How To Fill Form 15g

Download as pdf or txt
Download as pdf or txt
You are on page 1of 2

HOW TO FILL FORM 15G / FORM 15H:

Howto fill Form 15G ?


** Form 15G is divided in two parts.
>>>>

Part 1 is for declaration given for you.

>>>>

Part 2 is for declaration receiver for bank, post office etc.

You are required to use part 1.


Filling of PART 1 of form 15G point wise:1. Name: Write your name as per pan card.
2. PAN: Write your PAN number.
3. Assessment year: Assessment Year is next to the current Financial Year for Example current
Financial Year is 2015-2016 then Assessment Year 2016-17. Dont make mistake in writing it.
4. Flat / Door / Block no: Write your current address details.
5. Name of premises: Write your current address details.
6. Status: Individual / HUF / AOP as applicability to you.
7. Assessed in which ward circle: Details about your income tax ward you were assessed last time.
https://incometaxindiaefiling.gov.in/ > Under > Know your Jurisdictional A.O.
8. Road: Write your current address details.
9. Area: Write your current address details.
10. AO code: Write as provided in point 7.
11. Town: Write your current address details.
12. State: Write your current state.
13. PIN:
Write your Pin code number.
14. Last assessed year in which assessed: Last year generally if you were assessed in last year.
15. Email
16. Telephone No:
17. Present ward circle: Same if no change after issue of pan card. (as per point 7)
18. Residential status: Resident.
19. Name of business / occupation: Your business or job details.
20. Present AO code: As per point 7 if no change in ward / circle of income tax.
21. Jurisdictional chief commissioner of income tax (if not assessed of income tax earlier): leave it
blank.
22. Estimated total income: You are required to enter estimated total income of current year. Do
sum of the total income from following sources and tick the relevant boxes. The amount should
be from following sources: interest on securities, Interest on sum other than securities (interest
on FD etc.) , Interest on mutual fund units., withdrawals of NSC. Dividend on shares.

23. Estimated total income of the current year should be entered. The income mentioned in column
22 should be included in it.
24. In this column, you are required to give details of investment you have made. For different form
of investment different schedules are given.
Schedule 1:
Details of shares
Enter No. of shares, class of shares (equity or preference share), distinctive number of shares (find it
in share certificate ), Date of purchase of shares.
Schedule 2:
Details of securities
Description of security, name of security, purchase date, date of security, amount of security.
Schedule 3:
Details of sums given by declarant on interest declaration to be given for non-deduction of interest
on fixed deposit.
In this column, you are required to enter details of FD no., date of FD, amount of fixed deposit,
interest rate, period of fixed deposit.
Schedule 4:
Mutual fund units details
Write details of units, amount of units, no. of units, face value of units and class of units.
Schedule 5:
Details of withdrawn from National Saving Certificate (NSC)
Write details of NSC held in post office, amount of NSC and withdrawn amount.
After filling details, sign the declaration.

Part 2 of form 15G / H :


Dont fill any thing in part 2. The person whom you are furnishing declaration (BANK, POST OFFICE
etc) will fill this part. Leave it blank.

You might also like