What is the procedure for a nominee to claim funds and securities of a deceased Geojit client?


For the transmission of funds and securities in the event of the death of (all) account holders, the assigned nominees are required to: 


Sl No.
Requirements
1.
Open new individual demat account(s) in the nominee(s) name(s).
If they have a Demat account with another broker, a signed DP Client Master List (with the broker seal) of each nominee can be submitted to transfer balances to that account.
2.Clear AMC and dues (if any).
3.
Submit the following documents:

ii.  Due Diligence & Notifier Intimation Forms from the Joint account holder(s)/Nominee(s)/Legal Representative(s)/Family Member/Notifier. 

iii. Notifiers self-attested ID proof

iv. Self-attested copy of PAN
v. A copy of the Death Certificate, attested by a Notary Public or Gazetted Officer
vi. Holding Statement signed by the claimants (nominees)


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