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Nomination Form for Demat Accounts

This document is a nomination form for individuals to designate up to three nominees for their Demat and Trading accounts. It requires mandatory details such as the nominees' names, relationship to the applicant, and share percentages, along with optional information like contact details. The form also outlines the implications of not appointing nominees and the necessary steps for legal heirs to claim assets in the event of the account holder's death.

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Reena Tejuja
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14 views1 page

Nomination Form for Demat Accounts

This document is a nomination form for individuals to designate up to three nominees for their Demat and Trading accounts. It requires mandatory details such as the nominees' names, relationship to the applicant, and share percentages, along with optional information like contact details. The form also outlines the implications of not appointing nominees and the necessary steps for legal heirs to claim assets in the event of the account holder's death.

Uploaded by

Reena Tejuja
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

NOMINATION FORM FOR INDIVIDUALS ONLY (Demat & Trading Account)

BO Account Details: __________________________ Trading Code: ____________________ Date: ________________


I / We wish to make a nomination (As per details given below)
I/We wish to make a nomination and do hereby nominate the following person(s) who shall receive all the assets held in my/our
account in the event of my/our death.

Nomination can be made upto three nominees Details of Details of Details of


in the account 1st Nominee 2nd Nominee 3rd Nominee
Mandatory Details

Name of the nominee (s) (Mr./Ms.)*

% % %
Equally
Share of each Nominee (if not equally please
specify percentage)
nominee mentioned in the form

Relationship With the Applicant (if Any)*

Date of Birth and Name of Guardian to be provided in case of minor nominee(s)*

Non-mandatory Details
Name & Address of Nominees(s) /
Guardian in case of Minor

City/ Place:
State & Country:
PIN Code
Mobile / Telephone No. of nominee(s)/ Guardian in
case of minor

Email ID of nominee(s)/Guardian in case of Minor

details – [Please tick any one of following and


provide details of same]
□ Photograph & Signature □ PAN □ Aadhaar
□ Saving Bank account no. □ Proof of Identity
□ Demat Account ID

Annexure B

issues involved in non-appointment of nominee(s) and further are aware that in case of death of all the account holder(s), my / our
legal heirs would need to submit all the requisite documents / information for claiming of assets held in my / our MF Folio / demat
account, which may also include documents issued by Court or other such competent authority, based on the value of assets held in the
MF Folio / demat account.
  
TH05
FH14 SH05

Name:_________________________ Name:_________________________ Name:_________________________

Witness Name/ address/ Signature: ____________________________

Witness Name/ address/ Signature: ____________________________

(To be filled by DP)


Nomination accepted and registered vide Registration No. For SBICAP Securities Limited
Dated ________________ Authorised Signatory

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