Indian Bank Death Claim Form: How to Fill?

Are you wondering how to fill an Indian bank death claim form? This article will play a significant role in helping you with filling in the form details step-by-step and providing the related relevant information to make your task easier. 

By the end of this article, you will have the form of an Indian bank death claim. So, keep scrolling to understand the basic use of the form to the process of filling it.

But, before jumping to the step of filling the death claim form, you must know what exactly the death claim form is, what are the documents required, and in what condition the death claim form is used?

What is Death Claim Form?

A Death Claim form is an application provided by a bank that nominees use to inform the death of the account holder by providing his death certificate and other documents to withdraw the remaining balance or requesting a bank for the closure of the account. 

Usually, the nominees may be any close relative of the account holder like mother, father, husband, wife or children, or any other. You can download the death claim form and deposit it to the bank after filling the required fields in the form with all legal documents.

Steps to Follow and Documents Requirement for Death Claim in Indian Bank

  1. Photograph of the deceased person (you can click the photo after death)
  2. Inform Anganbadi centre and Panchayati secretary to initiate the procedure of making a death certificate. Usually, this process takes 3 to 7 working days.
  3. The process should be completed within 21 days if the deceased was a government employee.
  4. Visit court and ask any lawyer to make an affidavit. The lawyer will advise you for the further process.

If you are claiming the funds available in the account of a deceased person, you will have to buy a stamp from the legal shop. You can buy a stamp of 100 rupees if the fund is upto 10 thousand rupees in the account. Remember, stamp charges will cost according to the fund available in the deceased person’s bank account.

  1. So, after taking the stamp, affidavit, photograph, death certificate, and passbook of the account, You will have to visit the bank and ask for the death claim form.
  2. The bank also asks for the legal heirs to prove your relationship with the deceased person. Suppose you are a son or daughter of the deceased person. You can mention the name of your family tree, attach any legal document like a plot registry paper with the name of your ancestors or grandfather, which can prove your relation.
  3. Visit the ward commissioner’s office or “Pradhan.” they will attest to it. If you live in an urban area, then follow these steps to make a legal heir.
  • Visit the tehsildar office or district civil court.
  • And ask for the application form from the concerned officer.
  • Fill in the details, then
  • Attach the documents like aadhar card, ration card, death certificate
  • Submit the application
  • Then the revenue officer will verify the details
  • And you will obtain the certificate of the legal heir. The process may take upto 7 to 14 days.

4. Once, you obtain the document of the legal heir. Fill the form of death claim and submit it with all documents.

Also Read: Indian Bank Cash Withdrawal Slip: How to Fill?

Indian Bank Death Claim Form

How to Fill Indian Bank Death Claim Form?

Let see the step-by-step procedure of filling the death claim form.

  • First Read the instructions carefully.
  • After reading the instruction, fill in your name, address, contact number, email id, and date.
  • Fill in the name of the deceased person and date of expiry.
  • Write your name if you are the claimer. And write the date of expiry beside it. If the person is missing, you can fill in the date since they are not traceable.
  • In point no 2. Again you will fill in the name of the deceased person.
  • Provide the bank details like account number, funds present in the account, and the nature of the deposit, whether it was saving, FD, RD, or something else. You have to fill in the details in the given boxes.
  • If the deceased person had any locker in the bank, fill in the details like locker number and then the mode of holding in column 2b. 
  • Write the custody article receipt number, then fill in the details of the article, which includes what property was present in the locker, whether it was any legal paper or any other product.
  • Write, the deceased person’s name, mention the date since you are claiming to acquire the locker. Also, mention if the court has granted any probate. The probate is necessary if the Will is for immovable assets like land, building in multiple states. So, mention the court name, location, and date.
  • Just below it, you will see the three black rectangular boxes. In the first one, you have to write the date of the succession certificate, the name of the court, and then the location.
  • In the second rectangular box, mention the letter of administration number, date, who has issued this letter, and location.
  • In point number 4a, you have to fill in the date and place of death.
  • Mention the death certificate details like the certificate number, date of issue, and the authority. Keep the original copy with yourself for the verification process if necessary.
  • In point number 4c, mention the age of the deceased person.
  • Mention the marital status of the deceased person in point 4d, whether they were married, unmarried, or divorced.
  • Fill in the permanent address as per the account, like first mention the flat number or house number, street name, followed by village name or locality area. Mention the city or district name, state name, and city pin code.
  • Mention the religious belief in point number 4f.
  • After filling in these details, you will find a column for filling in the legal heir’s details, such as how many children are there of that deceased person. You will have to mention the name, age, relation, and permanent address.
  • In point number 4h, you have to fill in the details of any minor or natural guardian amongst the claimest. Write their name, date of birth, relation with a minor. Also, fill yes/no if any executing letter of disclaimer or not.
  • In point number 5, please write the name of any known person and mention the year, for how long they are known with your family.
  • The identifier will have to fill this declaration certificate to prove that you are the legal heir of the deceased person.
  • After that, he will mention his name and address. In the bottom corner of the box, the identifier will mention the date, place it along with their signature.
  • In point 6, You have to mention at least two names of the surety (ies). So, write the name and proper address. Don’t forget to mention the net worth too.
  • Mention your name, bank, and the branch
  • Write the name of the claimant and signature in the rectangular box. 
  • Mention location and date just below the rectangle box.
  • Submit this form to the bank representative by attaching all the legal documents and your aadhar card, ration card, address proof, photographs, etc.

The whole procedure from death to receiving the claimed property may take upto one month as you will have to go through the different legal procedures mentioned above.

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