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Kotak Infinity, 8 Floor, Bldg; No.21,Infinity Park, Off Western Express Highway, Goregaon Mulund Link Road, Malad – ( E) ,
Mumbai – 400 097 (022) 4285 6825

DATE D D M M Y Y Y Y

APPLICATION FOR CLOSING TRADING/ DEMAT ACCOUNT (Resident Individual)

Dear Sir/Madam,
*FATCA Declaration: I/We confirm that our Country of Birth/Nationality/Citizenship/Tax Residency/Address/Telephone
numbe r/ A ddre s s of P OA o r M a nda te holde r is of I ndia Y es N o . ( If a ns we r to yo ur question is ‘No’, then please provide the
complete FATCA declaration)

1. I / W e hereby reques t you to clos e my/our acco unt with you as per following details:
Name of the holder(s )
So le/ Firs t Holder
Second Holder
Third Holder

2. R eason/s for Closure of Trading/ depository account:________________________________________________________

3. Client ID (of account to be cl osed)
Trading Code Demat Account No . DP ID : IN300214

4. P leas e tick the applic able option(s)

Option A [There are no balances / holdings in this account ]
Option B T rans fer to my/our own account

April 2021
(Provide target account details and T arget Account Details
[Transfer the enclose Client Master Report of
balances / T arget Account)
holdings in Trans fer to any other account NSDL DP ID
this account (Submit duly filled Delivery
Client
as per details Instruction Slip)
CDSL ID
given] o s igned by a ll holder(s ) o r
o s igned by P OA holder( s )
Option C [Rematerialise / Reconvert (Submit duly filled Remat / Reconversion Request Form for mutual fund units)]
5. Mobile number/ Landline Numbe:r _______________________________________________
Please do the needful at the earliest and arrange to refund the balance (if any) in the said Trading account.
I agree with the Ledger balance And/ Or Stock lying in my trading code and Demat account as on the said date and have no
dispute with respect to the said accounts
6. Signature(s)

Instruction/Notes : 1. Please surrender all unutilized Instruction Slips along with this Closure Request. 2. Account will be closed, subject to NO HOLDINGS and
SIGNATURE VERIFICATION as on records. 3. In case of joint holders, all holders must sign. 4. Please clear the DP dues if any. 5. In case of any Mutual Fund holdings
at the time of closure, you may either redeem the same or get it transferred (Note: The ARN shall be changed from Kotak Securities Limited (KSL) to the target
distributor’s ARN, as specified by you or to the offline ARN of KSL if no ARN is mentioned by you on conversion request ) 6. In case of closure cum transfer case, the
BO should submit duly certified (signed and stamped) Client Master Report (CMR) obtained from the target Participant. 7. Please note that once your trading/demat
account is closed, all active and running SIP’s sourced through our portal/any online mode will be deemed to be cancelled with immediate effect. 8. In case you have
SGB in your demat account and wish to process inter-depository transfer, you are requested to give remat request to KSL along with closure documents. You are
also requested to give demat request simultaneously to the CDSL Target DP for seamless transfer of SGB units. For any further details contact customer service

Acknowledgement
We hereby acknowledge the receipt of the your request for closing the
following Account subject to verification:hving client ID - DP ID – IN300214
Trading Code Client ID Date D D M M Y Y Y Y
Name of Sole / First Holder : ____________________________________________________________________________
Name of Second Holder : ____________________________________________________________________________
Name of Third Holder : ____________________________________________________________________________

Your request will be processed within a tentative period of 10 working days from the date of receipt of complete documents. In case of queries regarding the status of the request,
We request you to call on Cus tomer S ervice No. 1800 209 9191. Demat related complaints write at [email protected]
For any other queries or complaints write at [email protected]
Kotak Infinity Park, Off Western Express Highway, Gen A.K. Vaidya Marg, Malad (E), Mumbai - 400 097 Tel.: 91- 22-4285 6825