Trace the record
Use old statements, dividend warrants, correspondence or certificate details to identify the issuer and current RTA.
Lost Share Certificate Assistance
Assistance with tracing the holding, understanding the issuer’s requirements and preparing a lost-certificate service request.
Discuss your caseUse old statements, dividend warrants, correspondence or certificate details to identify the issuer and current RTA.
Confirm whether the matter calls for a duplicate-security request, IEPF claim, transmission or another service.
Organise the issuer’s prescribed forms and declarations. Affidavits, indemnities and additional evidence depend on the case.
Review the holder details and Client Master List for the applicable demat-credit process.
Process
Confirm the company, folio, registered holders and status of the missing certificates with the issuer or RTA.
Follow the current checklist, resolve record mismatches and collect the supporting documents applicable to the holding.
Keep submission references and assist with clarification requests until the issuer communicates its decision.
Initial checklist
The exact requirement depends on the company, RTA and facts of the case. Start with whatever is available.
Do not send original identity or holding documents to an unverified recipient. Requirements and approval are determined by the company or RTA; recovery is not guaranteed.