Why is the name on the Zerodha account different from the one on the submitted documents, and how can it be corrected?
The name on the Zerodha account is fetched from the Income Tax Department (ITD) and not from the documents submitted to open an account, so the name may differ between the Zerodha account and the documents submitted. 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, see How to update or make other corrections on PAN?
After the name is updated on the ITD, certain documents must be provided to Zerodha. The signature on these documents must match the signature provided while opening an account. To learn how to view the signature proof provided while opening an account, see How can the provided documents be checked after the account is opened?
Table of contents |
The table below shows the documents required for the following 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)
Type of document | Requirements |
Account modification form and KYC | |
Annexure B | |
PAN |
|
Address proof |
|
eSign the above forms and submit them by creating a ticket. To learn how to eSign, see How to eSign documents?
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 | |
PAN |
|
Address proof |
|
Additional documents (anyone) |
|
Changes in the name for any other reasons 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 |
|
Address proof |
|
Publication |
|
Changes in the father or mother's name can only be updated offline. Courier the documents mentioned in the table below:
Type of document | Requirements |
Account modification form and KYC | |
PAN |
|
Address proof |
|
Courier the documents to:
Zerodha,
153/154, 4th Cross, J.P Nagar 4th Phase,
Opp. Clarence Public School,
Bengaluru - 560078
Once the forms are received, the name will be updated within 72 working hours. An account modification charge of ₹25 + GST is applicable for the name change.
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