Upon the death of the Karta, the new Karta and co-parceners/members must submit the following documents:
Documents required for Karta replacement
| Document type | Requirements |
|---|---|
| Non-individual KYC form | Non-individual KYC form (PDF) with HUF seal and signature, plus photos of the Karta and co-parceners |
| Account modification form | Account modification form (PDF) with HUF seal and signature only on Column F |
| Successor certificate | Successor certificate (PDF) with HUF seal, signatures of the present Karta and major co-parcener/members |
| HUF declaration | HUF declaration and annexures (PDF) with HUF seal and signature |
| HUF PAN card | PAN card copy of the HUF with seal and signature |
| HUF address proof | Address proof of the HUF with seal and signature (latest bank statement or passbook transaction copy) |
| Present Karta's PAN | Self-attested PAN card copy of the present Karta |
| Present Karta's address proof | Self-attested address proof copy of Karta: Aadhaar (masked), driving licence, voter ID or passport. |
| Present Karta's documents with HUF seal | PAN card and address proof copies of the present Karta with HUF seal and signature |
| Co-parceners' PAN cards | Self-attested PAN card copies of co-parceners/members |
| Death certificate | Notarised death certificate of the previous Karta with HUF seal and signature |
| Female Karta documents | Self-declaration form (PDF) if Karta is female |
| NOC for female Karta | No Objection Certificate (PDF) signed by co-parceners or members if Karta is female |
| DDPI | Demat Debit and Pledge Instruction (PDF) with HUF seal and signature of major co-parceners |
Submission process
- Download sample copies of documents (PDF) for reference
- Email soft copies of all forms to [email protected] for review
- Make corrections if requested
- Courier documents to:
Zerodha Customer Support Centre
192A 4th Floor,
Kalyani Vista, 3rd Main Road,
JP Nagar 4th Phase,
Bengaluru, 560076