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Application For Deceased Claim

The document is an application for a deceased claim from a bank account. It provides two annexures for different types of claims. Annexure A is for claims with a nomination on the account or a joint account with survivor rights. It requests closing the account and settling the balance to the nominee. Annexure B is for claims without a nomination. It requests payment to the legal heirs and provides details about the deceased and heirs to process the claim. Supporting documents like a death certificate and letter of indemnity are also requested.

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Tarundeep Kaur
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1K views3 pages

Application For Deceased Claim

The document is an application for a deceased claim from a bank account. It provides two annexures for different types of claims. Annexure A is for claims with a nomination on the account or a joint account with survivor rights. It requests closing the account and settling the balance to the nominee. Annexure B is for claims without a nomination. It requests payment to the legal heirs and provides details about the deceased and heirs to process the claim. Supporting documents like a death certificate and letter of indemnity are also requested.

Uploaded by

Tarundeep Kaur
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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(Annexure-A)

APPLICATION FOR DECEASED CLAIM.

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

From

_______________

_______________

The Business Unit Head,


The Jammu & Kashmir Bank Ltd:
Business Unit ______________________

Dear Sir,

Reg:- Deceased account of Shri/Smt__________________________________


Account No(s)________________________________________________

(Specify scheme with date, amount and due date)

I/We advise the demise of Shri/Smt_________________________on________________


He/She holds the above account(s) at your branch. The account/s is/are in the name(s)
of_____________________.

A. In case of Nomination.
I _______________________Son of/Daughter of Shri ____________________residing at
_____________________ am
I. The registered nominee in the above account(s).
II. The person authorized to recover the 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/We receive the payment as trustee
(s) of the legal heirs of the deceased

B. In the case of joint account.

I/We request you to delete the name of the 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 to us after verification.
Death Certificate issued by__________________________.
Identity proof (Required in Nomination cases) __________________________.

Place:_____________.
Date:______________.

Yours Faithfully,

Claimant(s)
(Annexure B)

APPLICATION FOR DECEASED CLAIM.


(To be used for cases other than Nomination/joint account with survivor clause)

From

------------------------
------------------------
------------------------
To
The Branch Head, The Jammu & Kashmir Bank LTD:
Business Unit__________________.

Dear Sir,

Reg: Deceased Account of Late Shri/Smt________________________________


Account No(s) _____________________________________________________
(Specify scheme with date amount and due date)

I/We advise the demise of Shri/Smt. __________________________ on _____________ He/She holds


the above account)s) at your branch. The account(s) is/are in the name of
__________________________________.

I/We lodge my/our claim for the balances with accrued interest lying to the credit of the above named
deceased clear who died intestate. I/We am/.are the legal heirs of the above named deceased and lodge
my/our claim for payment as per the banks rules and discretion. The relevant information above the
deceased and the legal heirs are as under:

1. Names (in full) of the parents of the deceased.

Father ________________________________________

Mother _______________________________________

2. Religion of the deceased: _______________________

3. Details of living (i) Husband (ii) wife (iii) Children (iv) Father (v) Mother (vi) Brothers (vii)
Sisters (viii) Grand Children. If Hindu joint family, the name and address of the Karta and
Coparceners with their respective age.

Full Name/Adress Occupation Relationship with Deceased Age


1._______________ _____________ _________________________ ____
2._______________ _____________ _________________________ ____
3._______________ _____________ _________________________ ____
4._______________ _____________ _________________________ ____
(Annexure B)
4. Name or Names of the Guardian/s of the minor children of the depositor
a) Whether Natural Guardian ___________________________________________
b) Whether Guardian appointed by the Court of Law in India, if so attach a certified copy or duly
attested copy of such order______________________________________________
(In whose custody the minor / minors is / are?
5. Claimant / s name / s and address in full.

(i) ___________________________________________
(ii) ___________________________________________
(iii) ___________________________________________
(iv) ___________________________________________
(v) ___________________________________________

I/We submit the following Documents. Please return the original death certificate to me / us after
verification:
1) Death Certificate (Original+ 1 Photocopy)issued by _________________________________

2) Letter of Indemnity.

I/We request you to pay the balance amount lying to the credit of the above named deceased to
__________________________________on my /our behalf.
I/We hereby solemnly affirm that the above statements are true and correct to the best of my / our
Knowledge and belief.

Place: Yours Faithfully

Date:
(Signature of Claimant(s)

S.No Name of Claimant Address Signature

01. ___________________ ____________________________ _________________


02. ___________________ ____________________________ _________________
03. ___________________ ____________________________ _________________
04. ___________________ ____________________________ _________________
05. ___________________ ____________________________ _________________
06. ___________________ ____________________________ _________________

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