{"id":25481,"date":"2026-02-27T09:10:02","date_gmt":"2026-02-27T09:10:02","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=25481"},"modified":"2026-02-27T09:10:15","modified_gmt":"2026-02-27T09:10:15","slug":"what-documents-are-required-for-transferring-shares","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/what-documents-are-required-for-transferring-shares\/","title":{"rendered":"What documents are required for transferring shares?"},"content":{"rendered":"\n<p>The documents required depend on the mode of transfer you choose:<\/p>\n\n\n\n<h4 id=\"1-if-transferring-via-cdsl-easiest-online-mode\" ><strong>&nbsp;1. If Transferring via CDSL Easiest (Online Mode)<\/strong><\/h4>\n\n\n\n<p>No physical documents are required. You will need:<\/p>\n\n\n\n<ul><li>Active <strong>CDSL Easiest registration<\/strong><\/li><li>Add <strong>target demat account details<\/strong> (BO ID, DP ID, ISIN)<\/li><li><strong>OTP and TPIN authentication<\/strong> to authorize the transfer<\/li><\/ul>\n\n\n\n<p><a href=\"https:\/\/www.samco.in\/help-support\/article\/online-share-transfer-process-through-cdsl\/\">Click here<\/a> to learn how to transfer shares through CDSL Easiest step-by-step.<\/p>\n\n\n\n<p>This method eliminates the need to submit a physical DIS.<\/p>\n\n\n\n<h4 id=\"2-if-transferring-via-delivery-instruction-slip-dis-offline-mode\" ><strong>2. If Transferring via Delivery Instruction Slip (DIS \u2013 Offline Mode)<\/strong><\/h4>\n\n\n\n<p>For offline transfer, the process involves the following:<\/p>\n\n\n\n<h4 id=\"step-1-obtain-dis-book\" ><strong>Step 1: Obtain DIS Book<\/strong><\/h4>\n\n\n\n<ul><li>The client must request a <strong>DIS booklet<\/strong> from Samco.<\/li><li>Once verified, the DIS book will be sent to the client\u2019s <strong>registered address<\/strong>.<\/li><\/ul>\n\n\n\n<h4 id=\"step-2-fill-the-dis-properly\" ><strong>Step 2: Fill the DIS Properly<\/strong><\/h4>\n\n\n\n<p>The client must correctly fill the DIS with the following details:<\/p>\n\n\n\n<ol><li>A duly filled and signed <strong>DIS slip<\/strong><\/li><li>Correct <strong>ISIN and beneficiary demat account details (DP ID &amp; Client ID)<\/strong><\/li><li><strong>Name of the shares<\/strong><\/li><li><strong>Number of shares (quantity)<\/strong> to be transferred<\/li><li>Signature matching the demat account records<\/li><\/ol>\n\n\n\n<p>The client must send the <strong>filled and signed DIS slip <\/strong>to <strong>Samco\u2019s registered address via courier<\/strong><\/p>\n\n\n\n<p>Note: The DIS must be submitted to your <strong>Depository Participant (Samco)<\/strong> for verification and processing<\/p>\n\n\n\n<p><a href=\"https:\/\/www.samco.in\/help-support\/article\/how-do-i-transfer-shares-offline-using-a-dis-delivery-instruction-slip\/\">Click here<\/a> to learn how to transfer shares through Delivery Instruction Slip<\/p>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[2821],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/25481"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=25481"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/25481\/revisions"}],"predecessor-version":[{"id":25483,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/25481\/revisions\/25483"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=25481"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=25481"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=25481"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}