Post Office Application for settlement of deceased claim case

Based on the provided document, here are the key points for completing and submitting Form-11 (Application for settlement of an account of the deceased depositor by nominee or legal heirs) (p. 1):

📄 Core Purpose of Form-11

Target Audience: Completed by nominees or legal heirs of a deceased account holder (p. 1).
Applicable Schemes: Valid across National (Small) Savings Schemes (e.g., PPF, RD, TD, Savings Certificates) (pp. 1-2).
Action Types: Used to claim a full withdrawal of funds OR to transfer the existing account/certificate into the claimant’s name (p. 1).

📂 Required Supporting Documents

All submissions must include (p. 1):

Death Certificate: Official death certificate of the primary depositor (p. 1).
Nominee Death Certificate (if applicable): Required if a previously appointed nominee has also passed away (p. 1).
Passbook: Original passbook, deposit receipt, or formal statement of account (p. 1).
Claimant KYC: Self-attested copies of both Identity (ID) and Address proof (p. 1).

⚖️ Legal Documentation Rules (Based on Account Balance)

The necessity of additional legal documents depends heavily on whether a valid nomination exists (p. 1):

With a Valid Nomination: The claimant can strike off the section for a Succession Certificate or Letter of Administration (p. 1). These legal court documents are not needed (p. 1).
Without a Nomination (Claims up to ₹5 Lakh): Legal heirs must produce a Letter of Indemnity, an Affidavit, and a Letter of disclaimer on affidavit (p. 1).
Without a Nomination (Claims over ₹5 Lakh): Legal heirs must submit a Succession Certificate or letters of administration along with an attested copy of a probated will issued by a competent court (p. 1).

🖊️ Signatures and Witness Requirements

Claimant Execution: The claimant must provide a signature or thumb impression (p. 1). Thumb impressions must be formally verified by someone known to the Post Office (p. 1).
Two Witnesses: The form requires the signatures, names, addresses, and mobile numbers of two distinct witnesses (p. 1).
Witness KYC: Self-attested copies of ID and Address proof must be attached for both witnesses (p. 1).

💰 Receiving the Funds (Acquittance)

Once sanctioned by the Postmaster, the claimant must complete the “Acquittance” section on Page 2 to receive funds through one of two methods (p. 2):

Payout: Received via Cheque or direct transfer to a Post Office Savings Account / Bank Account (requires IFSC code) (p. 2).
Transfer: Account ownership transfer, which requires the simultaneous submission of a fresh Account Opening Form (AOF), KYC Form (Annexure-II), and standard KYC documents (p. 2).