S. No.

Updations

Forms

1

CVL updation form

For Equity Trading Individual Account

For Equity Trading NON-Individual Account

 

 

 

2

Modification of Address/ E mail id / Mobile no. in Equity Trading Account

For Equity Trading & Demat Individual Account

For Equity Trading & Demat NON-Individual Account

 

 

 

3

Bank Account Updation

Combined Demat & Trading

For Equity Trading Account

For Demat Account

For Commodity Account

 

 

 

4

Address Modification in Commodity Account

For Commodity Trading Account

 

 

 

5

Email-ID and Phone modification in Commodity Account

For Commodity Trading Account

 

 

 

6

Account Closure

Equity Trading Account Closure Form

DMAT Account Closure Form

Commodity Account Closure Form

 

 

 

7

Change from "Online" to "Offline"

For Equity Trading Account

 

 

 

 

8

Change from "Offline" to "Online" (Internet based trading Service)

For Equity Trading Account

 

 

 

 

9

Nomination Addition

For Demat Account

For Trading Account

 

 

 

10

Request for dispatch of DP Statement of Account via E-mail

CDSL

 

 

 

11

SMART Terms And Conditions-cum-Registration/Modification Form for receiving SMS Alerts from CDSL

For Demat Account

 

 

 

12

Income Updation Form

For Equity Trading Account

13

Running Account Authorisation

Running Account Authorisation for Equity Trading Account

 

 

 

14

SMS and E-mail alerts form of MCX and NCDEX Exchange

For Commodity Account

 

 

 

15

Terms & Conditions for availing Transactions using secured texting (TRUST) service offered by CDSL

For TRUST Facility

 

 

 

16

Dormant Activation Form

For Equity Trading Individual Account

For Commodity Trading Individual /Non Individual Account

 

 

 

17

Change of Signature

For Change Signature

 

 

 

18

Request for New Instruction Slip Book

Instruction Slip Book

 

 

 

19

Equity & Currency F&O Segment Activation Form

Form

 

 

 

20

FATCA/CRS DECLARATION

For Individual Accounts

For Non Individual Accounts

 

 

 

 

 

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