General Trading Chat
- Thread starter timepass
- Start date
- Tags idle thoughts trading talk only
Every client has to give the fatca declaration and details every year.It is applicable to bank accounts,mutual fund accounts also...all it needs is a declaration and IT acknloldgement copy of latest IT returns...
I have received a mail from Zerodha and many mutual funds...I see no issue in giving this information .
Smart_trade
I have received a mail from Zerodha and many mutual funds...I see no issue in giving this information .
Smart_trade
Sir,
no issue in giving declaration and information. Last year also is given. Issue is with timing, Zero is sending mail yesterday at 2.30 and wants it to be uploaded by 30/04/2017. Link provided is for backoffice, once logged in to the site, no instructions where this documents are to be uploaded.
They should have woken up alteast one week in advance and provided proper format and link for uploading.
no issue in giving declaration and information. Last year also is given. Issue is with timing, Zero is sending mail yesterday at 2.30 and wants it to be uploaded by 30/04/2017. Link provided is for backoffice, once logged in to the site, no instructions where this documents are to be uploaded.
They should have woken up alteast one week in advance and provided proper format and link for uploading.
hi mb,
after logging to bo, go to profile, scroll down , u will find Financial proofs, click on it, fill the form, upload proof and save.
Agreed , that Zerodha has bungled this royally like all other things, but need to adjust with it. There is a saying, If u have a blind friend u need to drop him home.
Other brokers have made the document submission in a much better format. but all of them sent the mail yesterday.
Sent from my SM-G610F using Tapatalk
after logging to bo, go to profile, scroll down , u will find Financial proofs, click on it, fill the form, upload proof and save.
Agreed , that Zerodha has bungled this royally like all other things, but need to adjust with it. There is a saying, If u have a blind friend u need to drop him home.
Other brokers have made the document submission in a much better format. but all of them sent the mail yesterday.
Sent from my SM-G610F using Tapatalk
Oh, today I went to the banks to fill up Form 15H for my mother - Central Bank and SBI. Very different experiences at both the places.
In CBI, I had to of course fill up the form in duplicate, and then on the backside write down the FD No, date and amount; then I got shifted between 2 different bank staff, each of whom would make some notation on the form and revert me to the other fellow. Finally it got done.
In SBI, I was carrying the form I had saved from the last year. The form was half-filled and I approached the staffer about guidance for submitting it. The staffer asked me to hold it and punched some keys in his computer. The printer hummed and printed out the filled Form 15H with a record of all the FDs in my mother's name... No need for filling out any form !!!!!!! Mother just signed it, I was asked to get it xeroxed. Did it and submitted the form. Wait, that's not all, the staff then printed an acknowledgement, signed and stamped and gave it to us. The whole thing took about 15-20 minutes with most of it spent in getting the form xeroxed.
At CBI, I did not receive any acknowledgement, I was told that I have to fill out the form in triplicate and then receive one copy back as acknowledgement.
Received an SMS from SBI regarding the submission of form 15H within an hour of the whole process.
PS : This was my first pleasant experience at SBI, maybe because it was at a rural branch. But great experience. Keep it up SBI.
In CBI, I had to of course fill up the form in duplicate, and then on the backside write down the FD No, date and amount; then I got shifted between 2 different bank staff, each of whom would make some notation on the form and revert me to the other fellow. Finally it got done.
In SBI, I was carrying the form I had saved from the last year. The form was half-filled and I approached the staffer about guidance for submitting it. The staffer asked me to hold it and punched some keys in his computer. The printer hummed and printed out the filled Form 15H with a record of all the FDs in my mother's name... No need for filling out any form !!!!!!! Mother just signed it, I was asked to get it xeroxed. Did it and submitted the form. Wait, that's not all, the staff then printed an acknowledgement, signed and stamped and gave it to us. The whole thing took about 15-20 minutes with most of it spent in getting the form xeroxed.
At CBI, I did not receive any acknowledgement, I was told that I have to fill out the form in triplicate and then receive one copy back as acknowledgement.
Received an SMS from SBI regarding the submission of form 15H within an hour of the whole process.
PS : This was my first pleasant experience at SBI, maybe because it was at a rural branch. But great experience. Keep it up SBI.
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