My Nominees | Legal Heirs as on June 13, 2025

Investments

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Add Nominee | Legal Heir for an Investment

Name of investment
The date the investment tenure ends
Selected Value: 1
Whether multiple nominees are present
The complete name of the nominee
Selected Value: 1
If multiple nominees are listed, the percentage of the asset each nominee should receive
The nominee’s relationship to you
Details of benefit to be bequeathed to the nominee
Selected Value: 1
Whether multiple legal heirs are present
The complete name of the legal heir(s)
Selected Value: 1
If multiple legal heirs are listed, the percentage of the asset each legal heir should receive
The legal heir’s relationship to you
Details of benefit to be bequeathed to the legal heir
Settlement procedure
The detailed step-by-step procedure to claim the benefit by a nominee or legal heir
Click or drag a file to this area to upload.
Upload documents to furnish for successful claim-settlement, like Date of birth, Identity proof, Address details, etc of the nominee or legal heir

Insurances

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Add Nominee | Legal Heir for An Insurance Policy

Name of insurance
The date the insurance term ends
Selected Value: 1
Whether multiple nominees are present
The complete name of the nominee
Selected Value: 1
If multiple nominees are listed, the percentage of the insurance-benefit each nominee should receive
The nominee’s relationship to you
Details of benefit to be bequeathed to the nominee
Selected Value: 1
Whether multiple legal heirs are present
The complete name of the legal heir
Selected Value: 1
If multiple legal heirs are listed, the percentage of the insurance-benefit each heir should receive
The legal heir’s relationship to you
Details of benefit to be bequeathed to the legal heir
Settlement procedure
The detailed step-by-step procedure to claim the benefit by a nominee or legal heir
Click or drag a file to this area to upload.
Upload documents to furnish for successful claim-settlement, like Date of birth, Identity proof, Address details, etc of the nominee or legal heir

Assets

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Add Nominee | Legal Heir for an Investment

Name of investment
The date the investment tenure ends
Selected Value: 1
Whether multiple nominees are present
The complete name of the nominee
Selected Value: 1
If multiple nominees are listed, the percentage of the asset each nominee should receive
The nominee’s relationship to you
Details of benefit to be bequeathed to the nominee
Selected Value: 1
Whether multiple legal heirs are present
The complete name of the legal heir(s)
Selected Value: 1
If multiple legal heirs are listed, the percentage of the asset each legal heir should receive
The legal heir’s relationship to you
Details of benefit to be bequeathed to the legal heir
Settlement procedure
The detailed step-by-step procedure to claim the benefit by a nominee or legal heir
Click or drag a file to this area to upload.
Upload documents to furnish for successful claim-settlement, like Date of birth, Identity proof, Address details, etc of the nominee or legal heir
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