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Account Closure Instructions

This document is an account closure form for Zerodha Securities Private Limited. It requests closure of a client's demat account and provides fields to include the client ID, account holder details, remaining security balances, and reason for closure. The client can choose to partly or fully rematerialize or transfer any remaining balances. It requires signatures of the account holders to confirm the authenticity of transactions if closing the account voluntarily. For office use, it includes an acknowledgment section to be filled upon receiving the request.

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tushar
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450 views1 page

Account Closure Instructions

This document is an account closure form for Zerodha Securities Private Limited. It requests closure of a client's demat account and provides fields to include the client ID, account holder details, remaining security balances, and reason for closure. The client can choose to partly or fully rematerialize or transfer any remaining balances. It requires signatures of the account holders to confirm the authenticity of transactions if closing the account voluntarily. For office use, it includes an acknowledgment section to be filled upon receiving the request.

Uploaded by

tushar
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
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Account Closure Form

Zerodha Application number Dated


Zerodha Securities Private Limited
Zerodha Commodities Private Limited
To be lled by the BO (in case of BO-initiated closure). Please ll all the details in BLOCK LETTERS in English
To,
Zerodha Securities Pvt. Ltd.,
th
153/154, 4th Cross Dollars Colony, Opp. Clarence Public School, J.P Nagar 4 Phase, Bangalore - 560078

Dear Sir / Madam,


I/We the Sole Holder/Joint Holders/Guardian(in case of Minor) request you to close my/our account with you from the date of this
application. The details of my/our account are given below:

Account holder details


DP ID 12081600 Client ID

First/sole holder Second holder Third holder


Name
Address for correspondence recorded in the demat account:

City State PIN


Details of remaining security balances in the account (if any)
Reasons for closing the account
Balance remaining in the account (if any) to be: partly rematerialised and partly transferred
rematerialised
transferred to another account (account number given below)
not applicable
DP ID Client ID
Balance present in account for: Ear-marked Pledged
Pending for rematerialisation Frozen
Pending for dematerialisation Lock-in
Declaration: In case of account closure due to shifting of account
I/We declare and conrm that all the transactions in my/our demat account are true/authentic.

First/Sole Holder
or Guardian
F (in case of Minor) S Second Holder T Third Holder

Name Name Name

*If DP or CDSL initiates account closure, signature(s) of account holder(s) not required.
For ofce use only - Please tear here
Acknowledgment
We hereby acknowledge the receipt of the your instruction for closing the following account subject to verication on D D M M Y Y Y Y
DP ID Client ID Application no.
First/sole holder Second holder Third holder
Account holder’s name
Reason for closure

Seal & signature


Instructions to account holder(s)
Submit a duly-lled RRF if the balances are to be rematerialised.
Fields marked with * are mandatory.
Submit a duly-lled Delivery Instruction Slip [DIS] (off market instruction slip) if the balances are to be transferred to another account.
This requirement is not applicable in the case of “shifting of account”.

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