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How to fill up the mutual fund dematerialisation form?

To fill out the dematerialisation form (PDF) , follow these steps:

  1. Enter the Date.
  2. Ignore the DRF No. field.
  3. In the DP ID field, mention Zerodha's DP ID. To know the DP ID, see What is my DP name, DP ID, BO ID, and demat ID?
  4. In the Client ID field, mention the 8 digit BO ID. To know the BO ID, see What is my DP name, DP ID, BO ID, and demat ID?
  5. Mention the Name of the account holder.
  6. In the Total number of pages contained in the Statement of Account field, mention the number of pages of the mutual fund statement.

  7. In the Folio No. field, mention the folio number of the mutual fund as per the statement.
  8. In the ISIN field, mention the ISIN number of the mutual fund as per the statement.
  9. Under quantity, mention ALL .
  10. Under lock-in details (only for ELSS funds), mention the reason as ELSS, and the end of lock-in period date under Expiry date .
  11. Mention the name of the account holder and sign under Signature with DP and Signature with RTA fields.
  12. Ignore the Change of distributor code and Acknowledgment receipt fields

In the case of multiple ELSS and statements, use this annexure (PDF).