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Customer updation kyc 2026

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  1. Click ‘Get Form’ to open the customer updation KYC form in the editor.
  2. Begin by entering your Customer ID and Prefix. This information helps identify your account accurately.
  3. Fill in your Full Name and the Name of Account Holder. Ensure that these match your official documents for consistency.
  4. Provide your PAN Number, Aadhaar Number, and Account Number. If you are submitting Form 60 or Form 61, indicate this as well.
  5. Select your Occupation from the options provided. If self-employed, specify the nature of your business.
  6. If there is a change of address, check the appropriate box and fill in the new mailing address details including Flat No/Bldg Name, Road Name, City, PIN Code, State, and Country.
  7. Attach a self-attested photocopy of your identity proof and address proof as required. Don’t forget to affix a recent photograph.
  8. Review all entered information for accuracy before submitting the form through our platform.

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Forms and instructions required to apply for KYC approval

In order to apply for approval as an approved jurisdiction for the Qualified Intermediary Program, please submit the following information.Read more

Learn more
FinCEN: Know Your Customer Requirements

Feb 7, 2016 FinCENs proposal requires that financial institutions verify the identity of the beneficial owner of a customer that is a legal entity.Read more

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