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

Upon the death of the Karta, the new or present Karta, co-parcener/members must submit the following documents:
  • Non-individual KYC form (PDF) with the seal and signature of the HUF and the photos of the Karta and co-parceners.
  • Account modification form (PDF) with the HUF seal and signature only on Column F.
  • Successor certificate (PDF) with the HUF seal, signatures of the present Karta and major co-parcener/members.
  • HUF declaration form (PDF) with the HUF seal and signature.
  • A PAN card copy of the HUF with seal and signature.
  • The address proof of the HUF with seal and signature. It can be the latest transaction copy of the bank statement or passbook.
  • Self-attested PAN card copy of the present karta.
  • Self-attested address proof copy of karta. Address proof can be one of the following: Aadhaar, driving licence, voter ID or passport. If an Aadhaar is being submitted as proof, ensure that a masked Aadhaar is submitted. To learn how to get the masked Aadhaar, see How to download masked Aadhaar?
  • PAN card and address proof copies of the present Karta with the HUF seal and signature.
  • Self-attested PAN card copy of the co-parceners/members.
  • Notarised death certificate of the previous Karta with the HUF seal and signature.
  • Self-declaration form (PDF) if the Karta is a female.
  • Demat Debit and Pledge Instruction (DDPI) (PDF) with the seal and signature of the HUF and major co-parceners.

Once all the documents are ready, e-mail the soft copy of all the forms to [email protected]. The forms will be reviewed in case any corrections are required. After the forms are reviewed, courier the documents to:

Zerodha,
153/154, 4th Cross, J.P Nagar 4th Phase,
Opp. Clarence Public School,
Bengaluru - 560078