Submission of Documents for TDS exepmtion/Lower Deduction from Dividend

๐Ÿ” Holder Identification
๐Ÿ‘ค Applicant Details

Age:

๐Ÿงพ Financial & Exemption Details
๐Ÿ“Ž Document Uploads
PAN
    
Form 121 (earlier 15G/15H)
    
Form 121 (earlier 15G/15H)
    
Order under Section 197 of the Act
    
Self-declaration
    
Registration Certificate
    
Tax Residency Certificate (TRC)
    
Self-declaration in Form 41 (earlier 10F)
    

Key Document Requirements Summary:

  • **PAN Copy** is **Mandatory** for All Applicants.
  • **Form 15G** is Mandatory for Resident Individuals/HUF **under 60 years** of age.
  • **Form 15H** is Mandatory for Resident Individuals **60 years or more** (Senior Citizens).
  • **Self Declaration** and **Registration Certificate** are Mandatory for **Non-Individuals** (Company, Firm, etc.).
  • **Tax Residency Certificate (TRC)** and **Form 10F** are Mandatory for **Foreign Shareholders**.
  • The Order under Section 197 of the Act is **Optional**.