Forms
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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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- Mandatory by SEBI
- Easy Portfolio Management
- Security of Equity Investments.
