How to fill application for deceased claim bank of maharashtra 2025

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How to Fill Out the Application for Deceased Claim at Bank of Maharashtra

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your name and address in the designated fields. This information identifies you as the depositor.
  3. Next, provide the nominee's details, including their name, address, relationship to you, age, and date of birth. Ensure accuracy as this information is crucial for processing the claim.
  4. If the nominee is a minor, appoint a guardian by filling in their name, address, and age. Include the account number if they have an existing account with Bank of Maharashtra.
  5. Decide whether you wish to keep the nomination or not. If you choose not to nominate anyone, indicate your preference clearly.
  6. Sign or provide your thumb impression in the designated area. Remember that thumb impressions must be attested by two witnesses who should also provide their names and addresses.
  7. Finally, fill in the place and date at which you are completing this form before submitting it.

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Along with the Claim Application, Death Certificate and KYC Documents, the Claimants will have to execute (i) a letter of declaration, (ii) stamped and notarized affidavits from two independent persons well known to the family of the deceased and acceptable to the Bank or any account holders of the Bank known to the
I / We Request you to delete the name of 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. Please return the original to us after verification. I / We advise the demise of Shri/Smt.
The claimant(s) shall make a claim on the prescribed Claim Form (PNB 46-47) duly filled in signed by all the legal heirs in original, along with (a) death certificate in original, (b) details of the account, (c) legal representation like Succession Certificate, Letter of Administration, etc issued by Competent
Mention name of the deceased and date of expiry. In case person is missing/not traceable (i.e., whereabouts of person is unknown for more than 7 years an order/certificate of legal death/presumption of death may be issued by Court) mention date since missing.
The account is in the name(s) of : I/We lodge my/our claim for the balances with accrued interest lying to the credit of the above named deceased who died in testate. 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.

Facts about how to fill application for deceased claim bank of maharashtra

The application for a deceased claim with the Bank of Maharashtra is essential for beneficiaries to access funds in the event of the account holder's death, ensuring a smooth transition of assets.

Use cases of the form

Form filing requirements

How to submit the application for deceased claim bank of maharashtra?

Other important aspects to understand about completing how to fill application for deceased claim bank of maharashtra

Use cases of the form

This form is primarily required by individuals who are beneficiaries or nominees of a deceased account holder at the Bank of Maharashtra. Family members, such as spouses, children, or other relatives, may need to file this form to claim deposits left by the deceased. Additionally, legal representatives or executors managing the estate may also be involved in filing this claim on behalf of the beneficiaries.

Form filing requirements

To successfully file the application for a deceased claim, certain requirements must be met. The form should be submitted within a specific timeframe after the account holder's death, typically within one year. Necessary documentation includes a copy of the death certificate, proof of identity and relationship to the deceased, and any relevant bank statements.

  • A certified copy of the death certificate.
  • Proof of identity and relationship to the deceased (e.g., Aadhaar card, marriage certificate).
  • Completed application form DA1.

How to submit the application for deceased claim bank of maharashtra?

Submitting the application involves several steps that ensure all necessary information is accurately provided. Start by obtaining a blank DA1 form from your nearest Bank of Maharashtra branch or download it from their official website. Fill out all required fields carefully and gather supporting documents before submission.

  1. Obtain Form DA1 from your local Bank of Maharashtra branch or download it online.
  2. Complete all sections of the form with accurate details regarding both the deceased and nominee.
  3. Attach necessary documents such as a death certificate and proof of identity.
  4. Submit the completed form along with attachments at your nearest Bank of Maharashtra branch.

Other important aspects to understand about completing how to fill application for deceased claim bank of maharashtra

It is crucial to ensure that all information provided in Form DA1 is correct and complete to avoid delays in processing. If there are multiple nominees or complexities regarding estate distribution, consulting with a legal advisor may be beneficial. Additionally, keep copies of all submitted documents for your records.

  • The nomination can simplify claims but does not override will provisions if one exists.
  • 'Witness signatures' are mandatory if thumb impressions are used on forms.
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People also ask

Sir / Madam, This is to inform you that my (father / mother/ son / daughter/ sister), late Mr/Mrs. died on leaving behind following legal heirs. He / She had availed Housing /Mortgage loan/ OD of Rs.
I / We lodge my/our claim for the balances with accrued interest lying to the credit of the above named deceased 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.
Step 1: Start with the proper salutation, such as Dear [Branch Managers Name]. Step 2: State the purpose of the application to branch manager, such as opening a new account or applying for a loan. Step 3: Provide all necessary details related to the request, such as the type of account or loan required.

bank of maharashtra deceased claim form