KYC & FATCA Forms
All official KYC and FATCA / CRS forms in one place — for individuals and non-individuals. Download, fill, and submit to complete your compliance requirements before investing.
Before You Begin
KYC is mandatory for all mutual fund investors as per SEBI regulations. If you are already KYC-compliant, you need not re-submit forms. You can check your KYC status at cvlkra.com or mfcentral.com.
KYC – Individual
KYC Application Form – Individual (CVL-KRA)
CVL-KRA standard KYC registration form for individual investors. Required for first-time mutual fund investors.
Download PDFKYC Application Form – Individual (CAMS-KRA)
CAMS-KRA standard KYC registration form for individual investors. Required for first-time mutual fund investors.
Download PDFFATCA / CRS Declaration – Individual (CVL / KFintech)
CVL-KRA & KFintech FATCA / CRS self-certification for individual investors to declare tax residency.
Download PDFFATCA / CRS Self-Certification – Individual (CAMS)
CAMS version of FATCA & CRS self-certification for individual investors.
Download PDFKYC – Non-Individual
KYC Application Form – Non-Individual (CVL-KRA)
CVL-KRA KYC form for companies, trusts, HUFs, partnership firms, and other non-individual entities.
Download PDFKYC Application Form – Non-Individual (CAMS-KRA)
CAMS-KRA KYC form for companies, trusts, HUFs, partnership firms, and other non-individual entities.
Download PDFFATCA / UBO – Non-Individual (CVL / KFintech)
CVL-KRA & KFintech FATCA and UBO declaration form for non-individual entities.
Download PDFFATCA / UBO – Non-Individual (CAMS)
CAMS FATCA self-certification and UBO declaration for non-individual entities.
Download PDFFATCA / CRS – Individual
FATCA / CRS Declaration – Individual (CVL / KFintech)
CVL-KRA & KFintech FATCA & CRS self-certification. Declares your tax residency status outside India.
Download PDFFATCA / CRS Self-Certification – Individual (CAMS)
CAMS FATCA & CRS compliance form. Declares tax residency status outside India if applicable.
Download PDFFATCA / CRS – Non-Individual
FATCA / UBO – Non-Individual (CVL / KFintech)
CVL-KRA & KFintech FATCA and Ultimate Beneficial Owner declaration for non-individual entities.
Download PDFFATCA / CRS Self-Certification – Non-Individual (CAMS)
CAMS FATCA & CRS form for companies, trusts, and partnerships to declare tax residency status.
Download PDFUBO Declaration – Non-Individual (CVL / KFintech)
CVL & KFintech Ultimate Beneficial Owner declaration — mandatory for all non-individual entities.
Download PDFUBO Declaration – Non-Individual (CAMS)
CAMS Ultimate Beneficial Owner declaration — mandatory for corporates, trusts, and HUFs.
Download PDFAdditional KYC Forms
KYC – Individual Full Form (CVL-KRA)
CVL-KRA complete individual KYC form for fresh registration including all sections and annexures.
Download PDFKYC – Individual Full Form (CAMS-KRA)
CAMS-KRA complete individual KYC form for fresh registration including all sections and annexures.
Download PDFKYC Non-Individual (CVL-KRA)
CVL-KRA comprehensive KYC form for corporates, trusts, HUFs, and partnership firms.
Download PDFKYC Non-Individual (CAMS-KRA)
CAMS-KRA comprehensive KYC form for corporates, trusts, HUFs, and partnership firms.
Download PDFImportant Note
All forms must be submitted with self-attested copies of identity and address proof documents. Ensure the form is filled in block letters using a black / blue pen. Incomplete or incorrectly filled forms will be rejected by the KRA.
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Contact UsDisclaimer: The forms and links provided on this page are for informational purposes only and are sourced from official regulatory bodies (AMFI, SEBI, CVL-KRA). F4 Finserv does not modify these forms in any way. Please verify the latest versions directly from the official AMFI or KRA websites. Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. F4 Finserv is an AMFI Registered Mutual Fund Distributor (ARN-339996).