• Non-individual KYC form (PDF) with the seal and signature of the HUF and the photos of the Karta and co-parceners.
• Account modification form (PDF) with the HUF seal and signature only on Column F.
• Successor certificate (PDF) with the HUF seal, signatures of the present Karta and major co-parcener/members.
• HUF declaration form (PDF) with the HUF seal and signature.
• A PAN card copy of the HUF with seal and signature.
• Address proof of the HUF with seal and signature. The address proof can be the latest transaction copy of the bank statement or passbook.
• Self-attested PAN card copy of the present karta.
• Self-attested address proof copy of karta. Address proof can be one of the following: Aadhaar, driving licence, voter ID or passport. If an Aadhaar is being submitted as proof, ensure that a masked Aadhaar is submitted. To learn how to get the masked Aadhaar, see How to download masked Aadhaar?
• PAN card and address proof copies of the present Karta with the HUF seal and signature.
• Self-attested PAN card copy of the co-parceners/members.
• Notarised death certificate of the previous Karta with the HUF seal and signature.
• Self-declaration form (PDF) if the Karta is a female.

Once all the documents are ready, e-mail the soft copy of all the forms to [email protected]. The forms will be reviewed in case any 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