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I am one of the four legal heirs. Can I request my deceased father’s bank statements when my mother was a joint account holder and my brother was the nominee? Can the bank legally provide the statements to me in this situation?
As one of the legal heirs, you may request information relating to your deceased father’s account, but the bank may not automatically disclose the complete statement to every heir. The joint-holder arrangement, nomination, account mandate, succession documents, and applicable bank policy will matter. Submit a written request with proof of your legal-heir status and seek the bank’s written response. If refused, legal advice can be taken regarding appropriate proceedings. For further legal assistance contact us on our helpline number.