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Documents Required to Transfer Shares After Death: SEBI’s New 2026 Rules Explained FinanceVerified Documents Required to Transfer Shares After Death: SEBI’s New 2026 Rules Explained SEBI’s July 2026 framework changes the documents, value limits and processing timeline used to claim shares, demat securities and eligible mutual-fund units after an investor’s death. The correct route depends on whether the claimant is a surviving joint holder, registered nominee or legal heir without nomination, while older ₹5 lakh and ₹15 lakh instructions may now be outdated. Updated 24 August 2026 · 18 min read