The surviving member certificate serves as proof that the surviving member now owns the account or investment outright, and can manage it without interference from the deceased person’s estate or heirs. This can be important for accessing funds or assets held in the joint account, especially if the deceased person did not leave a will or estate plan.
To obtain a surviving member certificate, the surviving member will typically need to provide the financial institution with proof of the other account holder’s death, such as a death certificate. The exact requirements may vary depending on the institution and the type of account or investment involved.
In India, a surviving member certificate is issued by the revenue department of the state government to establish the legal heirship of a deceased person. The certificate is usually required to claim the assets or property left behind by the deceased person.
To obtain a surviving member certificate in India, you will need to follow these steps:
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- Collect the required documents: You will need to provide documents such as the death certificate of the deceased person, proof of identity of the applicant (such as Aadhaar card, PAN card, passport, etc.), proof of relationship with the deceased person (such as birth certificate, marriage certificate, etc.), and other relevant documents as per the rules of the state government.
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- Submit an application: You can obtain the application form for the surviving member certificate from the revenue department of the concerned state government or its official website. Fill in the form with the required details and attach the necessary documents.
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- Pay the fees: There is a nominal fee for obtaining the surviving member certificate, which varies from state to state. Pay the fee as specified by the revenue department.
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- Verification and approval: The revenue department will verify the details and documents submitted by you and conduct an inquiry to confirm the legal heirship. Once the verification is complete, the surviving member certificate will be issued to you.
The process of obtaining a surviving member certificate may vary slightly depending on the state government’s rules and procedures. You can contact the revenue department of your state or consult us to get more information about the process.
If you are looking to obtain a Surviving Member Certificate in Delhi, you can follow the below steps:
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- Visit the official website of the Delhi government’s Revenue Department: http://edistrict.delhigovt.nic.in/
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- Register yourself on the website by providing basic details such as name, email address, mobile number, etc.
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- Once registered, log in to the website using your login credentials.
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- Search for the option “Apply for Surviving Member Certificate” on the website.
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- Click on the option and fill in the application form with all the necessary details such as the name of the deceased person, date of death, relationship with the deceased person, etc.
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- Attach all the required documents such as death certificate of the deceased person, identity proof of the applicant, and other relevant documents.
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- Pay the applicable fee for the certificate, which can be done through the online payment gateway available on the website.
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- After submitting the application and payment, you will receive an acknowledgement receipt with a unique reference number. You can use this reference number to track the status of your application.
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- The application will be processed by the concerned department, and if all the documents are found to be in order, you will receive the Surviving Member Certificate through the online portal or by post.
Note: The process and requirements may vary depending on the specific circumstances and location, so it is always advisable to check the relevant official website or seek guidance from a government office for more detailed and accurate information.