Helios-Documents Matrix

Legal Heirship Certificate should be submitted as:

• Original only

• Self-attested copy only

• Photocopy attested by designated officials

• Not required

Thumb impression is valid only if:

• It is self-attested by the applicant

• Done in the presence of 1/2 witness or attested by the authorized officials

• Submitted in original ink pad format only

• Digitally verified by Aadhar

Which of the following requires an original letter on Banker's letterhead?

• Change in signature

• Will of Investor

• Death Certificate

• Succession Certificate

Indemnity Bond must be submitted:

• Self-attested copy

• Original only (mandatory)

• Photocopy attested by officials

• Scanned copy though email

Which of the following can be validated with QR code or source data, hence attestation is not required?

• Death Certificate (download online)

• Medical Certificate

• Individual Affidavit

• Succession Certificate

PAN card requirement in this matrix is

• Attested copy only

• Original Copy

• Self-attested copy acceptable subject to source validation

• Not required

No Objection Certificate under the National Trust Act,1999 is issued by:

• local Level Committee

• High Court only

• Notary Public

• Ministry of corporates Affairs

Change of Name proof can be submitted as:

• Birth Certificate only

• Gazette copy/Court Order (self-attested acceptable at AMC branches)

• PAN copy only

• Aadhar update form

Bank passbook/statement (in absence of cancelled cheque) must be:

• Not older than 6 months

• Not older than 3 months

• Only original is accepted

• Digitally signed copy only

Birth Certificate is accepted as:

• Self-attested copy

• Original only

• Either self-attested or attested by officials

• Only scanned copy