Forms

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Sr. no. Forms Purpose of the Form
1 Common updation format/KRA-KYC, Individual For updating or changing your contact details like contact number, address email id etc. , Also, for updating KYC for Mutual funds same form is applicable.
a. KRA Modification format – Individual For Individual Clients
b. KRA Modification format – Non-Individual For Non -Individual Clients (HUF, Partnership, LLP, Corporate bodies, Trust, etc.)
2 Name Change Request Form For name change (after marriage, other reasons)
3 Email Consent Form For receiving Demat bill cum transaction statement on your email
a. Individual For Individual Clients
b. Non-Individual For Non -Individual Clients (HUF, Partnership, LLP, Corporate bodies, Trust, etc.)
4 Multiple Nomination Form For updating nominee details in your Demat account and Trading account
5 Authority Letter For allowing close relatives to trade on clients behalf
6 Equity/Currency Derivative Activation For updating F&O and CDS segment
a. Activation of Additional Segment and Exchange Individual For requesting activation of an additional derivative segment
b. Debit Authorization Form For authorizing Kotak to debit currency derivative segment activation charges (CDS only)
c. Running Account Authorization Letter For selecting SEBI payout frequency from your trading account
d. Self Declaration of Financial Details(Individual) For declaring your financial details and your net worth
e. Self Declaration of Financial Details(Non-Individual) For declaring your financial details and your net worth
f. Tariff Sheet For mentioning brokerage rates for the new segment
7 Running Account Authorization Form For selecting SEBI payout frequency from your trading account
8 Common Ac Closing -Individual-Resident For closing your Individual-Resident
9 Common Ac Closing -Individual-NRI For closing your Individual-NRI Account
10 Common Ac Closing -Non-Individual For closing your Non-Individual Account
11 PAN updation form For updating or changing the pan card number in your Trading and DP account
12 Margin Trading Facility (MTF) Activation with Multiple email / mobile updation For availing Margin Trading Facility along with Multiple email/mobile updation
13 Margin Trading Facility ( MTF) Activation For availing Margin Trading Facility
Others
a. Name change/Mismatch Self-Declaration Form For declaring validity despite your name being spelt differently in different documental proofs
b. Form for Signature Change - with Photo For updating new signature in Demat and Trading accounts
c. Transposition Form For changing the order of names registered in Demat accounts
d. Senior Citizen Form For senior citizens to apply for an account
e. Conversion Form from Offline to Online Trading A/C For converting Offline Trading account to Online Trading Account
f. Conversion Form from Online to Offline Trading A/C For converting Online Trading account to Offline Trading Account
g. FATCA Declaration Form for Individual (Editable version) For FATCA /CRS Declaration of Individual Accounts
h. FATCA Declaration Form for Individual For FATCA /CRS Declaration of Individual Accounts
i. FATCA Declaration Form for Non Individual For FATCA /CRS Declaration of Non-Individual Accounts
j. FATCA Declaration Form for Non Individual For FATCA /CRS Declaration of Non-Individual Accounts
k. GST updation for Individual For updating Goods & Services Tax Index Number (GSTIN) details
l. GST updation for Non-Individual For updating Goods & Services Tax Index Number (GSTIN) details
m. GST Eligibility Criteria For updating Goods & Services Tax Index Number (GSTIN) details
Why Demat Account?
  • Mandatory by SEBI
  • Easy Portfolio Management
  • Security of Equity Investments.
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