To change your name on your account, you'll first need to update the name on your PAN Card. Click here to know more.
If it's already updated on the PAN card, then follow the process below.
After the name is updated on the PAN Card, please download, fill out, and courier us physical copies of the forms and documents mentioned below.
- KYC Application Form (click to download)
- Annexure B (click to download)
For a change in the name on account of marriage or divorce (either):
- Self-attested PAN card copy with the new modified name (mandatory)
- Gazette Copy/Marriage Certificate/Divorce Certificate.
- Photocopy of the Aadhaar Card with a new modified name. Ensure that a masked Aadhaar is submitted. To learn how to get the masked Aadhaar, see How to download masked Aadhaar?
Please fill in the following details in the KYC Application form:
1. Upstox Client ID
2. Basic details - Mention the name as per the PAN card.
3. Photo with cross signature.
Once completed, please courier the forms and mandatory proofs to the following address:
KYC PROCESSING OFFICE ADDRESS:
Upstox Securities Pvt Ltd
Maxus Facility, 5th Floor
Near Temba Hospital,
Bhayander West, Thane- 401101.
Maharashtra.
Once we receive your courier, we will process your request within 2 to 3 working days.