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Legal heir document

neha (Others) (429 Points)

09 June 2025

will Letter issued by the banking or financial institution in their letter head with seal and signature mentioning
the particulars of nominee or joint account holder to the account of the deceased at the time of the
demise work to register as legal heir in icome tax portal, instead of legal heir ceritifcate from civil court?

thanx

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Rama chary Rachakonda (Master in Accounts & high court Advocate email ID:ramachary64@gmail.com voice no:9989324294) (8061 Points)
Replied 09 June 2025

Documents for Registering as Legal Heir in Income Tax Portal When registering as a legal heir in the Income Tax Portal, you can use various documents to prove your relationship with the deceased.

Here are some options: Documents Accepted by Income Tax Portal -

*Legal Heir Certificate*: Issued by the local revenue authority or a court of law. -

*Succession Certificate*: Issued by a civil court. -

*Letter from Banking or Financial Institution*: A letter issued by the banking or financial institution on their letterhead with seal and signature, mentioning the particulars of the nominee or joint account holder, can be accepted in some cases. Using a Letter from Banking or Financial Institution -

*Acceptance*: The Income Tax Portal may accept a letter from the banking or financial institution as proof of relationship, but it's essential to check with the specific jurisdictional Assessing Officer or the Income Tax Portal's guidelines. -

*Additional Requirements*: You might need to provide additional documentation or clarification to support your claim. Recommendation -

*Verify with Income Tax Portal*: Check the Income Tax Portal's guidelines or contact their support team to confirm the accepted documents and procedures. -

*Consult a Tax Professional*: If you're unsure about the documentation or process, consider consulting a tax professional or CA for guidance.

By understanding the accepted documents and procedures, you can ensure a smooth registration process as a legal heir in the Income Tax Portal.