Obtain CMR (Client Master Report):
Request the Signed and stamped CMR copy from the broker / DP where you want to transfer the shares (receiving demat account).
The CMR contains the DP ID, Client ID, and depository details (NSDL/CDSL) needed for the transfer.
Apply for DIS (Delivery Instruction Slip):
If you don’t already have a DIS booklet, request one from your current broker / DP (the account from which shares are being transferred).
Fill the DIS Slip Carefully:
Mention all required details — ISIN, security name, quantity, receiver DP ID & Client ID, and transfer type (Off-Market / Inter-Depository).
Select “Off-Market” if you are transferring shares to your own account or another person’s demat account.
Attach the CMR Copy:
Attach the CMR copy of the receiving account along with the filled and signed DIS slip as proof of correct destination details.
Submit to Your DP:
Submit the DIS + CMR to your existing broker / DP for processing.
Once verified, the DP will transfer the shares to the new demat account.
Confirmation:
You’ll receive SMS/email alerts from NSDL/CDSL confirming successful share transfer or You can also confirm with your broker.