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Deceased Claim : Accounts with nomination or joint holders


List of documents required for the settlement of a Savings/FD/RD/ ProprietorshipAccount, with a nomination or joint holder:

  1. Request Letter (Annexure 1)
  2. Death Certificate
  3. KYC proof of nominee
  4. KYC proof of Guardian and minor (if the minor is a nominee).

*Additional annexures, if applicable.

  1. Annexure 27 (Recovery of the outstanding amount of the loan or Credit Card)
  2. Annexure 7 (NOC from the Guardian for a minor nominee/kid’s account)
  3. Annexure 31 (NOC from the legal heir for premature closure of FD).

Terms and Conditions apply.

Deceased claim forms : Accounts without nomination or without survivorship clause


List of documents required for the settlement of a Savings/FD/RD/ Proprietorship Current Account, without nomination or survivorship clause:

Claim amount up to Rs 50,000.

  1. Request Letter (Annexure 2.1), to be signed by all the legal heirs
  2. Death Certificate
  3. KYC document of the claimant.

Claim amount from Rs 50,001 up to Rs 3 lakhs.

  1. Request Letter (Annexure 2), to be signed by the claimant
  2. Death Certificate
  3. Annexure 6 (Stamped and notarised Indemnity cum Affidavit, signed by all the legal heirs)
  4. Annexure 5 (Stamped and notarised Letter of disclaimer, signed by all the legal heirs)
  5. KYC document of the claimant.

Claim amount from Rs 30,0001 up to Rs 25 lakhs.

  1. Request Letter (Annexure 2), to be signed by the claimant
  2. Death Certificate
  3. Annexure 6 (Stamped and notarised Indemnity cum Affidavit, signed by all the legal heirs)
  4. Annexure 5 (Stamped and notarised Letter of Disclaimer, signed by all the legal heirs)
  5. Annexure 4.1 (Stamped and notarised Affidavit from two third party people)
  6. KYC document of the claimant
  7. KYC document of the third party person.

Claim amount above Rs 25 lakhs.

  1. Request Letter (Annexure 2), to be signed by claimant
  2. Death Certificate
  3. Succession Certificate or Letter of Administration or Probate WILL
  4. KYC documents of the claimant.

*Additional annexures, if applicable.

  1. Annexure 27 (Recovery of the outstanding amount of the loan or Credit Card)
  2. Annexure 7 (NOC from the Guardian for a minor nominee/kid’s account)
  3. Annexure 31 (NOC from the legal heir for premature closure of FD).

Terms and Conditions apply.