The Surviving Holder(s) can transfer the securities to an account opened in their name only. Kindly send the following documents:
a) Transmission Form duly sign by the Surviving Holder(s). Format attached here
b) Account Closure Form duly sign by Surviving Holder(s). Format attached here
c) Original OR Copy of the death certificate of the deceased holder (s) duly notarized.
d) DPM Generated Client Master Report of demat account of Surviving Holder(s) duly dp stamp and sign
e) Declaration Letter 1. Format attached here
f) Declaration Letter 2. This is to be provided only in case Transaction done in account after death of holder along with DP Transaction Statement from date of Death to till date duly self-attested by client. Format attached here
g) Annexure for Details of Securities. Format attached here.
h) ID proof require of the surviving holder duly self-attested
i) Require cancelled cheque with IFSC code and pre-printed name of the claimant for fund payout.
Note 1 - In case name mismatched of Death holder (in Demat Records and Death Certificate) or /Nominee/Joint holder/ claimant then provide the Affidavit on Rs. 100/- stamp paper for name confirmation with mentioned all mismatched names.
Note 2 - If Claimant has provided the Digital Death Certificate copy then RM/Branch has to verify from the concerned website and attach the print Screen.