Form 49Aa – Fill Out and Use This PDF

I tem

I tem Details

Guidelines for filling the form

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

of

Body of

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

I ndividuals/

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

Association of

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

Persons

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.

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

communicatio

indicate 'Office' as the Address for Communication.

n

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

code(I SD Code) .

E-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 or the concerned Government Authority of country of residence.

12

Country of

This field is mandatory for all categories of applicants.

citizenship

13

Source of

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

I ncome

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

Please refer the table given below to select 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 ndian I ncome Tax Act, 1961

provides that any person(assessee) can be represented through

address of

Representative Assessee. Therefore, this column should be filled in by representative assessee only as specified in

Representative

Section 160 of the I ndian I ncome-tax Act, 1961, such as, an agent of the non-resident, guardian or manager of a

Assessee

minor, lunatic or idiot, 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

Proof of I dentity ( Copy of)

Proof of address ( copy of)

1.

Copy of passport, or

1 .

Copy of Passport, or

2.

Copy of Person of I ndian Origin (PI O) card issued by

2 .

Copy

of

Person of I ndian Origin (PI O) card issued by

Government of I ndia, or

Government of I ndia, or

3.

Copy of Overseas Citizen of I ndia (OCI ) card issued

3 .

Copy of Overseas Citizen of I ndia (OCI ) card issued by

by Government of I ndia, Or

Government of I ndia, or

4.

Copy of other national or citizenship I dentification

4 .

Copy

of

other national or citizenship I dentification

Number

or Taxpayer I dentification Number duly

Number or Taxpayer I dentification Number duly attested

attested by “ Apostille” (in respect of countries which

by “ Apostille” (in respect of the countries which are

are signatories to the Hague Convention of 1961) or

signatories to the Hague Convention of 1961) or by the

by the I ndian Embassy or High Commission or

I ndian Embassy or High Commission or Consulate in the

Consulate in the country where the applicant is

country where the applicant is located, or

located.

5 .

Copy

of

Bank account statement in the country of

residence, or

6 .

Copy

of

Non-resident External(NRE0 bank account

statement in I ndia, or

7 .

Copy of

Certificate of Residence in I ndia or Residential

permit issued by the State Police Authorities, or

8 .

Copy of Registration certificate issued by the Foreigner's

Registration Office showing I ndian address, or

9 .

Copy of

Visa granted & Copy of appointment letter or

contract from I ndian Company & Certificate (in original)

of I ndian address issued by the employer.

1 .

Copy

of

Certificate

of

Registration

issued in

the

1 .

Copy of Certificate of Registration issued in the country

country where the applicant is located, duly attested

where

the

applicant

is

located,

duly

attested

by

by “ Apostille” (in respect of the countries which are

“ Apostille” (in respect of the countries which are

signatories to the Hague Convention of 1961) or by

signatories to the Hague Convention of 1961) or by the

the I ndian Embassy or High Commission or Consulate

I ndian Embassy or High Commission or Consulate in the

in the country where the applicant is located, or

country where the applicant is located, or

2 .

Copy

of

registration

certificate issued

in I ndia

or

of

2 .

Copy

of

registration

certificate issued

in

I ndia

or

of

approval

granted

to

set

up office in I ndia by

I ndian

approval

granted to

set

up office

in

I ndia by

I ndian

Authorities.

Authorities.

16

KYC Details

I t is mandatory to provide KYC details in case of an application filled by a Foreign I nstitutional I nvestor or