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Account Closure Form

This document is an account closure/deactivation form for closing trading, demat, and commodity accounts with Zerodha Broking Limited, Zerodha Securities Private Limited, and Zerodha Commodities Private Limited. It provides options to deactivate an account, which can later be reopened, or close an account, which requires opening a new one. The account holder provides their details and reason for closure, and specifies how to handle any remaining balances - whether to rematerialize, transfer to another account, or leave as is. The declaration confirms the authenticity of transactions if closing due to shifting accounts. Instructions are given to submit required forms if rematerializing or transferring balances.

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2K views1 page

Account Closure Form

This document is an account closure/deactivation form for closing trading, demat, and commodity accounts with Zerodha Broking Limited, Zerodha Securities Private Limited, and Zerodha Commodities Private Limited. It provides options to deactivate an account, which can later be reopened, or close an account, which requires opening a new one. The account holder provides their details and reason for closure, and specifies how to handle any remaining balances - whether to rematerialize, transfer to another account, or leave as is. The declaration confirms the authenticity of transactions if closing due to shifting accounts. Instructions are given to submit required forms if rematerializing or transferring balances.

Uploaded by

Taslim
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Account Closure/Deactivation Form

Zerodha Broking Limited (Trading account) Application number Dated


Zerodha Securities Private Limited (Demat account)
Zerodha Commodities Private Limited (Commodity account)
Deactivate account* Close account
A "Deactivated" account can be reopened with the same client code later.
A "Closed" account cannot be reopened. A new client code will be generated in such cases.
To be lled by the BO (in case of BO-initiated closure). Please ll all the details in BLOCK LETTERS in English

Dear Sir / Madam,


I/We the Sole Holder/Joint Holders/Guardian(in case of Minor) request you to close my/our account with you from the date of this
application. The details of my/our account are given below:
Account holder details

Trading ID

DP ID 12081600 Client ID
First/sole holder Second holder Third holder
Name
Address for correspondence recorded in the demat account:

City State PIN


Details of remaining security balances in the account (if any)
Reasons for closing the account
Balance remaining in the account (if any) to be: partly rematerialised and partly transferred
rematerialised
transferred to another account (account number given below)
not applicable
DP ID Client ID
Balance present in account for: Ear-marked Pledged
Pending for rematerialisation Frozen
Pending for dematerialisation Lock-in
Declaration: In case of account closure due to shifting of account
I/We declare and conrm that all the transactions in my/our demat account are true/authentic.

First/Sole Holder
or Guardian
F (in case of Minor) S Second Holder T Third Holder

Name Name Name

If DP or CDSL initiates account closure, signature(s) of account holder(s) not required.


For ofce use only - Please tear here
Acknowledgment
We hereby acknowledge the receipt of the your instruction for closing the following account subject to verication on D D M M Y Y Y Y
DP ID Client ID Application no.
First/sole holder Second holder Third holder
Account holder’s name
Reason for closure

Seal & signature


Instructions to account holder(s)
Submit a duly-lled RRF if the balances are to be rematerialised.
* ln case of demat accounts, deactivation will lead to a freeze being put on all credits and debits on the account.
Submit a duly-lled Delivery Instruction Slip [DIS] (off market instruction slip) if the balances are to be transferred to another account.
This requirement is not applicable in the case of “shifting of account”.

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