Account details addition/modication/deletion request form

Zerodha Broking Limited Application number Dated

Zerodha Commodities Private Limited

Please ll all details in BLOCK LETTERS in English

DP ID BO ID Client (Login) ID

Account holder details

First/sole holder Second holder Third holder
Name
Mother’s name
PAN

I/We request to carry out the change of address/signature in the demat account.
I/We request to carry out the change of address/signature in the KRA and demat account.

I/We request you to make the following additions/modications/deletions to my/our account in your records.
Details: Please specify ‘Change of Type of change: Please specify
address’, ‘Change of bank details’, Existing details New details
if addition/modication/deletion
‘Change of telephone number’, etc.

Attach an annexure (with signature(s)) if the space above is found insufcient.

First/Sole Holder
or Guardian
F (in case of Minor) S Second Holder T Third Holder

FOR OFFICE USE ONLY

In Person Verification (IPV)details:
Name of the Person who has done the IPV:___________________________________________________
Designation: ____________________________________ Employee ID: __________________________
Name of the Organization: ZERODHA BROKING LTD.

Date of the IPV: D D M M Y Y Y Y Signature of the Person who has done the IPV Seal/Stamp of the Intermediary

Acknowledgement
We have received the account modication/addition/deletion request for the account with details below on D D M M Y Y Y Y
DP ID Client ID Application no.
First/sole holder Second holder Third holder
Account holder’s name
Modication request for
Seal & signature of
authorised signatory
Know Your Client (KYC) Application Form - for Individuals
Please fill this form in English and BLOCK Letters
(Please tick the box on the left margin of the appropriate row where CHANGE/CORRECTION is required and provide the details in the corresponding window)

For office use only (To be filled by the financial institution)

Application Type* New Update KYC Number
Account Type* Normal Simplified (for low risk customers) Small

A. Identity details
Photograph
1. Name (Same as ID Proof) Please affix your
recent passport size
1a. Maiden Name (If any) photograph and
2. Father's/Spouse's Name sign across it
2a. Mother's Name
F1

3a. Gender Male Female Transgender 3b. Marital Status Single Married Other 3c. DOB D D M M Y Y Y Y

4a. Citizenship Indian Other ___________________(ISO 3166 Country Code )

4b. Residential Status Resident Individual Non Resident Indian Person of Indian Origin Foreign National

Tick if applicable Residence for tax purposes in jurisdiction(s) outside India

ISO 3166 Country Code of Jurisdiction of residence Place of birth_____________________________________
Tax Identification Number or Equivalent ISO3166 Country Code of Birth

5a. PAN
5b. Unique Identification Number (UID) / AADHAR
6. Proof of Identity Submitted Pan Card Other (Please Specify) ____________________________________
B. Address details
1. Contact Details
Telephone (Office) Mobile No
Telephone (Residence) Email ID
2. Residence/Correspondence Address Address Type: Residential Business Unspecified
Address

City/Town District Pin Code

State/U.T Code Country/ISO Code
Specify the Proof of Address Submitted for Residence / Correspondence Address

C. DECLARATION
I/We declare that the details furnished above are true and correct to the best of my knowledge and undertake all liabilities w.r.t
any incorrect information, I also confirm to inform Zerodha w.r.t any changes in the future. I/We are also aware that for Aadhaar
OVD based KYC, my KYC shall be validated against my Aadhaar. I/We hereby consent to sharing my/our masked Aadhaar with
readable QR code or my Aadhaar XML/Digilocker XML file, along with passcode and as applicable, with KRA and other
Intermediaries with whom I/We or Zerodha have a business relationship for KYC purposes only. I/We hereby consent to F2 Client Signature
receiving information from CVL KRA & C-KYC Registry through SMS/Email on the above registered number/Email ID.
Date : D D M M Y Y Y Y
FOR OFFICE USE ONLY
In Person Verification (IPV) Details:
Name of the Person who has done the IPV: ___________________________________________________
Designation: ____________________________________ Employee ID: __________________________
Name of the Organization: ZERODHA BROKING LTD.
Seal/Stamp of the Intermediary
Date of the IPV: D D M M Y Y Y Y Signature of the Person who has done the IPV
Originals Verified and Self-Attested Document Copies Received

Date Signature of the Authorized Signatory

3 Sign wherever you see

 3. Permanent Address
Address

City/Town District Pin Code

State/U.T Code Country/ISO Code

4. Address in the jurisdiction details where applicant is resident outside India for tax purpose (if applicable)
Address

City/Town District Pin Code

State/U.T Code Country/ISO Code

D. Details of related person (In case of additional related persons, please fill below details)
Addition of Related Person Deletion of Related Person
KYC Number of Related Person (if available)
Related Person Type Guardian of Minor Assignee Authorized Representative

Name
(If KYC number & name are provided, below details are optional)
Proof Of Identity Of Related Person
Identity Proof Submitted Number
Expiry Date : D D M M Y Y Y Y

Others (any document notified by the Central Govt.) Identification No

Simplified Measures Account-Document Type Code Identification No

Sign wherever you see