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Account Opening

What documents are required to add a co-parcener to the HUF Zerodha account?

The table below shows the documents required to add a co-parcener to the HUF Zerodha account:

Type of document Requirements
Account modification form
  • Account modification form (PDF) with the HUF seal and signature.
    Sample copy (PDF).
Non-individual KYC form
Demat Debit and Pledge Instruction (DDPI)
  • DDPI (PDF) with the HUF seal and signatures of the Karta and the major co-parceners.
    Sample copy (PDF).
HUF declaration
PAN
  • PAN copy of the HUF with the HUF seal and signature.
  • PAN copy of the Karta with the HUF seal and signature.
  • Self-attested PAN copy of the co-parcener.
Address proof
  • The address proof of the HUF with seal and signature. The address proof can be the latest transaction copy of the HUF bank statement or passbook.
  • Address proof of the Karta with HUF seal and signature.

Once all the documents are ready, e-mail the soft copy of all the forms to [email protected]. Zerodha will review the forms and inform the client if corrections are required. After the forms are reviewed, courier the documents to:

Zerodha,
153/154, 4th Cross, J.P Nagar 4th Phase,
Opp. Clarence Public School,
Bengaluru - 560078

Adding a co-parcener to the HUF Zerodha account is free of charge. The co-parcener will be added within 7 working days.

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