How Can We Help You?
How Can We Help Today?
Search for answers or explore topics below
Quick Links:
What is the process to claim shares and funds after the death of a Tradejini account holder?
To claim shares and funds after the demise of a Tradejini account holder, please follow these steps:
- Complete the Transmission Form if you are a nominee (Transmission with nominee). If no nominee was designated, then (Transmission without nominee) this form must be filled out.
- Submit the original or notarized Death Certificate.
- Provide a self-attested Holding Statement of the deceased account by the nominee or legal heir if no nominee was updated.
- Provide succession certificate (When there is no nomination).
- Mandatory to Furnish the PAN number of the deceased person.
- Self-attested copies of the nominee's PAN and Aadhaar.
For further assistance or inquiries, please connect with our support team by emailing to us at help@tradejini.com
Related Queries
Still feeling stuck?
Try searching for an answer first. If you still need help, create a ticket, and we'll get back to you soon.
