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Basic Forms

Account Opening Form (Regular)

To open single or multiple NRI Savings, Term Deposits, and Investment (MF) Accounts.

Introduction Documents

The listed documents need to be submitted for every account applicant, mandate / PoA holder.

Account Opening Form (including PINS offline account)

To open single or multiple NRI Savings, Term Deposits, Investment (MF) Accounts and PINS (Portfolio Investment Scheme) accounts. Please note for PINS accounts apart from this form, demat and trading account forms need to be separately provided.

Customer Relationship Form - 3rd / 4th holder

This form is required for capturing details of the 3rd or 4th joint applicant holder.

Signature Card - 3rd / 4th holder

This form is required for capturing signatures of 3rd or 4th joint applicant holder.

Credit Facilities Form

If you are opening a current account and are currently enjoying credit facilities with any other bank/s.

Mandate / PoA holder Forms

Customer Relationship Form - Mandate / PoA holder (Resident Indian)

This form needs to be filled by the Indian Resident Mandate / PoA Holder. In case of PoA holder, the agreement is also required to be registered with us.

Customer Relationship Form - Mandate / PoA holder (Non Resident Indian)

This form needs to be filled by the Non Resident Mandate / PoA Holder. In case of PoA holder, the agreement is also required to be registered with us.

Signature Card

For capturing signatures of PoA or mandate holders. For capturing signatures of PoA or mandate holders.

Mandate Form

To be filled by all account applicants and mandate holder.

Standalone Forms

Demat Account Opening Form(Individuals)

Demat account for individuals to invest in Indian markets

Demat Account Opening Form(Corporate)

Demat account for corporate to invest in Indian markets

Channel Access Request Form

To avail Debit Card / Net Banking / Phone Banking / Payment Gateway facility. This form is included in the basic a/c opening form.

Investment Account Form

To support your mutual fund transactions. You get a consolidated view of your account details, transaction details and current NAV details of your investments. This form is included in the basic a/c opening form.

Nomination Form

For nomination. Please provide signatures of witnesses. This form is included in the basic a/c opening form.

Minor Delcaration

If any of the applicants is a minor, kindly complete the enclosed form. This form is included in the basic a/c opening form.

Merchant Navy Declaration

If applicant/s is/are employed with the Merchant Navy. This form is included in the basic a/c opening form.

Forward Cover Form

This is required for the booking of a Forward Cover against your deposit with Kotak Mahindra Bank.

Letter Cum Undertaking

This letter is required to be sent along with the cheque/demand draft to be credited to your account. This letter is included in the basic a/c opening form.

Service Charges

General Schedule of Features and Charges

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