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Get All Forms, Documents & Softwares at One Place
FORMS
IMPORTANT DOCUMENTS
SOFTWARES
Forms
Mandatory Documents
Aadhaar Updation
ANNEXURE B1_RELATED PERSON FORM
ANNEXURE A1_CORRESPONDENCE ADDRESS FORM
GUIDELINES FOR CENTRAL KYC REGISTRY FORM FILL UP
CKYC Form
KRA Changer - Non Individual
KRA Changer - Individual
FATCA-CRS for Entity
FATCA-CRS for Individual
KRA - Individual
KRA - Non - Individual
DP
CDSL - DP Rate Chart
LINK/DELINK OF UCC CODE WITH DEMAT A/C NUMBER
Declaration by HUF for DP
Declaration by HUF for KRA
Request Letter For Name Correction
CDSL - Nomination Form
NSDL Delivery Instruction - OFF MARKET SALE Consideration Payment Details
Conversion Request for Mutual Fund Units into Demat
Application – Closure of DP Account - CDSL
FORM 40 - Change of name of Karta in case of death
REQUEST FOR CHANGE OF RESIDENTIAL STATUS FROM RI TO NRI
Eureka - DP Rate Chart
Eureka - BSDA RATE CHART
POA - DP
Nomination Form - DP
Change Request Form (CRF) - Bank Details
Request & Authority for Placement of Securities Collateral
Speed-e Application Form
Repurchase / Redemption Form - DP
Signature Modification form - DP
Transposition Form - DP
Application for Freeze / Unfreeze - DP
FORM - 30 - Transmission Form
Form for Transmission Alongwith Dematerialization
Application – Closure of DP Account - NSDL
TRADING
FINANCIAL DETAILS UPDATION FORM - NON INDIVIDUAL
FINANCIAL DETAILS UPDATION FORM - INDIVIDUAL
Research SMS Service Registration
Family Declaration Form
Authority Letter For Running Account
Electronic Payout Request
Segment / Internet Based Trading(IBT) Activation Form
Form for Registration/Modification of E-mail ID
Change Request Form (CRF) - Bank Details
Reactivation Form for Dormant Trading Account
Consent to Maintain Minimum Balance
Application – Closure of Trading Account
MUTUAL FUNDS
Common Transaction Form
Conversion Request Form for Demat of Existing Mutual Fund Units
Reconversion Request Form of Mutual Fund Units
NPS
FOR SUBSCRIBERS
Subscriber Registration Form
UOS S10- Request for Activation of Tier II Account under NPS
C-023-15- Annexure I- Tier II Details
C-023-15- Annexure II- Additional Request Details
C-023-15-Annexure III- Additional Nomination Form
FOR ACCOUNT MAINTENANCE
NPS Contribution Instruction Slip
Inter Sector Subscriber Shifting Form
UOS S3- Request for Scheme Preferance Change and/or Switch
UOS-S7- Request for Change in Signature and/or Change in Photograph for NPS-All Citizens of India
UOS-S10A- Request for Unfreezing of PRAN under NPS
UOS-S12- Withdrawal Form for Tier II account under NPS
UOS-S2-Request for Change/Correction in Subscriber Master Details and/or Reissue of I-Pin/T-Pin/PRAN
FOR WITHDRAWAL
301- Withdrawal Form for Claim of Accumulated Pension Wealth by Subscriber on attaining 60 years of
302- Withdrawal Form for Claim of Accumulated Pension Wealth by Subscriber before attaining 60 years
303- Withdrawal Form for Claim of Accumulated Pension Wealth by Claimant(s) due to death of the subs
401-AN- Annexure for Nomination Details
Annexure B- Documents to be enclosed with the application
Important Documents
Client Registration Documents in Vernacular Language
Rights & Obligations – Commodity
Risk Disclosure Document – Commodity
Guidance for Investors – Commodity
KYC Filling Guidelines
Rights & Obligations - Capital Markets & Derivatives
Risk Disclosure Document - Capital Markets & Derivatives
Guidance for Investors - Capital Markets & Derivatives
Eureka - Policies & Procedures
Information & Prevention of Money laundering
Rights and Obligations - DP
Rights and Obligations - SLB
Softwares
EuTrade_3.16.0.7_Eureka -32 bit
EuTrade_3.16.0.7_Eureka -64 bit
ANY DESK
SHOW MY PC - Version - 3500
TEAM VIEWER - Version - 9
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