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Account Opening

Resident Individual - CRF (Sample Form)
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Term Deposit - Recurring Deposit Form (Sample Form)
FORM 60
NR Customer Relationship Form
811 Fully KYC Signature Card

Account Modification / Maintenance Requests

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Account Statement Registration Form
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Account Pool Request Form
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Banker's Verification Form
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Minor to Major MF2
Change of Status from Minor to Major - Letter 2
Minor to Major CASA and Investment
Annexure 1 - One Time Customer Letter for Issuance of Statement
Combined request for dormant account activation and updation of Re-KYC (Individual)
Combined request for dormant account activation and updation of Re-KYC (Non Individual)
Combined request for dormant account activation and updation of Re-KYC (Non-Resident Individual)
Combined request for dormant account activation and updation of Re-KYC (Foreign National)
Activate Deactivate Alerts
Home Banking Registration Form

Account Closure

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Revised Locker Agreement as per policy for New Locker Customers
Revised Locker Addendum for Existing Locker Customers

Privy League

Annexure 1 - Consent for Grouping - Addition of Associate
Annexure 2 - Addition of Associate to Group
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Annexure 4 - Change in Key
Annexure 5A - RV Consent Letter - Branch Banking Customer
Annexure 5B - RV Consent Letter - Priority Banking Customer

Debit Card

Channel Access Request Form - Individual and Non Individual
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Cardholder Dispute Form
Limit Modification Form - Individual_Non Individual

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Premium Credit Card Application form
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KYC & Eligibility Criteria
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Addon Card Application Form
811 #DreamDifferent Credit Card - Credit limit change (using a different FD)
811 #DreamDifferent Credit Card - Credit limit change (using existing underlying FD)
NRI Royale Signature Credit Card - Credit limit change (using a different FD)
NRI Royale Signature Credit Card - Credit limit change (using existing underlying FD)
Form_Reactivation of pause card

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Investment Account Opening Form Individual
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Form for Nomination
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M F Purchase Plus Systematic Transfer Plan Form
M F Systematic Investment Plan Form
M F Systematic Transfer Plan Form
Mutual Fund Switch Request Form
KYC Form - Individual
KYC Forms - Non Individuals

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New Account opening forms (Residential Individuals)
New Account opening form – NRI
CSRF - 1 - Subscriber Registration Form
Annexure I to CSRF - 1 - Tier II Details
Annexure II to CSRF - 1 - Additional Request Details
Annexure III to CSRF - 1 - Additional Nomination Details
NPS Contribution Instruction Slip (NCIS)
NCIS for Tier II
SI set - up form Tier I
Withdrawal Form Tier II
Request for Change - Correction in Subscriber Details and or Reissue of I - Pin - T - Pin - PRAN Card
Change in signature or Change in photograph
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Tax Payment Request Form - 280
Tax Payment Request Form - 281
Tax Payment Request Form - 282
Tax Payment Request Form - 283
Tax Payment Request Form (Service Tax and Excise Duty)
Custom Duty Payment Request Form
Form 26QB - Property tax payment Form
Tax Payment Request Form Karnataka VAT - CST
Tax Payment Request Form Karnataka - PT
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Chennai Corporation Application Form

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Nomination Form for Safe Deposit Lockers - SL 1
Nomination Form for Lockers Held Jointly - SL 1A
Form DA2 - Nomination Cancellation
Form DA3 - Nomination Variation

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Annexure 1 - FATCA / CRS Declaration For Individual Accounts
Annexure 2 - FATCA / CRS Declaration For Non - Individual Accounts
Annexure 3 - Ultimate Beneficiary Form (UBO) - Additional Pages
W8 BEN E

Remittance

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15 G/H 

Form 15 G
Form 15 H

Deceased Claim

Declaration cum Request letter from Nominee Claimant CASA TD
Declaration cum Request letter from Surviving Holder CASA TD
Declaration cum Request letter from Claimant Surviving Holder - CASA TD (MOP Jointly)
Annexure 4 - Receipt From Claimant
Receipt From Surviving Partners in case of DD
Undertaking cum Indemnity NOC Legal Heirs
NOC cum Declaration from co - parceners for deletion of name of deceased Karta
Declaration from co - parceners for Closure of the HUF account
Declaration from Mother to act as a representative of HUF till minor son/daughter attains majority
Partnership Letter - on death of any partner
Indemnity and NOC - Missing Persons
Indemnity and NOC - Missing Persons For Uttarakhand
Declaration cum Request letter from Nomine Claimant - Locker in single name
Inventory Format Deceased - Locker Held Singly
Indemnity NOC Legal Heirs for Safe Deposit Lockers
NOC from Surviving Holder for Premat withdrawal of TD
Declaration cum Request letter from Surviving Holder and Nominee - Locker in joint name - MOP Jointly
Inventory Format Deceased Contents of Safety Locker Hired Jointly (ANY MOP)
Declaration cum Request letter from Surviving Holder Nominee - Locker in joint name - MOP E S, F S

RE-KYC

Declaration for Re KYC - Non-Individuals
Declaration for Re-KYC - Resident Individuals
Declaration for Re-KYC - Foreign-Nationals
Declaration for Re-KYC (Including FATCA) - Non-Resident Individuals

FASTag

FASTag Application Form
Maintenance Form
FASTag Dispute Form

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EX Gratia Payment

EX Gratia Payment

For queries or complaints regarding scheme announced by Govt of India, for grant of ex-gratia payment of difference between compound interest and simple interest for six months.

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In case you have any queries/complaints regarding ATM transactions such as non/short dispense of cash, card capture, etc

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Recovery Agent

Get contact information of Recovery Agents employed by the Kotak Bank or Kotak Credit Cards

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Centralized Statutory Notices Support Team
Kotak Mahindra Bank
Plot No F3 and F3-1, Road No 22,
Wagle Industrial Estate, Kisan Nagar,
Thane West, Mumbai – 400604

Email ID for receiving Cybercrime Notices: cybernotices.csns@kotak.com
Email ID for receiving other Notices: statutory.notices@kotak.com

Compliance / Nodal Officer for handling of Notices :

Mr. Milind Shirke
statutory.notices@kotak.com
Tel: 022-62980438 - 40

Deputy Compliance / Nodal Officer for handling of Notices:

Ms. Pricilla Kotian
statutory.notices@kotak.com
Tel: 022-62980549 - 50

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DigiSaathi is an initiative by the consortium of Payment System Operators and Participants (banks & non-banks) in India. Get information on digital payment products and services 24x7 with DigiSaathi - Tollfree:14431 / 18008913333 | WhatsApp: 8928913333 | Chat Online on digisaathi.info

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