The name on the Zerodha account may not match the name on the documents submitted because Zerodha fetches the name from the Income Tax Department (ITD) and does not update the name as per the submitted documents. To update the name on the account as per the submitted documents, clients must first update the name on the ITD. To learn how to update the name on ITD, visit tradingqna.com/t/how-do-i-update-and-correct-my-name-and-other-details-on-pan-card/146151/3.

Once the name is updated, courier the below documents to Zerodha:

• Account modification form (PDF).
• Annexure-B (PDF).
• Self-attested PAN and address proof. If Aadhaar is being submitted as the address proof, ensure that a masked Aadhaar is submitted, i.e., black out the first 8 digits of the Aadhaar number. Only the last four digits should be visible. To download a masked Aadhaar online, visit myaadhaar.uidai.gov.in/ and tick the Do you want a masked Aadhaar? option while downloading Aadhaar.

Courier the documents to:

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

Did you know? The name on the account will be updated within 72 working hours, and a charge of ₹25 + 18% GST is applicable for the name change.