NEW CDSC ACCOUNT OPENING
Account Opening Procedure
Step 1: Download Account Opening Form
Download the Account Opening Form provided below. Read the instructions carefully before filling in the form before proceeding to the Form Submission section Below.
Step 2: Complete the Account Opening Form
Fill in all required sections accurately and clearly. Ensure that all details match those on your identification documents. Sign the form where needed.
Step 3: Prepare Required Documents
Please ensure the following documents are ready for upload: All documents must be clear, readable, and in PDF, JPG, or PNG format.
Completed Account Opening Form, Passport-size photograph (recent, clear, colour), National ID or Passport (front and back, clear and legible), KRA PIN Certificate and M-Pesa/Bank statement for one Month.
Step 4: Upload Documents
Proceed to the document upload section below. Upload each document in the respective fields provided.
Step 5: Submit Application
Review all uploaded documents for accuracy and completeness. Click Submit to complete your account opening request. You will receive a confirmation message once your application is successfully submitted.
Step 6: Verification and Approval
Our team will review your application and supporting documents. You may be contacted if additional information or clarification is required. Once approved, you will receive confirmation along with your account details.
NEW FORM SUBMISION SECTION
Individual accounts
- Recent passport-sized pictures. Pictures must be in colour.
- A copy of the National identity card/valid Passport/Alien certificate.
- A copy of the PIN Certificate
- M-Pesa/Bank Statement
Corporate accounts
- Recent passport pictures of all indicated signatories. Pictures must be in colour
- A copy of the Certificate of Incorporation/Registration.
- A copy of the ID/Passport of the Signatories.
- A copy of the Certified KRA Pin Certificate for the Signatories and the Entity
- CDS1 form to be Stamped on the Declaration part
- Recent CR12
- Board Resolution / Minutes to open CDS Account.
- M-Pesa/Bank Statement
- Recent Financial Statement
Junior Accounts
- Birth Certificate of a minor
- ID copy for the Guardian
- KRA Pin Certificate of the Guardian
- Two recent passport-sized pictures for the Minor and Guardian.
- Guardian M-Pesa/Bank Statement
