Get Request Form-new.p65 - Icici Direct

Filling out the Request Form-new.p65 for ICICI Direct is an essential step for users looking to change their broker code and convert their account from online to offline mode. This guide provides a clear, step-by-step approach to ensure your form is completed accurately and efficiently.

Follow the steps to successfully complete your request form online.

1. Press the ‘Get Form’ button to obtain the Request Form-new.p65 and open it in your preferred editor.
2. Enter the date in the designated field at the top of the form, ensuring it reflects the current date.
3. Fill in your folio number in the provided space, using the format indicated within the field.
4. Input the first holder's name in the specified section, as per your existing account details.
5. Provide your existing online agreement details, specifically the institution with which the agreement is held.
6. Update your address by entering the necessary details that should appear on your account statement after conversion.
7. If there are changes to your bank details, fill in the bank name, branch, city, account number, MICR number, account type (select from options provided), and the IFSC code.
8. Indicate your preference for receiving redemption and dividend proceeds by checking the appropriate box if you wish to receive them via cheque.
9. In the section for changing the broker code, specify the ARN you are transferring from and to, and clearly write your name as it is registered.
10. Enter your email address for future communications, ensuring it is accurate to receive electronic documents.
11. Have the first, second, and third holders sign the form in the designated signature areas.
12. The channel partner must complete the No Objection Certificate section, providing their confirmation and signature along with the company seal.
13. Finally, review all entered information for accuracy before choosing to save, download, print, or share the completed form.

Begin filling out your Request Form-new.p65 online today!