Investor Support

Forms & Resources

Access important investor service request forms, KYC documents, nomination forms and tax-related forms. Select the PDF icon next to a document to open or download the relevant form.

Document Name Description PDF / Download
01
Form ISR-1 MANDATORY Request for Registering PAN, KYC Details or Changes / Updation
PAN and KYC registration or updation PDF View PDF ↗
02
Form ISR-2 Confirmation of Signature of Securities Holder by the Banker
Banker confirmation of the security holder's signature PDF View PDF ↗
03
Form ISR-3 Declaration Form for Opting-out of Nomination
Declaration to opt out of nomination PDF View PDF ↗
04
Form ISR-4 Request for Issue of Duplicate Certificate and Other Service Requests
Duplicate certificates and other eligible service requests PDF View PDF ↗
05
Form ISR-5 Request for Transmission of Securities by Nominee or Legal Heir
Transmission of securities to a nominee or legal heir PDF View PDF ↗
06
Form SH-13 MANDATORY Nomination Form
Registration of nomination PDF View PDF ↗
07
Form SH-14 Cancellation or Variation of Nomination
Cancellation or change of an existing nomination PDF View PDF ↗
08
Form 121 / Form 41 Tax Exemption Forms
Tax-related declaration and exemption documentation ZIP Download ZIP ↗
Important: Please use the applicable, latest version of each form and review its instructions before submission. For assistance, contact Sundae RTA through its official communication channels.