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Kyc form kyc 2026

The document is a Know Your Client (KYC) application form specifically designed for individuals. It outlines the necessary information and documentation required for identity verification, including personal details, proof of identity, proof of address, contact information, and FATCA/CRS information. The form includes sections for updating existing KYC details and provides guidelines for filling out each section accurately. Additionally, it specifies the requirements for PAN exempt investors and includes instructions for attestation and in-person verification.

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Click ‘Get Form’ to open it in the editor.
Begin by filling in your personal details in the 'Identity Details' section. Ensure that your name matches the ID proof provided, and include mandatory fields such as date of birth and gender.
In the 'Proof of Identity (PoI)' section, select an appropriate document type and provide its expiry date if applicable. Remember to attach a certified copy of the chosen document.
Next, complete the 'Proof of Address (PoA)' section. Fill in your current address details and select the type of address. Attach relevant documentary proof as required.
Proceed to fill out your contact details, ensuring you provide a valid mobile number and email address for communication purposes.
If applicable, complete the 'FATCA/CRS Information' section by providing necessary tax jurisdiction details.
Finally, review all entries for accuracy before signing the declaration at the end of the form.

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