Share Transfer Form For Deceased Estate
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FAQ
In the event of the death of the account holder, unfortunately, transfer of shares via the online mode is not permitted. You will have to manually approach a branch office of the demat account holder's depository participant to transfer shares from one demat to another.
I/We hereby request you to transmit the shares / debentures covered under Folio No. ______ standing in the name of the deceased in my/our name and enter my/our name(s) in the Register of Members of the Company.
Physical share certificates. Transmission request form. Death certificate of the deceased. PAN Card of a successor. Bank attested signature of a successor. Proof of address of the successor. Any other documents as may be required by the company.
Death Certificate ? stockbrokers and share registries will require this as evidence of the investor's death. Will or Will Extract and Probate (if required) ? if probate isn't required to dispose or transfer assets, the broker will usually request a certified copy of the Will.
Don't use correction fluid or stick labels on the form. 1 Consideration money. ... 2 Full name of Undertaking. ... 3 Full description of Security. ... 4 Number or amount of Shares, Stock or other security. ... 5 Name(s) and address of registered holder(s) ... 6 Signature(s) ... 7 Name(s) and address of person(s) receiving the shares.