How to fill DIS Booklet of Kotak?

The Delivery Instruction Slip (DIS) is a crucial document utilized by investors for the manual transfer of shares between two Demat accounts. Below is a detailed guide on how to fill out the DIS booklet provided by Kotak Securities.

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The Delivery Instruction Slip (DIS) is a document that investors are required to fill out for the manual transfer of shares between two Demat accounts.

To learn in-depth, see “What is the DIS Booklet and how do you get it?”

Here’s how you can fill out the DIS Kotak Booklet.

(Source: Kotak Securities)

Select the appropriate box: Choose either Market Trade, Off-Market Trades, or Inter-Depository Transfer (NSDL to CDSL or vice versa), depending on your transfer type.

For Market Trades: Provide CM BP ID, CM Name, Market Type, and Settlement Number.

For Off-Market Trades: Fill out Target DP ID, Target Client ID, and Target DP name, and provide the appropriate reason code, reason/purpose, and consideration (if applicable).

For Inter-Depository Transfer: Along with Target DP ID, Target Client ID, and Target DP name, provide Off-Market details (reason code, reason/purpose, consideration if applicable) OR settlement details.

Specify ISIN and Security Name: Identify the ISIN of the security to be transferred and confirm it with your transaction statement. You can transfer a maximum of 4 ISINs per DIS. Use multiple DIS if you need to transfer more.
Quantity: Specify the quantity both in figures and words.
Signature: The account holder’s signature must match the one recorded in the Kotak Securities demat account.
Instruction Reference Number and Execution Date: Kotak will fill these once the DIS is executed.

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