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Sr. no.FormsPurpose of the Form
1Common updation format/KRA-KYC, IndividualFor 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 – IndividualFor Individual Clients
b.KRA Modification format – Non-IndividualFor Non -Individual Clients (HUF, Partnership, LLP, Corporate bodies, Trust, etc.)
2Name Change Request FormFor name change (after marriage, other reasons)
3Multiple Nomination and NO Nomination declarationFor updating nominee details in your Demat account and Trading account
4Authority LetterFor allowing close relatives to trade on clients behalf
5Equity/Currency/Commodities Derivative ActivationFor 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 numberFor activating all derivative segments. Additional proof/forms required for special cases. For e.g. Non-Individuals need to submit Board Resolution/Declaration
b.Self Declaration of Financial Details(Individual)For declaring your financial details and your net worth
c.Self Declaration of Financial Details(Non-Individual)For declaring your financial details and your net worth
d.Tariff SheetFor mentioning brokerage rates for the new segment
6Running Account Authorization FormFor selecting SEBI payout frequency from your trading account
7Common Ac Closing -Individual-ResidentFor closing your Individual-Resident
8Common Ac Closing -Individual-NRIFor closing your Individual-NRI Account
9Common Ac Closing -Non-IndividualFor closing your Non-Individual Account
10PAN updation formFor updating or changing the pan card number in your Trading and DP account
11Margin Trading Facility (MTF) Activation with Multiple email / mobile updation - Individual For availing Margin Trading Facility along with Multiple email/mobile updation
12Margin Trading Facility (MTF) Activation with Multiple email / mobile updation - NON -individual For availing Margin Trading Facility along with Multiple email/mobile updation
13Margin Trading Facility ( MTF) ActivationFor availing Margin Trading Facility
14Additional details for clients opting for Commodity (Individual)For providing your categorization in commodity segment
(Individual).
15Additional details for clients opting for Commodity (Non-individual)For providing your categorization in commodity segment
(Non - Individual).
16POA agreement copyFor registration of Power of attorney in the clients Trading and Demat account.
17BSDAFor availing Basic Services Demat Account
18UCC Linking and Delinking format - NSDLMapping of Unique Client Code (UCC) with demat account of the clients
19UCC Linking and Delinking format - CDSLMapping of Unique Client Code (UCC) with demat account of the clients
20Request for change of Residential / Repatriation StatusFor change of Residential / Repatriation status.
21HUF undertakingFor updating details of family members.
22Request for change of Residential status from RI to NROFor change of Residential status from RI to NRO
23DormantFor dormant activation
24DP MappingFor mapping Demat Details
25Email Indeminity For updating Email indeminity
Others
a.Name change/Mismatch Self-Declaration FormFor declaring validity despite your name being spelt differently in different documental proofs
b.Form for Signature Change - with PhotoFor updating new signature in Demat and Trading accounts
c.Transposition FormFor changing the order of names registered in Demat accounts
d.Senior Citizen FormFor senior citizens to apply for an account
e.Conversion Form from Offline to Online Trading A/CFor converting Offline Trading account to Online Trading Account
f.Conversion Form from Online to Offline Trading A/CFor 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 IndividualFor FATCA /CRS Declaration of Individual Accounts
i.FATCA Declaration Form for Non IndividualFor FATCA /CRS Declaration of Non-Individual Accounts
j.FATCA Declaration Form for Non IndividualFor FATCA /CRS Declaration of Non-Individual Accounts
k.GST updation for IndividualFor updating Goods & Services Tax Index Number (GSTIN) details
l.GST updation for Non-IndividualFor updating Goods & Services Tax Index Number (GSTIN) details
m.GST Eligibility CriteriaFor updating Goods & Services Tax Index Number (GSTIN) details
n.Relationship Updation Format - IndividualFor updating Relationship in your Trading and Demat account
o.Relationship Updation Format - Non IndividualFor updating Relationship in your Trading and Demat account
p.Access to BOSS SoftwareFor business partners to create additional boss user ID
q.Authorised Person LetterFor Updating third person/Authorised person name to trade on behalf of client
r.Brokerage Increase- ClientFor brokerage rate increase declaration
s.Deal Slip BookletFor pre and post trade confirmations of walk-in clients placing order at branches
t.MCX Change in AP DetailsFor franchisee to update email, mobile. etc. with the exchange
u.NCDEX Annexure II & IIIFor franchisee to update email, mobile. etc. with the exchange
v.NCDEX Change in AP DetailsFor franchisee to update email, mobile. etc. with the exchange
w.Terminal AnnexureFor Creating new offline / online terminal
Why Demat Account?
  • Mandatory by SEBI
  • Easy Portfolio Management
  • Security of Equity Investments.
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