accounts to identify your accounts effectively.
5. Provide your DP ID and DP Client ID to link your depository account information.
6. Enter the New Brokerage Code to ensure your trading account aligns with your new branch's brokerage settings.
7. Request the transfer of your account by explicitly stating that you want to shift from the old branch to the new branch and mention any requests regarding Online SIPs.
8. Indicate whether you wish to discontinue or continue your Online SIPs and detail any actions you plan to take regarding the ECH mandate form.
9. Acknowledge that you have informed the old branch about the shifting of your account.
10. Complete the signature section by signing your name and providing the date and place of signing.
11. Review your entries for accuracy before finalizing the document.
12. Save your changes, then download, print, or share the requisition form as needed.

Start filling out your requisition form online to ensure a smooth transition of your trading account.