Deceased Claim Forms
Deceased Claim settlement in case With nominee or with survivorship clause
| SR No | Deceased Claim settlement in case With nominee or with survivorship clause | |
|---|---|---|
| 1 | Claim form duly signed by the nominee(s) / survivor(s) - Annex 1 | Click here |
| 2 | Death certificate of the deceased depositor(s) | |
| 3 | Officially Valid Document (KYC) of the claimant (KYC) | |
| 4 | Copy of Death Certificate of nominee(s) (if applicable) | |
| 5 | Acknowledgement Receipt for deposit accounts - Annex 10 | Click here |
| Additional document - Mandatory for settlement of FD without premature withdrawal mandate. (MOP ERS/ARS/FRS) | ||
| 6 | NOC from legal heirs for premature closure of Term Deposits by Surviving holder - Annex 16 | Click here |
Deceased claim settlement in case where no nominee is registered/without survivorship but with legal representation/documents (irrespective of the amount)
| SR No | Deceased claim settlement in case where no nominee is registered/without survivorship but with legal representation/documents (irrespective of the amount) | |
|---|---|---|
| 1 | Claim form for accounts without nominee / survivorship clause - Annex 2 | Click here |
| 2 | Death Certificate of the account holder(s) | |
| 3 | Officially Valid Document of the claimant(s) | |
| 4 | Succession Certificate/Letter of Administration/Court order | |
| 5 | Acknowledgement Receipt for deposit accounts - Annex 10 | Click here |
| 6 | Inventory form and Acknowledgement for Safe Deposit Lockers (if applicable) - Annex 6 | Click here |
Deceased claim settlement in case where no nominee is registered/without survivorship and without legal representation
| SR No | Deceased claim settlement in case where no nominee is registered/without survivorship and without legal representation | |
|---|---|---|
| Settlement amount up to ₹ 2 crores | ||
| 1 | Claim form for accounts without nominee / survivorship clause - Annex 2 | Click here |
| 2 | Death Certificate of the account holder(s) | |
| 3 | Officially Valid Document of the claimant(s) | |
| 4 | Bond of indemnity - Annex 3 | Click here |
| 5 | Letter of disclaimer / No objection from non-claimant legal heir (if applicable) - Annex 4 | Click here |
| 6.a. | Legal Heir Certificate issued by a competent authority | |
| OR | ||
| 6.b. | Declaration regarding the legal heir(s) of the deceased depositor(s) by an independent person who is well known to the family of the deceased, is not a party to the claim - Annex 5 | Click here |
| 7 | Acknowledgement Receipt for deposit accounts - Annex 10 | Click here |
| Settlement amount above ₹ 2 crores | ||
| 1 | Claim form for accounts without nominee / survivorship clause - Annex 2 | Click here |
| 2 | Death Certificate of the account holder(s) | |
| 3 | Officially Valid Document of the claimant(s) | |
| 4 | Bond of indemnity along with surety - Annex 3 | Click here |
| 5 | Letter of disclaimer / No objection from non-claimant legal heir (if applicable) - Annex 4 | Click here |
| 6.a. | Legal Heir Certificate issued by a competent authority | |
| OR | ||
| 6.b. | Affidavit regarding the legal heir(s) of the deceased depositor(s) by an independent person who is well known to the family of the deceased, is not a party to the claim - Annex 5 | Click here |
| 7 | Acknowledgement Receipt for deposit accounts - Annex 10 | Click here |
Deceased Claim Settlement basis Will without dispute - Deposit Accounts
| SR No | Deceased Claim Settlement basis Will without dispute - Deposit Accounts | |
|---|---|---|
| 1 | Claim form for accounts without nominee / survivorship clause - Annex 2 | Click here |
| 2 | Copy of WILL | |
| 3 | Death Certificate of the account holder(s) | |
| 4 | Officially Valid Document of the claimant(s) | |
| 5 | Bond of indemnity - Annex 3 | Click here |
| 6 | Letter of disclaimer / No objection from non-claimant legal heir (if applicable) - Annex 4 | Click here |
| 7 | Acknowledgement Receipt for deposit accounts - Annex 10 | Click here |
Deceased Claim settlement of Lockers in case with nomination/survivorship mandate
| SR No | Deceased Claim settlement of Lockers in case with nomination/survivorship mandate | |
|---|---|---|
| 1 | Claim form for accounts with nominee / survivorship clause - Annex 1 | Click here |
| 2 | Inventory form and Acknowledgement for Safe Deposit Lockers - Annex 6 | Click here |
| 3 | Death Certificate of the account holder(s) | |
| 4 | Officially Valid Document of the claimant(s) | |
| 5 | Copy of Death Certificate of nominee(s) (if applicable) | |
Deceased Claim settlement of Lockers in case where no nominee is registered/without survivorship mandate and without legal representation/documents
| SR No | Deceased Claim settlement of Lockers in case where no nominee is registered/without survivorship mandate and without legal representation/documents | |
|---|---|---|
| 1 | Claim form for locker without nominee / survivorship clause - Annex 2 | Click here |
| 2 | Death certificate of the deceased locker hirer | |
| 3 | Officially Valid Document of the claimant(s) /beneficiaries | |
| 4 | Inventory form and Acknowledgement for Safe Deposit Lockers - Annex 6 | Click here |
| 5 | Letter of disclaimer / No objection from non-claimant legal heir (if applicable) - Annex 4 | Click here |
| 6 | Bond of indemnity with respect to delivery of contents of Safe deposit locker - Annex 8 | Click here |
| 7.a. | Legal Heir Certificate issued by a competent | |
| OR | ||
| 7.b. | Declaration/Affidavit, in sworn before a Notary Public / Judge / Judicial Magistrate regarding the legal heir(s) of the deceased depositor, by an independent person who is well known to the family of the deceased, is not a party to the claim - Annex 5 | Click here |
Deceased Claim Settlement basis Will without dispute - Safe Deposit Locker
| SR No | Deceased Claim Settlement basis Will without dispute - Safe Deposit Locker | |
|---|---|---|
| 1 | Claim form for locker without nominee / survivorship clause - Annex 2 | Click here |
| 2 | Death certificate of the deceased locker hirer | |
| 3 | Officially Valid Document of the claimant(s) /beneficiaries | |
| 4 | Inventory form and Acknowledgement for Safe Deposit Lockers - Annex 6 | Click here |
| 5 | Letter of disclaimer / No objection from non-claimant legal heir (if applicable) - Annex 4 | Click here |
| 6 | Bond of indemnity with respect to delivery of contents of Safe deposit locker - Annex 8 | Click here |
| 7.a. | Legal Heir Certificate issued by a competent | |
| OR | ||
| 7.b. | Declaration/Affidavit, in sworn before a Notary Public / Judge / Judicial Magistrate regarding the legal heir(s) of the deceased depositor, by an independent person who is well known to the family of the deceased, is not a party to the claim - Annex 5 | Click here |
Deceased Claim Settlement basis Will with dispute (deposit account/safe deposit locker)
| SR No | Deceased Claim Settlement basis Will with dispute (deposit account/safe deposit locker) | |
| 1 | Claim form for without nominee / survivorship clause - Annex 2 | Click here |
| 2 | Death certificate of the deceased locker hirer | |
| 3 | Officially Valid Document of the claimant(s) /beneficiaries | |
| 4 | Probate WILL/Succession Certificate/Letter of Administration/Court order | |
| 5 | Acknowledgement Receipt for deposit accounts - Annex 10 | Click here |
| 6 | Inventory form and Acknowledgement for Safe Deposit Lockers (if applicable) - Annex 6 | Click here |