The forms compiled by Finotax in PDF (Fillable like Excel) and Excel formats can be filled on computer before print. These forms save time and energy required in filling the form and enable you to submit nicely filled form free from cuttings / overwritings. The forms are available for free download for personal use only.
| Form No. / Link | Description |
|---|---|
| CKYC forms | |
| Application Individual | CERSAI Central KYC Registry - KYC Application Form for Individual + Annexure A1 + Annexure B1 + Instructions to fill the forms. |
| Application Non-Individual | CERSAI Central KYC Registry - KYC Application Form for Legal Entity + Annexure A2 + Annexure B2 + Instructions to fill the forms. |
| KRA - I | CKYC & KRA - KYC Application form for individuals only |
| Supplementary | Supplementary CKYC Form for Individudals ( To be additionally filled by customers using old KYC form) |
| CVL - KYC forms | |
| CVL KYC - I | CVL (CDSL Ventures Limited) KYC Application form for Individudals |
| CVL KYC - CI | CVL (CDSL Ventures Limited) KYC Detail Change Application form for Individudals |
| CVL KYC - N | CVL (CDSL Ventures Limited) KYC application form for Non-individudals |
| Annexure to CVL KYC - N | Annexure to CVL KYC Application for Non-individuals ( Details of Promoters/ Partners/ Karta / Trustees and whole time directors ) |
| Other KYC Forms ( Used by Mutual Funds / Banks ) | |
| KYC I | KYC Application form for Individudals |
| KYC CI | KYC Detail Change application form for Individudals |
| KYC N | KYC Application form for Non-individudals |
| KYC CN | KYC Detail Change application form for Non-individudals |