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Item No.
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Item Details
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Instructions for filling the form
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| 1 |
Full Name |
| Please select appropriate title. |
| Individuals must state full expanded name. Do not use abbreviations and initials. |
| For example, Poonam Ravi Narayan should be written as: |
| Last Name/Surname |
First Name |
Middle Name |
| NARAYAN |
POONAM |
RAVI |
|
| Allowed two characters initials in surname, first name, middle name & father’s name of applicant are mentioned below. |
| AH |
AI |
AL |
AN |
AO |
AR |
AS |
BE |
BI |
BO |
BP |
CH |
CY |
DA |
DE |
DO |
EE |
EK |
EM |
ES |
FA |
FE |
FK |
FU |
| GI |
GO |
GU |
HA |
HE |
HU |
HO |
ID |
IK |
IL |
IN |
JE |
JI |
JO |
JR |
JU |
KA |
KC |
KE |
KH |
KI |
KJ |
KO |
KS |
| KU |
LE |
LI |
LO |
LU |
MA |
MU |
NA |
NG |
OH |
OM |
ON |
PI |
PT |
QI |
RU |
SA |
SE |
SI |
SM |
SU |
TA |
TI |
TO |
| TU |
UR |
UL |
WO |
WU |
YE |
YH |
YI |
YJ |
YO |
YU |
ZI |
|
|
| Applicants other than ‘Individuals’, must ignore above instructions. |
| For example: |
| Name of the Company |
| NATIONAL SECURITIES DEPOSITORY LIMITED |
| HUFs shall mention HUF after their full name. |
| For example: |
| Name of HUF |
| MANOJ MAFATLAL DAVE (HUF) |
| In case of Company, the name should be provided without any abbreviations. For example, different variations of ‘Private Limited’ viz. Pvt Ltd, Private Ltd, Pvt Limited, P Ltd, P. Ltd., P. Ltd are not allowed. It should be ‘Private Limited’ or ‘Limited’ only. |
| In case of sole proprietorship concern, the sole proprietor should use/apply PAN in his/her personal name. |
| Name should not be prefixed with titles such as Shri, Smt, Kumari, Dr., Major, M/s etc. |
|
| 2 |
Name you would like printed on the card |
| Individual applicants are allowed to provide abbreviated ‘Name to be printed on the card’. The abbreviated name should necessarily contain the expanded last name. |
| For example: |
| Last Name/Surname |
First Name |
Middle Name |
| JAIN |
VISHAL |
KUMAR |
|
| can be written as, |
| VISHAL KUMAR JAIN |
| V. K. JAIN |
VISHAL K. JAIN
For Non – Individual applicants, this should be same as last name field in Item No.1 above. |
| Name you would like printed on the card should not be prefixed with titles such as Shri, Smt, Kumari, Dr., Major, M/s etc. |
|
| 3 |
Have you ever been known by any other name? |
If applicant selects ‘Yes’, then it is mandatory to provide details of the other name. Title should be equal to the title as mentioned in Item No. 1.
Instructions in Item No.1 with respect to name apply here. |
| 4 |
Father’s Name |
Applicable to Individuals only. Instructions in Item No.1 with respect to name apply here.
Married women applicants should give only father’s name and not husband’s name.
Father’s Name should not be prefixed with titles such as Shri, Smt, Kumari, Dr., Major, M/s etc. |
| 5 |
Address – Residential and Office |
R – Residential Address:
(1) It is mandatory for Individuals / HUF / Body of Individuals / Association of Persons and Artificial Juridicial Person to mention residential address and provide proof of the same.
(2) Out of first four fields, applicant must fill up atleast two fields.
(3) Town/City/District, State/Union Territory and PIN are mandatory.
(4) If the applicant wants to enter foreign address here, option for “outside India” should be selected from the drop down list in the field of “State/Union Territory”. Applicant should select the name of the country and enter the ZIP code as applicable.
(5) Applicants other than Individuals / HUF / Body of Individuals / Association of Persons and Artificial Juridical Person will leave this field (Residential address) blank.
O – Office Address:
(1) In case of Individuals / HUF / Body of Individuals / Association of Persons and Artificial Juridical Person, if Item No.6 (Address for Communication) is selected as “O” then Office Address is mandatory.
(2) Office name and address is mandatory in case of Individuals having source of income as salary [Item No.13 (a)].
(3) In case of Firm, Company, Local Authority and Association of Persons (Trust), name of office and address is mandatory.
(4) For all categories of applicants, out of first four fields, at least two fields are mandatory.
(5) Town/City/District, State/Union Territory and PIN are mandatory
(6) If the applicant wants to enter foreign address here, option for “outside India” should be selected from the drop down list in the field of “State/Union Territory”. Applicant should select the name of the country and enter the ZIP code as applicable.
(7) If applicant is engaged in a business / profession [ falling under codes 9, 10, 12, 13, 15, 17 to 20 - refer Item No. 13(b)] and the area code mentioned is MUM, then it is mandatory to provide office address.
(8)In case of Individual and HUF if Item No.6 (Address for Communication) is selected as “O” then Proof of Office Address along with Proof of residential address is mandatory w.e.f. applications made on and after 1st November 2009. |
| 6 |
Address for Communication |
‘R’ means Residence and ‘O’ means Office.
All future communication will be sent at the address indicated in this field. |
| 7 |
Telephone Number and e-mail ID |
(1) If Telephone Number is mentioned, STD Code is mandatory.
(2) In case of mobile number, country code should be mentioned as STD Code. |
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ISD/STD Code
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Tel. No.
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| Where ‘91′ is the country code of India. |
| However, In case of WLL mobiles (e.g. Reliance, TATA Indicom, etc.), STD Code should be mentioned. |
(3) It is suggested that applicants mention their telephone number so that they can be contacted in case of any discrepancy in the application form.
(4) NRI /Foreign National should mention the ISD code of their respective country and City code as applicable in the space provided for ISD/STD code. e.g. Person staying in Chicago should write 1312 in the ISD/STD code text box.(1 is ISD code of USA and 312 is City code of Chicago).
(5) Applicants must provide their valid e-mail ID for receiving PAN through e-mail. |
|
| 8 |
Sex |
This field is mandatory for Individuals. |
| 9 |
Status of Applicant |
This field is mandatory for all categories of applicants. |
| 10 |
Date of Birth / Incorporation / Agreement / Partnership or Trust Deed / Formation of Body of Individuals / Association of Persons |
| Date cannot be a future date. |
| Date 2nd August 1975 should be written as |
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|
| DD |
MM |
YYYY |
| Relevant date for different category of applicants is: |
| Individual: Actual Date of Birth; |
| Company: Date of Incorporation; |
| Association of Person: Date of Formation/Creation; |
| Association of Persons(Trusts):Date of Creation of Trust Deed; |
| Partnership Firms: Date of Partnership Deed; |
| HUFs: date of Creation HUF and for ancestral HUF, date can be 01-01-0001 where the date of creation is not available. |
|
| 11 |
Registration Number |
Not applicable to Individuals and HUFs. Mandatory for ‘Company’. Company should mention registration number issued by the Registrar of Companies. Other applicants may mention registration number issued by any State or Central Government Authority. |
| 12 |
Citizen of India |
This field is mandatory for all categories of applicants. |
| 13 (a) |
Salaried Employee |
Mandatory field in case of salaried employee and Name of Organisation should be mentioned. |
| 13 (b) |
Nature and Code of Business/Profession |
This field should be specified if applicant is not covered under 13 (a) or 13 (c) by selecting appropriate option from the drop-down list. |
| 13 (c) |
Others |
This field should be specified if applicant is not covered under 13 (a) or 13 (b) by selecting appropriate option from the drop-down list. |
| 14 |
Name and address of Representative Assessee |
Section 160 of Income Tax Act, 1961 provides that any assessee can be represented through Representative Assessee.
Proof of Identity and Proof of Address has to be submitted for the Representative Assessee details mentioned.
Foreign Non-Individual entities having no office of their own in India may additionally mention their own name and care of address of their tax consultant in India in this column for the purpose of communication address. This should be supported by Power of Attorney in favour of the tax cosultant duly notarised or attested by Indian Embassy/High Commision or Consulate located in the country.
Name of Representative Assessee should not be prefixed with titles such as Shri, Smt, Kumari, Dr., Major, M/s etc. |
| 15 |
Proof of Identity and Address |
Select appropriate proof of identity and address from the relevant drop-down list provided in the form.
Documents submitted should be in the name of the applicant as mentioned in item no. 1 of the application form.
In case of minor, proofs of any of the parents or guardian shall be deemed to be the proof of identity and address.
In case of HUF, proofs of the Karta of the HUF shall be deemed to be the proof of identity and address. |
| 16 |
Other Details: Depository Account |
If applicant selects ‘copy of depository account’ as proof of identity or proof of address, it is mandatory to fill in Depository Account Details. |
| 17 |
Payment Details |
An applicant has an option of making payment either by demand draft, cheque or Credit Card (Payment details are mentioned in guidelines) |
| 18 |
Signature/ Left thumb impression |
Application must be signed by applicant. Representative Assessee must sign the application if the applicant is minor/ deceased/ idiot/ lunatic/ mentally retarded. |