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 Form |
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 Derivative Activation |
For updating F&O and CDS segment |
|
|
a. |
Activation of Additional Segment and Exchange Individual |
For requesting activation of an additional derivative segment |
 |
|
b. |
Debit Authorization Form |
For authorizing Kotak to debit currency derivative segment activation charges (CDS only) |
 |
|
c. |
Self Declaration of Financial Details(Individual) |
For declaring your financial details and your net worth |
 |
|
d. |
Self Declaration of Financial Details(Non-Individual) |
For declaring your financial details and your net worth |
 |
|
e. |
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)Oct 2019 |
For providing your categorization in commodity segment
(Individual). |
 |
15 |
Additional details for clients opting for Commodity (Non-individual)Sept 2019 |
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. |
 |