Inheritance and succession · Updated 13 September 2026
How to transmit inherited physical shares after a shareholder’s death
Understand the transmission route for inherited physical shares: nominee, joint holder, legal heirs, RTA documents and eventual demat credit.
This route may fit if…
A practical step-by-step route
- 1
Confirm the registered holding
Identify the issuer, folio, holder order, certificate records and current RTA. Check whether the holding is joint and whether a nomination is recorded.
- 2
Identify the claimant route
Ask the RTA whether the case proceeds through a surviving joint holder, nominee or legal-heir/succession route. The document set depends on this answer.
- 3
Build the current RTA checklist
Obtain the current forms and requirements directly from the RTA. Succession evidence, affidavits, indemnities or court documents depend on the case and prevailing norms.
- 4
Resolve connected issues
If certificates are lost, KYC is incomplete or shares have moved to IEPF, sequence those procedures as directed rather than filing conflicting requests.
- 5
Complete transmission and demat credit
After the RTA accepts entitlement, follow its and the DP’s instructions for credit to the approved claimant’s demat account.
Start locating these
- Death certificate of the registered holder
- Original certificates or available holding records
- PAN, address and bank/demat evidence of claimant(s)
- Nomination or joint-holder records, if applicable
- Succession documents requested for the particular claimant route
Avoid these expensive mistakes
- Do not sign or submit forms as though the deceased holder were alive.
- Do not assume nomination alone resolves every beneficial-ownership question.
- Do not courier original succession documents before confirming what the RTA accepts.
Official sources
Procedures can change. Use the issuer/RTA’s current checklist together with these primary sources.
Common questions
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Related physical-share guides
This guide provides general procedural information, not confirmation of title, ownership or final eligibility. The issuer, RTA, Depository Participant, IEPF Authority or other competent authority decides the case after reviewing records.