1. Application for Deceased claim (To be filled up when ...

1 1. Application for Deceased claim (To be filled up when account has nomination or MOP is ERS or Any One or Survivor )The Branch Manager From ICICI Bank Ltd. _____Branch _____ _____ Dear Sir, Deceased ACCOUNT - LATE SHRI/SMT _____ACCOUNT NO(S). _____ We advise the demise of Shri/Smt. _____ on _____. He/She holds the above account(s) in your branch. The account is in the name of:_____ .TickParticularsA. In case of Nomination: I am holding registered nomination in this account by the name of Shri _____ son/daughter of _____ residing at _____ B.

2 Nomination in this account is in name of minor by the name _____ son/daughter of _____ residing at _____ for whom i am a guardian by the name _____ son/daughter of _____ residing at _____. Please settle the balance in the account in the nominee name. C. Request you to delete the name of Deceased person and continue the account in the name all other joint account holders with same mode of operation. 2. We submit photocopy of the following documents together with original. Please return the original to us in due course. (Tick whichever is applicable) Certificate issued by proof in nomination cases documents of other account holders for conversion of the We note to give other documents required by you like stamped receipt for the amount to be paid, etc. in due course. 4. If the account holder was an ICICI Prudential Life Insurance policy holder, you will need to fill in the Claimant Statement Form available with the branch in-charge.

3 Please submit this form along with the following documents at your nearest ICICI Bank branch:1. Copy of Policy Document / Welcome Kit2. Copy of Death Certificate issued by Local Authority3. Claimant / Nominee current address and photo identity proof Yours faithfully, Signature Customer Acknowledgement Slip ( to be filled in by Branch Staff) Date : _ _ / _ _/ _ _ _ _ Received from _____ Account number _____, a request for Deceased claim settlement. ICICI Bank. _____ Branch Signature of Branch official with Bank Seal_____2. Application Form: Deceased claim ( To be filled at the time of conversion to Estate Account) From,_____To,The Branch Manager,ICICI Bank Limited,_____BranchDate:_____Dear Sir, Deceased ACCOUNT - LATE SHRI/SMT _____ACCOUNT NO(S).

4 _____. I/ We _____ _____ (relationship with Deceased ) of Shri/Smt _____( Deceased ) would like to inform the Bank, of the demise of Shri/Smt. _____ on _____. He/She holds the above account(s) at _____ branch. Following are the legal heir (s)/ Nominee for the account of the 's NameAddress2. I/ We submit photocopy of the Death Certificate issued by _____ along with the originals. I/ We note to give all other documents, as required by the Bank for the final settlementI/ We authorise the Bank to modify the account name as Estate of Late _____, where all pipeline flows (future credits) in the name of the Deceased would be We understand that withdrawal from the account will be book/Debit Card/ Internet Banking/phone banking access will not be given for the facility of Estate account will be available for a maximum period of 6 If the account holder was an ICICI Prudential Life Insurance policy holder, you will need to fill in the Claimant Statement Form available with the branch in-charge.

5 Please submit this form along with the following documents at your nearest ICICI Bank branch:1. Copy of Policy Document / Welcome Kit2. Copy of Death Certificate issued by Local Authority3. Claimant / Nominee current address and photo identity proofSincerely,(Signature)Customer Acknowledgement Slip ( to be filled in by Branch Staff)Date : _ _ / _ _/ _ _ _ _Received from _____ Account number _____, a request for Deceased claim settlement. ICICI Bank. _____ Branch Signature of Branch official with Bank Seal_____3. Application Form ( To be used for cases other than Nomination, ERS or Any one or survivior cases ) From _____The Branch Manager,ICICI Bank Limited,_____ BranchDear Sir, Deceased ACCOUNT - LATE SHRI/SMT _____ACCOUNT NO(S).

6 _____ We advise the demise of Shri/Smt. _____ on _____. He/She holds the above account(s) in your branch. We shall be glad if you please settle the balance amount in the Deceased depositor s account(s) to the following :Shri _____ son/daughter of _____ residing at _____ Shri _____ son/daughter of _____ residing at _____ submit photocopy of the following documents together with original. Please return the original to us in due course. (Tick which is applicable) Death Certificate issued by _____ Succession Certificate issued by _____ Affidavit signed by _____ Letter of Disclaimer from _____ Letter of Indemnity_____ Letter of Administration_____3. We note to give other documents required by you like stamped receipt for the amount to be paid, etc., in due If the account holder was an ICICI Prudential Life Insurance policy holder, you will need to fill in the Claimant Statement Form available with the branch in-charge.

7 Please submit this form along with the following documents at your nearest ICICI Bank branch:1. Copy of Policy Document / Welcome Kit2. Copy of Death Certificate issued by Local Authority3. Claimant / Nominee current address and photo identity proofSincerely,SignatureCustomer Acknowledgement Slip ( to be filled in by Branch Staff)Date : _ _ / _ _/ _ _ _ _Received from _____ Account number _____, a request for Deceased claim settlement. ICICI Bank. _____ Branch Signature of Branch official with Bank Seal_____4. Letter of Disclaimer (To be obtained when all are signing the claim form and authorising the Bank to pay the amount to any one of the legal heirs)The Branch ManagerICICI Bank Limited_____ BranchDate :-Dear Sir,_____ * Account the name of _____Balance With reference to the above account (s), I/we the following legal heirs of the late (name of the Deceased account holder) have to advise that we have no objection to your paying the balance amount lying in the above account(s) with you by means of a cheque favouring Such delivery of the payment of the balance in the above account (s) would be completely binding on us and we will not question the Bank s action in so doing, in any proceedings.

8 I/we also undertake to bind ourselves, our heirs and legal representatives not to revoke the declaration made herein. We also tender a stamped receipt signed by all of us as a valid No. Name of Legal heirs AgeRelation to the Deceased giving the disclaimer _____(Signature of legal heirs disclaiming the balance)Signed above Letter of Disclaimer before me _____ son of _____ residing at _____ _____ this day of _____ at _____(Signature of witness)_____*Fill in here the type of account viz. Term Deposit, Current Acknowledgement from Claimant for receipt of FundsRECEIPTR eceived with thanks from ICICI Bank Limited, _____ branch, a sum of Rs. _____ (Rupees _____ only) by Banker s Cheque dated _____ in favour of _____ in full and final settlement of my/our claim as successor/Survivor on the balance in _____ Account(s) No(s).

9 _____ standing in the name of the Deceased Late _____. I/We understand that this payment made to me/us is made only as a trustee of the legal heirs of the Deceased Late _____/Survivor. I/We do not have any other claim from the Bank :Date: (Signature Over a revenue stamp)6. DECLARATION in case funds are settled in favour of a Minor I,-------------------------- father and natural guardian of -------------------- hereby certify that the proceeds of your Banker s Cheque dated---------- favoring ------------- issued by you in settlement of the balance in account number ----------------- of Late--------------------will be utilized for the benefit of the minor faithfully,(Signature)7. Indemnity format (To be stamped as an indemnity. Stamp duty to as per applicable stamp Act. )LETTER OF INDEMNITY WITH RESPECT TO PAYMENT OF BALANCE IN THE Deceased CONSTITUENT S ACCOUNT WITHOUT PRODUCTION OF LEGAL REPRESENTATION ToICICI Bank Limited(1) Insert here names of the heirs of the Deceased to whom payment is made(2) State here the names of the heirs of the Deceased (including those who signed Letter of Authority)State here names of the sureties* the persons named in (1)

10 IN CONSIDERATION OF your paying or agreeing to pay to me/us _____ _____ the sum of Rupees _____ standing at the credit of _____ account with your Bank in the name of _____, since Deceased , without production of Letters of Administration or a Succession Certificate to his/her estate or a certificate from the Controller of Estate Duty to the effect that estate duty has been paid or will be paid or none is due, I/We _____ son of _____ and -_____ son of _____ and _____ son of _____ANDShri _____ son of _____ residing at _____ and Shri _____ son of _____ residing at _____ 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, losses, damages, charges and expenses which may be raised against or incurred by you by reason or in consequence of your having agreed to pay/or paying to * me/us the said sum as AND DELIVEREDby the above named_____(heirs of the Deceased )SIGNED AND DELIVEREDby the above named_____(Sureties)In witness whereof, we have hereunto set our hands at _____in the presence of _____ on this day of _____at Place_____Names and addresses of witnesses (Signature of witnesses)8.