Tejas 24 July 2021

Sucession certificate requirements

Hi All,

Wanted to check if Succession certificate from court is required to be obtained for PF claim amount of Deceased person. Here the claiming person is family member and nominee also. Nomination isdone by deceased when he was alive. Relationship is also established through family tree issued by revenue department. What other documents are required for PF claims.

Your response and feed back is appreciated. Thanks in advance.

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2 Replies

srishti jain 26 July 2021

As per your query,

To withdraw the PF amount standing in the credit of a deceased employee, under the Public Provident Fund Scheme, 1968, an application (Form G) has to be submitted by the nominees or legal heirs to the respective Regional PF office.

1. An Application for withdrawal by Nominees/Legal Heirs under the Public Provident Fund Scheme 1968, has to be filled.

2. Along with the application, the following documents have to be enclosed-

Death certificate of the employee
Succession Certificate
Nationalised Bank’s Passbook of the nominees
Letter of indemnity
Affidavit
Letter of disclaimer
Proof of date of birth and identity of claimant(s) (either nominees or legal heirs) for pension benefits

3. The claimant should fill in all the details including, full name, address, relationship with the employee, place, and date of applying, and sign the documents in the designated places.

4. Two witnesses have to sign the Letter of indemnity in which their full names and addresses must be mentioned.

5. The Letter of indemnity, Affidavit, and the Letter of disclaimer is required to be attested by an Oaths Commissioner or a notary.

6. All the above said documents prepared by the applicants shall be together placed in an envelope, and sent to the Regional PF Office either directly or through the Employer.

Once submitted, the processing of the application may take over a month, after which the claims may get settled. The PF settlement process may take anywhere between 30 to 90 days.

Hope it helps,

Regards,

Srishti

Tejas 26 July 2021

Hi Srishti

Thanks for taking time and responding me.

Like to check again on Succession certificate here. Nomination is available and if there is no dispute here then why should we go lengthy process of getting succession certificate. Futher no objection is all given here. More over the person claiming is family member and relation is established through various government documents.

Who much the succession certificate cost here.

Regards,

Tejas Shah