Individual KYC Form
Standard KYC for individual demat accounts.
FATCA Declaration - Individual
Tax residency declaration for individuals.
Non-Individual KYC Form
KYC for corporate and institutional accounts.
HUF Coparcener Declaration
Declaration form for HUF accounts.
Mutual Funds Account Form
Specialized form for MF transactions.
Main Application Forms
NSDL Consolidated Account Opening
Main application form for NSDL Demat accounts.
CDSL Consolidated Account Opening
Main application form for CDSL Demat accounts.
Saral Account Opening Form (SARAL AOF)
Simplified account opening form for individual demat cum trading accounts for Cash Segment only.
Mandatory Declarations & Rights
Rights and Obligations
Standard document of rights for investors.
Nomination Form
Add or modify nominees for your account.
Nomination Opt-out Form
Form to explicitly opt-out of nomination.
FEMA Declaration Form
Required for foreign investment compliance.
Request for DIS with POA
Issuance of Delivery Instruction Slip with POA.
BSDA Opt-Out Form
Choose regular service over basic service.
Charge Schedules
CDSL Forms
Beneficiary Addition Deletion Form
Form to add or delete beneficiary details for CDSL account.
Demat Request Form (DRF)
Form to convert physical shares/securities to electronic form.
Margin Pledge / Repledge Form
Request for creation or invocation of margin pledge/repledge.
Pledge Request Form (PRF)
Request to pledge securities in a CDSL demat account.
Unpledge Request Form (URF)
Request to release pledged securities from CDSL demat account.
NDU Form (Non-Disposal Undertaking)
Creation or closure of Non-Disposal Undertakings for CDSL.
Mutual Fund Redemption Form
Form to request redemption of mutual fund units via CDSL.
NSDL Forms
Common (CDSL & NSDL) Forms
Block Mechanism Form
Standard request for block mechanism in CDSL and NSDL.
Off Market Sale Payment Details Form
Payment declaration details for off-market sale transactions.
Undertaking for Pledge Creation / Invocation
Undertaking form for creation or invocation of pledge of securities.
Draft Letter: Off-Market Transfer of Private Ltd Shares
Draft letter for processing off-market transfer instructions for shares of private limited companies.