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CDSL Nomination Form

This document is a nomination/cancellation of nomination form for Sharekhan Limited for their demat, trading, and mutual fund accounts. The client wishes to nominate individuals who will receive the securities, funds, and mutual fund units in their accounts in the event of their death. Details of up to 3 nominees including their name, relationship to the client, DOB, address, and identification details are provided. For minor nominees, a guardian is also appointed to act on their behalf.

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Prakash Bharati
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0% found this document useful (0 votes)
285 views

CDSL Nomination Form

This document is a nomination/cancellation of nomination form for Sharekhan Limited for their demat, trading, and mutual fund accounts. The client wishes to nominate individuals who will receive the securities, funds, and mutual fund units in their accounts in the event of their death. Details of up to 3 nominees including their name, relationship to the client, DOB, address, and identification details are provided. For minor nominees, a guardian is also appointed to act on their behalf.

Uploaded by

Prakash Bharati
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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NOMINATION / CANCELLATION OF NOMINATION FORM - SHAREKHAN LIMITED IN300513/12036000

Registered office address : 10th Floor, Beta Building, Lodha iThink Techno Campus, Off. JVLR, Opp. Kanjurmarg Station, Kanjurmarg (East),
Mumbai - 400 042, Maharashtra. | Tel: 022 - 6115 0000 | Fax: 022 - 6748 1899 | Website: www.sharekhan.com
Trading Code :
NSDL IN300513 CLIENT ID CDSL 12036000 CLIENT ID
L. NOMINATION ( Depository A/c only Trading A/c only MF A/c only All) * PAN Mandatory for Nomination in Trading A/c
I/We wish to make a nomination and do hereby nominate the person, details of whom are provided on nomination form who is/are entitled
to receive securities / fund / Mutual fund units balances lying in my/our account, in the event of my/our death.
I/ We do not wish to nominate any one for this Demat Account, Trading Account & Mutual Fund and consequently all rights and liabilities in
respect of beneficiary ownership in the Securities / Funds / Mutual Fund units held by me/us shall vest in me/us
st
* First Name
Name of the 1 Nominee (Mr./Ms./Mast.) ________________________________________________________________________* Last Name
Share of each Nominee : Equally [If not equally, please specify percentage]_________ % Residual share payable Yes No
(If not Tick Mark, Any odd lot after division shall be transferred to the first nominee mentioned in the form.)

Relationship With the Applicant (If Any) __________________________ DOB d d m m y y y y


Photograph
*Address of the Nominee :__________________________________________________________________
of Nominee
____________________________________________________________________PIN______________
Mobile No./Tel.:__________________________ Email ID : ________________________________________
Nominee Identification Details [Please tick any one of following and provide details of same] PAN
Aadhaar Demat account details of nominee DP ID Client ID
Saving Bank Account No._________________ Copy of any proof of ID :___________________ Signature of Nominee : _____________________
As the nominee is a minor as on date, to receive to the Securities/Funds/Mutual Fund units in this account on behalf of the nominee in the event
of the death of the Sole holdr / all joint holders. I/We appoint following person to act as Guardian:
* First Name
Name of the Guardian (Mr./Ms.) __________________________________________________________________________ * Last Name
Relationship With the Guardian (If Any) ________________________________ DOB d d m m y y y y
*Address of Guardian______________________________________________________________________
Photograph
of Guardian ____________________________________________________________________PIN______________
Mobile No./Tel.:__________________________ Email ID : ________________________________________
Guardian Identification Details [Please tick any one of following and provide details of same] PAN

Aadhaar Demat account details of nominee DP ID Client ID


Saving Bank Account No._________________ Copy of any proof of ID :___________________ Signature of Guardian: _____________________

Name of the 2nd Nominee (Mr./Ms./Mast.)____________________________________________________________________


* First Name * Last Name
Share of each Nominee : Equally [If not equally, please specify percentage]_________ % Residual share payable Yes No
(If not Tick Mark, Any odd lot after division shall be transferred to the first nominee mentioned in the form.)

Relationship With the Applicant (If Any) ________________________________ DOB d d m m y y y y


Photograph
*Address of the Nominee :__________________________________________________________________
of Nominee
____________________________________________________________________PIN______________
Mobile No./Tel.:__________________________ Email ID : ________________________________________
Nominee Identification Details [Please tick any one of following and provide details of same] PAN
Aadhaar Demat account details of nominee DP ID Client ID
Saving Bank Account No._________________ Copy of any proof of ID :___________________ Signature of Nominee : _____________________
As the nominee is a minor as on date, to receive to the Securities/Funds/Mutual Fund units in this account on behalf of the nominee in the event
of the death of the Sole holdr / all joint holders. I/We appoint following person to act as Guardian:
* First Name
Name of the Guardian (Mr./Ms.) _______________________________________________________________________ * Last Name

Relationship With the Nominee(If Any) ________________________________ DOB d d m m y y y y


Address of Guardian______________________________________________________________________
Photograph
of Guardian ____________________________________________________________________PIN_____________
Mobile No./Tel.:__________________________ Email ID : ________________________________________
Guardian Identification Details [Please tick any one of following and provide details of same] PAN

Aadhaar Demat account details of nominee DP ID Client ID


Saving Bank Account No._________________ Copy of any proof of ID :___________________ Signature of Guardian: _____________________ 1
rd * First Name
Name of the 3 Nominee (Mr./Ms./Mast.)___________________________________________________________________ * Last Name
Share of each Nominee : Equally [If not equally, please specify percentage]_________ % Residual share payable Yes No
(If not Tick Mark, Any odd lot after division shall be transferred to the first nominee mentioned in the form.)

Relationship With the Applicant (If Any) ________________________________ DOB d d m m y y y y


Photograph *Address of the Nominee :__________________________________________________________________
of Nominee
____________________________________________________________________PIN_____________
Mobile No./Tel.:__________________________ Email ID : ________________________________________
Nominee Identification Details [Please tick any one of following and provide details of same] PAN
Aadhaar Demat account details of nominee DP ID Client ID

Saving Bank Account No._________________ Copy of any proof of ID :___________________ Signature of Nominee : _____________________
As the nominee is a minor as on date, to receive to the Securities/Funds/Mutual Fund units in this account on behalf of the nominee in the event of
the death of the Sole holdr / all joint holders. I/We appoint following person to act as Guardian:
* First Name
Name of the Guardian (Mr./Ms.) __________________________________________________________________________ * Last Name

Relationship With the Nominee(If Any) ________________________________ DOB d d m m y y y y


*Address of Guardian_____________________________________________________________________
Photograph
of Guardian ____________________________________________________________________PIN_____________
Mobile No./Tel.:__________________________ Email ID : ________________________________________
Guardian Identification Details [Please tick any one of following and provide details of same] PAN

Aadhaar Demat account details of nominee DP ID Client ID

Saving Bank Account No._________________ Copy of any proof of ID :___________________ Signature of Guardian: _____________________

This nomination shall supersede any prior nomination made by me / us and also any testamentary document executed by me / us.
(To be filled by DP) Nomination Form accepted and registered wide Registration No. _____________________ dated ______________.
Name of Witness for Nomination Address of Witness Signature of Witness

date :________________

Name(s) of Holder(s) Signature(s) of holder

Sole/First Holoder/Guardian (in case sole


holder is minor) (Mr./Ms.)

Second Holder (Mr./Ms.)

Third Holder (Mr./Ms.)

INSTRUCTIONS:
1. Instructions related to nomination, are as below:
(i) The nomination can be made only by individuals holding beneficiary owner accounts on their own behalf singly or jointly. Non- individuals including society, trust, body corporate, partnership firm, karta of
Hindu Undivided Family, holder of power of attorney cannot nominate. If the account is held jointly all joint holders will sign the nomination form.
(ii) A minor can be nominated. In that event, the name and address of the Guardian of the minor nominee shall be provided by the beneficial owner.
(iii) The Nominee shall not be a trust, society, body corporate, partnership firm, karta of Hindu Undivided Family or a power of Attorney holder. A non-resident Indian can be a Nominee, subject to the
exchange controls in force, from time to time.
(iv) Nomination in respect of the beneficiary owner account stands rescinded upon closure of the beneficiary owner account. Similarly, the nomination in respect of the securities shall stand terminated
upon transfer of the securities.
(v) Transfer of securities in favour of a Nominee shall be valid discharge by the depository and the participant against the legal heir.
(vi) The cancellation of nomination can be made by individuals only holding beneficiary owner accounts on their own behalf singly or jointly by the same persons who made the original nomination.
Non-individuals including society, trust, body corporate, partnership firm, karta of Hindu Undivided Family, holder of power of attorney cannot cancel the nomination. If the beneficiary owner
account is held jointly, all joint holders will sign the cancellation form.
(vii) On cancellation of the nomination, the nomination shall stand rescinded and the depository shall not be under any obligation to transfer the securities in favour of the Nominee.
2. Nomination can be made upto three nominees in a demat accounts ln case of multiple nominees, the Client must specify the percentage of share for each nominee that shall total upto hundred
percent. ln the event of the beneficiary owner not indicating any percentage of allocation/share for each of the nominees, the default option shall be to settle the claims equally amongst all the
nominees.
3. On request of Substitution of existing nominees by the beneficial owner, the earlier nomination shall stand rescinded. Hence, details of nominees as mentioned in the Nominee Form at the time of
substitution will be considered Therefore, please mention the complete details of all the nominees.
4. Copy of any proof of identity must be accompanied by original for verification or duly attested by any entity authorized for attesting the documents.
5. Savings bank account details shall only be considered if the account is maintained with the same participant.
6. DP lD and client lD shall be provided where demat details is required to be provided.
7. Please choose any one nominee who will be credited with residual securities remaining after distribution of securities as per percentage of allocation. If you fail to choose one such nominee, then the
first nominee will be entitled for residual shares, if any.
[Strike out what is not applicable.] [Signatures of all account holders should be obtained on this form].
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