How to Obtain a Surviving Member Certificate in Lucknow: Step-by-Step Guide
Introduction
A Surviving Member Certificate, also known as a Legal Heir Certificate or Surviving Family Member Certificate, is a crucial legal document that identifies the legitimate heirs of a deceased person. Issued by local authorities in Lucknow, such as the Tehsildar or District Magistrate, this certificate ensures the seamless transfer of assets, resolution of inheritance disputes, and access to various benefits. Understanding the process of obtaining this certificate can simplify legal formalities during an already challenging time for the family.
Importance of a Surviving Member Certificate
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Legal Recognition: Confirms the rightful heirs to the deceased's assets.
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Asset Transfer: Facilitates the transfer of movable and immovable assets like bank accounts, properties, and insurance claims.
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Dispute Resolution: Helps resolve inheritance disputes among family members.
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Access to Benefits: Essential for claiming pensions, insurance, and other benefits.
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Claiming Dues: Required for claiming unpaid salaries, gratuity, and provident funds.
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Financial Management: Simplifies the transfer of mutual funds, fixed deposits, and other financial assets.
Who Can Apply for a Surviving Member Certificate?
Any Indian citizen who is a legal heir can apply. As per the Hindu Succession Act of 1925, the following are eligible:
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Spouse
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Children (both sons and daughters)
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Parents
In the absence of Class I heirs, other relatives can apply.
Documents Required for Surviving Member Certificate
To apply for a Surviving Member Certificate, you need the following documents:
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Application Form: Available online and offline.
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Death Certificate: Certified copy of the deceased’s death certificate.
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Self-Declaration Affidavit: Stating the list of surviving members.
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Identity Proof: Aadhaar Card, PAN Card, Voter ID, Passport, or Driving License.
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Address Proof: Aadhaar Card, Passport, Electricity Bill, etc.
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Photographs: Passport-sized photographs of the applicant and all surviving family members.
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Relationship Proof: Documents establishing the relationship with the deceased.
Make sure to self-attest these documents if submitting offline. For online applications, scanned copies are required.
How to Obtain a Surviving Member Certificate
a) Online Process
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Registration on E-District Portal
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Visit the Uttar Pradesh E-District Portal (edistrict.up.gov.in).
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Register with a valid mobile number and email ID.
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Create a user ID and password.
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Login and Application Form
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Log in using your credentials.
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Navigate to “Apply For Services” > “Surviving Member Certificate”.
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Fill out the online form accurately.
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Upload Documents
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Upload scanned copies of the required documents.
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Ensure that files are in PDF or JPEG format and do not exceed the specified size.
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Self-Declaration Form
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Download the self-declaration form from the portal.
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Print, sign, and upload it.
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Submit and Acknowledge
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Submit the application.
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Note the acknowledgment number for tracking.
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Verification and Issuance
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The Tehsildar’s office verifies the details.
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Upon approval, download the certificate from the portal.
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b) Offline Process
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Obtain the Application Form
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Visit the office of the Sub-Divisional Magistrate (SDM) or Tehsildar in Lucknow.
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Collect the Surviving Member Certificate form.
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Fill and Attach Documents
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Fill out the form carefully.
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Attach self-attested copies of the required documents.
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Submit the Application
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Submit the completed form at the designated counter.
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Pay the applicable fee (if any).
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Verification Process
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Local officials may visit for verification.
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They may cross-check details with neighbors or local authorities.
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Collect the Certificate
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After verification, collect the certificate from the office.
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Typically issued within 15–30 days.
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Affidavit Format for Surviving Member Certificate
AFFIDAVIT
I, Smt. ____________________ w/o _______________, resident of ____________, do hereby solemnly affirm and declare as follows:
- That Sh. ____________________ s/o ___________________ expired on _____________ at _______________.
- That the death was registered with MCD. Death Certificate No. _______________ dated ______________ is attached.
- That the following are the surviving members of the family:
SI | Name | Age | Relation with Deceased |
---|---|---|---|
1 | |||
2 |
4. That none other than mentioned above is the survival member in the family.
5. That survival member certificate is required for submission to the Office of ___________________________.
6. That this is my true statement
DEPONENT
(Signature of the Deponent)
Place:
Date:
Verification: Verified at Lucknow, this _____________ day ___________ that the contents of the affidavit are true & correct to the best of my knowledge and belief and nothing has been concealed therein.
DEPONENT
(Signature of the Deponent)
Important Points to Note:
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Stamp Paper: Use a non-judicial stamp paper of appropriate value as per your state’s regulations.
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Notarization: Get the affidavit notarized by a Notary Public.
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Supporting Documents: Attach a copy of the Death Certificate and any other required documents as annexures.
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Witnesses: Some states may require the affidavit to be signed in the presence of witnesses.
Where to Apply for a Surviving Member Certificate?
In Lucknow, apply at:
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Tehsildar Office
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Sub-Divisional Magistrate (SDM) Office
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E-District Portal (for online applications)
Verification and Approval Process
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Field Verification:
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An official may visit the applicant’s residence for verification.
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Cross-verification with neighbors or local authorities.
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Approval Notification:
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SMS or email confirmation upon approval.
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Certificate Collection:
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Download from the E-District Portal or collect from the SDM or Tehsildar office.
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Common Challenges and Solutions
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Incorrect Documents:
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Ensure all documents are accurate and self-attested.
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Application Rejection:
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Provide complete information and double-check before submission.
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Delayed Processing:
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Regularly track the status using the acknowledgment number.
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Disputes Among Heirs:
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In case of disputes, approach the civil court for resolution.
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Conclusion
Obtaining a Surviving Member Certificate is essential for the lawful transfer of assets and resolving inheritance disputes. Whether you choose the online or offline method, ensure accurate documentation and follow the guidelines meticulously. This certificate not only streamlines the asset transfer process but also helps in managing financial accounts and claiming benefits effectively.