Forms for Investors

Forms for processing investor’s service requests

As an ongoing measure to enhance the ease of dealing in the securities market, SEBI has specified various norms such as:

  • Common and simplified norms for processing investor service requests pertaining to furnishing of PAN, KYC and nomination details by Registrar and Transfer Agents (RTAs)
  • Mandatory furnishing of PAN, KYC details and nomination by holders of physical securities (In case such documents/ details are not available in the folio on or after October 01, 2023, such folios shall be frozen by the RTA)
  • Compulsory linking of PAN and aadhaar by all holders of physical securities

SEBI has also introduced following forms to standardize and simplify the processing of investor services requests:-

  1. Form for availing investor services

          The form ISR-1 is applicable for all requests to register PAN, KYC details  changes/ update thereof for securities held in physical mode – Form ISR-1

  1. Update of signature of securities holder

          For updating the signature of the securities holder, the holder / claimant shall  furnish original cancelled cheque and banker’s attestation of the signature as per Form ISR-2

  1. Nomination

          It is mandatory for all holders of physical securities to furnish PAN, KYC and  nomination details to the RTA.It is mandatory for all holders of physical securities to furnish PAN, KYC and  nomination details to the RTA.



Form name

For nomination as provided in Section 72 of the Companies Act, 2013 & Rules 19 (1) of Companies (Share capital and debenture) Rules, 2014

Form SH-13

Declaration to opt out

Form ISR-3

Cancellation of nomination by the holder(s) (along with Form ISR-3) / Change of Nominee

Form SH-14

 Relevant forms and documents as mentioned above are to be provided at the earliest, through hard copies which should be self -attested and dated to:

Beetal Financial and Computer Services Private Limited (Registrar and Share Transfer Agent) 

Registered office:

3rd Floor, 99 Madangir, Behind LSC, Near Dada Harsukhdas Mandir, New Delhi, India 110062

Contact details:

011-29961281-83 & Email id: