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    Demat Closure Form PDF

    Uploaded by

    Ravikrishna Haridevara
    1) This document is an application for closing a beneficiary demat account with Axis Securities. 2) It lists the options for transferring any balances/holdings to another account or rematerializing mutual fund units. It also requests the reasons for closure and confirmation of delivery instruction slips. 3) The checklist section is for Axis Securities officials to verify key details like matching names and signatures to the demat account system and confirming any dues have been paid before processing the closure.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Demat Closure Form PDF

    Uploaded by

    Ravikrishna Haridevara
    191 views2 pages
    1) This document is an application for closing a beneficiary demat account with Axis Securities. 2) It lists the options for transferring any balances/holdings to another account or rematerializing mutual fund units. It also requests the reasons for closure and confirmation of delivery instruction slips. 3) The checklist section is for Axis Securities officials to verify key details like matching names and signatures to the demat account system and confirming any dues have been paid before processing the closure.

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    Demat-Closure-Form.pdf

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    1) This document is an application for closing a beneficiary demat account with Axis Securities. 2) It lists the options for transferring any balances/holdings to another account or rematerializing mutual fund units. It also requests the reasons for closure and confirmation of delivery instruction slips. 3) The checklist section is for Axis Securities officials to verify key details like matching names and signatures to the demat account system and confirming any dues have been paid before processing the closure.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    191 views2 pages

    Demat Closure Form PDF

    Uploaded by

    Ravikrishna Haridevara
    1) This document is an application for closing a beneficiary demat account with Axis Securities. 2) It lists the options for transferring any balances/holdings to another account or rematerializing mutual fund units. It also requests the reasons for closure and confirmation of delivery instruction slips. 3) The checklist section is for Axis Securities officials to verify key details like matching names and signatures to the demat account system and confirming any dues have been paid before processing the closure.

    Copyright:

    © All Rights Reserved
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    AXIS DIRECT AXIS SECURITIES

    APPLICATION FOR CLOSING DEMAT ACCOUNT


    (For Beneficiary Account only)

    Axis Securities Limited, Unit No. 2, Date:


    Phoenix Market City, 15 LBS Road,
    Near Kamani Junction, Kurla (west),
    Mumbai-400070.
    E-mail: dphelp@axisdirect.in
    Tel. No: 022-68515400

    1) Please tick the applicable option(s)


    Option A [There are no balances/holdings in this account]
    Option B

    [Transfer the Transfer to my/our own Target Account Details


    balances / account
    holdings in this (Provide target account NSDL DP ID
    account as per details and enclose Client
    details given] Master Report of Target
    Account) CDSL Client ID
    Transfer to any other
    account (submit duly filled
    Delivery Instruction Slip
    signed by all holders)
    Option C [Rematerialise/Reconvert (Submit duly filled Remat/Reconversion Request Form-for mutual fund units)]

    2) Reasons for closure of depository account (Please tick the reasons for closing the Demat Account)
    Consolidation of Accounts Shifting to a new location where ASL is not present
    Unsatisfactory services High Charges Others (Please specify)

    3) Confirmation for delivery instruction slips


    I/We confirm to have surrendered all unutilized delivery instruction slips
    I/We confirm to have exhausted / misplaced all delivery instruction slips

    4) Mode of payment for outstanding dues (if any)


    Cheque No_______________________ Bank Name_______________________
    Please debit my Axis Bank SB A/c No.
    for recovery of my pending dues against my demat account towards this I/We have already given a POA to ASL
    Signatures(s) (as per the Bank A/c)

    Signature
    (with seal of the branch)
    (First/Sole Holder) (Second Holder) (Third Holder)

    Name(s) (as per the Demat A/c) Signatures(s) (as per the Demat A/c)

    (Sole/First Holder)

    (Second Holder)

    (Third Holder)

    Instructions: 1. Relevant portions to be filled in. 2. Please strike off as N.A. whatever is not applicable. To be submitted in duplicate.
    AXIS DIRECT AXIS SECURITIES

    Checklist
    (To be filled in by Axis Securities Officials)

    I confirm having checked all the below mentioned points for the Client ID:

    Name of the beneficiary owner(s) match with the DP system.

    Signature(s) of the beneficiary owner(s) match with the DP system.

    Copy of PAN Card / Proof of Identity / Proof of Address collected for suspended Demat Account

    (if applicable).

    No holding exists in the Demat Account / in case of holding target Demat Account Details mentioned

    on the Demat Account closure request.

    All pending dues have been recovered by:-

    Direct debit to Axis Bank


    Bank a/c no

    Cheque Payment
    Cheque Number Bank Name

    Date:
    Signature
    (with seal of the branch)

    Name of the official


    Employee Number

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