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Get Transmission Form
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How to fill out the Transmission Form online
Filling out the Transmission Form is an important process for managing securities after the passing of a joint holder. This guide will walk you through the necessary steps to complete the form online, ensuring a smooth and efficient submission.
Follow the steps to complete the Transmission Form online
- Click ‘Get Form’ button to obtain the Transmission Form and open it in the editor.
- Enter the date in the designated field to indicate when the request is being made.
- Fill in the name of the deceased individual in the section labeled ‘Mr./Mrs./Ms.’ This identifies the individual whose name needs to be removed from the security certificates.
- Input your Client ID in the appropriate field. This information helps to identify your account and the relevant securities.
- Fill in the company name for each security from which the deceased's name is to be removed.
- Specify the type of security by selecting ‘Equity’ or ‘Other’ and include additional details if necessary.
- Indicate the quantity of securities involved in both figures and words to avoid any confusion.
- List out any additional securities that require transmission under separate entries.
- Provide the names of the surviving joint holders who will retain the securities.
- Ensure signatures of all survivor(s) are included in the designated area to validate the request.
- In the section labeled ‘to be filled-in by the Participant’, complete the ISIN and the Dematerialisation Request Number (DRN) as applicable.
- After filling out all relevant sections, review the entered information for accuracy and completeness.
- Finally, save your changes, download a copy of the completed form, and print or share the document as needed.
Complete your Transmission Form online today for a seamless process.
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Upon the submission of a transmission form, securities belonging to the account holder and transferred to the joint owner of the account. Proof of the death of the account holder in the form of a death certificate must also be submitted.
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