CSE-COEX Investment Declaration Process

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Last Date  is 31ST JAN 2012.
 
Attaching the investment template, which has to be attached with the investment proofs .
Pls note that any investment proofs received without Template will not be considered.
 
Pls send the investment proofs in a separate envelope , clearly marking " CSE-COEX Investment Proofs " on the face of the cover.
The address is :
 
PAD Finance Dept.
HDFC Bank Ltd.,
Lodha - I Think Techno Campus, Building - Alpha,
8th Floor- Office
Next to Kanjur Marg Railway station (East),
Kanjur Marg (E)
Mumbai - 400042
 
Following points are to be noted & followed strictly while updating information & sending hard copy to PAD Dept.
 
1.Update the LIC amount only for PREMIUM. No late fees to be added.
 
2 Check all the data mentioned in Template should match with the Hard copy of Investment proofs submitted
 
3.While sending investment proofs do not include any other documents in case of loss of these document employee will be solely responsible.
 
4.If proofs are already submitted for F.Y 2011-12, the same should not be submitted again to avoid duplication.
 
5.Investment proofs should be sent along with Investment Template, Proofs sent without Template will not be accepted
 
6.We require your actual proof of Investment to reach us latest us by 31-JAN -2012 so that the Tax calculation for the month of JAN'12 will be done on actual proofs submitted
The Following is the Nature of Tax Benefits under respective sections and the supporting required to get deduction/exemptions.

Nature of tax Benefits

Section

Supporting required.

 

 

 

 

 

 

Pension Plan ( max - 1,00,000/- )

80CCC

Copy of Premium paid receipt.

Mediclaim Policy ( max. - 15,000/- )

80D

Copy of Premium paid receipt.

Interest on Education Loan

80E

Copy of the letter/certificate issued by the financial institution

 

 

from where the loan has been taken for higher education showing

 

 

details of repayment during the year.

Infrastructure Bonds

80C

Copy of the Bond Certificate.

NSS

80C

Copy of Passbook  &  receipt

Life Insurance Premium

80C

Copy of Premium receipts

Public Provident Fund

80C

Copy of updated Passbook  &  receipt

NSC purchased after 01/04/2010

80C

Copy of NSC Certificates

NSC Accrued Interest

80C

Copy of NSC Certificates

Specified Tax Saving Mutual Fund      

80C

Photocopy of the Certificates.

Mutual Fund Pension Plan

80C

Copy of the Certificates.

ULIP

80C

Copy of Premium paid receipt.

Children Tution fees

80C

Copy of Tuition Fee receipts paid to any university, college,

 

 

school or other educational institution situated within India

Term Deposit for a period of 5 Yrs or more

80C

Copy of Term Deposit Certificate mentioning deduction

with a scheduled bank

 

allowed u/s 80C.

Time Deposit for a period of 5 Yrs or more

80C

Copy of Time Deposit Certificate mentioning deduction

with a Post office.

 

allowed u/s 80C.

Housing  Loan : Other than HDFC Bank Ltd.

 

Principal repayment  

80C

Copy of the provisional certificate issued by the institution

Interest payment  **

24

from where the loan has been taken showing details of repayment

 

 

during the year for both  principal and interest on housing loan.

 

 

                                     

 

 

 

 

 

 

**   For Property acquired / constructed before 01-04-1999, maximum deduction allowed is Rs. 30,000/-

      For Property acquired / constructed after 01-04-1999  maximum deduction allowed is Rs. 1.5 Lac.