--- title: Trust, HUF, or Other Entity slug: business-phone-system/trust-huf-or-other-entity docTags: createdAt: 2026-10-13T07:22:41.987Z --- Use this guide to complete business verification (KYC) for a Trust, a Hindu Undivided Family (HUF), or another entity type. You will confirm your PAN, upload a registration document and supporting documents, select a GST number, and send a verification link to an authorised signatory. The process takes about 3 to 5 minutes. All screenshots show masked data. Your screens show your own details. ## Before you start Keep these items ready: - The entity PAN (10 characters). - One registration document as a PDF, JPG, or PNG. The maximum file size is 10 MB. The portal accepts a Trust Deed (relevant pages), a Society or Section 8 registration, a government order, or other official proof that shows the entity name and address. - The GST number for billing, if the entity is registered for GST. If not, keep your GST exemption proof ready (PDF, JPG, or PNG, maximum 10 MB). - The full legal name, and the mobile number or email address, of an authorised signatory. This person must have legal authority to sign for the entity. :::BlockQuote **Note:** Upload a clear copy of the document. The portal reads the entity name and registered address from it. ::: ## Step 1 of 3: Confirm the PAN 1. Sign in to the Exotel portal. In the left menu, go to **My Account > Company Info**. 2. Click **Start Business Verification**. If an earlier verification is saved, click **Continue where you left off**. 3. On the **Verify your PAN** screen, enter the 10-character PAN in the **PAN Number** field. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/bErWApSib3CmtQwA_4tYE_upload.png) 4. Read the PAN safety notice and the consent notice below the field, then click **Verify PAN**. 5. Check the entity name on the **Is this your business?** screen. The entity type shows **trust**. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/NAozjCc1SqwqxS-zClJdz_upload.png) 6. If the name is correct, click **Yes, Continue**. ## Step 2 of 3: Confirm the business details ### Upload the registration document 1. On the **Business details** screen, click the upload area and select your document. The screen asks for the front side only. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/2cxM5Qzvh5dg1OkhFoFXs_upload.png) 2. Wait while the portal reads the document. The portal fills in the **Entity / business name**, **Registered address**, and **State** fields. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/NuRTt2yrL-dXz5nxjjTom_upload.png) 3. Check each field. Correct any value that is wrong. 4. If the **Pincode** field is empty, enter the pincode. 5. Select **I confirm these details match my uploaded document**. 6. Click **Continue**. :::BlockQuote **Note:** **Continue** stays inactive until you select the confirmation checkbox. ::: ### Upload additional documents 1. On the **Additional documents** screen, upload supporting documents. This step is optional. The screen suggests a full Trust Deed, Registration Certificate, Government Order, MoA, bylaws, or other evidence. Each file must be a PDF, JPG, or PNG of 10 MB or less. You can upload up to 10 documents. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/ZyyhzZhN7RebTDW-UmC6e_upload.png) 2. Click **Continue**. If you have no further documents, click **Skip**. ### Select the GST number 1. On the **Billing Details** screen, select the GSTIN for this account's billing. Each GSTIN shows its state and an **Active** label. To see more GSTINs, click **+ more GSTINs**. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/SjiGo9JNjazK3CleU3o76_upload.png) 2. Click **Continue**. ### If the portal finds no GST numbers If no GSTIN is registered for the PAN, the **Billing Details** screen shows the message "No registered GSTINs found for this entity. Please upload exemption certificate." 1. Upload your GST exemption proof as a PDF, JPG, or PNG. The maximum file size is 10 MB. Click the upload area, or drag the file onto it. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/SXJJrf6BurOg3NIAFnF-t_upload.png) 2. Click **Continue**. :::BlockQuote **Note:** If the GST details are wrong, click **GST details look wrong? Help me verify** to ask for help. ::: ## Step 3 of 3: Send the verification link For a Trust, HUF, or other entity, the portal does not list the signatory. You add the person manually. :::BlockQuote **Caution:** Send the link only to a person who is authorised to complete KYC for the entity. When you send the request, you confirm that the person is authorised. ::: 1. On the **Authorised Signatory** screen, the message **No Authorised Signatory Added** appears. Click **Add Signatory & Send KYC**. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/qB40wMmfvDe_RnwL7abi1_upload.png) 2. In the **Add Authorised Signatory** dialog, enter the **Full Legal Name**. This field is required. 3. Enter a mobile number, an email address, or both. You need at least one. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/6CR5oYDGS82SIJEKVlk_M_upload.png) 4. Click **Send KYC Link**. The signatory receives the link by SMS, email, or both. The signatory completes the verification without signing in to your Exotel account. ## Troubleshooting | Message or situation | Cause | Action | | ------------------------------------- | ------------------------------------------- | -------------------------------------------------------------------- | | "Enter a valid 10-character PAN" | The PAN format is incorrect. | Check the PAN and enter it again. | | "This PAN is inactive in tax records" | The PAN is deactivated. | Click **Help Me Verify**. | | "File must be under 10 MB" | The file is too large. | Compress the file or scan it at a lower resolution. | | "Please upload a PDF, JPG, or PNG" | The file format is not supported. | Convert the file to a supported format. | | The portal fills in wrong values | The scan read the document incorrectly. | Correct the values in the fields before you confirm. | | The portal cannot read the document | The scan failed. | Enter the details manually. | | "No GST numbers found for this PAN" | No GST registration is linked to the PAN. | Upload your GST exemption proof. | | A PAN or GST service is unavailable | The government service is temporarily down. | Click **Try Again**. After 3 failed tries, click **Help me verify**. | Your progress is saved. You do not need to start again. For other help, click **Help me verify**. The onboarding team contacts you within 24 hours. ## Next steps After you send the link, the **Company Info** page shows the verification status. See KYC Verification Indian Accounts for the status descriptions.