Kotak fatca form 2026

1. Click ‘Get Form’ to open the kotak fatca form in the editor.
2. Begin with Part A, where you will fill in mandatory fields such as Customer Relationship Number (CRN), Name of the Entity, and Address for Tax Residence. Ensure all details are accurate.
3. Proceed to answer the questions regarding the entity's classification, including whether it is a U.S. person or has tax residency outside India. Select 'Yes' or 'No' as applicable and provide additional details if required.
4. If applicable, complete Part B by providing details related to Financial Institutions or Direct Reporting NFFEs, including Global Intermediary Identification Number (GIIN) if available.
5. In Part C, indicate if your entity is publicly traded and provide necessary stock exchange information. If not, proceed to Part D to specify nature of business and details of Ultimate Beneficial Owners (UBOs).
6. Finally, review all sections for accuracy before signing the declaration and acknowledgment at the end of the form.

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