Update/Modify Nominee Details

​​​Setting up a nomination on your Bank Account is a smart way to ensure that the right person receives your savings or deposits in the event of unexpected occurrences. With HDFC Bank, you can easily update nominee details or add a new nominee through Insta Services, NetBanking, MobileBanking, or by visiting a branch. 

Update Nomination
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How to Add a Nominee to a Bank Deposit Account?

Via InstaServices

Here’s how you can update nominee online through InstaServices:

1. Visit the Insta Services page.

2. Select the Modify/Update nominee details option.

3. Enter the nominee details.

4. Submit the request.

No need for collateral

Via NetBanking

Follow these simple steps to update nominee details through NetBanking:

1. Log in to your HDFC NetBanking account.

2. Go to > Accounts > More > Manage Nominee.

3. Select the account (e.g. savings/current/fixed deposit) for which you want to update nominee. 

4. Click Modify or Add nominee details. Enter nominee’s name, relationship, date of birth, address, and guardian details if minor. 

5. Accept terms & declaration, then confirm. 

MI support 

Via MobileBanking

Here’s how you can update your nominee details via our MobileBanking App:

1. Open the HDFC Bank MobileBanking App (New) and log in.

2. Access Account Management on the application dashboard. 

3. Choose the account to access details and scroll down. 

4. Tap on the edit icon to enter or modify nominee details.

5. Input the required information.

6. Submit and verify.

MI support 

Via Branch Visit

Prefer an in-person interaction? Follow these steps:

1. Visit your nearest HDFC Bank branch.

2. Obtain the nomination form (e.g. Form DA1 for new nomination / DA2 / DA3 for cancellation or change). 

3. Fill out the form with nominee details. If the nominee is a minor, also include the guardian’s details.

4. Submit the signed form along with required documents.

MI support 

Required Documents & Forms

Purpose Form / Document Required
New nomination / change of nominee Nomination Form (e.g. DA1, DA2, DA3)
Identity proof of nominee PAN, Aadhaar, Passport, Voter ID, etc.
Address proof of nominee Recent utility bills, Aadhaar, Passport etc.
Guardian proof (if nominee is minor) Guardian’s identity proof & legal documents as required
Signature/thumb impression of account holder(s) As per joint / individual account ownership
MI support 

Who Can Be Nominated?

  • Any individual you trust (family member, relative or friend) can be a nominee.
  • A minor can be nominated, but you will need to name a guardian for that minor to receive the funds until they become an adult.
  • Applies to resident individuals, senior citizens, and (in many cases) non-resident individuals (provided they have certain updated contact/mobile information).
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Understanding Nomination in Banking

  • A nomination is simply a way to appoint someone (the nominee) to receive the money from your Bank Account (or related deposits) in case of your death. This nominee acts like a caretaker for your legal heirs, ensuring that the transfer of account balances or assets is done quickly and in accordance with the law.
  • Is Nomination Mandatory?
    Having a nominee for your Bank Account is not mandatory, but it is recommended to have one. Appointing a nominee ensures that in unforeseen circumstances, your account balance or deposits can be transferred without any hassle to your family or legal heirs.

 

Frequently Asked Questions

A nominee in a Bank Account is someone you designate to receive your funds or deposits if you pass away. 

You can add a nominee online if you have an account and the required KYC/contact details are updated. You can update nominee details online via NetBanking or Insta Services. 

Typically, HDFC Bank allows only one nominee per individual deposit account. However, you can contact your relationship manager to check if it is possible, depending on your account type.

Once you submit your request online through Insta Services, you can expect quick updates. If you are submitting through a branch, it might take a bit longer to update nominee in bank account because of the manual processing involved. 

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