A confirmation letter is a document that a Registrar and Share Transfer Agent (RTA) issues to you as proof that you are entitled to certain securities. SEBI has mandated that RTAs issue this confirmation letter when you request investor services, such as the issuance of duplicate securities certificates, transmission, transposition, claims from an unclaimed suspense account, or corporate actions. In these cases, the RTA no longer issues a physical certificate.
To convert these securities into your demat account, you must submit the confirmation letter, along with a specified set of documents, back to the RTA and not to your Depository Participant (DP). The RTA then credits your shares directly into your demat account.
The confirmation letter replaces the earlier Letter of Confirmation (LOC), which RTAs issued for the same purpose before SEBI introduced this process on April 02, 2026.
How to obtain a confirmation letter and dematerialise your securities
To dematerialise your securities using the confirmation letter process, follow these steps. Note that this process involves couriering documents twice: once to Zerodha for attestation, and once from you to the RTA after Zerodha returns your documents.
- Submit your initial request to the RTA: For lost certificates, transmission, name changes, or corporate actions, contact the RTA and submit your service request.
- Receive your confirmation letter: The RTA verifies your request and issues a confirmation letter to you.
- Complete and send your documents to Zerodha for attestation: Fill and sign your Demat Conversion Request Form (DCRF), then courier it to Zerodha, since this workflow requires Zerodha to officially verify it. Zerodha verifies your signatures, attests the DCRF, and attaches an updated Client Master Report (CMR) that is not older than 2 months.
- Resubmit to the RTA: Zerodha sends the attested DCRF and the fresh CMR back to your registered address. Once you receive them, send these documents along with your original confirmation letter directly to the RTA. The RTA then processes the direct credit of the securities to your Zerodha demat account.
Validity of letters issued before April 02, 2026
The new confirmation letter process came into force on April 02, 2026. If you hold an LOC issued before that date, you can still submit it to Zerodha for standard dematerialisation within its original 120-day validity window. If your LOC is more than 120 days old, contact the RTA to reissue it.
Required documents
When you send your documents to Zerodha for validation and attestation, ensure you include the following:
- Demat Conversion Request Form (PDF), duly filled and signed by all holders. Your signature must match the one in Zerodha's records.
- Original confirmation letter, which the RTA issues directly to you.
- Transposition Request Form (PDF). You need this only if the order of names on the confirmation letter differs from the order on your demat account.
Submission process
Before you dispatch the hard copy, you can send a soft copy for Zerodha to verify and confirm your documents by creating a ticket. If your files exceed 5 MB, upload them to cloud storage and share the link in your ticket, as Zerodha does not support direct attachments over 5 MB.
Courier your documents to:
Zerodha Customer Support Centre
#192A, 4th Floor, Kalyani Vista
3rd Main Road, JP Nagar 4th Phase
Bengaluru 560076
Zerodha does not generate an electronic Demat Request Number (DRN) in the depository system for this workflow, so standard dematerialisation charges do not apply. However, Zerodha levies a fee to cover the administrative and logistical costs of sending your physical CMR and attested forms back to your address.
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Courier fee: ₹100 + 18% GST (total: ₹118) per request package, which Zerodha debits directly from your Zerodha funds statement.
Once Zerodha processes and attests your paperwork, Zerodha dispatches it back to your registered address via courier within 3 to 5 working days. After you receive these documents, you send them with your original confirmation letter to the RTA, and the RTA credits the securities directly into your Zerodha demat account.