When a loved one passes away, managing their finances can be overwhelming—especially if they didn’t leave behind a nominee or joint account survivor. Thankfully, Axis Bank provides Annexure-5: Application for Deceased Claim to help legal heirs settle such accounts.
Let’s walk you through this form step-by-step with tips, icons, and visual highlights to make this process stress-free.
Step 1: Begin With Sender and Branch Details
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- Fill your details (as the legal heir or claimant) in the “From” section.
- Write the Bank’s Branch name in the “To” section.
Highlight:
Example:
From:Ravi Sharma
To:The Branch Manager, Axis Bank, Andheri East Branch
Step 2: Mention the Deceased’s Account Details
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Here you will:
- Write the deceased person’s name and account number(s).
- Mention the date of death and the full name(s) in which the account was held.
Highlight Tip: Make sure the name matches exactly with the ID and account documents.
Step 3: Family and Heir Information
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1. Parent Names
- Father’s Full Name
- Mother’s Full Name
2. Religion of the Deceased
3. List of Living Relatives
Fill out the table with:
- Full Names & Address
- Occupation
- Relationship to deceased
- Age
Visual Tip:
Use bullet points or checkboxes if filling digitally.
Step 4: Guardian Details (if minors involved)
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If any of the heirs are minors:
- Write the Guardian's Name
- Tick if they’re a Natural Guardian or Court Appointed
- Attach a court order (if applicable)
Also mention who has custody of the minor(s).
Step 5: Claimant Details
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List your full name(s) and address as the legal claimant(s). Add more rows if there are multiple claimants.
Step 6: Attach Documents
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The bank needs the following:
- Original & Copy of the Death Certificate
- Letter of Indemnity (Annexure-6)
- ID Proof (OVD) of legal heirs & sureties
- Account Closure Form
- Annexure-7 Receipt (post-settlement)
Note: Originals will be returned after verification.
Step 7: Declaration and Authorization
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You need to:
- Declare that you are aware of any outstanding dues.
- Authorize the bank to deduct any dues from the deceased’s balance before payment.
- Share your mobile number and email ID for updates.
Step 8: Final Signature and Submission
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At the end:
- Fill in Place, Date, and Sign the form.
- List the full names, addresses, and signatures of all claimants.
For Office Use Only
This section is for bank officials—leave it blank.
Visual Checklist of Required Documents
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Final Tips
- Use clear handwriting or type digitally for neatness.
- Keep extra photocopies of every document.
- Consult your branch if unsure—they may help with notarization or guidance.
