Wednesday, April 24, 2013

Revised deceased claim forms for PO Savings Schemes

(1)
FORM FOR CLAIM OF BALANCE IN THE  SAVINGS  ACCOUNT   
                               OF DECEASED  DEPOSITOR
     (Application for closure of  Savings/RD/TD/MIS/NSS Account by Nominee/Legal Heirs)
To,
The Sr PM/PM/SPM
____________________________________________________________
Subject- Application for Withdrawal/ Closure of Account
Sir,                    
     I/We___________________________________________________________________________________________________________________________________________________________________________________    the Nominee(s)/Legal Heir(s) of Late Shri/Smt _____________________ __________________________________, the Depositor of the Savings/ RD/TD/MIS/NSS  Account No- __________________________________
_____________________________________________________________ _____________________________________________________________ standing at PO ________________ _______________________________ wish to Withdraw the entire amount standing to the credit of the deceased in the said account including interest admissible as per rules.
                                Please find enclosed:-
  I.      Certificate to the death of  the Depositor.
  II.     Pass Book of the Depositor.
*III.   Certificate in regard to the Death of the Nominee/Nominees appointed by the Depositor.
**IV.   Succession Certificate / Letter of Administration / Probate of  Will of the Deceased Depositor under the Provisions of the Indian Succession Certificate Act, 1925
@V.    Letter of Indemnity
@VI.  Affidavit
@VII. Letter of Disclaimer on Affidavit                                                                              
                                                                  
                     _______________________________________________
                     Signature or Thumb Impression of  Claimant / Legal Heirs
Date______________________
Place_____________________







                                                           (2)
Witness:
(1)______________________________(Signature)__________________________________________________________________________________________________________________(Name and Address)


(2)______________________________(Signature)__________________________________________________________________________________________________________________(Name and Address)
                                   (FOR USE OF POST OFFICE)
Witness Accepted

Signature of Sr PM/PM/SPM/BPM
(With Designation Stamp)

Withdrawal of Rs__________________________________________ only (Rs_____________________________________________________ only) is sanctioned which pertains to balance in the account of deceased inclusive of interest admissible as per rules.

                                                                                                               Signature of Sr PM/PM/SPM/BPM
                                                                                                                       (With Designation Stamp)




Received Cheque No ______________________ __________________   dated_______________________ for the sum of Rs______________only Rs_____________________________________________ _________only )
From _________________________________(Name of Post Office) as per details furnished above in the settlement of our claims.

Date__________________
Place_________________
                                      ________________________________________                                        
                                      Signature /Thumb Impression of the claimant(s)

*Delete wherever is not applicable.
**Strike off if there is valid nomination.
@To be produced by legal heirs, in absence of nomination(s) for claims exceeding prescribed limit of Rs 1 lac.
                                         
                                                         (1)
                                              ANNEXURE-I
                                  (LETTER OF INDEMNITY)
To,
The Postmaster
__________________________________________________(Name of the Post Office)

                               In consideration of your payment or agreeing to pay me/us ________________________________________________________ __________________________________________________________________________________________________________________________
[name(s) of the legal heir(s)], the sum of Rs_______________________only (Rupees__________________________________________________only)
Standing in the account No________________________ ___________ ___ under__________________________________________(name of scheme) with your Post Office in the name of _______________________________
without production of Letter of Administration  0r a Succesion Certificate to the estate of the deceased ________________________________________ (name of the depositor), I/we and we _______________________________ __________________________________________________________________________________________________________________________
_____________________________________________________  (sureties) do hereby for ourselves and our heirs , legal representatives, executors and administrators jointly and severally undertake and agree to indemnify you and your successors and assigns against all claims, demands proceedings , loss damage, charges and expenses which may be raised against or incurred by you by reason or in consequence of having agreed to pay / or paying me /us the sum as aforesaid.

                               In witness whereof we have hereunto set my/our hands at this ______ __________________ day of ________________________ in presence of witnesses.

                                         
                   ___________________________________________
            Signed and delivered by the above named heirs of the deceased.

                               






                                                        (2)
          Signed and delivered by the above named sureties,
                       (Signatures, names and addresses)

1._________________________________________________________________________________________________________________________

2._________________________________________________________________________________________________________________________

                                 Signatures, names and addresses of witnesses,

1._________________________________________________________________________________________________________________________

2._________________________________________________________________________________________________________________________



ATTESTED
NOTARY PUBLIC


                                                        
                                                     



















                                                              (1)
                                                   ANNEXURE-II
                                                        (Affidavit)
To,
The Postmaster,
________________________________________(Name of the Post Office)
                                   I/we__________________________________________________________ __________________________________________________________________________________________________________________________
Husband/ wife of Late ___________________________________________ aged__________,aged____________,aged___________,aged____________
aged_____________ and aged _______________ sons/daughters of said Late ________ _______________________________________ ,resident of _____________________________________________________________ _____________________________________________________ do hereby declare and solemny affirm as under :
(1)  That I/we am/are the only heir(s) of the deceased ________________  __________________________ who died at ____________________ on______________________ I/we alone represent the estate of Shri/Smt_________________________________________________
(2)   That  the deceased ______________________________________ did not leave any will and therefore I/we are the only successor(s) to the estate of the said deceased.
DEPONENTS                                 1.__________________________________________________
                                 2.__________________________________________________
                                 3.__________________________________________________
                                 4.__________________________________________________
                                 5.__________________________________________________
                                 6.__________________________________________________
                                                                                                                   
                                                                                                                 DEPONENTS
  


                                                      (2)
Verification: I/we ,the above named deponents do hereby on solemn affirmation in _____________________________( name of place ) that the contents of this affidavit are true to the best of  my/ our knowledge and nothing materials have been concealed.
 Date_______________________
                                      
                                 1.__________________________________________________
                                 2.__________________________________________________
                                 3.__________________________________________________
                                 4.__________________________________________________
                                 5.__________________________________________________
                                 6.__________________________________________________
                                                                                                                                                                          
                                                                                                                  DEPONENT
ATTESTED

OATH COMMISSIONER








                                                  










                                                           (1)
                                              ANNEXURE III
                    (LETTER OF DISCLAIMER ON AFFIDAVIT)
To,
The Postmaster,
_________________________________________(name of the Post Office)
                             I/we (i)___________________________________________________ Husband/wife of _______________________________________,Resident of  ___________________________________________________________
_____________________________________________________________ (ii) _______________________son/daughter of ______________________ (iii) _______________________son/daughter of _____________________ (iv) _______________________son/daughter of ______________________ (v) ___________ ____________son/daughter of ______________________ (vi) _______________________son/daughter of ______________________
                            do hereby declare and solemnly affirm as follow:
(1)  That Shri/Smt ___________________________________ in estate on leaving behind us _________________________________his/her only heirs.
(2)  That I/we _________________________________heir(s) of our Late father/mother for my/ourselves and on behalf of my/our heir(s), executors, representatives and assigns to hereby relinquish our claims to the balance of Rs________________________________________
in account No ____________________________________________ ________________________________________________________       of ________________________________________(name of scheme)
at ____________________________________( name of Post Office) in the name of the estate of the objection whatsoever in the balance in the above referred account(s) together with interest, if any, accrued thereon being paid by the Post Office to Shri/Smt:
                               1.______________________________________________
                               2.______________________________________________
                               3.______________________________________________
                                             
          4.______________________________________________
                               5.______________________________________________
                               6.______________________________________________

                                                                                                         
                                                 (2)
DEPONENT VERIFICATION: I/we the above named deponents do hereby verify on solemn affirmation that the contents of this affidavit are true to the best of my knowledge and nothing material has been concealed .
Dated _____________________
                               1.______________________________________________
                               2.______________________________________________
                               3.______________________________________________
                                            
          4.______________________________________________
                               5.______________________________________________
                               6.______________________________________________

                                                                                                          DEPONENT
                            I identify the deponent(s) who is/are personally known to me and who has /have signed in my presence
Dated______________________

OATH COMMISSIONER