Downloads

All the important forms related to your account are available here for download.
Account Opening Forms
Document Name Description Download
AOF - Individual & NRI Trading & Demat Account Opening Form - Individual & NRI
AOF - Non Individual Trading & Demat Account Opening Form - Non Individual
NRI Declaration Form Documents - Solicitation, Checklist, and FATCA details
AOF Form for Adding Second & Third Holder AOF Form for Adding Second & Third Holder
Check list for Account Opening
Document Name Description Download
Check List - Individual Check List - Individual
Check List - NRI Check List - NRI
Check List - HUF Check List - HUF
Check List - LLP Check List - LLP
Check List - Body Corporate Check List - Body Corporate
Check List - Partnership Check List - Partnership
Check List_Individual_Thumb Impression Based Check List_Individual_Thumb Impression Based
Endorsement (Modification)
Document Name Description Download
Change Request Form Change/addition in bank details, contact details, signature, fund settlement, or exchange segment.
Dormant Account Reactivation Request Dormant Account Reactivation Request
Lifetime Free DP AMC Activation Request form for activating Lifetime Free DP AMC & Tariff Structure
KRA cum CKYC Form_Individual Request form for KRA and/or CKYC Registration
KRA cum CKYC Form_Non Individual Request form for KRA Registration
Aadhaar consent copy Consent to use Aadhaar card copy for New Membership/KYC/AP Registration
Demat Nomination Form Demat Nomination Form
MTF Subscription Form Consent to avail of Margin trading facility Subscription
Commodity Segment Activation Commodity Segment Activation
RVALUE Subscription Form RVALUE Subscription Form
Exchange based Mutual Fund Exchange Mutual Fund enablement
Algo Trading Activation Request form for activating Algo Trading
New POA Individual Customer Activation Form New POA Individual Customer Activation Form
New POA-Non Individual Customer Activation Form New POA-Non Individual Customer Activation Form
New DDPI Activation Form (Individual) New DDPI Activation Form (Individual)
New DDPI Activation Form (Non Individual) New DDPI Activation Form (Non Individual)
Mode of Operation for Joint Demat account Mode of Operation for Joint Demat account
PEP Form PEP Form
Email Mobile Declaration format Email Mobile Declaration format
Sub Category Change form Sub Category Change form
Fema Declaration letter Fema Declaration letter
DP Related
Document Name Description Download
DIS First Time Issuance DIS First Time Issuance
Account Closure form Request form for closing Trading and Demat account
Transmission Request Form In case of Death Transmission Request Form In case of Death
Freeze Request form_BO Level Freeze Request form_BO Level
Freeze Request form_ISIN Level Freeze Request form_ISIN Level
Unfreeze Request form_BO Level Unfreeze Request form_BO Level
Unfreeze Request form_ISIN Level Unfreeze Request form_ISIN Level
REDEMPTION FORM REDEMPTION FORM
Remat Request Form Remat Request Form
Annexure 7.1  Transmission Request Form Transmission Request Form
Annexure 7.2  Transmission Request Form Transmission Request Form - Death of one or more joint holders
Annexure 7.3  Indemnity Bond Indemnity Bond
Annexure 7.5 Affidvit Affidvit
Annexure 7.6  No Objection Certificate  No Objection Certificate 
Policy and Process
Document Name Description Download
AML Presentation for Investor Education AML Presentation for Investor Education
Registration Documents (Vernacular Languages) Download Client Registration Documents (Rights & Obligations, Risk Disclosure Document, Dos & Don'ts) in Vernacular Languages
Dormancy Policy Dormancy Policy
Common SOP for Centralized Demise information Common SOP for Centralized Demise information
Others Others