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Click ‘Get Form’ to open the KYC form in the editor.
Begin with Section A: Identity Details. Fill in your complete name as per your Certificate of Incorporation, ensuring to leave one box blank between two words. Enter the date of incorporation and place of incorporation accurately.
In the same section, provide your Registration Number and select your status by ticking the appropriate box (e.g., Ltd. Co., AOP). Remember, providing a Permanent Account Number (PAN) is mandatory.
Move to Section B: Address Details. Input your correspondence address, including city, state, postal code, and country. Ensure that you also provide contact details such as telephone numbers and email address.
For proof of address, attach any one valid document from the list provided and ensure it is not older than three months. Tick the document attached for confirmation.
Complete Section C by providing details about promoters or partners as required. Use an annexure if necessary for additional information.
Finally, review all entries for accuracy before signing the declaration at the end of the form.
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The customer will fill out a form with their basic information, including their name, birth date, address, and ID number.
Is it mandatory to fill a KYC form?
Offline method Download the KYC form from the official website of the financial institution. Fill the form with and mention your Aadhaar and PAN details. Visit a KRA offline center and submit the application. Attach the identity and address proofs with the KYC form.
What is a KYC form used for?
KYC means Know Your Customer and sometimes Know Your Client. KYC or KYC check is the mandatory process of identifying and verifying the clients identity when opening an account and periodically over time.
How can I get my KYC document?
What is the step-by-step process for offline KYC verification? Download the KYC form. Fill in the form with your details, specifically your Aadhaar, or PAN. Visit the nearest KYC registration agency (KRA). Submit the form with the attached ID and address proof. Complete biometrics if required.
Who should fill the KYC form?
Both Individuals and Non-Individuals can complete their KYC process by submitting the KYC form to a KRA or by submitting the KYC online form. This enables financial institutions to service customers better and also manage risks effectively.
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