What is the process to claim shares after the death of a joint demat account holder?
On account of the joint holder’s death, the surviving holders should submit the following documents:
- Duly filled Transmission Request From (PDF).
- Notarized copy of the death certificate.
- Surviving holder/s Identity Proof. (PAN/Aadhaar)
- Surviving holder/s cancelled cheque or bank account statement.
- In case the Surviving holder/s has the demat account in another broking house, then Client Master Report (CMR) copy with DP seal and signature.
NOTE: If surviving account holder/s do not have the demat account, they can open one instantly by clicking here. If you need any help with the account opening process, you can get in touch with us on our Support WhatsApp +91 7667273344 or you can email us at support@adityatrading.com
POINT TO BE NOTED
• Transmission process with take at least 2 weeks to complete.
• Lock-in shares will be moved to the nominee or successor demat account only.
• The TRF and other supporting documents have to be sent to the following address
ATS Share Brokers Pvt. Ltd.
2gethr @ ORR, 1st floor, Tower B, Mantri Commercio,
Outer Ring Rd, Near Sakra World Hospital,
Kariyammana Agrahara, Bellandur, Bengaluru, Karnataka - 560103
The forms can be sent via post, registered post, speed post or courier.