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What is the process and required documents for deleting the name of a deceased holder from a joint Demat account? 2nd Holder Demise
| Joint Demat & Trading Account (Death Cases) |
| Case 2: 2nd Holder Demise |
| Step | Action | What You Need to Do | Why It’s Required | Document list |
| 1 | Inform to Arihant Capital (DP/Broker) | Submit death intimation + death certificate | Officially notify death | Death Certificate & Intimation of demise information Form &PAN Aadhaar of Decised holder with the signature of Survivor |
| 2 | Modify Demat Account | Submit name deletion request | Remove deceased 1st holder | Name deletion request (NSDL) & Name deletion request (CDSL) |
| 3 | Extra (if applicable) | Submit NOC (₹100 stamp paper) if transactions happened after death | Legal confirmation | NOC |
| 4 | Common Modification form | Fill all the details to be Modified/updated in demat Part | To confirm changes on the demat Part | CDSL CMF & NSDL CMF |
| 5 | KYC | Provide KYC & Bank of Survivor | To update the new details in the account | KYC form + PAN +Aadhaar + Bank proof |
Result
✔ Trading continues without interruption
✔ Demat becomes single-holder account
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