Scribd
Upload
464 views1 page

Application For Deceased Claim (To Be Used When Account Has Nomination or Is A Joint Account With Survivor Clause) From

This document is an application for claiming funds from a deceased person's bank account. It provides information on whether the account had a nomination or was a joint account. For nominee accounts, the registered nominee or minor's trustee requests the balance be settled in the nominee's name. For joint accounts, the remaining account holders request the deceased person's name be removed and the account continue under the same operating mode. The applicant submits photocopies of death and identity certificates for verification.

Uploaded by

allly
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
464 views1 page

Application For Deceased Claim (To Be Used When Account Has Nomination or Is A Joint Account With Survivor Clause) From

This document is an application for claiming funds from a deceased person's bank account. It provides information on whether the account had a nomination or was a joint account. For nominee accounts, the registered nominee or minor's trustee requests the balance be settled in the nominee's name. For joint accounts, the remaining account holders request the deceased person's name be removed and the account continue under the same operating mode. The applicant submits photocopies of death and identity certificates for verification.

Uploaded by

allly
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 1

APPENDIX-9

APPLICATION FOR DECEASED CLAIM


(To be used when account has nomination or is a joint account with survivor
clause)
From
___________________
___________________
___________________

To
The Branch Manager,
The South Indian Bank Ltd.
___________________ Branch

Dear Sir,
Re: Deceased Account Late Shri/Smt……………………..
Account No(s)……………

I/We advise the demise of Shri/Smt. _______________________ on______________.


He/She holds the above account(s) at your branch. The account is in the name(s)
of:____________________________________________________________
A. In case of Nomination
I,…………………………………………………son/daughter of Shri………………..………
residing at …………………………………………………………………………………………. am
(ii) the registered nominee in the above account(s).
(iii) the person authorized to receive payment on behalf of Master / Miss ………………………
who is the nominee in the above account(s) and is a minor as on the date of this claim.
Please settle the balance in the account in the name of the nominee. I receive the payment
as trustee of the legal heirs of the deceased.
B. In the case of joint account
I/We Request you to delete the name of deceased person and continue the account in my
/our name(s) with same mode of operations.
I/We submit photocopy of the following document(s) together with originals. Please return the
original to us after verification.

Death Certificate issued by ______________________


Identity proof (required in nomination cases) ________________

Place: Yours faithfully,


Date:

[(Claimant(s)]

You might also like