01. Edit your ubo letter format online
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Ubo declaration letter 2026
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- Click ‘Get Form’ to open the ubo declaration letter in the editor.
- Begin with Part I by entering the Investor Name and PAN in BLOCK LETTERS. Ensure accuracy as this information is crucial for identification.
- In Part II, select the appropriate option regarding your company’s status—whether it is a Listed Company, its subsidiary, or controlled by a Listed Company. Provide details of the Listed Company if applicable.
- Proceed to Part III and tick the relevant category for non-individuals. Fill in details of Ultimate Beneficial Owners (UBOs) in the provided table, ensuring all mandatory fields are completed.
- In Part IV, review your entries and confirm their accuracy. Sign and date the declaration before submitting it through our platform.
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