Get Annexure O Transmission Form Date D D Mm Y Yyy To, Religare Securities Limited A3/4/5, Gys Global

This guide provides a straightforward approach to filling out the ANNEXURE O TRANSMISSION FORM required to register as a beneficial owner of securities following the death of an account holder. It is designed to assist users of all experience levels in accurately completing each section of the form.

Follow the steps to complete the form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the date in the specified format (DD/MM/YYYY) at the top of the form. Ensure accuracy as this date is crucial for the transmission request.
3. In section (1), identify your relationship to the deceased and select the correct designation (e.g., executor, legal heir). Fill in the name of the deceased as indicated.
4. Provide the Client ID and DP ID associated with the deceased's account in section (1). This information is essential for locating the account.
5. Detail the account information in section (2) by providing your name, Client ID, and DP ID, to which the securities will be transmitted.
6. In section (3), tick the applicable documents you are providing based on your relationship to the deceased and the specifics of the account. Ensure all required documents are included.
7. For legal heirs, complete the declaration in section (4), ensuring to list all legal heirs and the status of their claims. This step is important for clarity and legal compliance.
8. If filing for HUF accounts, complete section (5) similarly, ensuring all documents required for your specific case are attached.
9. Finally, proceed to section (6) to collect signatures from all claimants and ensure the form is signed by the appropriate individuals as identified in the notes.
10. Review the completed form carefully for accuracy and completeness. Once confirmed, you can save the changes, download, print, or share the form as needed.

Complete your forms efficiently by following these steps online!