One of joint holder expired. Please let me know process to close the account and transfer the funds?
a) Account Closure Form duly sign by Surviving Holder(s). Format attached here
b) Original OR Copy of the death certificate of the deceased holder (s) duly notarized.
c) Declaration Letter 2 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
d) 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 concern website and attach the print Screen.