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  • Application Form - Non Individual - Zerodha

Get Application Form - Non Individual - Zerodha

INSTRUCTIONS/CHECK LIST FOR FILLING KYC FORM IMPORTANT POINTS: A. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. B. Self-attested copy of PAN card is mandatory for all clients, including Promoters/Partners/Karta/Trustees.

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How to fill out the Application Form - Non Individual - Zerodha online

This guide provides a comprehensive overview of how to fill out the Application Form for non-individuals with Zerodha. It outlines the key components of the form and offers step-by-step instructions to assist users throughout the process.

Follow the steps to complete your application successfully.

  1. Click ‘Get Form’ button to obtain the form and open it in your preferred digital tool.
  2. Fill in the identity details section. Ensure to provide the applicant's name, date of incorporation, place of incorporation, PAN number, and registration number as applicable.
  3. Complete the address details section, making sure that both the correspondence and registered addresses are accurately recorded.
  4. Input gross annual income details, including net worth, and provide relevant information for directors or trustees as applicable.
  5. Detail your bank account information, ensuring to include the bank name, account number, and necessary IFSC codes.
  6. Provide depository account details if available, such as Depository participant name and ID.
  7. Indicate your trading preferences by selecting the exchanges with which you wish to trade.
  8. Complete the declaration section, affirming the truth of the information provided.
  9. Review all entered information for accuracy before saving or submitting the form.
  10. Once completed, save your changes, and then download, print, or share the form as necessary.

Complete your application form online with Zerodha today to start your trading journey!

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Questions & Answers

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No, you cannot have joint holders for a trading account. The reason is that every trading account is linked to the individual investor's PAN. The PAN linkage provides the tax authorities with information related to the income earned by the investor on trading shares and other securities.

Physical shares held by a single holder cannot be dematerialised in a joint demat account. To dematerialise shares, the name on the share certificate should match the name on the demat account.

Non-Resident Indian (NRI) Zerodha accounts can only be opened offline, unlike regular accounts. The documents required to open a Zerodha account as an NRI varies based on the type of NRI account.

Yes, you can link a bank account in which you're a joint holder. The procedure is the same as linking a normal single holder bank account.

A resident Zerodha account can be used even after going abroad if the duration is less than 6 months. If it is more, a resident would be considered as an NRI, and the resident account would have to be converted to an NRO account, see Can an existing Zerodha account be converted to an NRI account?

For example, if you currently have a Zerodha Demat account and want to register another Demat account with the same Mobile number, you won't be able to do so. You may, however, use the same Mobile number to open a Demat account with another broker, such as Upstox or Angel Broking.

No, you will not be able to add another person as a joint holder to your existing account with Zerodha. You will have to close your existing residential individual account and open a new account as a joint account.

You can gift stocks, ETFs, and gold bonds from your demat account to anyone completely online. If the recipient does not have a Zerodha account, they can create a new account and receive the gift. Enter the name, mobile number, and email address of the recipient.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232