Closure initiated by ⃝ DP ⃝ CDSL ⃝ BO (To be filled by the BO. please fill all the information in block letters in English) Dear Sir/ Madam,
I/We the Sole Holder/ Joint Holder/ Guardian (in case of minor) / Clearing member request you to close my/ our account with you from the date of this application. The details of my/our account are given below:
Account Holder’s Details
DP ID Client ID Name of the First /Sole Holder Name of the Second Holder Name of the Third Holder Address of Correspondence City State Pin Details of remaining security balance in the account (if any) Reason for Closing the Account Balance remaining in the account (if any) to be: Partly rematerialized and partly transferred Rematerialized Transferred to another account (Number given below) Not applicable DP ID Client ID Balance present in Ear- marked Pledged Lock - in Pending for Dematerialization Pending for a/c for re-materialization (To be filled by DP if Applicable) *if DP or CDSL initiates account closure , signature(s) of account holder(s) not required
DECLARATION: In case of Account Closure due to SHIFTING OF ACCOUNT:
I/We declare and confirm that all the transactions in my/our demat account are true/authentic. First/ Sole Holder Signature Second Holder Signature Third Holder Signature Signature*
Account Closure Request Form (Trading)
To, Samco Securities Limited . Dear Sir, I/We the holders of the trading accounts request you to close my/our account with you from the date of this application. The details of my/our account are given below: Name of Client : Trading KYC Code : Branch Tag and Name: Sub Broker Tag: Sub Broker Name: Segment of Closure: BSE NSE BSE FO MCX NCDEX MCD NSX Reason for closing the account: ⃝ Service Issue ⃝ Shifting to competition ⃝ Not interested in trading ⃝ Other _______________________ __________________________ ________________________ Signature of Client Branch Approval Sub Broker Signature ________________________________________________________________________________________________________ Acknowledgement Receipt Date: ________________ We hereby acknowledge the receipt of your instruction for closing the following account Subject to verification: - DP IP 1 2 0 5 4 2 0 0 Client ID Trading KYC Code : Name of the First/ Sole Holder Name of the Second Holder Name of the Third Holder Reason for Closure Instruction to Account Holder(s): 1. Submit a duly filled RRF if the balances are to be rematerialized 2. Submit a duly filled transfer form (off market instruction slip) if the balances are to be transferred to another account.
