Kotak Mahindra Bank
Minor Attaining Majority - Request Form to change Status
(For Current Account / Savings Account and Fixed Deposit / Recurring Deposit)
Date : _____________________
Dear Sir / Madam
Sub: Request for change of account status from Minor Account to regular savings account / deposit account of Major
We request you to change the status of the SB Account and all associated deposit account(s) in the name of minor __________________________________u/g
______________________________to regular Account (s) in the name of___________________________________
Customer Relation Number:
Account Type Account Number
Saving Account
I have hereby enclosed the latest photograph and the required document proof for changing the status of the account.
I confirm that the existing Cheque book and Debit Card has been destroyed, request you to update the status in the bank records.
Request you to issue fresh debit card and chequebook, post the change of status of the account.
Thanking you
Best regards,
Signatures: MINOR (NOW MAJOR) GUARDIAN
Customer Name: ___________________ ___________________
Documents required:
Identity Proof
Signature Proof
Address Proof
Standing Instruction form
For Bank Use
Date and time of Acceptance _____________________ Date of input_________________________________
Receiver's stamp ________________________________ Signature verified by___________________________
Signature verified by ____________________________
Documents sent to CPC on _______________________ Authorized by_________________________________
Acknowledgement Slip
We acknowledge the receipt of customer modification instruction type _______________________from Mr. /Mrs. / Ms. _______________________ relating to
customer relationship number _______________________ under Service request number ________________________________
Date: _________________ Bank Official
For Kotak Mahindra Bank Ltd.,
(Sign and stamp)
Kotak Mahindra Bank Ltd. CIN : L65110MH1985PLC03813 Registered Office : 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051. www.kotak.com KMBL/Nov-2019/V 1.01
Kotak Mahindra Bank
Minor Attaining Majority - Request Form to change Status
(For Investment A/c)
Date : _____________________
Sub: Change of Status from Minor to Major & updation of relevant information.
Investment Account No: __________________________
1) AMC ________________________ Folio No. ________________________ 2) AMC ___________________________ Folio No. ___________________________
3) AMC ________________________ Folio No. ________________________ 4) AMC ___________________________ Folio No. ___________________________
5) AMC ________________________ Folio No. ________________________
Investment(s) was made in mutual funds in the above Investment account when I was minor and the same was represented by
_____________________________________________ <Guardian Name>. As I have attained age of 18 years as on ____________________________, I request
to transfer all units in my name and remove the Guardian Name. Also update the following details in your records for all mutual funds held under the above
referred investment account.
Investor Particulars Bank Particulars
PAN* Bank Name*
Email Id Branch
Mobile No. A/c Type – A/c No*
Tel – Off Bank City
Tel – Res MICR Code (9 Digit)
Tax Status* IFSC Code (11 Digit)
Signature of First *Guardian’s Name *Bank Manager
Holder (Major)* Signature Signature
Documents attached:
Self-attested KYC acknowledgment copy*, Age Proof*, PAN card copy after Minor has attained (Majority)*, Cancelled Cheque with Name & Account number
*printed on it.
Attach any one of following:
Original Bank statement old & New A/c (Single A/c) / Copy of the Bank Statement showing A/c holder Name and A/c No. duly attested by the
relevant Bank Manager
Copy of Pass book showing A/c holder Name and A/c No. duly attested by the relevant Bank Manager (old & or after that date)
Some AMC’s would require separate request addressed to them containing folio No & Scheme Name.
Date of this letter & KYC acknowledgement should be the date of attaining the age of majority or after that date.
* mandatory
For Bank Use
Date and time of Acceptance _____________________ Date of input_________________________________
Receiver's stamp ________________________________ Signature verified by___________________________
Signature verified by ____________________________
Documents sent to CPC on _______________________ Authorized by_________________________________
Acknowledgement Slip
We acknowledge the receipt of customer modification instruction type __________________ from Mr. /Mrs. / Ms. _____________________ relating to customer
relationship number _______________________ under Service request number ________________________________
Date: _________________ Bank Official
For Kotak Mahindra Bank Ltd.,
(Sign and stamp)
Kotak Mahindra Bank Ltd. CIN : L65110MH1985PLC03813 Registered Office : 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051. www.kotak.com KMBL/Nov-2019/V 1.01
