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I/We are submitting documents as per Table below (tick as P relevant, refer to the instructions):
            No.  P Document/Information/Details  Instruction/Remark

             1      PAN of (all) the (joint) holder(s)  PAN copies of all the holder(s) duly self-attested with date to be enclosed.

                                               PAN shall be valid only if it is linked to Aadhar by March 31, 2022, or any date as may be
                                               specified by the CBDT. For Exemptions / Clarifications on PAN, please refer to Objection
                                               Memo as specified in SEBI circular.
             2        Demat Account Number     Provide Client Master List (CML) of your Demat Account, provided by the Depository
                                               Participant.
             3      Proof of Address of the first Holder  Provide self-attested copy of any ONE of the documents, issued by a Govt.
                                               Authority, only if there is change in the address:
                                                    Client Master List (CML) of your Demat Account, provided by the Depository
                                                  Participant.
                                                    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 (with Photo) / document with address, issued by 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*
                                               * Kindly provide additional self-attested copy of Identity Proof of the holder/
                                               claimant.
             4      Bank details               Provide the latest copy of the bank statement with details of bank name, branch,

                                               account number and IFSC or Original cancelled cheque leaf bearing the name of first
                                               holder. Alternatively, Bank details available in the CML as enclosed will be updated in
                                               the folio.
             5      Email address              As mentioned on Form ISR-1, alternatively the Email address available in the CML as

                                               enclosed will be updated in the folio.
             6      Mobile                     As mentioned on Form ISR-1, alternatively the mobile number available in the CML as
                                               enclosed will be updated in the folio.

             7      Specimen Signature         Provide banker’s attestation of the signature of the holder(s) as per Form ISR – 2 and
                                               Original cancelled cheque leaf bearing the name of the first holder.

             8      Nomination                 Submit Form(s) as per any ONE of the following options.
                                                   SH-13 For First Time Nomination
                                                   SH-14 For Change in Existing Nomination
                                                   SH-14 and ISR-3 For Cancellation of existing Nomination and to “Opt-Out”
                                                   ISR-3 To “OPT-Out” of Nomination or if No-Nomination is required

           Note: All the above forms are also available on the website of the RTA.



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