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Annexure 1A 6.5% - GOI
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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.

Deceased Claim: List of Documents for the settlement of Lockers held, singly or operated jointly, by both the holders

1. Locker held singly with nomination: (Access will be allowed to the nominee. If the nominee is a minor, access will be allowed to the guardian)

  1. Request Letter for claim (Annexure 10)
  2. Copy of Death Certificate
  3. KYC Documents of the nominee
  4. Inventory of the articles made in the presence of the executor/administrator and survivor(s), and an independent witness (Annexure 17).

2. Locker operated jointly with nomination: (Access will be allowed to the survivor and the nominee jointly)

  1. Request Letter for claim (Annexure 10)
  2. Copy of Death Certificate
  3. KYC Documents of the nominee
  4. Inventory of the articles made in the presence of the nominee(s) and survivor(s), and an independent witness (Annexure 17).

3. Locker operated singly/jointly (Nomination is not available, and ‘Will’ is present)

(If operated singly, access will be given to the executor/administrator appointed by court, on the basis of the ‘Will’. If operated jointly, access will be given to the executor/administrator appointed by court, on the basis of the ‘Will’ and the surviving hirer)

  1. Request Letter  for claim (Annexure 11)
  2. Copy of Death Certificate
  3. Letter of probate ‘Will’ issued by court
  4. KYC Documents of the claimant
  5. Inventory of the articles made in the presence of the executor/administrator and survivor(s), and an independent witness(Annexure 17).

4. Locker operated singly/jointly (Nomination is not available and ‘Will’ is not present)

(Access will be allowed to the Legal Heir on establishing identity)

  1. Application from the claimant (Annexure 11)
  2. Letter of Disclaimer (Annexure 5)
  3. Copy of Death Certificate
  4. Indemnity (Annexure 14)
  5. Affidavit (Annexure 4.2)
  6. Inventory of the articles made in the presence of the legal heirs, and an independent witness (Annexure 17).

Deceased Claim: List of Documents for settlement of Lockers held in the modes ‘Either or Survivor’ / ‘Anyone or Survivor’

1. Locker with surviving hirers: (Access will be allowed to the surviving hirers)

  1. Request Letter for claim from all the surviving holders (Annexure 10)
  2. Copy of Death Certificate of the deceased holder(s).

2. Upon the death of all hirers, and if Nomination is available (Access will be allowed to the nominee)

  1. Request Letter for claim from the nominee (Annexure 10)
  2. Copy of Death Certificate of the deceased holder(s)
  3. KYC Documents of the nominee
  4. Inventory of the articles made in the presence of the nominee and survivor, and an independent witness (Annexure 17).

3. Upon the death of all hirers, and if Nomination is not available (Access will be allowed to the legal heir on establishing identity)

  1. Request Letter for claim, from claimant (Annexure 11)
  2. Letter of Disclaimer (Annexure 5)
  3. Copy of Death Certificate of the deceased holder(s)
  4. Indemnity (Annexure 14) / (Annexure 12)
  5. Affidavit (Annexure 4.2).
  6. Inventory of the articles made in the presence of the nominee/survivor, and an independent witness (Annexure 17).

Deceased Claim: PPF accounts

PPF deceased claim forms- Click here- then click under Form G

Deceased Claim: List of Documents for the settlement of Demat account

Mandatory: Death Certificate duly attested by the Notary Public/Gazette Officer/Original. In case the Death Certificate is issued abroad, then firstly it must be attested by the Indian embassy/Indian Consulate.

 

Documents required for Transmission – Joint Holder Case:

  1. Transmission Form duly filled and signed by the surviving holder
  2. In case the surviving holder has a Demat Account with another DP, then the Client Master List (CML copy) is required.

Documents required for Transmission - Nominee Case:

  1. Transmission Form duly filled and signed by the nominee. In case of more than one nominee, each nominee should submit a separate Transmission Form
  2. Account Opened before 2016 – Nominee Indemnity is required, in case nomination is opted by the beneficial owner (Only for NSDL Cases)
  3. Account Opened post 2016 – Any ID proof, submitted at the time of nomination, needs to be provided along with the Transmission Form
  4. If the Nominee’s Demat Account is with another DP, the Client Master List (CML) attested by the respective DP is required, with a signature and stamp
  5. Self-attested PAN Card copy of the nominee.

Documents required for Transmission (Without Nomination/Survivor) - Legal Heir with less than 5 lakh holdings:

  1. Transmission Form duly completed by the Legal Heir/s. In case of more than one Legal Heir, then each Legal Heir should submit a separate Transmission Form
  2. Letter of Indemnity executed on the non-judicial stamp paper of the appropriate value is applicable to the respective State Governments, supported by surety, as per the NSDL format. The Indemnity must be attested by a Notary/Magistrate, and Notary is to be done on all pages
  3. An affidavit attested by the Notary/Magistrate on a stamp paper of Rs 100, as per the NSDL format, and Notary is to be done on all pages
  4. No Objection Letter (NOC) signed by each Legal Heir separately, as per the NSDL format, and attested by a Banker's Verification
  5. In case the Legal Heir holder having a Demat Account is with another DP, then the Client Master List (CML copy) is required
  6. Self-attested PAN Card copy of the Claimant and NOC givers.

Documents required for Transmission (Without Nomination/Survivor) - Legal Heir with more than 5 lakh holdings:

  1. Transmission Form duly completed by the Legal Heir/s (mentioned in the court order). In case of more than one Legal Heir, each Legal Heir should submit a separate Transmission Form
  2. A copy of the Succession Certificate/Probate Will (applicable as per state wise) /Letter of Administration/Registered Will. Succession Certificate to be duly attested by the Notary Public/Gazette Officer, or through an order of a court of competent jurisdiction, where the deceased has not left a Will
  3. Where the deceased has left a Will, a copy of the Probate or Letter of Administration must be attested by a Notary Public/Gazette Officer
  4. In case the Legal Heir having a Demat Account is with another DP, then the Client Master List (CML copy) is required
  5. Self-attested PAN Card copy of the Claimant.