Get Account Closure/shifting Form

This guide provides clear instructions on how to complete the Account Closure/Shifting Form online. Following these steps will help ensure a smooth process for closing or shifting your account.

Follow the steps to complete your form accurately and efficiently.

1. Click the ‘Get Form’ button to access the form and open it in the editing interface.
2. Fill in the closure or shifting date. Ensure that you enter the day, month, and year correctly in the designated fields.
3. Mark the applicable option for either Sushil Financial Services Private Ltd. or Sushil Global Commodities Pvt. Ltd. to indicate your chosen institution.
4. Provide your account holder’s details by filling in the client code, your full name, and your correspondence address, including the city and state.
5. Indicate the reasons for closing or shifting your account in the specified section.
6. If you are shifting your account, provide the name of your present channel partner as well as the name of the new channel partner.
7. Sign and date the form where indicated, making sure all necessary signatures are included, such as from the channel partner and yourself.
8. Confirm the details of your Demat and Trading A/C by providing the DP account number, last traded date, and indicate whether the DP is closed.
9. Ensure that the trading balance is nil, provide the balance and date, and address any necessary reasons if the account is not closed.
10. Review the completed form for accuracy, then save, download, print, or share it as needed to complete your submission.

Start filling out your Account Closure/Shifting Form online today to initiate your account closure or shift process.