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Process for Dematerialization of Physical Shares
Pre Approval process of DRF and Certificate
All the DRF (Equity & Mutual Fund) along with shares certificate and SOA (Statement of Account) must get
pre approved, as demat request data entry will not be accepted by the system in case same is not pre
approved.
Step 1 : Select option Slip Requisition(maker) � For Drf.
Pre-verification: Selection option for DRF
Click on the Slip
Requisition (Maker)
Select “For DRF”
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Following screen will be displayed. Fill in the details as per the DRF submitted by client. Attach scan
image of DRF and share certificate in the respective option given in the option. Click on Save/ Update.
The scan image should be in JPG format and the file size should not be more
than 150 KB.
“Data Saved Successfully” message will be displayed on successful submission.
6. Finally click
on save
1. Select DRF number
2. Enter BO ID details
3. Attached DRF scan
image
4. Attached certificate
front side scan image
5. Attached certificate
back side scan image
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Status of pre-verification is available under option Slip Requisition (maker) � For Drf �Reports as shown below.
Updating of Rejected Entries:
Rejection status: In case of rejection edit data by clicking in the box
The details window will open up for rectification. Rectify the objection raised by HO and rescan the documents. Re-
upload the new images for pre approval of the same by following the above process.
Once the records are approved the status of the same will be shown in report as follows. All approved records are
now ready for further data punching and processing.
Click on
Click on
box to edit
the
rejected
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Data entry for approved records of DRF
Data entry for Dematerialization is available under option
Transaction Processing ���� Dematerialisation ���� Dematerialisation (Maker)
Following screen will be displayed. Fill then details as per the DRF submitted by client. Click on Save/ Update option
after details of DRF is completely entered in the system. For Dematerialisation of Equity shares
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Note: When there is more than one certificate, press “ENTER” key twice after entering distinctive certificate
details of certificate to add row for entering details of another certificate. This should be continuing until
details of all the certificates are entered.
For Mutual fund demat request select Mutual Fund as shown below
Select the Equity option
Enter DRF number
Number of certificate
Search company name if ISIN required
Select Mutual Fund
Enter last 8 digit of
demat account no.
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Once the data is successfully saved in demat maker option, send the DRF and Original certificates to HO for further
process. You can check the status of the DRF dispatched to HO in Maker and Checker���� Select Report Type and
Select Transaction Type as follows :
Please enter 0 in case all
the units of MF to be
dematerialized.
Select Transaction
Type
Select Report Type
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The DRF status will be available in column “Status”. Different type of status which will be available is given below.
Status 1 : Data entered by you and hard copy sent to HO the status will be “ Maker Entered”
Status 2 : DRF is processed and sent to RTA for demat the status will be “Sent to RTA”
Status 3 : Share are dematerialized by RTA and credited to clients account the status will be “Confirmed”
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Report: Demat Activity Report: ���� In case the demat request is rejected by the RTA, then details of the
same can be viewed by using this option. Select the option “Rejected by RTA” and enter the date and
Demat A/C number for which the request for demat was raised.
Enter the date of
DRF request and
client demat a/c No.