I want to change my name with the Mutual fund companies and KYC, how can I do this?

Things to be done by the customer before contacting us for the Name change :

1. Apply for the name change on the PAN card.

2. Once the new name is updated on the PAN card, the name in the bank records should be updated. 

3. Update the correct name on the Aadhar card(as KYC validation is required) Additionally, you are also requirem to share a copy of your PAN card with the updated name for verification purposes. Once verified, we will provide the list of documents needed for the name change process.

The name change process involves three steps:

1. KYC Modification

2. Updating the new name in the existing folios

3. Updating the new name in the Scripbox records

For updating the new name in KYC (7-10 working days) (Scanned and Physical Copies):

• Self-signed PAN

• Self-signed Aadhaar card 

• KYC form: Kindly affix your passport-size photo, sign across the same and also sign on the first and second page in the given slot (Applicant E sign and Applicant Wet signature). Please do not fill in any other details, we will do what is needed according to the documents you will share with us. Attached is the KYC form).

• If this is a post-marriage name change, you must share the Marriage Certificate with the Notarisation.

• Name Change Affidavit of Rs. 100/-

Note: The name change process is offline and we would need the physical documents to be attested by a scheduled Indian bank in India or from a Notary Public or by any Gazette Government Official and then couriered to our office address. 

We request you share the coloured scanned copies of the above documents for the name change via email for pre-verification. Post confirmation that documents are good to proceed, they are required to be couriered to our office address.

Office address: Scripbox India Pvt Ltd Indiqube @ The Leela Galleria, 3rd Floor, No. 23, Old Airport Road, Bangalore- 560008.

For updating the new name in existing folios(7-10 working days) (Scanned Copies): 

• New bank proof (either a cancelled cheque leaf/ bank statement) with the new name mentioned on it. If you are submitting a bank statement with your new name, it should be the latest bank statement with the recent three transactions along with the banker's attestation (Seal, signature, designation, name, and employee code)

• Name Change Request Letter (Manual form - which we share with the customer once the PAN with the new name is shared. The customer has to download the form, sign it (wet signature), and send it to us.

For updating the new name in your Scripbox account (1 working day): 

Once the new name is updated in the KYC as well as at the folios, the new name will be updated in the Scripbox records.

If we need any additional documents, we shall let you know accordingly. The change of name change usually takes 4 weeks from the time we have received the complete set of documents.