Excel templates, free to download
Five migration templates. Where a form is prescribed, the columns follow it.
Use them as working registers today. If you later move to Keel, Keel imports them column for column. Each workbook opens with an instructions sheet. The register formats explain each register.
Form MGT-1, s.88
Register of Members
Columns
Folio, name, father's/spouse's name, address, e-mail, PAN (last four only), nationality, occupation, date of becoming member, basis, class, nominal value, shares, distinctive nos., certificate no., lock-in, nominee, guardian, date of ceasing, remarks19 KBDownload .xlsx
Register, s.170
Directors and KMP
Columns
Name, DIN, designation, father's/spouse's name, date of birth, address, PAN (last four), nationality, occupation, date of appointment, appointed by, DIR-12 SRN, date of cessation, reason, shares held, other directorships16 KBDownload .xlsx
Form CHG-7, s.85
Register of Charges
Columns
Charge ID, charge holder, date of creation, kind, amount secured, property, instrument date, CHG-1 SRN, date of satisfaction, CHG-4 SRN, remarks13 KBDownload .xlsx
SH-4 index, s.56
Share Transfers
Columns
Transfer date, transferor, transferee, class, shares, consideration, stamp duty, board meeting date, old / new certificate no., remarks13 KBDownload .xlsx
SS-1 and SS-2, s.118
Meetings Index
Columns
Kind, meeting date, notice date, mode, chair, directors present, minutes entered on, minutes signed on, pages, resolutions, MGT-14 SRN, minutes file13 KBDownload .xlsx
A note on the filesPAN is kept to the last four characters in every template, so a shared file does not spread it. Form MGT-1 and rule 17 ask for the full PAN: keep it in the company's own register. Do not overwrite a row to correct it; add a line and say what changed in remarks. That habit is most of what Keel does, in a spreadsheet.