Course5 Intelligence Pvt Ltd

Unit No 404, Tower II, Seepz +++,Seepz SEZ,Andheri East

Mumbai - 400 096. Maharashtra. India

Investment Declaration Form for FY 2019-20

Name of the Employee Kapil Bajaj

Designation Business Analyst
Date of Joining 25th march 2019
PAN of the Employee AYBPB7691P
Under Projected Maximum
Description of Investment Options Proofs Required
Section Amount Limit

Deductions U/Section 80C to 80CCC

PF Employee Contribution U/Sec 80C Not Required
Voluntary Contribution Provident Fund U/Sec 80C Receipt
Investment in Pension Scheme U/Sec 80CCC Receipt
Housing Loan Principal Repayment U/Sec 80C 33,000 Certificate from Bank
Public Provident Fund U/Sec 80C Copy of PPF Pass book & Challan
Life Insurance Premium Paid U/Sec 80C 20,400 Premium Receipt
Unit Linked Insurance Plan U/Sec 80C Receipt
NSC - National Saving Certificate U/Sec 80C Copy of NSC Certificates
Deposit in National Saving Scheme U/Sec 80C Receipt
Infrastructure Investment in approved Shares,
Debentures & Bonds U/Sec 80C Receipt
Mutual Funds notified U/s 10 (23D) U/Sec 80C Receipt
ELSS - Equity Linked Saving Scheme U/Sec 80C 20,000 Receipt

Term Deposit with Scheduled bank in a notified

scheme for a term not less than 5 years U/Sec 80C Receipt

Tution Fees paid for a maximum of 2 Children (Only

full time education tuition fees paid to any Indian
University, College, School U/Sec 80C Fees receipt
Senior Citizens Savings Scheme Rules, 2004 U/Sec 80C Receipt
Post Office Time Deposit Rules, 1981 for a term not
less than 5 years U/Sec 80C Receipt
Pub.Company U/Sec 80C 36,000 Receipt

Maximum upto Rs. One lakh Fifty

Total Deductions Under Section Section 80C to 80CCC 109,400 150,000 Thousand only

Deductions U/S Section 80 CCD (1B)

Maximum upto Rs. Fifty
National Pension Scheme Thousand only

Deductions U/Section 80D to 80U

family (2A) 25,000 Premium Receipt
Medical Insurance Premium - for the parent / (s) of U/Sec 80D
assessee (2B) 25,000 Premium Receipt
Medical Treatment of handicapped dependant U/Sec 80DD 50,000 Certificate from Doctor & Medical bills
Treatment for specified diseases or ailment
(Cancer / Aids, etc) U/Sec 80DDB 40,000 Certificate from Specialist & Medical Bills
Treatment of above on Senior Citizen U/Sec 80DDB 60,000 Certificate from Specialist & Medical Bills
Permanent Disability benefit (self) : Less than 80%
disability U/Sec 80U 50,000 Certificate from Doctor
Permanent Disability benefit (self) : More than 80%
disability U/Sec 80U 75,000 Certificate from Doctor
Interest Education Loan (for self and spouse) from
Charitable or
Financial Instititions U/Sec 80E No Limit Loan statement from bank

Total Deductions Under Section Section 80D to 80U -

Exemptions relating to Housing U/Sec 24(1)

a) Relief on Interest paid on Self-Occupied Property * (vi) 2,00,000 Certificate from Bank
b) HRA Exemption:
- Rent P.M 8,200
- No. of Months staying in rented premises - …12 U/Sec 10(13A) 12 50% of Basic Rent Receipts
98,400