Form 49A – Fill Out and Use This PDF

I te

I tem Details

Guidelines for filling the form

m

No.

1

Full Name

Please select appropriate title.

Do not use abbreviations in the First and the Last name/ Surname.

For example RAVI KANT should be written as :

Last Name/ Surname

R

A

V

I

K

A

N

T

First Name

Middle Name

Last Name/ Surname

S

A

R

D

A

First Name

S

U

R

E

S

H

Middle Name

Last Name/ Surname

N

A

R

A

Y

A

N

First Name

P

O

O

N

A

M

Middle Name

R

A

V

I

Last Name/ Surname

R

A

O

First Name

S

A

T

Y

A

M

Middle Name

V

E

N

K

A

T

M

K

Last Name/ Surname

K

A

N

D

A

S

W

A

M

Y

First Name

M

A

D

U

R

A

I

Middle Name

S

O

M

A

S

U

N

D

R

A

M

Last Name/ Surname

X

Y

Z

D

A

T

A

C

O

R

P

O

R

A

T

I

O

N

(

I

N

D

First Name

I

A

)

P

R

I

V

A

T

E

L

I

M

I

T

E

D

Middle Name

For example MANOJ MAFATLAL DAVE ( HUF) should be written as :

Last Name/ Surname

M

A

N

O

J

M

A

F

A

T

L

A

L

D

A

V

E

(

H

U

F

)

First Name

Middle Name

Name should not be prefixed with any title such as Shri, Smt, Kumari, Dr., Major, M/ s etc.

2

Abbreviation of

I ndividual applicants should provide full/ abbreviated name to be printed on the PAN card. Name, if abbreviated,

the full name to

should necessarily contain the last name. For example:

be printed on

the PAN card

SATYAM VENKAT M. K. RAO which is written in the Name field as :

Last Name/ Surname

R

A

O

First Name

S

A

T

Y

A

M

Middle Name

V

E

N

K

A

T

M

K

Can be written as in ‘Name to be printed on the PAN Card’ column as

SATYAM VENKAT M. K. RAO or

S. V. M. K. RAO

or

SATYAM V. M. K. RAO

For non individual applicants, this should be same as last name field in item no. 1 above.

3

Have you ever

I f applicant selects 'Yes', then it is mandatory to provide details of the other name. I nstructions in I tem No. 1 with

been known by

respect to name apply here. Title should be similar to the title mentioned in I tem No. 1.

any other

name?

4

Gender

This field is mandatory for I ndividuals. Field should be left blank in case of other applicants.

5

Date of

Date cannot be a future date. Date: 2nd August 1975 should be written as:

Birth/ I ncorporat

ion/ Agreement

D

D

M

M

Y

Y

Y

Y

/ Partnership or

0

2

0

8

1

9

7

5

Trust

Deed/ Formation

of

Body of

I ndividuals/

Relevant date for different categories of applicants is:

Association of

Persons

I ndividual: Actual Date of Birth; Company: Date of I ncorporation;

Association of Persons: Date of formation/ creation; Trusts: Date of creation of Trust

Deed; Partnership Firms: Date of Partnership Deed; LLPs : Date of I ncorporation/ Registration; HUFs: Date of creation

of HUF and for ancestral HUF date can be 01-01-0001 where the date of creation is not available.

6

Father’s Name

Applicable to I ndividuals only. I nstructions in I tem No.1 with respect to name apply here. Married woman applicant

should give father's name and not husband's name.

7

Address –

R - Residence Address:

Residence and

For I ndividuals, HUF, AOP, BOI or AJP, residential address is mandatory. Other applicants should leave this field

office

blank.

I n case, a foreign address is provided then it is mandatory to provide Country Name along with ZI P Code of the

country.

8

Address for

I ndividuals/ HUFs/ AOP/ BOI / AJP may indicate either 'Residence' or 'Office' and other applicants should necessarily

communication

indicate 'Office' as the Address for Communication.

All communication will be sent at the address indicated in this field.

9

Telephone

(1) Telephone number should include country code(I SD code) and STD code or Mobile No. should include Country

Number and E-

code(I SD Code) .

mail I D

For example :

(i) Telephone number 23555705 of Delhi should be written as

Country code

STD Code

Telephone Number / Mobile number

9

1

1

1

2

3

5

5

5

7

0

5

Country code

STD Code

Telephone Number / Mobile number

9

1

9

1

0

2

5

1

1

1

1

1

10

Status of

This field is mandatory for all categories of applicants. I n case of ‘Limited Liability Partnership’, the PAN will be

Applicant

allotted in ‘Firm’ status.

11

Registration

Not applicable to I ndividuals and HUFs. Mandatory for 'Company'. Company should mention registration number

number

issued by the Registrar of Companies. Other applicants may mention registration number issued by any State or

Central Government Authority.

12

I n case of

citizen of I ndia

AADHAAR number, if allotted, has to be quoted (supported by copy of AADHAAR letter/ card)

13

Source of

I t is mandatory to indicate at least one of the sources of incomes, as mentioned in the form. I n case, the income

I ncome

from Business/ profession is selected by the applicant then an appropriate business/ profession code should be

mentioned.

Please refer the table given below to select the business/ profession code:

Code

Business/ Profession

Code

Business/ Profession

01

Medical Profession and Business

11

Films, TV and such other entertainment

02

Engineering

12

I nformation Technology

03

Architecture

13

Builders and Developers

04

Chartered Accountant/ Accountancy

14

Members of Stock Exchange, Share Brokers and Sub-

Brokers

05

I nterior Decoration

15

Performing Arts and Yatra

06

Technical Consultancy

16

Operation of Ships, Hovercraft, Aircrafts or Helicopters

07

Company Secretary

17

Plying Taxis, Lorries, Trucks, Buses or other Commercial

Vehicles

08

Legal Practitioner and Solicitors

18

Ow nership of Horses or Jockeys

09

Government Contractors

19

Cinema Halls and Other Theatres

10

I nsurance Agency

20

Others

14

Name and

Section 160 of I ncome Tax Act, 1961 provides that any person(assessee) can be represented through Representative

address of

Assessee.

Therefore, this column should be filled in by representative assessee only as specified in Section 160 of

Representative

the I ncome-tax Act, 1961, such as, an agent of the non-resident, guardian or manager of a minor, lunatic or idiot,

Assessee

Court of Wards, Administrator General, Official Trustee, receiver, manager, trustee of a Trust including Wakf.

This field will contain particulars of the Representative Assessee. This field is mandatory if applicant is minor,

deceased, idiot, lunatic or mentally retarded. Column 1 to 13 will contain details of person on whose behalf this

application is submitted.

Proof of I dentity and Proof of address is also required for representative assessee.

15

Proof of

I t is mandat ory to attach proof of identity and proof of address with PAN application. Documents should be in

I dentity and

the name of applicant . List of documents which will serve as proof of identity and address for each status of

Proof of

applicant is as given below:

Address

documents

Document acceptable as proof of identity and address as per Rule 114 of I ncome Tax Rules, 1962

For I ndividuals and HUF

Sr.

Proof of I dentity ( Copy of)

Proof of address ( copy of)

No

1

School Leaving Certificate

Electricity Bill^

2

Matriculation Certificate

Telephone Bill^

3

Degree of recognised educational institution

Employer Certificate^

4

Depository Account Statement

Depository Account Statement^

5

Bank Account Statement / Passbook

Bank Account Statement / Passbook^

6

Credit Card

Credit Card Statement^

7

Water Bill

Rent Receipt^

8

Ration Card

Ration Card

9

Property Tax Assessment Order

Property Tax Assessment Order

10

Passport

Passport

11

Voter I dentity Card

Voter I dentity Card

12

Driving License

Driving License

13

Certificate of identity signed by Member of Parliament or Member of

Certificate of address signed by Member of Parliament or

Legislative Assembly or Municipal Councillor or a Gazetted Officer.

Member of Legislative Assembly or Municipal Councillor or

a Gazetted Officer.

Note : -

Note:

1.

I n case of Minor, any of the above mentioned documents as proof of identity and

1.

Proof of Address is required for residence address

address of any of parents/ guardians of such minor shall be deemed to be the proof of

mentioned in item no. 7.

identity and address for the minor applicant .

2.

I n case of an I ndian citizen residing outside I ndia, copy of

2. For HUF, an affidavit

made by the Karta of Hindu Undivided Family stating

name,

Bank Account Statement in country of residence or copy of

father’s name and address of all the coparceners on the date of application and copy of

Non-resident External(NRE) bank account statements.

any of the above documents in the name of Karta of HUF is required.

1

Company

Copy of Certificate of Registration issued by the Registrar of Companies.

2

Partnership Firm

Copy of Certificate of Registration issued by the Registrar of Firms or Copy of partnership

deed.

3

Limited Liability Partnership

Copy of Certificate of Registration issued by the Registrar of LLPs

4

Trust

Copy of trust deed or copy of certificate of registration number issued by Charity

Commissioner.

5

Association

of

Person,

Body

of

Copy of Agreement or copy of certificate of registration number issued by charity

I ndividuals, Local Authority, or Artificial

commissioner or registrar of cooperative society or any other competent authority or any

Juridical Person

other document originating from any Central or State Government Department establishing

identity and address of such person.

16

Signature

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