How to add a beneficiary on CDSL to transfer securities?

• To add beneficiary on CDSL to transfer securities:

1. 1. Visit https://web.cdslindia.com/myeasitoken/Home/Login.
   2. Login using Easi or Easiest credentials. if the Account isn't registered.
   3. Select Transaction.
   4. Select BO ''Linking''.
   5. Click on BO ''Linking Setup'',
   6. Enter the ''BO ID and PAN'' of the buyer (Receiver).
   7. click on ''submit''

• To verify the beneficiary process:
• When conducting off-market transactions, the sender will receive an email asking them to confirm the beneficiary information. 
• To confirm the beneficiary information, please follow these steps: 

1. 1. Click on the link provided in the email.
   2. Enter the Demat Account No. and PAN of the seller. (The 16-digit ID serves as the Demat Account Number.)
   3. Press the "Submit" button. 
   4. After selecting the beneficiary information, click on "Generate OTP". 
   5. Enter the OTP and select "Accept". 
   6. Press the "OK" button.

Related facts:

• The beneficiary information will be immediately added and shares can be transferred using DIS, /EasiestCDSL Easi.