Home » Help » Forms

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
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 Multiple Nomination and NO Nomination declaration For updating nominee details in your Demat account and Trading account
4 Authority Letter For allowing close relatives to trade on clients behalf
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
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 Sheet For mentioning brokerage rates for the new segment
6 Running Account Authorization Form For selecting SEBI payout frequency from your trading account
7 Common Ac Closing -Individual-Resident For closing your Individual-Resident
8 Common Ac Closing -Individual-NRI For closing your Individual-NRI Account
9 Common Ac Closing -Non-Individual For closing your Non-Individual Account
10 PAN updation form For updating or changing the pan card number in your Trading and DP account
11 Margin Trading Facility (MTF) Activation with Multiple email / mobile updation - Individual For availing Margin Trading Facility along with Multiple email/mobile updation
12 Margin Trading Facility (MTF) Activation with Multiple email / mobile updation - NON -individual For availing Margin Trading Facility along with Multiple email/mobile updation
13 Margin Trading Facility ( MTF) Activation For availing Margin Trading Facility
14 Additional details for clients opting for Commodity (Individual) For providing your categorization in commodity segment
(Individual).
15 Additional details for clients opting for Commodity (Non-individual) For providing your categorization in commodity segment
(Non - Individual).
16 POA agreement copy For registration of Power of attorney in the clients Trading and Demat account.
17 UCC Linking and Delinking format - NSDL Mapping of Unique Client Code (UCC) with demat account of the clients
18 UCC Linking and Delinking format - CDSL Mapping of Unique Client Code (UCC) with demat account of the clients
19 Request for change of Residential / Repatriation Status For change of Residential / Repatriation status.
20 HUF undertaking For updating details of family members.
21 Request for change of Residential status from RI to NRO For change of Residential status from RI to NRO
22 Dormant For dormant activation
23 DP Mapping For mapping Demat Details
24 One Time Consent for Activation of MF Segment For MF Activation
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
n. Relationship Updation Format - Individual For updating Relationship in your Trading and Demat account
o. Relationship Updation Format - Non Individual For updating Relationship in your Trading and Demat account
p. Access to BOSS Software For business partners to create additional boss user ID
q. Authorised Person Letter For Updating third person/Authorised person name to trade on behalf of client
r. Brokerage Increase- Client For brokerage rate increase declaration
s. Deal Slip Booklet For pre and post trade confirmations of walk-in clients placing order at branches
t. MCX Change in AP Details For franchisee to update email, mobile. etc. with the exchange
u. NCDEX Annexure II & III For franchisee to update email, mobile. etc. with the exchange
v. NCDEX Change in AP Details For franchisee to update email, mobile. etc. with the exchange
w. Terminal Annexure For Creating new offline / online terminal
Why Demat Account?
  • Mandatory by SEBI
  • Easy Portfolio Management
  • Security of Equity Investments.
Reach Us