8/2/2019 Investment_declaration by Employee to Company
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rtake to make the following investments qualifying under the provisions of Income Tax Act, 1961 during the financial year 2008-2009
bmit the proof thereof along with proof under Chapter VI-A and Rent Receipts (if applicable) by J anuary 5, 2009 .O. DESCRIPTION Amount
INVESTMENTS U/S 80C capped at Rs 1 Lac
Public Provident Fund (PPF)
Life Insurance Premium Paid
National Savings Certificate (NSC)
National Saving Scheme (NSS)
Children Education Expenses / Tuition Fees (Max limit- Rs 1000/month/child upto max two Children)
Housing Loan - Principal Payment
Registration / Stamp Duty charges paid for registration of house property
Post Office Monthly Savings Schemes
Investment in Mutual Funds
Contribution to Pension FundOthers
Total Investments U/S 80C - limited to Rs 1,00,000/- only
OTHER PERMITTED DEDUCTIONS
80D - Medical Insurance Premium ( up to Rs.10,000/-or Rs 15000/- as applicable)
80DD - Medical Treatment of Dependent suffering from Permanent Disability (up to Rs.50,000/-)
80DDB - Expenditure on Medical Treatment for specified disease (up to Rs. 40,000)
80E - Repayment of Interest against Educational Loan - no limits on interest paid during the year
80G - Specified permitted Donations (Only against actual receipt and not on declaration)
80U - Permanent Physical Disability ( Rs.75000/- )
Others -
Total Investments under chapter VI A
REIMBURSEMENTS A mount of Bills
Medical (Exemption up to Rs. 15,000/-)
If I do not submit the bills the amount o f Medical paid can be taxed as per the rule.
INCOME OTHER THAN SALARY- (Attach form 12-C detailing other Income)
INTEREST PAYMENT ON HOUSING LOAN - (Attach Form 12-C)
(up to Rs.1 .5 Lacs i f the loan taken a f ter 1-4-99, 30000 i f it
is prior to 1-4-1999 and there is no limit on let out property)
RENT PAID PER MONTH ( Please mention the starting and ending month) Rent per month
(IF the rent amount changes during the financial year please specify the No of Months
amount and the period separately) («««««««««..)
PREVIOUS EMPLOYMENT SALARY (Salary earned from 01/04/08 till date of Joining)
If Yes, Form 16 from previous employer or Form 12 B attached
ereby declare that what is stated above is true to the best of my knowledge and belief. Further, in case of any change in rentor occupation of the above premises I would revise the declaration & inform immediately.
Employees' Signature Date
Investment Declaration for the Financial Year 2008-09
VERIFICATION
