This is a reference format, not legal advice. Some banks and revenue/municipal offices accept this affidavit directly; others require an official Legal Heir Certificate from the Tehsildar instead, a succession certificate for property, or a joint affidavit signed by all heirs. Confirm your specific bank/authority's requirement before relying on this format.
When You Need This
Claiming a deceased family member's bank account, fixed deposits, or provident fund balance when there was no nominee registered - most banks ask for a legal heir affidavit (or an official Legal Heir Certificate) alongside the death certificate before releasing funds.
Enter Your Details
Answer a few quick questions and we'll generate a properly worded affidavit below - typed straight into the document, no leftover "[deceased's name]"-style placeholders when you print.
Click anywhere in the document above to fine-tune the wording before printing - the verification/notary date and place are left blank on purpose, since those are only decided when you're at the notary's office.
Confirm with your bank/authority whether they need this affidavit, an official Tehsildar-issued Legal Heir Certificate, or both.
Buy non-judicial stamp paper of the value your bank/notary requires - this varies by state and bank.
Sign it in front of a Notary Public - do not sign it beforehand. If your bank requires all heirs to sign jointly, arrange that before notarizing.
Submit along with the death certificate, proof of relationship, and your own ID proof.
Frequently Asked Questions
Most commonly to claim a deceased family member's bank account, fixed deposits, or provident fund balance when there was no nominee registered, or when the bank/authority asks for one alongside the nomination - it's also commonly required for property mutation or transferring ownership of a deceased person's property to their legal heirs. It lists who the legal heirs are and is submitted along with the death certificate.
Yes - the Purpose field lets you describe exactly what you're using it for, so you can word it for property mutation, transferring ownership records, or any other legal-heir purpose instead of a bank claim. That said, property transfers can also require a separate succession certificate or probate depending on the property's value and your state - confirm what your local municipal/revenue office and any co-heirs require before relying on the affidavit alone for a high-value property transfer.
No - a Legal Heir Certificate is issued by the Tehsildar/Revenue authority after their own verification, and is generally considered stronger proof. This affidavit is a sworn self-declaration you (or all heirs jointly) make, which many banks accept directly for smaller-value claims, but some banks or high-value claims specifically require the official Tehsildar-issued certificate instead - check with your specific bank/authority first.
Often yes - many banks require either a joint affidavit signed by all legal heirs, or a No-Objection Certificate from the other heirs if only one heir is claiming. Check your specific bank's claim settlement process, since this varies by bank and by claim amount.
Typically the deceased's death certificate, proof of relationship (ration card, family register, or similar), and the claimant's own ID proof - alongside the bank's own claim form. Exact requirements vary by bank and by the value of the claim.
This varies by state and by bank - commonly Rs. 20-100 non-judicial stamp paper is used, and some banks require it on their own letterhead-style format instead. Confirm the exact requirement with your bank or the concerned authority before executing it.