Get Account Shifting Form - Downloadsjainamin

Filling out the Account Shifting Form is a crucial step for clients wishing to relocate their trading accounts. This guide provides a clear and supportive walkthrough of the form's components, ensuring a smooth online completion process.

Follow the steps to complete the form effectively.

1. Click the ‘Get Form’ button to access the Account Shifting Form and open it in your preferred editor.
2. Enter the date on which you are completing the form in the designated field. Ensure that the date is accurate and reflects the day of submission.
3. Fill in your name as the trading client in the 'Name of the Trading Client' section. This must match the name associated with your current trading account.
4. Provide your Unique Client Code (UCC) in the field labeled 'UCC.' This code is essential for identifying your account.
5. Indicate your desire to shift your trading account by checking the relevant statement. This confirms your status as an existing client and your request for relocation.
6. Specify the new location branch or channel partner code in the respective section. Ensure that this information is correct to avoid complications during the transfer.
7. Indicate the effective date for the account shift. This is the date on which you want the transfer to take place.
8. Read and understand the statement regarding the transfer of outstanding dues and receivables. By signing here, you authorize the transfer of any balances from your old account to the new one.
9. Sign the form in the designated area as an acknowledgment of your request and to confirm that the information provided is accurate.
10. For the no-objection certificate, the existing branch manager or channel partner must sign and provide their name, confirming they have no objections to the account shift.
11. After completing all necessary fields, review the form for accuracy. Users can then save changes, download, print, or share the form as needed.

Complete your Account Shifting Form online today for a smooth transition!