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What is the procedure to replace/Change Karta after previous Karta's death in a Arihant HUF Demat account?


 Upon the death of the Karta of a Hindu Undivided Family (HUF), the surviving member(s) may appoint a new Karta. The new Karta must be The eldest coparcener


 

Sr. NoDocument NameDetails / Requirements
Documents subjected to Deceased Karta 
1Notifier Intimation <PDF>Must be mention PAN of deceased Karta and form must be duly signed by the Notifier / New Karta
2ID Proof of Deceased KartaPAN / Aadhaar / any valid ID proof, attested by the Notifier (signature required) 
3Death Certificate of Deceased KartaOriginal for verification OR attested copy by New Karta / Notary Public / Gazetted Officer OR digitally signed copy from Government portal
Documents subjected to New  Karta
4Account opening form including KYC  <PDF>Must be filled & signed by New Karta with HUF stamp
5New KARTA’s PAN Self attested copy
6New KARTA’s Aadhaar or any other OVD Self attested copy
7New Karta’s passport size PhotoRecent photograph of New Karta
Documents Subjected to HUF 
8HUF PANCopy must be signed by New Karta with HUF Stamp
9HUF  BankBank statement with address signed by New Karta with HUF Stamp
10HUF specimen signatureOriginal ink-signed specimen signature of New Karta with HUF stamp 
Documents subjected to Co-parceners 
11New list of co-parceners (already included in form 40)Must be signed by New Karta with HUF stamp
Other Documents 
12Declaration of Surviving Members (Form 40)Must include Name, DOB, Gender, Relationship and signatures of all co-parceners + No Objection for New Karta appointment;  must be signed by New Karta with HUF Stamp
13Holding StatementMust be signed by ALL surviving members AND New Karta
14In case of Transaction done After death of KartaNo objection letter required on 100/- stamp paper


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