In case of death of the Joint holder and there are no Nominees or Nominee opted out, the surviving Joint Holder/s can claim for the securities by submitting the following documents at any of the nearest Axis Bank branch after obtaining an In-Person Verification (IPV) & Original Seen Verification stamp on the copies from the branch personnel, you can also courier the documents to the mailing address given below:

1. Name deletion of Joint holder/s Transmission form (Click Here to download)

2. KRA Registration Form (Duly filled & Signed by the Claimant) (Click Here to download the form, NRI – Click Here to download the form)

3. One photograph of all the claimants in case of multiple Joint holders

4. Original or Notarized Death certificate (Should be Notarized by a Gazetted officer or by a Notary Public)

5. Self Attested PAN card and Address Proof Copy of the Joint Holder/s

Mailing Address:

Axis Securities Ltd.

Unit No. 1001, 10th Floor, Level – 6,

Plot No. 4/TTC, Q2 Building,

Aurum Q Parc,

Thane Belapur Road,

Ghansoli, Navi Mumbai-400710

Once we receive the documents the Transmission process will be completed in 7 working days if no rejections found.

Please Note:

If any transaction is done on the account post the day of death: As seperate Trade Indemnity Bond (Annexure IE) would be required if there are any transactions made in the account post the day of death for all cases made on a non-judicial stamp paper of Rs.500/- from all the legal heir(s) / claimant(s) to whom the securities are transmitted duly verified by a Magistrate / Notary & it should be in the favour of Axis Securities.

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