In case of death of one or more Joint Holders the securities are transferred to the surviving holder, to claim for the securities surviving holder needs to submit the following documents as 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 and Signed by the Claimant) (RI -Click Here to download the form, NRI – Click Here to download the form) (Separate form for each Joint Holder in case of multiple Joint Holders)

3. One photograph of all the claimants/Joint holder/s

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 all the holders

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-A Trade Indemnity Bond (Annexure IE) would be required if there are any transactions made in the account post the day of death 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. In cases where there is a name mismatch between the DP records and documents of claimant/deceased, it is mandatory to submit a name mismatch affidavit on Rs. 100 stamp paper.

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