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: 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