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Beneficiary Affidavit for Pakistan

Beneficiary Affidavit Template for Pakistan

A Beneficiary Affidavit is a sworn legal document used in Pakistan's legal system to formally establish a person's claim as a rightful heir or beneficiary to the assets of a deceased individual. The document, governed by Pakistani law including the Oaths Act 1873 and relevant Islamic inheritance principles where applicable, contains detailed declarations about the deponent's identity, their relationship to the deceased, and the basis of their claim to the inheritance. It serves as a crucial piece of evidence in succession proceedings and is typically required by financial institutions, property registrars, and other authorities for transferring assets to beneficiaries.

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Beneficiary Affidavit

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What is a Beneficiary Affidavit?

A Beneficiary Affidavit is a critical legal instrument in Pakistan's inheritance and succession process. This document is required when an individual needs to establish their legal right to inherit assets from a deceased person, whether through intestate succession or as named in a will. The affidavit must comply with the Oaths Act 1873 and, where applicable, Islamic inheritance laws. It contains sworn statements about the deponent's identity, their relationship to the deceased, details of other legal heirs, and specific information about the claimed assets. The document is commonly required by banks, property registrars, and other institutions before releasing or transferring assets to beneficiaries. Its contents must be verified by authorized officials such as Notary Publics or Oath Commissioners, and it often serves as a key document in succession certificate proceedings.

What sections should be included in a Beneficiary Affidavit?

1. Title and Declaration: States that this is an affidavit and includes the deponent's solemn declaration

2. Deponent Information: Full details of the person making the affidavit including name, age, religion, occupation, and current address

3. Deceased Person's Information: Details of the deceased person including full name, date of death, last address, and relationship to deponent

4. Basis of Claim: Statement establishing the deponent's right as a beneficiary (e.g., through will, inheritance laws, or court order)

5. List of Legal Heirs: Complete list of all legal heirs of the deceased as per applicable law

6. Assets Description: Brief description of the assets/property involved in the claim

7. Verification Clause: Standard verification stating that the contents are true and correct

8. Signature Block: Space for deponent's signature and date

What sections are optional to include in a Beneficiary Affidavit?

1. Will Reference: Include when claim is based on a will - details of the will including date and registration information

2. Court Orders: Include when there are relevant court orders supporting the claim

3. Disclaimer by Other Heirs: Include when other legal heirs have relinquished their claims

4. Power of Attorney: Include when the affidavit is being filed through an authorized representative

5. Foreign Assets Declaration: Include when deceased had assets in foreign jurisdictions

6. Previous Proceedings: Include when there have been previous legal proceedings regarding the inheritance

What schedules should be included in a Beneficiary Affidavit?

1. Schedule A - Asset Details: Detailed inventory of all assets including property descriptions, account numbers, and estimated values

2. Schedule B - Documents List: List of all supporting documents (death certificate, will, ID proofs, etc.)

3. Schedule C - Family Tree: Detailed family tree showing relationship between deceased and all legal heirs

4. Appendix 1 - Identity Documents: Copies of identity documents of deponent and deceased

5. Appendix 2 - Death Certificate: Copy of death certificate and translation if not in English/Urdu

6. Appendix 3 - Supporting Affidavits: Additional affidavits from witnesses or other family members if required

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Pakistan

Document Type

Affidavit

Cost

Free to use
Relevant legal definitions






























Clauses




















Relevant Industries

Legal Services

Banking and Financial Services

Real Estate

Insurance

Asset Management

Professional Services

Public Sector

Estate Management

Private Wealth Management

Relevant Teams

Legal

Compliance

Wealth Management

Estate Administration

Risk Management

Client Services

Documentation

Property Registration

Succession Planning

Private Banking

Relevant Roles

Legal Counsel

Estate Manager

Probate Attorney

Wealth Manager

Bank Manager

Compliance Officer

Trust Officer

Property Registrar

Legal Administrator

Notary Public

Oath Commissioner

Financial Advisor

Succession Planning Specialist

Risk Management Officer

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