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Very Important points for form filling & general instructions

Read the form carefully and in case of any queries, please contact the concerned officials of our respective local office. Please fill in the details in CAPITAL LETTERS ONLY with black ball point pen only. All the supporting documents need to be Self certified by the client in case of individual entities Only 2 stamp paper to be collected from client (1. Client-DP Agreements 2. POA) There are 23 signature of first/sole holder & 12 signature of second & third holder. N.A shall be mentioned in the fields not applicable to the client. Whitener should not be used anywhere in the form. Put a tick on the check boxes wherever provided. Date and place should be left blank as indicated in the specimen. (sample form) Client name mentioned on the form should be the same as mentioned on the PAN / registered with income tax department. Correspondence / permanent address should include house no, landmark, area, city, state & pin code, so that the necessary documents get delivered on timely basis. Email id & mobile number should be of the client only. The fields mentioned in the IPV form like DP centre, DP staff details, employee code etc will be filled by IPV official. NJ Employee should not be clients witness. Nomination ( For Trading & Demat Account) : Only one person can be appointed as a nominee. Only individual can make nomination and be appointed as a nominee. Non individuals including society, trust, body corporate, karta of HUF and holder of POA can not nominate nor be appointed as nominee. Two witnesses are required for nomination. If the nominee is a minor, then all the details of the guardian should be provided.

Documentation For Trading & D'mat A/C :- (Individual ) # Recent 2 passport size photograph [signed across] # PAN card copy Identity proof Required in case of: [*] In case the photo is not clear on PAN . [*] If the name on PAN does not match with that mentioned on the account opening form. 1) Valid passport copy Expiry date should be of at least after 6 months. 2) Valid driving license Expiry date should be of at least after 6 months. 3) Voter ID # Address proof [Any one of following] All holders proof required. Valid passport copy Expiry date should be of at least after 6 months. Valid driving license Expiry date should be of at least after 6 months. Ration card Voter ID Copy of fixed land line bill Not more than 2 months old, date of bill will be considered. Copy of electricity bill Not more than 2 months old,date of bill will be considered. Copy of registered lease agreement or sale deed Bank statement with address details Not more than 3 months old. # Bank account proof [Any one of the following] Required for the first holder only. [1]Canceled original cheque/copy of plain cheque [MICR cheque is preferable] Applicant name printed on the cheque cancelled cheque or copy of cheque is mandatory for bank proof Bank statement Not more than 3 months old Bank passbook Not more than 3 months old Bank verification on letter head of bank Not more than 3 months old Support Queries Contact Points Contact Informations For any Trading & Demat Related Queries HO Toll Free number: 18002000155 or 0261 3985000 between 10:00 AM to 06:00 PM Monday to Friday and between 10:00 AM to 01:00 PM Saturday