Claim Kit Generator
Bank claim forms available now — insurance, mutual funds, demat and others coming soon
When a family member passes away, every bank, mutual fund, insurer, and depository requires its own set of claim documents. We generate the complete claim package for each institution — pre-filled with the deceased's and claimant's details — so you only need to print, sign, and submit.
What You'll Get
- Institution-specific claim forms, pre-filled with your details
- Supporting documents prepared for each asset type
- Complete submission checklist per institution
- Auto-saved progress — come back anytime
Before You Start
- Death certificate of the deceased
- PAN and Aadhaar of the deceased
- Account, folio, or policy numbers for known assets
- Your ID documents (PAN, Aadhaar, address proof)
GST inclusive. Our team is available 9 AM – 6 PM IST for any help along the way.
Visual guide
The nominee holds the key. The legal heirs own the wealth.
Slide to see what a bank typically asks for.
Nominee — the custodian
Like the postman holding the envelope: receives the money, but holds it for the heirs.
Legal heirs — the owners
The people named on the envelope: own the money as per the Will or succession law.
Simplified bank claim
- Death certificate
- Claimant KYC
- Bank claim form + indemnity
Dravinam prepares these documents pre-filled. Thresholds vary by bank.
More questions? Read our plain-English FAQs