When records and reality differ
Company records reflect the details given when shares were first bought. A change of surname after marriage, an alternative spelling of a first name, or several house moves later, these details may no longer match your PAN, Aadhaar, bank or demat account.
A mismatch can lead to rejected demat or transmission requests, undelivered communications and unclaimed dividends. The fix is to update the RTA's record with the documents it accepts.
What this service involves
Identifying the variant
Which name or address appears in the company record and which in your identity documents.
Choosing supporting proof
Such as marriage certificate, gazette notification or affidavit for name change, and address proof.
Submitting the update
Through the RTA's current KYC and service request forms.
Who may need this service
Married women who changed surname
And never updated old holdings.
Holders whose name is spelt differently
Across records.
People who moved house
Several times since buying shares.
Common problems we see
Dividend returned undelivered
Because of an old address.
Demat mismatch
The demat account name differs from the certificate.
How the process generally works
The exact steps depend on the company, the type of holding and the facts of your case. This is a general outline.
- 1
Collect proof
Identity, address and name-change evidence.
- 2
Use the RTA's form
ISR-1 or the version currently prescribed.
- 3
Submit and obtain acknowledgement
Keep copies.
- 4
Verify update
Ask the RTA to confirm the updated details.
How IEPF Assist can help
- Choosing the right supporting documents
- Preparing the update request
- Following up
We are an independent consultancy. We help you prepare, organise and follow up — the decision on your request always rests with the company, the Registrar and Transfer Agent (RTA), the depository or the relevant authority.
Expected stages and possible delays
We cannot promise a completion date, because processing depends on third parties. Common reasons for delay include:
- Additional proof requests
- RTA processing time
- Further mismatches discovered
Frequently asked questions
Can I change the name on an old certificate?
Related services
RTA KYC Update
Help completing PAN, nomination, contact, bank and signature details with the company's RTA.
Read moreSignature Mismatch Resolution
Help updating or confirming your signature so it matches company and RTA records.
Read moreDematerialisation of Physical Shares
Help converting old paper share certificates into demat form through a depository participant.
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Discuss your case with us
Tell us what you know about the shares or documents. We will explain the likely route and what to keep ready.
Request ConsultationLast updated 18 Oct 2026. This page is general information, not legal or financial advice.