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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. It provides options to either deactivate the account, which can later be reopened, or close the account permanently. The account holder provides their details and client ID and selects a reason for closure. They also specify how remaining balances should be handled - rematerialized, transferred, or left as is. The declaration confirms all transactions were authentic. Signatures are only required if the closure is initiated by the account holder; otherwise the DP or CDSL can close the account without signatures. Instructions are provided on submitting required forms for rematerializing or transferring balances.

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269 views1 page

Account Closure Form

This document is an account closure/deactivation form for closing trading, demat, and commodity accounts with Zerodha Broking Limited. It provides options to either deactivate the account, which can later be reopened, or close the account permanently. The account holder provides their details and client ID and selects a reason for closure. They also specify how remaining balances should be handled - rematerialized, transferred, or left as is. The declaration confirms all transactions were authentic. Signatures are only required if the closure is initiated by the account holder; otherwise the DP or CDSL can close the account without signatures. Instructions are provided on submitting required forms for rematerializing or transferring balances.

Uploaded by

kartheesanv
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 Broking 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 Client ID

DP ID 12081600 BO 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
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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