How to change the name in the Zerodha account?

The name on the Zerodha account is fetched from the Income Tax Department (ITD) and not from the documents submitted to open an account, so the name may differ between the Zerodha account and the documents submitted. To update the name on the account as per the submitted documents, clients must first update the name on the ITD. To learn how to update the name on ITD, see How to update or make other corrections on PAN?

After the name is updated on the ITD, certain documents must be provided to Zerodha. The signature on these documents must match the signature provided while opening an account. To learn how to view the signature proof provided while opening an account, see How can the provided documents be checked after the account is opened?

The documents needed to change the name will vary depending on the reason for the name change:

The table below shows the documents required for the following corrections:

• • Spelling correction (For example, Avinas Chandra to Avinash Chandra)
  • Name interchange (For example, Ganesh Nayak to Nayak Ganesh)
  • Addition of middle name (For example, Varun Mahesh to Varun Siriyuru Mahesh)
  • Expanding initials and vice versa (For example, Shamu H to Shamu Haris)
    

  eSign the above forms and submit them by creating a ticket. To learn how to eSign, see How to eSign documents?

  • Name change due to marriage or divorce

  Changes in name due to marriage or divorce can only be updated offline. Courier the documents mentioned in the table below:

  • Account modification form and KYC (PDF).
    Sample copy (PDF).
  • If the existing name is changing, then provide Annexure B (PDF). For example, the name before marriage was Shruthi and it was changed to Sruthi after marriage.
    Sample copy (PDF).
  • Self-attested copy of the PAN.
  • self-attested copy of the address proof. If an Aadhaar is being submitted as proof, ensure a masked Aadhaar is submitted. To learn how to get the masked Aadhaar, see How to download masked Aadhaar?
  • Marriage or divorce certificate
    • A notarised copy of the marriage certificate or divorce certificate.
      
    • Self-attested copy of the passport showing the husband’s or father’s name.
    • Clients who reside in Karnataka and Punjab must provide an original newspaper publication or a photocopy that is notarised.
    • An original notarised copy of the publication of the name change in the official gazette. The old or existing name on the gazette must match the name on the PAN submitted while opening an account with Zerodha.
      Sample copy (PDF).
    • Change in name for any other reason

    Changes in the name for any other reasons can only be updated offline. Courier the documents mentioned in the table below:

    • Account modification form and KYC (PDF).
      Sample copy (PDF).
    • Annexure B (PDF).
      Sample copy (PDF).
    • Self-attested copy of the PAN.
    • Self-attested copy of the address proof. If an Aadhaar is being submitted as proof, ensure a masked Aadhaar is submitted. To learn how to get the masked Aadhaar, see How to download masked Aadhaar?
    • Clients who reside in Karnataka and Punjab must provide an original newspaper publication or a photocopy that is notarised.
    • An original notarised copy of the publication of the name change in the official gazette. The old or existing name on the gazette must match the name on the PAN submitted while opening an account with Zerodha.
      Sample copy (PDF).
    • Change in father or mother name

    Changes in the father or mother's name can only be updated offline. Courier the documents mentioned in the table below:

    • Removal of middle and last name

    The table below shows the documents required to remove the middle or last name:

    • Account modification form and KYC (PDF).
      Sample copy (PDF).
    • Annexure B (PDF).
      Sample copy (PDF).
    • Self-attested copy of the PAN.
    • Self-attested copy of the address proof. If an Aadhaar is being submitted as proof, ensure a masked Aadhaar is submitted. To learn how to get the masked Aadhaar, see How to download masked Aadhaar?
    • An original notarised copy of the publication of the name change in the official gazette. The old or existing name on the gazette must match the name on the PAN submitted while opening an account with Zerodha.
      Sample copy (PDF).

    Courier the documents to:
    

    Zerodha,
    153/154, 4th Cross, J.P Nagar 4th Phase,
    Opp. Clarence Public School,
    Bengaluru - 560078
    

    Once the forms are received, the name will be updated within 72 working hours. An account modification charge of ₹25 + GST is applicable for the name change.

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