Investment Declaration Form

Investment Declaration Form for FY 2020-21

Company MWT Consultancy Pvt. Ltd.

EMP. Name Nushath NM EMP. No. 1,704

PAN AWHPN9781C Gender Female

DOB Jan 9, 1991 DOJ Jan 15, 2019

S.No. PARTICULARS Max. Limit Amount Declared

Rent Paid / Payable for April 2020 to March 2021

If Residing
1 126,000
'HRA exemption = minimum of (40% (50% for metros) of Rental
Basic+DA or HRA or rent paid - 10% of Basic+DA)

There is an exemption for interest on housing loan. If the

loan was taken before Apr 1, 1999 exemption is limited to
₹ 30,000/- per year. If the loan was taken after Apr 1, 1999
exemption is limited to ₹ 2,00,000/- per year if the house is
self-occupied; if this is the first house and loan amount is Rs.
less than 35 lacs and house cost is less than 50 lacs and 2,00,000/-
2 loan taken after 1-Apr-2016, there is additional ₹ 50,000 0
exemption; there is no limit if the house is rented out, but (If Self
the rent (less 30% of rent as std. deduction and municipal Occupied)
taxes) needs to be declared as income. However, the total
loss from all houses cannot be more than 2 lacs (plus
50000 for specific cases as above). Any excess loss can be
carried forward for the next year

Medical Insurance (such as Mediclaim) premium is exempt

upto ₹ 25,000/- per year for self, spouse & dependent 0
3 Rs. 25,000/-
children. Within this limit, ₹ 5,000/- could be used for
preventive health check expenses.

An additional ₹ 25,000/- is exempt towards premium for

parents (even if they are not dependent). If the parent(s) 0
4 Rs. 25,000/-
are above 65 years of age, an extra ₹ 25,000/- can be
claimed

Interest repayment on education loan (taken for higher No limit

education from a university for self, spouse & children) is
5 tax exempt from the 1st year of repayment up to a (Only 27,000
maximum of 8 years. There is no exemption for Principal Interest
payment Portion)

Investment Declaration Form Health Careers Group

Dated: 22 September 2020 | Ver. 1.0 www.healthcareersgroup.in
Page 1 of 3
 Investment Declaration Form

Deduction in respect of medical treatment of handicapped

Rs. 75,000/-
dependents is limited to ₹ 75,000/- per year if the 0
6 Or Rs.
disability is less than 80% and ₹ 1,25,000/- per year if the
1,25,000/-
disability is more than 80%

Deduction in respect of medical treatment for specified

ailments or diseases for the assesse or dependent can be Rs. 40,000/-
7 claimed upto ₹ 40,000/- per year. If the person being Or Rs. 0
treated is a senior citizen, the exemption can go up to ₹ 1,00,000/-
100,000/-

Donations to certain charities are tax exempt to the tune

of 50% of donation with a qualifying limit of 10% of salary.
50% or 0
8 If you have donations that are 100% exempt or those that
Actuals
are not subject to qualifying limits, please enter actual
exempt amount.

Additional
National Pension scheme - Employee Contribution (sec Rs. 50,000/- 0
9
80CCD(1)) Under Sec
80C

Public Provident Fund (PPF) Pension scheme, Sukanya

10 0
Samriddhi scheme, etc.

11 National Savings Certificate (NSC) Self only 0

12 Employees Provident Fund & Voluntary PF (Sec 80C) 21,600

13 Pension Fund Contribution Self only 0

Children's Education Tuition Fees (Sec 80C) (Max 2 0

14 Maximum
Children)
amount
eligible for
Housing loan principal repayment, regn/stamp duty (Sec 0
15 Deduction
80C)
under
Section 80C 0
16 Life Insurance Premium Self, Spouse & Children only
& 80CCC
Categories is
Unit Linked Insurance Policy (ULIP) Self, Spouse & Children 0
17 Rs.1,50,000/-
only

Equity Linked Savings Schemes (ELSS) - Mutual Funds Self 0

18
only

19 Bank Fixed Deposit for 5 Years & Above Self only 0

20 Rajiv Gandhi Equity Savings Scheme (sec 80CCG) 0

21 Post office Term Deposit for 5years & Above Self only 0

Investment Declaration Form Health Careers Group

Dated: 22 September 2020 | Ver. 1.0 www.healthcareersgroup.in
Page 2 of 3
 Investment Declaration Form

Claim Limit
Max for 2
22 No: of Children & Their Age 0
Children
Only

He/she able to fill this part if

23 Income from Previous Employer DOJ on or after 01/04/2020 Only

a) Income after exemptions

Applicable
for those
b) Provident Fund (PF)
who Joined
After
c) Professional Tax (PT)
01/04/2020
Only
d) Tax deducted at source (TDS)

I hereby declare that Information as stated above is true and correct. I also authorize the company to recover tax (TDS) from
my salary based on the PROOFS Submitted by me. I am personally liable to Income Tax proceedings for any misstatements in
the declaration or proofs submitted herewith if they are inconsistent with the requirement of Income Tax Act, 1961.

Date 13-10-2020 Nushath NM Digitally signed by Nushath NM

Date: 2020.10.13 18:08:58 +05'30'

Place Kochi Signature of the Employee

Investment Declaration Form Health Careers Group

Dated: 22 September 2020 | Ver. 1.0 www.healthcareersgroup.in
Page 3 of 3