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INSTRUCTIONS / CHECK LIST FOR FILLING KYC FORM A. IMPORTANT POINTS: 1. Self attested copy of PAN card is mandatory for all clients, including Promoters×Partners×Karma×Trustees and whole time directors

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How to fill out kyc - part b

How to Fill Out KYC - Part B:

01

Start by obtaining the KYC - Part B form from the concerned organization or financial institution. This form is usually required for individuals who already have a KYC - Part A form on file.

02

Begin filling out the form by providing your personal details such as your name, date of birth, gender, and address. Ensure that the information you provide is accurate and matches the details mentioned in your KYC - Part A form.

03

Next, provide your contact details such as your mobile number and email address. This information is important for communication purposes.

04

The form may also require you to provide additional information like your occupation, income details, and educational qualifications. Fill out these sections accurately to the best of your knowledge.

05

The KYC - Part B form might include sections where you need to disclose your financial details, such as your bank account numbers, investments, and assets. It's crucial to provide accurate and up-to-date information in this section.

06

Make sure to sign the form at the designated space to certify the accuracy of the information provided.

07

Once the form is filled out, double-check all the information for any errors or missing details. Incorrect or incomplete information may delay the KYC verification process.

08

Attach any required supporting documents, such as proof of identity, proof of address, or any other documents requested by the organization or institution.

09

Submit the filled-out KYC - Part B form along with the supporting documents to the designated office or submit it through the prescribed online method, if applicable.

10

It is advised to keep a copy of the filled-out form and the supporting documents for your records.

Who Needs KYC - Part B:

01

Individuals who have completed the KYC - Part A process typically need to fill out KYC - Part B. This pertains to individuals who are already customers or clients of a financial institution, company, or organization.

02

Customers or clients who have had a change in their personal information or financial circumstances may be required to fill out KYC - Part B to update their records.

03

KYC - Part B may also be necessary for individuals who are applying for specific financial services, such as loans, credit cards, or investment products, depending on the requirements set by the institution.

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What is kyc - part b?

KYC - Part B is a form that collects additional information about the customer in order to complete the KYC process.

Who is required to file kyc - part b?

Any individual or entity opening a new bank account or making a significant transaction is required to file KYC - Part B.

How to fill out kyc - part b?

KYC - Part B can be filled out by providing the necessary information such as address proof, identity proof, and other details requested in the form.

What is the purpose of kyc - part b?

The purpose of KYC - Part B is to verify the identity of the customer and assess the risk associated with the customer to prevent money laundering and financial fraud.

What information must be reported on kyc - part b?

Information such as name, address, contact details, identity proof, and address proof must be reported on KYC - Part B.

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