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Paper Work: Aadhaar, PAN, Will, Nomination

This page is about posts related to Paper-Work. What Financial Documents you should get such as Aadhaar, PAN Card, how to get Aadhaar, PAN, Passport, PRAN. Also about Nominations, Will and their importance.

Financial Documents: Aadhaar, PAN Card

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  • Unique Permanent Retirement Account Numbers (PRAN) is allocated to each subscriber under the NPS at the time of their joining. eNPs:How to open NPS account

Paper Work A Necessary Headache

Life is busy(often an understatement).  Bank statements, warranties for household appliances, manuals for all the electronic gadgets bought, bills,  medical prescriptions, medical bills, credit-card receipts, ATM slips, credit card statements, bank statements, investment records – they pile up and multiply faster than dirty dishes after a meal. Such stuff usually gets tossed on the table […] Read the rest of this entry »

Right Paper Work For Those You Love: Part 1

Your family’s is of paramount importance to you. You have been diligently investing to take care of your family needs now and in the future. But have you done the right paperwork to ensure that your family has access to your investments with ease in case of any unfortunate event?Most of us assume  that our Read the rest of this entry »

Will: Right PaperWork For Those You Love-Part II

This is the third post in the series Right Paper Work . In the first part Right paper-work for those you love -Part 1,  we had talked about Survivorship Mandate and Nominations in detail. This part will focus on Wills. Recap from Part 1 Most of us assume  that a financial asset is inherited by the spouse, Read the rest of this entry »

Bank Account,Term Deposit,Locker:Paperwork Required For Claim

What paper work is required for Bank accounts, Term Deposits and Locker after the death of the account holder(s) so that family is not left running from pillar to post, trying to gain access to the money. What can you do so that your family gets the claim with minimum hassles – Survivorship Mandate in join Account, Nomination, Will.

Succession Certificate,Letter of Administration,Probate of Will

The right paper work goes a long way in getting YOUR money to THOSE you love when you are no more to help them out. When you approach a financial institution, bank, Mutual Fund AMC, Demat account, PPF etc to inherit something, they may ask for documents like Succession Certificate or Letter of Administration or Probated copy of Read the rest of this entry »

How to Nominate:Bank Account, Mutual Funds

Nomination is the process of appointing a person to take care of one’s investments in the event of one’s death. For all investments except company bonds and stocks, nomination DOES NOT provide ownership of one’s investments. The nominee will only be the custodian of the investment till it is given to its right beneficiary(s). Read the rest of this entry »

Claiming Deceased’s Mutual Fund Units

After the death of a loved one, family is usually in deep turmoil and legalities can compound the turmoil. The right paper work goes a long way in getting YOUR money to THOSE you love. This post is about what paper work is required when the deceased has invested in Mutual funds  so that family is not left. Read the rest of this entry »


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