What Documents Do I Need to Claim Assets from a Deceased US Account Holder?
If you are claiming assets from a deceased account holder, you will need to submit the following documents to Samco:
- Verified copy of the Death Certificate
- Written claim request signed and dated by you as the nominee or legal heir
- KYC documents including proof of identity and proof of address
- PAN card or equivalent tax identification
- FATCA / CRS self-certification, where applicable
Once all documents are submitted and compliance checks are completed, Samco will process the transfer of funds and securities to your account.
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