What are the documents required to open a partnership account?

Here’s a list of documents required to open a partnership trading & demat account:

Document Type	Requirements	Sample PDF
Account Opening Form	AOF required with Firm’s seal & signature along with all the Partners individual KYC.	Sample AOF PDF
Partnership Firm's PAN	Copy with the firm’s seal and authorized partners’ signatures.
Firm's Address Proof	Utility bill, bank statement, rent agreement, with firm seal and partner signatures.
Partners’ PAN	Self-attested PAN copies of all partners.
Partners’ Address Proof	Self-attested passport, Aadhaar, or driving license of all partners.
Bank Proof	Cancelled cheque with firm’s name, or latest 3-month bank statement/passbook showing a/c no., MICR, IFSC.
Partnership Deed	Partnership Deed (Notarized only) with seal & signature.
Balance Sheet / Net-Worth Certificate	Last 2 years audited and CA-attested.
Balance Sheet / Net-Worth Certificate	New firm: net-worth certificate + income tax declaration on letterhead.
Certificate of Registration	If registered firm, submit a copy.
Authorized Signatory List	With specimen signatures, seal and signed photographs. - on firm’s letter Head : PDF	Sample PDF
List of Partners	On firm’s letter Head with seal & signature.PDF	Sample PDF
F&O & Commodity Income Proof	Anyone: 6-month bank statement, Balance sheet with audited P&L, net-worth certificate.
UBO Annexure	UBO required with seal & signature PDF	Sample PDF
FATCA Declaration	Foreign Account Tax Compliance Act declaration form.
Declaration Letter	On firm’s letter Head with seal & signature.PDF	Sample PDF
Authorization Letter	On firm’s letter Head with seal & signature. PDF	Sample PDF