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How to change the name in the Zerodha account?

You can change the name in your Zerodha account by first updating your name with the Income Tax Department (ITD) and then submitting required documents to Zerodha.

Zerodha fetches the name on your account from the Income Tax Department (ITD), not from the documents you submitted to open your account, so the name may differ between your Zerodha account and your submitted documents. To update the name on your account as per your submitted documents, you must first update the name on the ITD.

After you update the name on the ITD, you must provide certain documents to Zerodha. Your signature on these documents must match the signature you provided while opening your account.

If you are completing the process offline, your address proof must match the address you provided in the KYC or modification forms. If it does not match, do not fill in the address on the KYC or modification forms.

Documents required by type of name change

Minor change in the name

You can make minor corrections to your name by visiting account.zerodha.com and completing the re-KYC process. If your name doesn't match the Income Tax Database, you'll be prompted to enter your correct name and date of birth, then follow the on-screen instructions.
Submit any one of these documents to complete the process online:

  • Passport
  • Driving Licence
  • Voter ID

Examples of minor corrections:

  • Spelling correction (For example, Avinas Chandra to Avinash Chandra)
  • Name interchange (For example, Ganesh Nayak to Nayak Ganesh)
  • Addition of middle name (For example, Varun Mahesh to Varun Siriyuru Mahesh)
  • Expanding initials and vice versa (For example, Shamu H to Shamu Haris)

Your Aadhaar must be linked to your mobile number to complete this online. If your Aadhaar is not linked, you can courier the following documents to Zerodha:

Type of document Requirements
Account modification form and KYC
Annexure B
PAN
  • Self-attested copy of the PAN with the signature in the Applicant signature box.
Address proof
  • Self-attested copy of the address proof. If an Aadhaar is being submitted as proof, ensure a masked Aadhaar is submitted.

Change in the father's or the mother's name

You can make changes in your father's or mother's name by visiting account.zerodha.com and completing the re-KYC process. Your Aadhaar must be linked to your mobile number to complete this online. If your Aadhaar is not linked, you can courier the following documents to Zerodha:

Type of document Requirements
Account modification form and KYC
PAN
  • Self-attested copy of the PAN with the signature in the Applicant signature box.
Address proof
  • Self-attested copy of the address proof. If an Aadhaar is being submitted as proof, ensure a masked Aadhaar is submitted.

Name change due to marriage or divorce

Changes in name due to marriage or divorce can only be updated offline. Courier the documents mentioned in the table below:

Type of document Requirements
Account modification form and KYC
Annexure B
  • If the existing name is changing, then provide Annexure B (PDF). For example, the name before marriage was Shruthi and it was changed to Sruthi after marriage.
    Sample copy (PDF).
PAN
  • Self-attested copy of the PAN with the signature in the Applicant signature box.
Address proof
  • self-attested copy of the address proof. If an Aadhaar is being submitted as proof, ensure a masked Aadhaar is submitted.
Additional documents (anyone)
  • Marriage or divorce certificate
    • A notarised copy of the marriage certificate or divorce certificate.
  • Passport
    • Self-attested copy of the passport showing the husband’s or father’s name.
  • Publication
    • Clients who reside in Karnataka and Punjab must provide an original newspaper publication or a photocopy that is notarised.
    • An original notarised copy of the publication of the name change in the official gazette. The old or existing name on the gazette must match the name on the PAN submitted while opening an account with Zerodha.
      Sample copy (PDF).

Change in name for any other reason

Changes in the name for any other reason can only be updated offline. Courier the documents mentioned in the table below:

Type of document Requirements
Account modification form and KYC
Annexure B
PAN
  • Self-attested copy of the PAN with the signature in the Applicant signature box.
Address proof
  • Self-attested copy of the address proof. If an Aadhaar is being submitted as proof, ensure a masked Aadhaar is submitted.
Publication
  • Clients who reside in Karnataka and Punjab must provide an original newspaper publication or a photocopy that is notarised.
  • An original notarised copy of the publication of the name change in the official gazette. The old or existing name on the gazette must match the name on the PAN submitted while opening an account with Zerodha.
    Sample copy (PDF).

Removal of the middle and last name

The table below shows the documents required to remove the middle or last name:

Type of document Requirements
Account modification form and KYC
Annexure B
PAN
  • Self-attested copy of the PAN with the signature in the Applicant signature box.
Address proof
  • Self-attested copy of the address proof. If an Aadhaar is being submitted as proof, ensure a masked Aadhaar is submitted.
Publication
  • An original notarised copy of the publication of the name change in the official gazette. The old or existing name on the gazette must match the name on the PAN submitted while opening an account with Zerodha.
    Sample copy (PDF).

Submission process

Before couriering hard copies, create a ticket and send a soft copy to verify and confirm the documents. Once you receive the approval, you can courier the documents to:

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

The name will be updated within 72 working hours once we receive the forms. An account modification charge of ₹25 + GST applies.

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