How to get a Delivery Instruction Slip (DIS) booklet from Zerodha?
To receive the DIS booklet, you'll need to follow these steps:
Submitting the DIS Request Form:
You must submit a DIS request form in the pdf format. Here’s a copy of the DIS request form for Zerodha.
Once your request is received, the DIS booklet will be dispatched and sent to you via courier within 48 hours.
Instructions for Completing the DIS Request Form:-
Client ID: In this field, please enter your BO ID.
Collection Instructions:
Collected by Hand: If you plan to visit Zerodha's head office, choose this option. Remember to submit a self-attested ID proof along with the DIS request form.
Additional Booklet: Select if you need an extra booklet due to a lost Annexure B. Otherwise, send Annexure B to the head office.
Canceling Unused Slips: Choose between not canceling or canceling unused DIS slips. Specify the slip number and reason for opting for cancellation.
By Authorized Representative: If someone else collects the DIS booklet, ensure the representative submits the form and ID proof signed by all account holders.
3. Correspondence Address: If applying for a new DIS booklet, choose this option for delivery to your registered communication address with Zerodha.
4. Name and Signatures: Remember to include the names and signatures of all account holders.
The DIS request form offers both online and offline submission options:
Online Submission:
Print the DIS request form, fill it out, and sign it.
Scan and e-sign the form.
Create a ticket, attaching the e-signed form. Submit within 30 days from eSign.
Offline Submission:
The offline method is required if the account holder's Aadhaar isn't linked to a mobile number or the client is a non-individual account holder.
For First-Time DIS Booklet Requests:
Please enter the DP ID on the DIS request form (PDF) if you request the DIS booklet for the first time.
If you need an extra DIS booklet, fill out Annexure B, which can be found on the last page of your existing DIS booklet, and courier it.
Courier Address:
Courier all the required documents to:
Zerodha, 153/154,
4th Cross, J.P Nagar 4th Phase,
Opp. Clarence Public School,
Bengaluru - 560078.
Check out our blog post, ' DIS Booklet,' to learn how to fill out the DIS booklet.
