{"id":25205,"date":"2026-02-20T09:24:55","date_gmt":"2026-02-20T09:24:55","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=25205"},"modified":"2026-02-20T09:25:07","modified_gmt":"2026-02-20T09:25:07","slug":"what-are-the-documents-and-process-to-open-a-huf-account","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/what-are-the-documents-and-process-to-open-a-huf-account\/","title":{"rendered":"What are the documents and process to open a HUF account?"},"content":{"rendered":"\n<p>Opening a HUF (Hindu Undivided Family) account at Samco is done through the <strong>offline process<\/strong>. Please follow the steps below carefully.<\/p>\n\n\n\n<h3 id=\"step-by-step-process-to-open-a-huf-account-with-samco\" ><strong>Step-by-Step Process to Open a HUF Account with Samco<\/strong><\/h3>\n\n\n\n<h4 id=\"step-1-download-and-fill-the-form\" ><strong>Step 1: Download and Fill the Form<\/strong><\/h4>\n\n\n\n<p>You can download the <a href=\"https:\/\/www.samco.in\/samco-resources\"><strong>HUF Account Opening Form<\/strong><\/a> from our website. Fill in all required details, and ensure all signatures and HUF stamps (where applicable) are provided.<\/p>\n\n\n\n<h4 id=\"step-2-collect-huf-documents-self-attested\" ><strong>Step 2: Collect HUF Documents (Self-Attested)<\/strong><\/h4>\n\n\n\n<ul><li>HUF PAN Card (with HUF stamp and signature)<\/li><li>HUF Bank Proof (Latest 3-month bank statement with stamp\/signature OR cancelled cheque)<\/li><li>HUF Address Proof (Latest 3-month bank statement with stamp and signature)<\/li><li>HUF Income Proof (Latest 6-month bank statement OR latest ITR)<\/li><\/ul>\n\n\n\n<h4 id=\"step-3-collect-kartas-documents-self-attested\" ><strong>Step 3: Collect Karta\u2019s Documents (Self-Attested)<\/strong><\/h4>\n\n\n\n<ul><li>Karta\u2019s PAN Card<\/li><li>Karta\u2019s Address Proof<\/li><li>Karta\u2019s Recent Photograph<\/li><\/ul>\n\n\n\n<h4 id=\"step-4-collect-coparceners-documents-self-attested\" ><strong>Step 4: Collect Coparceners\u2019 Documents (Self-Attested)<\/strong><\/h4>\n\n\n\n<ul><li>PAN Card of each coparcener<\/li><li>Address Proof of each coparcener<\/li><li>Photograph of each coparcener<\/li><\/ul>\n\n\n\n<h4 id=\"step-5-additional-mandatory-declarations\" ><strong>Step 5: Additional Mandatory Declarations<\/strong><\/h4>\n\n\n\n<ul><li>FATCA Declaration<\/li><li>HUF Declaration<\/li><li>HUF Deed (legal document establishing the HUF)<\/li><\/ul>\n\n\n\n<h4 id=\"important-notes\" ><strong>Important Notes<\/strong><\/h4>\n\n\n\n<ul><li>All documents must be <strong>self-attested<\/strong>.<\/li><li>Ensure that <strong>names, PAN details, and signatures match exactly<\/strong> across all documents to avoid delays in processing.<\/li><\/ul>\n\n\n\n<h4 id=\"courier-the-documents\" ><strong>Courier the Documents<\/strong><\/h4>\n\n\n\n<p>Send the duly filled and signed form along with all required documents to:<\/p>\n\n\n\n<p><strong>Samco Securities Limited<\/strong><strong><br><\/strong>1004-A, Naman Midtown, 10th Floor<br>Senapati Bapat Marg, Prabhadevi (W)<br>Mumbai \u2013 400013<br>Maharashtra, India<\/p>\n\n\n\n<p>Once we receive your documents, they will be verified and your account will be activated within <strong>72 working hours<\/strong>, subject to successful verification.<\/p>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[2815],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/25205"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=25205"}],"version-history":[{"count":2,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/25205\/revisions"}],"predecessor-version":[{"id":25209,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/25205\/revisions\/25209"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=25205"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=25205"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=25205"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}