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Get In301774 2020-2025
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How to fill out the In301774 online
Filling out the In301774 form for closing a beneficiary account is a straightforward process. This guide will provide you with a clear, step-by-step approach to ensure you complete the form accurately.
Follow the steps to complete the In301774 form successfully.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Enter the date in the format DD/MM/YYYY at the top of the form. Ensure that the date is correct and corresponds to the day you are submitting the request.
- Fill in the name(s) of the account holder(s) in the designated fields. Indicate the sole or first holder's name, and if applicable, the names of any second or third holders.
- Provide the reason for the closure of the depository account in the specified section. Be as detailed as possible to avoid any issues with your request.
- Enter the client ID of the account being closed. This ID is crucial for identifying the correct account in the system.
- Select the applicable option regarding your account holdings. Check Option A if there are no balances. If you wish to transfer holdings, select Option B and provide the required target account details, along with the necessary documentation.
- If opting for rematerialization, choose Option C and ensure you submit the required Remat / Reconversion Request Form for mutual fund units.
- Sign the form in the designated area. If there are joint holders, ensure that all holders provide their signatures as required.
- Before submitting, surrender all unutilized instruction slips along with the closure request. Confirm that there are no holdings and that signatures have been verified against the records.
- Once completed, you may save your changes, download, print, or share the filled form as needed.
Complete your account closure request online today!
You can find out who your depository participant is by checking your Demat account statement or the welcome kit you received at account opening. You can also reach out to your brokerage for confirmation. US Legal offers various tools that can assist you in understanding and managing your investment accounts.
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