Zerodha KYC Form - Instructions and Guidelines
This file contains detailed instructions and guidelines for filling out the KYC form required by Zerodha. It includes mandatory documents, proofs of identity and address, exemptions, and additional requirements for various entities. Ensuring all documents are correctly submitted will help streamline the account opening process.
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How do I fill this out?
To fill out the Zerodha KYC form, start by gathering all necessary documents as specified in the instructions. Ensure that each document is self-attested and submit originals for verification. Follow the checklist to complete each section of the form accurately.
How to fill out the Zerodha KYC Form - Instructions and Guidelines?
1
Gather all required documents as specified in the instructions.
2
Self-attest each document and submit originals for verification.
3
Fill out the KYC form with accurate information.
4
Submit proofs of identity and address as per the guidelines.
5
Submit the completed form and documents to Zerodha.
Who needs the Zerodha KYC Form - Instructions and Guidelines?
1
Individuals opening a trading account with Zerodha need this form to provide necessary KYC details.
2
Non-residents and foreign nationals need this form to comply with RBI and FEMA guidelines for trading.
3
Sole proprietors must use this form to apply in their individual name and capacity.
4
Institutions like Banks and Institutional Investors need this form to furnish additional documentation.
5
Corporate entities must provide this form to submit balance sheets, shareholding patterns, and other relevant documents.
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What are the instructions for submitting this form?
Submit the completed KYC form along with self-attested copies of required documents to Zerodha. You can email the documents to compliance@zerodha.com or send them by post to Zerodha Broking Limited, 153/154, 4th Cross, Dollars Colony, Opp. Clarence Public School, J.P. Nagar, 4th Phase Bangalore - 560078. For any queries, contact Zerodha at 91-8047181888.
What are the important dates for this form in 2024 and 2025?
Ensure your documents are valid on the date of submission. Regularly update your KYC details to avoid any disruptions.
What is the purpose of this form?
The purpose of the Zerodha KYC form is to collect necessary identification and address details from clients to comply with regulatory requirements. This helps ensure that Zerodha has accurate and up-to-date information about its clients, which is essential for secure and efficient trading operations. Submitting a correctly filled KYC form with all required documents ensures a smooth account opening process and helps in maintaining compliance with financial regulations.
Tell me about this form and its components and fields line-by-line.
- 1. Account Opening Form: Basic information about the constituent and an instruction/checklist.
- 2. Tariff Sheet: Details the rate/amount of brokerage and other charges levied on the client.
- 3. Rights and Obligations: States the rights and obligations of the stock broker/trading member and the client.
- 4. Risk Disclosure Document: Details risks associated with dealing in the securities market.
- 5. Guidance Note: Provides do's and don'ts for trading on exchange for education of investors.
- 6. Policies and Procedures: Describes significant policies and procedures of the stock broker.
- 7. Undertaking: Contains voluntary undertakings by the client with respect to Zerodha's internal operations.
- 8. Running Account Authorization and Mobile Declaration: Letter of Authorization for maintaining a Running Account and Client consent letter for receiving SMS.
- 9. Client Defaulter Declaration and Client Acknowledgment: Client declaration of not being a defaulter and acknowledgment of reading all rules and regulations.
What happens if I fail to submit this form?
Failing to submit the Zerodha KYC form can result in the rejection of your account opening request and suspension of trading activities.
- Account Rejection: Your application for opening an account with Zerodha may be rejected.
- Trading Suspension: Your trading activities may be suspended until the KYC form is submitted.
How do I know when to use this form?
- 1. New Account Opening: When you are opening a new trading account with Zerodha.
- 2. Address or Identity Proof Update: When you need to update your address or identity proof details with Zerodha.
- 3. Compliance with RBI and FEMA: For non-residents and foreign nationals looking to trade while complying with RBI and FEMA guidelines.
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What documents do I need to submit with the Zerodha KYC form?
You need to submit self-attested copies of proofs of identity and address along with the KYC form.
Are there any exemptions for submitting a PAN card?
Yes, certain entities and individuals are exempt from submitting a PAN card as specified in the guidelines.
Can I submit the form without self-attesting the documents?
No, all submitted documents must be self-attested or properly attested by authorized entities.
What should I do if my documents are in a foreign language?
Documents in a foreign language must be translated into English for submission.
Do I need to submit proof of both correspondence and permanent address?
Yes, if your correspondence and permanent address are different, you need to provide proofs for both.
Who can attest my documents if I am an NRI?
Authorized officials of overseas branches of Scheduled Commercial Banks, Notary Public, Court Magistrate, Judge, Indian Embassy/Consulate General can attest your documents.
How can I contact Zerodha for any queries regarding the form?
You can contact Zerodha's compliance officer at 91-8047181888 or email compliance@zerodha.com.
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