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What documents are required to open a Hindu Undivided Family (HUF) account at Zerodha?

A HUF account can only be opened offline, unlike regular accounts that can be opened online. To know how to check the KYC status, see What is Know Your Customer(KYC)? How can I check my KYC status?

If the HUF KYC is not registered, the following documents are required:

Application form

Equity application form (PDF) and commodity application form (PDF) .

If clients do not wish to submit the POA, CDSL T-PIN can be used for authorisation. To know more, see What is the CDSL TPIN and how do I use it to sell my stock holdings?

HUF Declaration & Annexure

Declaration and Annexures (PDF).

Supporting Documents

  • 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 Karta.
  • Self-attested address proof copy of Karta. Address proof can be one of the following: Aadhaar, driving licence, voter ID or passport.
  • Additional PAN card copy of Karta and address proof with HUF seal and signature.
  • Self-attested PAN card copy of the co-parcener or member.
  • A bank account proof of the HUF account. The bank proof can be one of the following: A personalised cancelled cheque with the HUF name printed on it, bank statement, bank passbook copy with the bank account number, MICR, and IFSC code clearly visible.
  • Any one of the following income proof of HUF to activate the F&O and commodity segment:
    • Latest six months bank statement or passbook of the HUF account.
    • Latest year audited profit and loss statement.
    • Latest year Income Tax Return (ITR) acknowledgement.
    • Net-worth certificate from the chartered accountant with UDIN number specified.
    • DP holding statement of the HUF.
  • If the Karta is a female, provide an additional self-declaration form (PDF) as a hard copy along with the documents mentioned above.

Sample copy and signature guidelines

Check the HUF sample equity form (PDF) and commodity form (PDF) , CKYC sample form (PDF) , and annexure and declaration (PDF) for reference.

Refer to the signature guidelines (PDF) to know to sign all the forms.

IPV

As part of the mandatory In-Person Verification(IPV) requirement for all brokers, Webcam or a physical verification is required for HUF accounts. See What is In-Person Verification (IPV), and why is it required?

If the KYC of the HUF is registered, the following documents are required to open a HUF account:

Application form

Equity application form (PDF) and commodity application form (PDF) .

HUF Declaration & Annexure

Declaration and Annexures (PDF).

Supporting Documents

  • Self-attested PAN card copy of the coparcener or member.
  • A bank account proof of the HUF account. The bank proof can be one of the following: A personalised cancelled cheque with the HUF name printed on it, bank statement, bank passbook copy with the bank account number, MICR, and IFSC code clearly visible.
  • Any one of the following income proof of HUF to activate the F&O and commodity segment:
    • Latest six months bank statement or passbook of the HUF account.
    • Latest year audited profit and loss statement.
    • Latest year Income Tax Return (ITR) acknowledgement.
    • Net-worth certificate from the chartered accountant with UDIN number specified.
    • DP holding statement of the HUF.
  • If the Karta is a female, provide an additional self-declaration form (PDF) as a hard copy along with the documents mentioned above.

Need help? Call our desk on +91-080 4719 2020/080 71175337 or create a ticket.

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 along with a cheque in favour of Zerodha Broking Limited for the following amount :

  • ₹500 towards Equity trading account opening charges.
  • ₹800 towards Equity and Commodity trading account opening charges.

Courier all the documents to the following address:

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

To know the charges applicable for a HUF account, see What are the charges applicable to a Hindu Undivided Family (HUF) account?