Forms & Circulars for Physical Shareholders

Form ISR-1 - Request for registering PAN, KYC Details or changes / updation thereof 

Form ISR-2 - Confirmation of Signature of securities holder by the Banker 

Form ISR-3 - Declaration for Opting-out of Nomination 

Form ISR-4 - Request for issue of Duplicate Certificates and Other Service Request 

Form ISR-5 - Request for Transmission of Securities by Nominee or Legal Heir

Form SH-13 - Nomination Form 

Form SH-14 - Cancellation or Variation of Nomination 

SEBI Circular dated March 16, 2023 - Common and simplified norms for processing investor’s service requests by RTAs and norms for furnishing PAN, KYC details and Nomination

SEBI Circular dated September 26, 2023 - Extension of timelines (i) for nomination in eligible demat accounts and (ii) for submission of PAN, Nomination and KYC details by physical security holders; and voluntary nomination for trading accounts

SEBI Circular dated November 17, 2023 - Simplified norms for processing investor’s service requests by RTAs and norms for furnishing PAN, KYC details and Nomination

SEBI Circular dated December 27, 2023 - Extension of timelines for providing ‘choice of nomination’ in eligible demat accounts and mutual fund folios

 

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