To fill out the DIS slip, simply follow the steps below:
- Name of the client: Enter the name as it appears in the Demat A/c.
- Specify the ISIN of the security that will be transferred. Check your transaction statement for confirmation. Per DIS, a maximum of 5 ISINs can be exchanged. If you want to transfer more than 5 ISINs, use several DIS.
- Name of the security to be transferred: Enter the name of the security to be transferred.
- Figure quantity: Indicate the figure quantity.
- Quantity expressed in words: Specify the quantity expressed in words.
- Once the DIS has been executed, we will fill in the instruction reference number.
- If you're transferring more than 5 scripts at once, please specify the number of DIS annexures attached to the slip.
- If you're selling shares off-market to a specific institution, please fill in the details.
- Specify the counter DP ID, Client ID details, and Counter BO name (Specify the account holder's name to whom securities are being transferred) in the appropriate columns, and check the depository option if CDSL or NSDL, as well as the Settlement details if BO-BO or BO-CM, CM-BO, CM-CM.
- On market transfer
- At the time of executing the DIS slip, we will fill in the execution date.
- The signature of the account holder must match the signature on file in the SS Corporate Demat account.