• Letter/Request duly signed by the claimant or by the legal heir(s) Download letter format here (DOC,<200k)
  
• Death Certificate* of the deceased holder
  
• For value of Investments aggregating upto Rs. 1,00,000 including all Folios and Accounts.
  
• A copy of LHC (Legal Heirship Certificate) / Survivorship Certificate duly notarized (or)
  
• A copy of Notarized Will (i.e. executed/signed by the maker of the will but not probated) (or)
  
• Affidavit on Rs.100 stamp paper - clearly stating names of the legal heirs and confirming that there are no other heirs. – Dowload letter format*
  
• Indemnity Bond on Rs.200 stamp paper from claimant. - Dowload letter format* (DOC,<200k)
  
  (IB* required if any of the above documents are submitted)
• For value of Investments aggregating more than Rs.1,00,000 including all Folios and Accounts. Indemnity Bond is NOT required if any of the following documents are submitted
  • A copy of Succession certificate duly attested by a notary (or)
    
  • A copy of the Court Order duly attested by a notary (or)
    
  • A copy of Letter of Administration duly attested by a notary (or)
    
  • Probated Will duly attested by a notary
    
• "No Objection Letter" from all other legal heirs in original.*
  
• Signature of the claimant duly attested by the banker in Original - Dowload letter format*
  
• KYC Document – Mandatory irrespective of value of investments. (KYC Not applicable for transmission cum redemption)
  

Legal documents to be attested only by Gazetted Officer / Magistrate or Notarised by Notary Public.

Please note that all documents are to be executed on plain paper. Wherever stated so specifically, documents are to be executed on non-judicial stamp paper of the stated denomination. After completion, the required document should be submitted to any of our Investor Service Centers for resolution.