Frequently Asked Question

In the event of the Karta’s death, the new Karta along with the co-parceners or members of the HUF must submit the following documents to initiate the change:

• Non-individual KYC Form (PDF): Filled with the HUF's seal and signatures. Photographs of the new Karta and co-parceners must be affixed.
• Account Modification Form (PDF): To be signed and stamped by the HUF, specifically in Column F only.
• Successor Certificate: Signed by the new Karta and major co-parceners/members with the HUF seal.
• HUF Declaration and Annexures (PDF): Filled, signed, and sealed by the HUF.
• PAN Copy of the HUF: With the seal and signature of the HUF.
• Address Proof of the HUF: With the HUF seal and signature. Can include a recent bank statement or passbook copy.
• PAN Copy of the New Karta: Self-attested and another copy signed with the HUF seal.
• Address Proof of the New Karta: Both self-attested and HUF-stamped copies. Accepted documents include Aadhaar (masked), driving license, voter ID, or passport.
• PAN Copy of Co-parceners/Members: Self-attested.
• Death Certificate of the Previous Karta: A notarized copy, signed and sealed by the HUF.
• Self-Declaration (PDF): Required if the new Karta is female.
• No Objection Certificate (NOC): To be signed by the co-parceners/members if a female is taking over as Karta.
• Demat Debit and Pledge Instruction (DDPI): Must include the HUF seal and signatures of the new Karta and major co-parceners