What are the points to be considered while filling the form?

by Balaji GK | Jul 18, 2018 | |

Non Individual account opening form:
- Please Sign on all boxes numbered from F1 to F26 & do notice the vertical signature column of F14 on P-08.
- Except for F26, sign all boxes from F1 to F25 are to be duly affixed with HUF seal.
- Sign of minimum 1 Coparcener on POA sheet (P-10)
- After P17, on Annexure 1 page
- Please affix a passport size photograph with cross signature.
- Please sign and duly affix HUF seal in “Signature field”.

KYC form:
- Please affix a passport size photograph with cross signature
- Sign near or below “ APPLICANT DECLARATION”.
- NOTE: Separate SEBI form needs to be submitted by Karta and minimum 1 Coparcener.

HUF Declaration form: it is a form from Karta and Coparcener which needs to be duly filled and signed with HUF seal. The below details are to be filled:
- Name
- Signature
- Date Of Birth
- Relationship with the Karta
  If the Coparcener is a minor then,
  - Name of the minor
  - Father’s name
  - Date of Birth of the minor needs to be entered in “column 6”.

FATCA form: it is a form from Karta which needs to be duly filled and signed with HUF seal on P2.