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Modification Form

The document is a form to request additions or modifications to a trading and demat account. It requests information such as personal details, bank details, address details, and DP details. The form needs to be filled in block letters and requires signatures and proof documents.

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shivamsolanki373
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93 views2 pages

Modification Form

The document is a form to request additions or modifications to a trading and demat account. It requests information such as personal details, bank details, address details, and DP details. The form needs to be filled in block letters and requires signatures and proof documents.

Uploaded by

shivamsolanki373
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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601, 6th Floor, Ackruti Star, Central Road, MIDC, Andheri East, Mumbai - 400093.

Tel: 18001020 | E-mail: [email protected]


Ver: Apr 2016
Account Details Addition / Modification Request Form (Trading & DP A/c) Date: ________________

Dear Sir / Madam,


I / We request you to make the following additions / modifications to my / our Trading and Demat account in your records.

PLEASE FILL ALL THE DETAILS IN BLOCK LETTERS IN ENGLISH. Please mark ( ) on the appropriate column.

Account Holder’s Details PAN NO.

CDSL DP ID - 12033200, 12033201 & 12033202 BO ID Trading Code

Annual Income Upto 1 Lac 1-5 Lac 5-10 Lac 10-25 Lac 25-50 Lac 50-1cr 1cr & above Networth as on Date Rs. _______

1. Bank & Dividend Details Existing Details(As per DP Account) New Details(This bank will be updated as default bank for PAYOUT)
Bank : Bank :
Addition Branch : Branch :
Modification A/c No.: A/c No.:
A/c Type: A/c Type:
MICR (Mandatory for DP): MICR (Mandatory for DP):

2. Address Details Existing Details New Details


Address: Address:
Modification

Correspondence
City: State: City: State:
Country: Pin Code: Country: Pin Code:

3. Address Details Existing Details New Details


Address: Address:
Modification

Permanent City: State: City: State:


Country: Pin Code: Country: Pin Code:

4. DP Details for Trading A/c Pay - in Payout


DP Name: DP ID: CLIENT ID:

5. Others (Pls Specify) Existing New

Declaration:I/We hereby declare that the details furnished above are true and correct to the best of my/our knowledge and belief. In case any of the
abovementionedinformationisfoundtobefalseoruntrueormisleadingormisrepresenting,Iam/we areawarethatI/wemaybeheldliableforit.

Client Name First / Sole Holder Second Holder Third Holder

Signature Signature as per demat account Signature as per demat account Signature as per demat account

Any one Proof Required from the following list (Self attested by client and all joint holders, if any) :
Bank details: Copy of cheque with name printed, copy of bank passbook, copy of bank statement of accounts duly attested by bank authorities not older than 4 months with cancelled cheque.
Address details: Copy of Ration card, Adhaar card, Passport, Voter ID card, Driving license, Bank passbook, Electricity bill / Land line Telephone bill (not more than 3 months old).
DP details: Latest transaction statement / holding statement / CML copy.

For Branch use only: For CSO use only:

Document Received Client Signature Verified By


Branch / RO Name: Employee Name: CSO RECEIVED STAMP
Date: Employee Code:
Time: Employee Signature:
ACKNOWLEDGMENT RECEIPT
We hereby acknowledge the receipt of the your instruction for modification of the following Account subject to verification:

DP ID: 1 2 0 3 3 2 0 0 Client ID: Trading Code:


Modification request for
Annual Income Bank Address Contact Details ECN Signature DP Addition Others_______
(Specify reason)

Depository Participant Seal and Signature

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