What documents are required to change the guardian in a minor account?

You need to submit specific application forms, identity proofs, and supporting documents to change the guardian in a minor account. The required documents are as follows:

Type of document	Requirements
Application forms	Equity application form (PDF). KYC application form (PDF) for the guardian. CKYC form (PDF) for the minor. CKYC form (PDF) for the guardian. Account modification form (PDF). Refer to the signature guidelines (PDF) and sample copy (PDF).
PAN	A copy of the minor’s PAN attested by the new guardian. A self-attested copy of the new guardian’s PAN.
Date Of Birth (DOB) proof	A copy of the proof of DOB of the minor. It can be any of the following: Birth certificate School leaving certificate Passport Mark sheet issued by a higher secondary board.
Passport-size photograph	Passport-size photographs of the minor. Passport-size photographs of the new guardian.
Bank proof	A copy of the minor’s bank account. It can be any of the following: Cancelled cheque Recent month's bank statement or passbook.
Legal guardian letter	A copy of the legal guardian letter if the new guardian is not the minor's parent.
Address proof	A copy of the minor’s address proof attested by the new guardian. It can be any of the following: Passport Masket Aadhar A copy of the new guardian’s address proof. It can be any of the following: Passport Masked Aadhaar Drivers licence Voter ID
Death certificate	If the existing guardian has passed away, submit notarised copy of the death certificate or a copy attested by a gazetted officer.
Court order	If the guardian is being changed due to a court order, submit a notarised copy of the court order or a copy attested by a gazetted officer.

If the new guardian and minor's KYC are verified, the PAN and address proofs are not required.

In-Person Verification (IPV)

In-Person Verification (IPV) is a mandatory process for all brokers to ensure that the person submitting the documents is the same as the individual opening the account. Both the new guardian and the minor need to complete this process.

To complete the IPV online, follow these steps:

Visit signup.zerodha.com/ipv.
Enter the mobile number and click on Continue.
Enter the 6-digit OTP sent to the mobile number and click on Continue.
A 4-digit OTP will be generated and displayed on the screen.
Enable your device's camera.
Show the OTP while ensuring that you and the minor are clearly visible in the camera.
Click on Capture and then on Save IPV.

Once the documents are ready, email the soft copies of the forms to [email protected]. The documents will be reviewed for any corrections. After the review, courier the hard copies to the following address:

Zerodha Customer Support Centre
192A 4th Floor,
Kalyani Vista, 3rd Main Road,
JP Nagar 4th Phase,
Bengaluru, 560076

It can take up to 72 working hours to change the guardian in the minor account.

To learn more about minor accounts, see Minor account FAQs.

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