Item No. |
Item Details |
Instructions for
filling the form |
1 |
Full Name |
Please select appropriate title.
Individuals must state full expanded name. Do not
use abbreviations and initials. Single and double
characters in Last Name and First Name except OM,
DE, UR, UL and AL are treated as initials.
For example, Jasjit Singh Anand should
be written as: Last Name/Surname First
Name/Middle Name
ANAND JASJIT SINGH
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
JASJIT SINGH ANAND 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
RAVAL RUTVIJ ATULBHAI
can be written as, RUTVIJ ATULBHAI RAVAL
R. A. RAVAL
RUTVIJ A. RAVAL |
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. |
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.
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 other applicants, office name 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 |
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.
| STD Code |
TelePhone
No. |
91 |
9820011115 |
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)
Applicants may provide their valid e-mail ID for receiving
PAN through e-mail. |
8 |
Sex |
This field is mandatory for Individuals. |
9 |
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
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 01010001 where the date of creation is not available. |
10 |
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. |
11 |
Citizen of India |
This field is mandatory for all categories of applicants.
|
12a |
Salaried Employee |
Mandatory field in case of salaried employee and
Name of Organisation should be mentioned. |
12b |
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. |
12c |
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. |
13 |
Name and address of Representative
Assessee |
Section 160 of Income Tax Act, 1961 provides that
any assessee can be represented through Representative
Assessee. Representative Assessee can be an individual
only. If applicant's age is below 18, representative
assessee details are mandatory. |
14 |
Proof of Identity and Address |
Select appropriate proof of identity and address
from the relevant drop-down list provided in the form.
In case of minor, proofs of any of the parents or
guardian shall be deemed to be the proof of identity
and address. |
15 |
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. |
16 |
Payment Details |
An applicant has an option of making payment either
by demand draft, cheque or Credit Card (Payment details
are mentioned in guidelines) |
Category |
Documents Required |
| Individual |
For Proof of Identity(Copy of any one of the
following): |
| |
- School leaving certificate
- Matriculation certificate
- Degree of a recognised educational institution
- Depository account transaction statement (for a
period not exceeding one year prior to date of application)
- Credit card
- Bank account statement (for a period not exceeding
one year prior to date of application)
- Water bill
- Ration card
- Property tax assessment order
- Passport
- Voters Identity Card
- Driving License
- Certificate of identity signed by Member of Parliament
or Member of Legislative
Assembly or Municipal Councilor or Gazetted Officer.
|
| |
For Proof of Address (Copy of any one of the
following): |
| |
- Electricity bill (for a period not exceeding one
year prior to date of application)
- Telephone bill (for a period not exceeding one
year prior to date of application)
- Depository account transaction statement (for a
period not exceeding one year prior to date of application)
- Credit card statement (for a period not exceeding
one year prior to date of application)
- Bank account statement (for a period not exceeding
one year prior to date of application)
- Ration card
- Employer certificate
- Passport
- Voters Identity card
- Property tax assessment order
- Driving License
- Rent receipt (for a period not exceeding one year
prior to date of application)
- Certificate of address signed by Member of Parliament
or Member of Legislative
Assembly or Municipal Councilor or Gazetted Officer.
|
| |
In case of a minor, any of the above documents of any
of the parents or guardian of such minor shall be deemed
to be the proof of identity and address. |
| HUF |
For proof of identity and address, any document prescribed
in the case of individuals in respect of Karta of the
HUF. |
| Company |
Copy of Certificate of Registration issued by Registrar
of Companies. |
| Firms |
Copy of Certificate of Registration issued by Registrar
of Firms or Copy of Partnership Deed. |
| AOP (Trusts) |
Copy of Trust Deed or Copy of Certificate of Registration
issued by Charity Commissioner. |
AOP/BOI/Local Authority/
Artificial Juridical Person |
Copy of Agreement or Copy of Certificate of Registration
issued by Charity Commissioner or Registrar of Co-operative
Society or any other Competent Authority or any other
document originating from any Central or State Government
Department establishing identity and address of such person.
|