Frequently Asked Question

Documents Required to Change the Guardian on a Minor Account

The following table outlines the documents necessary to update or change the guardian associated with a minor's demat account:

Document Type Requirements

Application

Forms - Equity application form (PDF) - KYC form for the new guardian (PDF) - CKYC form for the minor (PDF) - CKYC form for the new guardian (PDF) - Account modification form (PDF) - Refer to the signature guidelines and sample copy.

PAN - Self-attested copy of the new guardian’s PAN - Copy of the minor’s PAN attested by the new guardian

Proof of Date of

Birth (DOB) Any one of the following: - Birth certificate - School leaving certificate - Passport - Mark sheet issued by a higher secondary board

Photographs - Passport-size photograph of the minor - Passport-size photograph of the new guardian

Bank Proof Any one of the following in the minor's name: - Cancelled cheque - Latest bank statement or passbook

Legal Guardian

Letter Required if the new guardian is not a biological parent. Submit a copy of the legal guardianship letter.

For both the minor (attested by the new guardian) and the new guardian. Acceptable documents include: - Passport - Masked Aadhaar Steps to download masked Aadhar 1. Visit myaadhaar.uidai.gov.in. 2. Click on Login. 3. Enter the Aadhaar number, Captcha and click on Send OTP.

Document Type Requirements 4. Enter the OTP received on the Aadhaar registered mobile number and click on Login. 5. Click on Download Aadhaar. 6. Click on Do you want a masked Aadhaar? 7. Click on Download. 8. Click on the downloaded file and enter the first four letters of your name as per Aadhaar in CAPITAL letters and year of birth in YYYY format. Address proof - Driver's license (guardian only) - Voter ID (guardian only)

Death

Certificate If the current guardian is deceased, a notarized or gazette officer-attested copy of the death certificate must be submitted.

Court Order If the change in guardianship is based on a legal ruling, a notarized or gazette officer-attested copy of the court order is required.

???? Note: If the KYC of both the new guardian and the minor is already verified, submission of PAN and address proof is not required. To check KYC status, refer to: What is Know Your Customer (KYC), and how can the KYC status be checked?

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In-Person Verification (IPV)

In-person verification is mandatory for both the minor and the new guardian. This step ensures that the individuals submitting the documents are the actual applicants and must be completed as part of the guardian update process.