What is the process to notify or claim shares and funds after the death of a Zerodha account holder?
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What is the process to notify or claim shares and funds after the death of a Zerodha account holder?

To notify

As per SEBI guidelines (WEB), brokers are required to report the details of the deceased to the KYC Registration Agencies (KRAs). To facilitate this, the notifier is required to send the below documents to Zerodha:

  • Annexure 1 (PDF).
  • Death certificate - Original/Notarised/Online (link or screenshot).
  • PAN or any other valid ID proof of the deceased attested by the notifier.
  • Self-attested PAN or any other valid ID proof of the notifier.

The notifier(s) can be any individual, including nominee(s), joint holder(s), successor(s), legal heir(s), applicant(s) or claimant(s).

If the notifier's phone number is linked with Aadhar, they can fill out Annexure 1 (PDF), eSign it and send it along with the above-mentioned documents by creating a ticket. To learn the instructions to eSign, see How to eSign documents?

However, if the notifier's phone number isn't linked with Aadhar, they can courier these documents to the address below:

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

To notify and claim

The process to claim the shares and funds after the death of an account holder depends on the scenario of such a claim. The scenarios are as follows: