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Settlement of Claims

Operational Procedure for Settlement of Claims of Deceased Depositors and Return of Articles in Safe Deposit Lockers/Safe Custody

Settlement of Claims in respect of deceased Depositors Check-list of Documents

Claims Document obtained : Yes/ No
  1. Accounts with Nomination clause:
(i) Application for Deceased Claim from Nominee/Guardian of nominee (Annexure-3)  
(ii) Copy of Death Certificate (Verified with original)  
(iii) Identity proof (as defined in Part= 5)  
  2. Joint Accounts with Either of Survivor clause:
(i) Application for Deceased Claim from Survivor(s) (Annexure - 3)  
(ii) Copy of Death Certificate (Verified with original)  
  3. For cases other than Nomination/ Joint Accounts with survivor clause: (for amounts upto threshold limit)
(i) Application for Deceased Claim (Annexure - 4)  
(ii) Copy of Death Certificate  
(iii) Letter of Indemnity signed by claimant(s) (Annexure - 5)  
  4. Receipt (Annexure - 6)

Click here to download formats to be filled in by claimants

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