Forms
Don’t have the time to call or prefer doing things on your own?
Don’t worry! All you have to do is quickly download a form as per your requirement, fill in the required details, and submit it to our registered office at
| Sr. no. | Forms | Purpose of the Form | New forms | Sample Form | ||
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| 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 |  |
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| b. | KRA Modification format – Non-Individual | For Non -Individual Clients (HUF, Partnership, LLP, Corporate bodies, Trust, etc.) | |
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| 2 | Name Change Request Form | For name change (after marriage, other reasons) | |
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| 3 | Multiple Nomination and NO Nomination declaration | For updating nominee details in your Demat account and Trading account | |
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| 4 | Authority Letter | For allowing close relatives to trade on clients behalf | |
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| 5 | Equity/Currency/Commodities Derivative Activation | For updating F&O, CDS and Commodities segments | ||||
| a. | Activate Equity/Currency/Commodity Derivatives by sending this form along with one financial proof (last 6 months bank statement, salary slip, Form 16 etc.) to service.securities@kotak.com or Whatsapp on +91-7738988888 from registered email/mobile number | For activating all derivative segments. Additional proof/forms required for special cases. For e.g. Non-Individuals need to submit Board Resolution/Declaration | |
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| b. | Self Declaration of Financial Details(Individual) | For declaring your financial details and your net worth | |
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| c. | Self Declaration of Financial Details(Non-Individual) | For declaring your financial details and your net worth | |
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| d. | Tariff Sheet | For mentioning brokerage rates for the new segment | |
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| 6 | Running Account Authorization Form | For selecting SEBI payout frequency from your trading account | |
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| 7 | Common Ac Closing -Individual-Resident | For closing your Individual-Resident | |
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| 8 | Common Ac Closing -Individual-NRI | For closing your Individual-NRI Account | |
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| 9 | Common Ac Closing -Non-Individual | For closing your Non-Individual Account | |
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| 10 | PAN updation form | For updating or changing the pan card number in your Trading and DP account | |
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| 11 | Margin Trading Facility (MTF) Activation with Multiple email / mobile updation - Individual | For availing Margin Trading Facility along with Multiple email/mobile updation | |
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| 12 | Margin Trading Facility (MTF) Activation with Multiple email / mobile updation - NON -individual | For availing Margin Trading Facility along with Multiple email/mobile updation | |
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| 13 | Margin Trading Facility ( MTF) Activation | For availing Margin Trading Facility | |
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| 14 | Additional details for clients opting for Commodity (Individual) | For providing your categorization in commodity segment (Individual). |
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| 15 | Additional details for clients opting for Commodity (Non-individual) | For providing your categorization in commodity segment (Non - Individual). |
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| 16 | Demat Debit and Pledge Instruction (DDPI) | For registration of DDPI in the clients Trading and Demat account | |
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| 17 | UCC Linking and Delinking format - NSDL | Mapping of Unique Client Code (UCC) with demat account of the clients | |
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| 18 | UCC Linking and Delinking format - CDSL | Mapping of Unique Client Code (UCC) with demat account of the clients | |
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| 19 | Request for change of Residential / Repatriation Status | For change of Residential / Repatriation status. |
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| 20 | HUF undertaking | For updating details of family members. |
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| 21 | Request for change of Residential status from RI to NRO | For change of Residential status from RI to NRO |
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| 22 | Dormant | For dormant activation |
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| 23 | DP Mapping | For mapping Demat Details |
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| 24 | One Time Consent for Activation of MF Segment | For MF Activation |
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| 25 | Mode of operation for Individual account | For changing mode of operation for Individual account. |
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Others
| a. | Name change/Mismatch Self-Declaration Form | For declaring validity despite your name being spelt differently in different documental proofs | |
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| b. | Form for Signature Change - with Photo | For updating new signature in Demat and Trading accounts | |
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| c. | Transposition Form | For changing the order of names registered in Demat accounts | |
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| d. | Senior Citizen Form | For senior citizens to apply for an account | |
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| e. | Conversion Form from Offline to Online Trading A/C | For converting Offline Trading account to Online Trading Account | |
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| f. | Conversion Form from Online to Offline Trading A/C | For converting Online Trading account to Offline Trading Account | |
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| g. | FATCA Declaration Form for Individual (Editable version) | For FATCA /CRS Declaration of Individual Accounts | |
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| h. | FATCA Declaration Form for Individual | For FATCA /CRS Declaration of Individual Accounts | |
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| i. | FATCA Declaration Form for Non Individual | For FATCA /CRS Declaration of Non-Individual Accounts | |
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| j. | FATCA Declaration Form for Non Individual | For FATCA /CRS Declaration of Non-Individual Accounts |  |
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| k. | GST updation for Individual | For updating Goods & Services Tax Index Number (GSTIN) details | |
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| l. | GST updation for Non-Individual | For updating Goods & Services Tax Index Number (GSTIN) details | |
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| m. | GST Eligibility Criteria | For updating Goods & Services Tax Index Number (GSTIN) details | |
n. | Relationship Updation Format - Individual | For updating Relationship in your Trading and Demat account | |
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| o. | Relationship Updation Format - Non Individual | For updating Relationship in your Trading and Demat account | |
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| p. | Access to BOSS Software | For business partners to create additional boss user ID | |
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| q. | Authorised Person Letter | For Updating third person/Authorised person name to trade on behalf of client | |
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| r. | Brokerage Increase- Client | For brokerage rate increase declaration | |
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| s. | Deal Slip Booklet | For pre and post trade confirmations of walk-in clients placing order at branches | |
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| t. | MCX Change in AP Details | For franchisee to update email, mobile. etc. with the exchange | |
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| u. | NCDEX Annexure II & III | For franchisee to update email, mobile. etc. with the exchange | |
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| v. | NCDEX Change in AP Details | For franchisee to update email, mobile. etc. with the exchange | |
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| w. | Terminal Annexure | For Creating new offline / online terminal | |
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Why Demat Account?
- Mandatory by SEBI
- Easy Portfolio Management
- Security of Equity Investments.
