Statement of income distributed by a business trust to be provided to the unit holder under section 223
Part A: Particulars ofthe Unit Holders | |||||||||||
1. | Name: | (refer Note 1) | |||||||||
2. | Address: | (refer Note 2) | |||||||||
3. | Permanent Account Number (PAN): | ||||||||||
4. | E-mail Id: | ||||||||||
5. | Contact Number: | Country Code | Number | ||||||||
6. | Name of the business trust: | ||||||||||
7. | PAN of the business trust: | ||||||||||
Part B: Other Information | |||||||||||
8. | Tax Year: | ||||||||||
9. | Details of the income distributed by the business trust to the unit holder, during the tax year, in the following format: | ||||||||||
Sl. No. | Amount distributed | Date of distribution | Amount of income in the nature of interest referred to in Schedule V [Table: Sl. No. 3(a)] | Amount of income in the nature of renting or leasing or letting referred to in Schedule V [Table: Sl. No. 4] | Amount of income in the nature of dividend referred to in Schedule V [Table: Sl. No. 3(b)] in a case where the special purpose vehicle has exercised option under section 200 | Amount of income in the nature of dividend referred to in Schedule V [Table: Sl. No. 3(b)] in a case where the special purpose vehicle has not exercised option under section 200 | Amount of income other than that referred to in column (4), (5), (6), and (7) | ||||
(1) | (2) | (3) | (4) | (5) | (6) | (7) | (8) | ||||
1. | |||||||||||
2. | (Repeat, if required) | ||||||||||
10. | Details of the amount referred to in section 92(2)(k) distributed by the business trust to the unit holder, in the following format: | ||||||||||
Sl. No. | Number of units | Amount as referred to in section 92(2)(k) distributed with respect to one unit of unit holder during the tax year | Aggregate amount as referred to in section 92(2)(k) distributed with respect to all units of unit holder | ||||||||
during the tax year | ||||
1. | ||||
2. | (Repeat, if required) |
Verification |
I, , hereby affirm that the information provided in this application is true and correct to the best of my knowledge. I have not concealed any relevant fact. I am submitting this application in my capacity as (designation), holding PAN and I am competent to verify and submit this application. Place: Signature: Date: Name: Designation: |
Notes:
1. The name shall include full name of the unit holder or business trust.
2. The address shall include flat/door/building, road/street/block/sector, area/locality, post office, town/city/district, state, country and pin code.
3. Some of the information in the form would be pre-filled to the extent possible.
4. The amount mentioned in this form is to be filled in rupees unless stated otherwise.