Letter from Shareholder for Change of Name, Address & Bank

If a shareholder is desirous of changing his name or address or bank details in the records of the company where he is holding shares or for doing the same for the joint holder(s) or the nominee, then he can do so by writing an application letter to the company with all the details along with the proof of name change, new address, bank cheque, etc.

Such a letter will have to be signed by the first holder of the shareholding. The shareholder will have to send the letter to the company directly or to its Registrar & Share Transfer Agent (RTA) if the company has appointed an RTA for these purposes.

Here is a template of request letter from the shareholder for kyc updation.

SAMPLE

Date: ............

To

The Company Secretary

Secretarial Department

........................... Limited

(Registered Office Address)

or

To

(Name of the Registrar & Share Transfer Agent RTA)

(Address)

Sub.: Request for Change of Name/ Address/ Bank particulars for securities held in Physical form

Ref: Unit/ Series/ Issuer Name: .......................

        ISIN(s): .........................

        Folio No.: ..........................

Dear Sir/Madam,

With reference to the captioned folio number and issuer name, I would like to kindly request you to update the name/ address/ bank particulars as per the details given hereunder:

• Change of Name

Old name of the first holder/ joint holder no. 1/ joint holder no. 2/ nominee: ...........................

New name of the first holder/ joint holder no. 1/ joint holder no. 2/ nominee: ...........................

I am enclosing herewith a self attested copy of the PAN card/ Aadhar/ Passport/ Driving licence/ Election Id card for your verification purposes.

• Change of Address

Old address: ........................................

New address: ........................................ City: .............. State: ............... Pincode: ................

I am enclosing herewith a self attested copy of the Passport/ latest electricity bill/ latest telephone bill/ bank passbook for your verification purposes.

• Change of Bank Details

Name of the Bank: ....................

Account Number: .......................

IFSC: ................. MICR: ....................

I am enclosing herewith an original cancelled blank cheque for your verification purposes.

Kindly update the details as requested above in your records for all future purposes.

Thanking you,

Yours sincerely,

   (signature)

(Name of the First Shareholder)

Tel. No. .......................

Email: ........................................

Encl: As above