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

Name in Financial Documents

Aadhaar

PAN 

Passport

PRAN

  • 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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11 responses to “Paper Work: Aadhaar, PAN, Will, Nomination”

  1. i request application on dated 16.02.18 in epfo office gurgaon to change my dob. my actual dob is 15.06.1980. But in my epf show dob 19.06.1974 which is roung ‘ p/l correct it. my pf no. is GN/GGN/7879/000/2471 Aadhar no. 671113573761 PAN no. BYYPK4334A Name -Pramod Kumar Father Name -Richpal Singh DOB-15-06-1980 UAN no-100276694369 . My another pf no.GN/GGN/1282381/000/194 .P/L joint it.

    Reply

    • Did you submit the application for just updation of Date of Birth only?

      if you tried to link your Aadhaar with your UAN and were unable to do because of mismatch in Name, Date of Borth(DOB) or Gender in UAN data and Aadhaar data then you can use the new functionality provided in the UAN portal to update details. This article explains in detail EPF UAN Correction on how to Correct Name, Date of Birth and Gender in your UAN Online as per Aadhaar if your Aadhaar is not linked with UAN.

      Reply

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    Reply

  5. Hello Sir,
    My compliments on a very informative blog.
    Has answers to most of the common querries often raised by an average tax payer.
    I would like to request you for a “sample” format of the will and a typical codecil.
    Thanks
    Falconer

    Reply

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