Print PDF
Form ISR – 1
(See SEBI circular No. SEBI/HO/MIRSD/MIRSD_RTAMB/P/CIR/2021/655 dated November 03, 2021 on Common and Simplified Norms for processing investor’s service request by RTAs and norms for furnishing PAN, KYC details and Nomination)
REQUEST FOR REGISTERING PAN, KYC DETAILS OR CHANGES / UPDATION THEREOF
[For Securities (Shares / Debentures / Bonds, etc.) of listed companies held in physical form]
Date:
A. I / We request you to Register / Change / Update the following (Tick relevant box)
PAN Bank details
Signature Mobile number
E-mail ID Address
B. Security Details:
Name of the Issuer Company
Folio No.
Name(s) of the Security holder(s) as per the Certificate(s) 1.
2.
3.
Number & Face value of securities
Distinctive number of securities (Optional) From: To:
C. I / We are submitting documents as per Table below (tick as relevant, refer to the instructions):
PAN of (all) the (joint) holder(s) PAN
Whether it is Valid (linked to Aadhaar): Yes No
Demat Account Number
Also provide Client Master List (CML) of your Demat Account, provided by the Depository Participant.
Proof of Address of the first holder Any one of the documents, only if there is change in the address:
Client Master List (CML) of your Demat Account, provided by DP.
Valid Passport/ Registered Lease or Sale Agreement of Residence / Driving License / Flat Maintenance bill.
Utility bills like Telephone Bill (only land line), Electricity bill or Gas bill - Not more than 3 months old.
Identity card / document with address, issued by any of the following: Central/State Government and its Departments, Statutory / Regulatory Authorities, Public Sector Undertakings, Scheduled Commercial Banks, Public Financial Institutions.
For FII / sub account, Power of Attorney given by FII / sub-account to the Custodians (which are duly notarized and / or apostilled or consularised) that gives the registered address should be taken.
The proof of address in the name of the spouse.
Bank details Account Number:
Bank Name:
Branch Name:
IFS Code:
Provide the following:
original cancelled cheque with name of security holder printed on it or Bank Passbook or Bank Statement attested by the Bank.
E-mail address
Mobile
Authorization: I / We authorize you (RTA) to update the above PAN and KYC details in my / our folio(s) , (use Separate Annexure if extra space is required) in which I / We are the holder(s) (strike off what is not applicable).
Declaration: All the above facts stated are true and correct.
Holder 1 Signature:
Holder 2 Signature:
Holder 3 Signature:
Name
Full address
PIN