Get Transmission Form

Filling out the Transmission Form online can seem daunting, but with a step-by-step approach, you can complete it with confidence. This guide provides clear instructions on each section of the form to ensure a smooth submission process.

Follow the steps to complete the Transmission Form online

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. In the first section, identify yourself and your relationship to the deceased by selecting from options such as executor, legal heir, administrator, joint holder, nominee, or survivor of HUF. Clearly write the full names of each deceased individual as required.
3. Provide the specific date that the legal documents such as nomination, probate, letter of administration, or succession certificate were granted.
4. Next, fill in the Client ID and DP ID to request registration as the beneficial owner of the securities held in the name of the deceased.
5. List the details of the account where the security balances are to be transferred, including your name, Client ID, and DP ID.
6. In the document section, tick the applicable boxes regarding the documents you are enclosing, such as the death certificate and any necessary legal documents. Ensure that each document is accurately prepared and attested.
7. If you are a legal heir or representative of a sole holder without a nomination, complete the declaration section by listing all heirs, specifying whether they are claimants or have provided a No Objection Certificate.
8. For HUF accounts, identify whether the value of holding exceeds Rs. 10 lakh and provide appropriate documents as specified in the form.
9. Finally, ensure that all relevant parties sign where indicated, including surviving joint holders or legal representatives, confirming the accuracy of the information provided.
10. Once you have completed filling out the form, save your changes. You can then download, print, or share the form as needed.

Start completing your documents online today for a smooth experience.