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Nomination Forms
Deceased Claim Forms
Deceased Claim forms: With nominee or with survivorship clause
| Claim form for accounts with nominee / survivorship clause | Annex 1 |
| Death Certificate of the account holder(s) | |
| Copy of Death Certificate of nominee(s) (if applicable) | |
| Officially Valid Document of the claimant(s) | |
| Acknowledgement Receipt for deposit accounts | Annex 10 |
| Additional document - Mandatory for settlement of FD without premature withdrawal mandate. (MOP ERS/ARS/FRS) | |
| (No Objection Certificate (NOC) from the legal heir for premature closure of FD) | Annex 16 |
Deceased claim forms: Accounts without nomination or without survivorship clause
| Settlement amount up to ₹ 2 crores | |
| Claim form for accounts without nominee / survivorship clause | Annex 2 |
| Death Certificate of the account holder(s) | |
| Officially Valid Document of the claimant(s) | |
| Bond of indemnity | Annex 3 |
| Letter of disclaimer / No objection from non-claimant legal heir (if applicable) | Annex 4 |
| Legal Heir Certificate issued by a competent authority OR Declaration/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 |
| Acknowledgement Receipt for deposit accounts | Annex 10 |
| Settlement amount above ₹ 2 crores | |
| Claim form for accounts without nominee / survivorship clause | Annex 2 |
| Death Certificate of the account holder(s) | |
| Officially Valid Document of the claimant(s) | |
| Succession Certificate/Letter of Administration/Court order | |
| Acknowledgement Receipt for deposit accounts | Annex 10 |
| OR | |
| Claim form for accounts without nominee / survivorship clause | Annex 2 |
| Death Certificate of the account holder(s) | |
| Officially Valid Document of the claimant(s) | |
| Bond of indemnity along with surety | Annex 3 |
| Letter of disclaimer / No objection from non-claimant legal heir (if applicable) | Annex 4 |
| Legal Heir Certificate issued by a competent authority OR Declaration/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 |
| Acknowledgement Receipt for deposit accounts | Annex 10 |
Account with mode of operation as jointly (without survivorship mandate)
| With nomination - In the event of death of both / all joint account holders, the balance outstanding at the time of death of the depositors will be paid to the nominee | |
| Claim form for accounts with nominee / survivorship clause | Annex 1 |
| Death Certificate of the account holder(s) | |
| Copy of Death Certificate of nominee(s) (if applicable) | |
| Officially Valid Document of the claimant(s) | |
| Acknowledgement Receipt for deposit accounts | Annex 10 |
| Without nomination - In case of death of both/ all joint account holders, the balance outstanding will be paid jointly to the legal heir(s) of all the deceased depositors | |
| Claim form for accounts without nominee / survivorship clause | Annex 2 |
| Death Certificate of the account holder(s) | |
| Officially Valid Document of the claimant(s) | |
| Bond of indemnity | Annex 3 |
| Letter of disclaimer / No objection from non-claimant legal heir (if applicable) | Annex 4 |
| Legal Heir Certificate issued by a competent authority OR Declaration/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 |
| Acknowledgement Receipt for deposit accounts | Annex 10 |
| Settlement amount above ₹ 2 crores | |
| Claim form for accounts without nominee / survivorship clause | Annex 2 |
| Death Certificate of the account holder(s) | |
| Officially Valid Document of the claimant(s) | |
| Succession Certificate/Letter of Administration/Court order | |
| Acknowledgement Receipt for deposit accounts | Annex 10 |
| OR | |
| Claim form for accounts without nominee / survivorship clause | Annex 2 |
| Death Certificate of the account holder(s) | |
| Officially Valid Document of the claimant(s) | |
| Bond of indemnity along with surety | Annex 3 |
| Letter of disclaimer / No objection from non-claimant legal heir (if applicable) | Annex 4 |
| Legal Heir Certificate issued by a competent authority OR Declaration/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 |
| Acknowledgement Receipt for deposit accounts | Annex 10 |
Deceased Claim forms: Lockers with nomination/survivorship mandate
Deceased Claim forms: Lockers without nomination/survivorship mandate
| Claim form for locker without nominee / survivorship clause | Annex 2 |
| Death certificate of the deceased locker hirer | |
| Officially Valid Document of the claimant(s) /beneficiaries | |
| Succession Certificate/Letter of Administration/Court order | |
| Inventory form and Acknowledgement for Safe Deposit Lockers | Annex 6 |
| OR | |
| Claim form for locker without nominee / survivorship clause | Annex 2 |
| Death certificate of the deceased locker hirer | |
| Officially Valid Document of the claimant(s) /beneficiaries | |
| Inventory form and Acknowledgement for Safe Deposit Lockers | Annex 6 |
| Letter of disclaimer / No objection from non-claimant legal heir (if applicable) | Annex 4 |
| Bond of indemnity with respect to delivery of contents of Safe deposit locker | Annex 8 |
| Legal Heir Certificate issued by a competent | |
| OR | |
| 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 | Annex 5 |
Deceased Claim forms: Lockers operated jointly
| With nomination - In the event of death of both / all joint locker hirers, the nominee(s) will be allowed to access the locker and remove the contents | |
| Claim form for locker without nominee / survivorship clause | Annex 2 |
| Death certificate of the deceased locker hirer | |
| Officially Valid Document of the claimant(s) /beneficiaries | |
| Succession Certificate/Letter of Administration/Court order | |
| Inventory form and Acknowledgement for Safe Deposit Lockers | Annex 6 |
| Without nomination - In the event of death of both / all the joint locker hirers, all the legal heirs (or any one of them as mandated by all legal heirs) would be allowed to access the locker and remove the contents | |
| Claim form for locker without nominee / survivorship clause | Annex 2 |
| Death certificate of the deceased locker hirer | |
| Officially Valid Document of the claimant(s) /beneficiaries | |
| Succession Certificate/Letter of Administration/Court order | |
| Inventory form and Acknowledgement for Safe Deposit Lockers | Annex 6 |
| OR | |
| Claim form for locker without nominee / survivorship clause | Annex 2 |
| Death certificate of the deceased locker hirer | |
| Officially Valid Document of the claimant(s) /beneficiaries | |
| Inventory form and Acknowledgement for Safe Deposit Lockers | Annex 6 |
| Letter of disclaimer / No objection from non-claimant legal heir (if applicable) | Annex 4 |
| Bond of indemnity with respect to delivery of contents of Safe deposit locker | Annex 8 |
| Legal Heir Certificate issued by a competent | |
| OR | |
| 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 | Annex 5 |
Deceased Claim forms: Settlement basis Will without dispute
| Deposit Accounts | |
| Claim form for accounts without nominee / survivorship clause | Annex 2 |
| Copy of WILL | |
| Death Certificate of the account holder(s) | |
| Officially Valid Document of the claimant(s) | |
| Bond of indemnity | Annex 3 |
| Letter of disclaimer / No objection from non-claimant legal heir (if applicable) | Annex 4 |
| Acknowledgement Receipt for deposit accounts | Annex 10 |
| Safe Deposit Locker | |
| Claim form for locker without nominee / survivorship clause | Annex 2 |
| Death certificate of the deceased locker hirer | |
| Officially Valid Document of the claimant(s) /beneficiaries | |
| Inventory form and Acknowledgement for Safe Deposit Lockers | Annex 6 |
| Letter of disclaimer / No objection from non-claimant legal heir (if applicable) | Annex 4 |
| Bond of indemnity with respect to delivery of contents of Safe deposit locker | Annex 8 |
| Legal Heir Certificate issued by a competent | |
| OR | |
| 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 | Annex 5 |
Deceased Claim forms: Settlement basis Will with dispute (deposit account/safe deposit locker)
| Claim form for without nominee / survivorship clause | Annex 2 |
| Death certificate of the deceased locker hirer | |
| Officially Valid Document of the claimant(s) /beneficiaries | |
| Probate WILL/Succession Certificate/Letter of Administration/Court order | |
| Acknowledgement Receipt for deposit accounts | Annex 10 |
| Inventory form and Acknowledgement for Safe Deposit Lockers | Annex 6 |