Inventory of the articles made in the presence of the executor/administrator and survivor(s), and an independent witness ( Annexure 9).Ĭopy of Will verified with original Will by BM/DBM.Īnnexure 4 – Affidavit and Indemnity from legal heirs andĪnnexure 12 – Indemnity Letter from claimant.Īnnexure 11 – Affidavit from witnesses to the will andĤ. If operated jointly, access will be given to the executor/administrator appointed by court on the basis of the ‘Will’ and the surviving hirer) (If operated singly, access will be given to the executor/administrator appointed by court, on the basis of the ‘Will’. Locker operated singly/jointly (Nomination is not available and ‘Will’ is present) Inventory of the articles made in the presence of the nominee(s) and survivor(s), and an independent witness ( Annexure 9).ģ. Locker operated jointly with nomination: (Access will be allowed to the survivor and the nominee jointly) If the nominee is a minor, access will be allowed to the guardian)Īcknowledgement & inventory of the articles made in the presence of the executor/administrator and survivor(s), and an independent witness (Annexure 9).Ģ. Locker held singly with nomination: (Access will be allowed to the nominee. Legal Heirship certificate along with Annexure 4(Stamped and notarised Affidavit & Indemnity, signed by all the legal heirs)Īnnexure 16 (NOC from the legal heir for premature closure of FD).ġ. Succession Certificate or Letter of Administration or Probate WILL Request Letter ( Annexure 2), to be signed by claimant Request Letter ( Annexure 2.1), to be signed by the claimantĪnnexure 4 (Stamped and notarised Indemnity cum Affidavit, signed by all the legal heirs) Request Letter ( Annexure 2.1), to be signed by all the legal heirsĬlaim amount from Rs 3,00,001 up to Rs 25 lakh.

List of documents required for the settlement of a Savings/FD/RD/ Proprietorship Current Account, without nomination or survivorship clause:

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