Capital Gain Withdrawal

Raveesh (Engineer) (24 Points)

05 July 2021  

My Father sold his Property worth 39L in August 2019 & deposited money into the Capital Gain SAVINGS ACCOUNT (NOT Fixed Deposit) in March 2020.

 

Sadly he passed away in December 2020 due to prolong illness.

 

Upon contacting the Bank (IDBI), they handed over FORM-H and ask to get it signed from IT Accessing Officer of our area.

 

Now kindly guide us through the all the necessary documents needed before approaching the AO.

 

Will the Surviving Member Certificate be enough ?

Or we should apply for some more documents ?

I am the Nominee in that Capital Gain Account.

My Father left us with NO Will.

 

Also how Surviving Member Certificate is different from Legal Heir Certificate ?

And How I can obtain it as on Edistrict-Delhi website, there's only option for Surviving Member Certificate