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SBI Course - Settlement of Claims of Deceased Constituents

TOTAL DURATION CERTIFICATION VALIDITY COURSE TYPE
16 hours

-

Online

For more information, please Contact:
Kritika : +91-9372500961
Shubham : +91-8097423875

It is observed that the settlement of assets of deceased constituents is one of the major areas of customer complaint in the Bank. Despite instructions for hassle-free settlement of claims on the death of a depositor by RBI. The Number of cases is going on. In this course, the learner will get all the details about the nomination, the benefits of nominations, and how to settle the claim if there is no nomination. At the end of the course, the participants will be aware of the settlement process of claims of deceased constituents based on nomination and legal representation.

Nomination, Deceased, Will, Probate, Legal heir (under Hindu Law, Muslim law, Indian Christian law) Legal representation, Indemnity, Minor & Guardianship, Succession Certificate, Letter of Administration, DEATH CERTIFICATE, Payment of cheques, Rival Claims. Deceased settlement in deposit accounts, with legal representation and without legal representation, Settlement process in the case of residence Indian, NRIs, HUF, Missing person, etc. Disposal of assets to constituents who are under imprisonment, Defense Personnel, Release of Title Deeds of Deceased borrowers. Release of Gold ornaments of Deceased borrower. Deceased settlement of various small saving schemes with & without nomination. Interest payment and interest calculation in Deceased borrower’s account before maturity and after maturity (SB, CA, STDR, small saving schemes), Treatment of pipeline funds.

  •  Video lecture
  •  Voice over PPTs / PPTs / Text
  •  Case study
  •  Weekend evaluation test

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Updated on: 14/01/2023