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DIS Instructions

The document provides instructions for filling out a Delivery Instruction Slip (DIS) to transfer securities between demat accounts. Key details to include are: - Client ID (pre-filled) - Client name - Date - ISIN numbers and security names of up to 5 securities - Quantity in figures and words - Total instructions and consideration amount - Reason for transfer such as gift, transfer between same holder accounts, or transfer between family members - Counterparty details depending on if transferring to an individual, clearing member, or broker account - Signatures of account holders The completed DIS should be sent to the provided address.

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267 views

DIS Instructions

The document provides instructions for filling out a Delivery Instruction Slip (DIS) to transfer securities between demat accounts. Key details to include are: - Client ID (pre-filled) - Client name - Date - ISIN numbers and security names of up to 5 securities - Quantity in figures and words - Total instructions and consideration amount - Reason for transfer such as gift, transfer between same holder accounts, or transfer between family members - Counterparty details depending on if transferring to an individual, clearing member, or broker account - Signatures of account holders The completed DIS should be sent to the provided address.

Uploaded by

prabath_too
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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Instructions to fill DIS

11. Execution date(optional): Specify the date on which the instructions are to be
1. Client ID : Consist of 8 digits, which is already pre-sealed (colour
executed. If the DIS is received after the 'Execution Date' mentioned, it will get
: Blue) top of the DIS slip.
rejected.

2. Client name : Specify the name as it appears in the Demat A/c Write any one of from 12,13,14,15, with the help of below instructions.

3. Date : Specify the date of submitting the DIS. * Exchange Name - If it is Off market CDSL/ NSDL, On market NSE/BSE

4. ISIN numbers: Specify the ISIN of security to be transferred.


Confirm this with your transaction statement. A maximum of 5
* Settlement/Market Type - Off Market/On Market
ISIN's can be transferred per DIS. Use multiple DIS if you wish to
transfer more than 5 ISIN's.

5. Security Name : Specify the name of the security to be * Counter DP ID - Specify the DPID of the Depository Participant with whom the
transferred. target account is maintained.

6. Quantity in figure: Specify the quantity in figures. * Counter client ID - Specify the Client ID of the target account.
7. Quantity in words: Specify the quantity in words. 12. If you are transferring to another Individual's CDSL demat account
8. Total instruction Issued : Specify the total number of ISINs 13. If you are transferring to a Clearing Member/Broker's CDSL account

9. Consideration amount : You could enter the value of securities


as on the date of transfer or any other consideration amount as 14. If you are transferring to a another Individual's NSDL demat account
may seem deem fit.

10. Reason for Transfer: Tick any one of from the list of options
15. If you are transferring to a Clearing Member/Broker's NSDL account
available.

16. Counter BO name : Specify the account holder's name to which securities are
* Gift - If you're gifting securities to someone.
getting transferred

* Transfer b/w two a/c of same holder - If you transferring 17. Signature of 1st holder - 1st holder signature (All the signature should match
securities to your own account held with another DP. with that recorded as the specimen signature with Zerodha.)

* Transfer b/w family members - If you transferring securities to


18. Signature of 2nd holder - If Zerodha demat account has a 2nd holder
your family members.

* Other - If you transferring to companies Escrow account (Ex:


19. Signature of 3rd holder - If Zerodha demat account has a 3rd holder
Buyback, Exit offer etc).

Note: As per above instruction, kindly fill DIS slip and send us to below address.
Zerodha,#153/154, 4th Cross, Dollars Colony, Opp. Clarence Public School, JP Nagar 4th Phase,Bangalore-560078, Contact number: 080-49132020

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