Representative Assessee - Deceased Assessee

Dear Sir,

 

For adding the Representative Assesee on account of deceased assesse in the Income Tax Portal, one of the required document towards the legal heir document is that “letter issued by the banking or Financial Institution in their letter head with seal and signature mentioning the particulars of the nominee or joint account holder to the account of the deceased at the time of demise.”

 

If anyone has the format that can be given by the banker, kindly attach it here as the banker do not know as to in which format that should be issued.
Replies (2)
Quick Summary
This discussion seeks clarification on adding a Representative Assessee for a deceased individual on the Income Tax e-filing portal. Specifically, it asks for the correct login procedure (deceased's ID or representative's ID) and requests a format for a letter from banks/financial institutions regarding nominee or joint account holder details for the deceased's accounts. The user notes that banks require specific documentation to issue such certificates.

Bank cannot issue such certificate unless supported by valid documents.

In order to register as  Representative Assessee on behalf of deceased assessse , the user has to first login using deceased assessse ID and password in IT e filing portal or his / her own credentials  ? Whose account to be used for logging in - deceased  person ID or representative asssesse ID ? 

https://www.incometax.gov.in/iec/foportal/help/authorize-signatory-faq

Please clarify . 

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