Every form, and what it is for.
Account opening, demat, pledge and closure forms, the investor charters and our policies — 31 documents. Tell us what you need to do, or search.
- 1SARAL Account Opening FormOpen PDF
The simplified account-opening form for individual investors.
- 2Account Opening Form (Part A)Open PDF
The KYC part of the account-opening kit: identity, address and contact details.
- 3Account Opening Form (Part B)Open PDF
The trading and demat part: segments, bank details, nomination and declarations.
- 4FATCA Declaration - IndividualOpen PDF
Tax-residency declaration for an individual account holder.
- 5Rights and Obligations of Beneficial OwnerOpen PDF
What you and the depository participant each owe the other — read before you sign.
31 of 31 documents
- PDFAccount Opening Form (Part A)Account Opening FormsOpen
The KYC part of the account-opening kit: identity, address and contact details.
- PDFAccount Opening Form (Part B)Account Opening FormsOpen
The trading and demat part: segments, bank details, nomination and declarations.
- PDFFATCA Declaration - Non-IndividualAccount Opening FormsOpen
Tax-residency declaration for companies, firms, trusts and other entities.
- PDFFATCA Declaration - IndividualAccount Opening FormsOpen
Tax-residency declaration for an individual account holder.
- PDFCKYC Application FormAccount Opening FormsOpen
Registers or updates your record with the Central KYC Registry.
- PDFRights and Obligations of Beneficial OwnerAccount Opening FormsOpen
What you and the depository participant each owe the other — read before you sign.
- PDFSOP NomineeAccount Opening FormsOpen
How nomination works and how to add, change or opt out.
- PDFSARAL Account Opening FormAccount Opening FormsOpen
The simplified account-opening form for individual investors.
- PDFDematerialisation Request FormDematOpen
To convert physical share certificates into your demat account.
- PDFRepurchase / Redemption Request FormDematOpen
To redeem mutual fund units held in your demat account.
- PDFNomination FormDematOpen
To add or change the nominees on your demat account.
- PDFConversion of Mutual Fund Units Into Electronic FormDematOpen
To move mutual fund units from a statement into your demat account.
- PDFUnpledge Request FormDematOpen
To release shares you have pledged.
- PDFPledge Request FormDematOpen
To pledge shares as collateral.
- PDFDemat Account Closure FormDematOpen
To close your demat account; any holdings must be moved out first.
- PDFDemat Modification FormDematOpen
To change bank, address or contact details on your demat account.
- PDFInvestor CharterInvestor CharterOpen
Your rights as an investor and the services you can expect.
- PDFInvestor Charter DP - CDSLInvestor CharterOpen
The depository participant’s charter: services, timelines and grievance routes.
- PDFInvestor Charter - Investment AdvisorsInvestor CharterOpen
What an investment adviser must do for you, and how to complain.
- PDFInvestor Charter - Stock BrokerInvestor CharterOpen
What a stock broker must do for you, and how to complain.
- PDFPMLA PolicyPoliciesOpen
How we meet anti-money-laundering rules.
- PDFInternal Control PolicyPoliciesOpen
The checks we run over our own operations.
- PDFGDC PolicyPoliciesOpen
How we handle Good Till Date (GTD) orders — how long they stay live and when they are cancelled.
- PDFRefund PolicyPoliciesOpen
Terms for refunds on payments made through the payment gateway.
- PDFShort Selling PolicyPoliciesOpen
The rules on selling shares you do not hold.
- PDFTrading Account Closure FormTradingOpen
To close your trading account.
- PDFTrading Modification FormTradingOpen
To change bank, address, contact or segment details on your trading account.
- OnlineAccount Closure / Re-KYCTradingGo
Close your account or update your KYC online, without a paper form.
- OnlineOnline NominationTradingGo
Add or change nominees online, without a paper form.
- ZIPHindiVernacularOpen
The account-opening documents in Hindi (zip file).
- ZIPMarathiVernacularOpen
The account-opening documents in Marathi (zip file).
Six reasons forms come back.
The signature must match the one on our records — the same style, every page it is asked for.
Every copy of a proof needs your signature across it.
A cancelled cheque or statement must show your name, account number and IFSC.
Fill every nominee field, or tick that you choose not to nominate — a blank section is rejected.
Any overwriting or correction needs your signature beside it.
Use the form from this page; older versions in circulation may no longer be accepted.