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) https://tradejini.com/wp-content/uploads/2023/09/TRANSMISSION_FORM_SOLE_HOLDER.pdf. If no nominee was designated, then (Transmission without nominee)https://tradejini.com/wp-content/uploads/2023/09/TRANSMISSION_WITHOUT_NOMINEE.pdf 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: 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 |
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