How to fill up the mutual fund dematerialisation form?
To fill out the dematerialisation form (PDF), follow these steps:
- Enter the Date.
- Ignore the DRF No. field.
- 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?
- 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?
- Mention the Name of the account holder.
-
In the
Total number of pages contained in the Statement of Account
field, mention the number of pages of the mutual fund statement.
- In the Folio No. field, mention the folio number of the mutual fund as per the statement.
- In the ISIN field, mention the ISIN number of the mutual fund as per the statement.
- Under quantity, mention ALL .
- Under lock-in details (only for ELSS funds), mention the reason as ELSS, and the end of lock-in period date under Expiry date .
- Mention the name of the account holder and sign under Signature with DP and Signature with RTA fields.
- Ignore the Change of distributor code and Acknowledgment receipt fields
In the case of multiple ELSS and statements, use this annexure (PDF).
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