Transmission of shares in case of death of the holder

    Transmission of shares is the process by which securities of a deceased account holder are transferred to the account of his legal heirs / nominee. Process of transmission in case of dematerialized holdings is more convenient as the transmission formalities for all securities held in a DEMAT account can be completed by submitting necessary documents to the DP, whereas in case of physical securities the legal heirs/nominee/surviving joint holder has to independently correspond with each company in which securities are held.

    The claimant should submit to the concerned DP an application in Transmission Request Form (TRF) along with the following documents:-

?span style="font-style: normal; font-variant: normal; font-weight: normal">         A notarized copy of the death certificate, in case of the death of the sole holder where the sole holder has appointed a nominee.

?span style="font-style: normal; font-variant: normal; font-weight: normal">         In the case of the sole holder where the sole holder has not appointed a nominee.

A notarized copy of the death certificate of the holder and any one of the below mentioned certificates.

?span style="font-style: normal; font-variant: normal; font-weight: normal">         succession certificate

?span style="font-style: normal; font-variant: normal; font-weight: normal">         A certificate copy of the will and the probate

?span style="font-style: normal; font-variant: normal; font-weight: normal">         A certified copy of the letter of administration (if value of holding is less than one lacs.)

            A Transmission Request Form can be got from the CSBL - DP main branch or the nodal branches.  

           Click here for a Transmission Request Form(TRF), all you have to do is, take a print out of the Transmission Request Form and submit a duly filled form to the DP along with the tariff..

 

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