Overview of KYC Updation with RTA

A Registrar and Transfer Agent (RTA) maintains the records of shareholders on behalf of a company. Keeping your KYC details — PAN, address, bank account, nominee, mobile and signature — current with the RTA is mandatory under SEBI rules and is essential before any dividend, transmission or dematerialisation request can be processed.

Outdated KYC is one of the most common reasons folios are frozen and dividends are withheld. We collect the right forms, attest the documents and complete the KYC updation with the RTA on your behalf.

Key Benefits of KYC Updation with RTA

• Unfreeze folios: Restore frozen folios held in physical form
• Receive dividends: Bank and PAN linkage enables direct credit
• SEBI compliant: Meets mandatory KYC norms for shareholders
• Smooth processing: A prerequisite for transmission and demat
• End-to-end help: Forms, attestation and RTA follow-up handled

Documents Required

• PAN card and Aadhaar of the shareholder(s)
• Cancelled cheque / bank passbook for bank details
• Recent address proof
• Specimen signature attested by the bank
• Folio number and share certificate copy

How It Works — Our Process

1. Identify the RTA and applicable KYC forms (ISR-1, ISR-2)
2. Collect and attest the required documents
3. Submit the KYC request to the RTA
4. Track the request and resolve any deficiency
5. Receive confirmation of the updated folio

Need help getting started? Our experts at Atcorpcare handle the end-to-end process for you. Fill in the enquiry form and a specialist will get in touch.