SEBI Form · ISR-1

ISR-1 Form: How to Update KYC for Physical Shares

Form ISR-1 is the master KYC form for anyone still holding shares in physical form. It is how you register or update your PAN, address, bank details, mobile number, email and nomination against a folio.

We at ClaimMyFunds prepare ISR-1 submissions for investors across India every week. The guidance below reflects what Registrars actually query in practice, not just what the form says.

In short

ISR-1 is the single form used to register or update PAN, contact details, bank account and nomination on a physical share folio. It is submitted to the company's Registrar and Transfer Agent (RTA), not to SEBI and not to the company directly.

When This Applies to You

  • You hold shares as a physical certificate rather than in a demat account
  • Your folio has no PAN recorded against it, or the PAN on record is wrong
  • You have moved house and the folio still shows an old address
  • Dividend warrants are bouncing or dividends are not being credited
  • The RTA has written to you asking to complete KYC
  • You are preparing an IEPF claim and the folio details do not match your current ID

Field by Field

What to write in each box, and the entries that most often cause a form to be returned.

Folio number
Copy it exactly from the share certificate, including any leading zeros or letter prefix. If you have several folios with the same company, each one needs its own ISR-1.
Name of the holder
Write it exactly as it appears on the share certificate, not as it appears on your PAN. If the two differ, that is a separate correction and you should say so in the covering letter.
Company name
The company's current registered name. If the company has since been renamed or merged, use the present name and mention the former one in the covering letter.
PAN of all holders
Every joint holder's PAN is required, not just the first holder's. A missing second-holder PAN is one of the most common reasons the form comes back.
Aadhaar / demat account
Provide the demat account details if you have one. It is not compulsory for ISR-1 itself, but you will need it later for any IEPF claim, so registering it now saves a step.
Address
Give the current postal address with PIN code. This must match the address proof you attach, character for character where possible.
Mobile number and email
Both are required. Older folios usually have neither, which is why the holder never receives electronic dividend advice or e-voting notices.
Bank account details
Account number, bank name, branch and IFSC. This is where dividends will be credited. Check the IFSC is current — several bank mergers in recent years changed IFSC codes even where the account number stayed the same.
Nomination
Either attach Form SH-13 to nominate someone, or attach Form ISR-3 to formally opt out. Leaving this blank is treated as incomplete.
Signature of all holders
Every joint holder must sign, in the same order as the names appear on the certificate. Signatures should match the specimen the RTA holds — if yours has changed, attach Form ISR-2.

What to Attach

  • Self-attested copy of PAN for every holder
  • Self-attested copy of Aadhaar or another accepted address proof
  • Original cancelled cheque showing your name printed on it, or a bank statement attested by the bank
  • Form SH-13 (nomination) or Form ISR-3 (opting out)
  • Form ISR-2 if your current signature no longer matches the RTA's specimen
  • A copy of the share certificate, for reference

Where to Send It

Send the completed form to the Registrar and Transfer Agent that handles that company's shares — not to the company's head office and not to SEBI. If you do not know which RTA holds the folio, the company's investor relations page lists it.

Stuck on this?

Not sure which of these apply to your folio? Send us a photo of your share certificate and we will tell you exactly what is missing.

WhatsApp Us +91 90818 47140

Free first assessment — we tell you what is recoverable before any fee is discussed.

Why These Get Rejected

Across the files we handle at ClaimMyFunds, almost every returned form fails for one of these reasons.

Only the first holder signsEvery joint holder must sign. A jointly held folio with one signature is returned unprocessed.
Cancelled cheque has no printed nameIf your name is not printed on the cheque leaf, attach a bank statement or passbook page attested by the bank instead.
Address on the form does not match the proofThe RTA compares them literally. A flat number present on one and missing on the other is enough to cause a query.
Nomination section left blankYou must either nominate using SH-13 or opt out using ISR-3. Silence counts as incomplete.
One form used for several foliosEach folio needs its own ISR-1, even where the holder and company are identical.

How Long It Takes

Indicative timings from cases we have handled. The variable that matters most is whether the file is complete when it arrives.

StageTypicalWhat affects it
You post the form to the RTA1-3 daysUse registered or speed post and keep the tracking receipt.
RTA logs and scrutinises it1-2 weeksMost queries are raised at this stage, so a clean file matters.
Records updated on the folio2-6 weeks totalYou should receive written or email confirmation.
If a query is raisedAdd 3-6 weeksEach query effectively restarts the cycle, which is why completeness beats speed.

What It Actually Costs

Indicative only. Stamp duty, notary rates and RTA service charges vary by state and by registrar, so treat these as what to budget for rather than a price list.

The form itself
No charge. ISR-1 is downloaded free from the RTA or company website.
Bank attestation, if ISR-2 is needed
Many banks do it free for their own customers; some levy a small service charge.
Photocopies and self-attestation
Negligible.
Registered or speed post
Modest, but do not economise here — tracked delivery is your only proof.
RTA processing charge
SEBI prescribes no fee for a KYC update. Some RTAs levy small charges for particular service requests.
Before you file: SEBI's requirements for physical shareholders have been revised several times. This page explains the process and the paperwork, but before you file, confirm the current requirements with the Registrar handling your folio — forms and thresholds do change. Nothing here is legal or financial advice.

Frequently Asked Questions

Is Form ISR-1 mandatory for physical shareholders?

SEBI requires holders of physical securities to have PAN, contact details, bank details, signature and nomination recorded against the folio, and ISR-1 is the form used to supply them. Requirements and timelines have been revised more than once, so confirm the current position with your RTA before you file.

Where do I download Form ISR-1?

From your RTA's website, or from the investor section of the company's own website. Every RTA publishes it. Use the copy from the RTA that actually holds your folio, since some attach their own covering instructions.

Do I need to submit ISR-1 separately for each company?

Yes. The folio is company-specific, so a separate ISR-1 goes to each company's RTA. Where one RTA handles several of your companies you may send them together, but keep one form per folio.

Can I submit ISR-1 online?

Some RTAs accept a scanned submission through their investor portal, others insist on physical documents by post. Check your RTA's stated process — sending it the wrong way usually means starting over.

What happens if I do not complete KYC on my folio?

At minimum, dividends and other corporate benefits may not reach you, and service requests on the folio can be held up. If dividends then stay unclaimed for seven consecutive years, the shares themselves are transferred to the IEPF Authority and recovering them requires a formal Form IEPF-5 claim.

Can ClaimMyFunds complete Form ISR-1 for me?

Yes. We prepare the form, tell you precisely which documents to attach and what to get attested locally, then follow the submission through with the Registrar until the folio is updated. Send us the folio details for a free assessment on +91 90818 47140.

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About ClaimMyFunds

You have just read a detailed walkthrough of a SEBI investor form. We publish these because the same handful of mistakes cost investors months, and most of them are avoidable.

We are a share recovery practice based in Ahmedabad, working with investors, legal heirs and NRIs across India. We have resolved more than 2,500 cases covering IEPF claims, unclaimed dividends, duplicate certificates, transmission and physical-to-demat conversion. We handle the paperwork end to end, and we tell you at the outset whether a case is worth pursuing.

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