You need to submit a DIS request form (PDF) to receive your DIS booklet. Zerodha will courier the DIS booklet within 48 hours of receiving your request. Alternatively, you can use CDSL Easiest to transfer shares online instead of using physical DIS copies.
The instructions to fill out the DIS request form are as follows:
- Client ID: Enter the BO ID.
-
Collection instructions:
- Collected by hand: Select this if you visit the Zerodha head office to collect the DIS booklet. You must submit a self-attested copy of your ID proof and the DIS request form.
- Additional Booklet: Select this if you have lost Annexure B attached to your existing DIS booklet and need an additional booklet. However, if you have Annexure B, you don't need to select this option. You can obtain the additional booklet by sending Annexure B to the head office.
- Not required to cancel unused slips: Select this if you don't want your existing DIS slips cancelled. Create a ticket to confirm this choice.
- Required to cancel unused slips: Select this if you want your existing DIS slips cancelled. You need to mention the slip number and tick one of the options: Lost, Misplaced, or Others (mention the reason if you select Others).
- To Cancel DIS slips/book: Select this to cancel your DIS slips without requiring extra booklets.
- By Authorised Representative: Select this if your representative visits the head office instead of you to collect the DIS booklet. Your authorised representative must submit the DIS request form and ID proof, both signed by all account holders. This also applies to non-individual account holders. You must ensure your account is not dormant when your representative visits Zerodha. If it is, Zerodha will conduct call verification/In-Person Verification (IPV) with you to authenticate your representative.
-
Correspondence address:
Select this if you are applying for a new DIS booklet and want Zerodha to deliver it to your address. Zerodha will only send the DIS booklet to your communication address registered with them.
- Name and signatures of all the account holders.
The DIS request form can be submitted online and offline:
Online submission
Individual account holders can submit the DIS request form online if their Aadhaar is linked to a mobile number. Follow these steps:
- Print the DIS request form (PDF).
- Fill out the details and sign.
- Scan the form and eSign.
- Create a ticket and attach the e-signed DIS request form, ensuring it is vertically aligned.
The esigned forms must be submitted within 30 days from the date of eSign.
Offline submission
You must follow the offline method if your Aadhaar is not linked with a mobile number or if you are a non-individual account holder.
- For first-time DIS booklet requests: Enter the DP ID on the DIS request form (PDF) and courier it.
- For additional DIS booklet requests: Fill out Annexure B, available on the last page of your existing DIS booklet, and courier it.
Courier all the documents to:
Zerodha Customer Support Centre
192A 4th Floor,
Kalyani Vista, 3rd Main Road,
JP Nagar 4th Phase,
Bengaluru, 560076
Things to keep in mind
- Non-individual accounts: Non-individual account holders require seal and signature on the DIS request form.
- Charges: Your first DIS booklet with 10 slips is free. For additional booklets, charges of ₹100 + 18% GST and courier charges of ₹100 + 18% GST apply per booklet.
- Signature requirements: When filling out the DIS, your signature must match your signature in your Zerodha account. You can check your signature in your account by visiting console.zerodha.com/account/documents and selecting Signature proof from the dropdown.
-
Transfer limits:
You can transfer a maximum of 5 securities (ISINs) per DIS. Use the DIS Annexure form
(PDF)
to transfer more than 5 securities.