89 thoughts on “How to Fill Form 15G and 15H?

  1. Hi Amit,
    Thank you very much for your clarity and precision. In 15 H, Sec 18 asks for Id no of previous inv. So if I want to make many FD’s, I can do it only 1 at a time since I need the no of the previous FD to enter in 18, please confirm I can attach a sheet for 18 as I have many FD’s. Thank you very much

    • I agree the space given for such a question is not sufficient and unfortunately you find such issues in almost all government issued forms. You can list you high value FDs in the space given.
      The other option would be to consolidate your FDs at bank level.

      I am not sure if there is any provision of extra sheet attachment with the form. But you can confirm with the bank in question.

  2. 1) My fathar is 75 up and getting pension around 2,80000/- Per year as well as other income of interest around 100000 per year, Should he submit form 15H?
    2) His Bank’s officer says to fill all FD’s details of other banks in 15 H form…is that necessary?
    3) should he submit income tax return ? Plz give the answer

    • Here are your answers:
      1. Yes he should submit Form 15H, if he wants to avoid TDs on interest income
      2. Yes it is necessary to list other FDs in column 18
      3. As his income exceeds Rs 3 lakh, which is the basic tax exemption limit for senior citizens, he has to file his income tax return

  3. Hi Amit,
    I would like to withdraw my pf amt and want to know what to fill in col 16. My only expected amt is my pf. But, what will be the amt to declare. My epf bal is updated only till 31. 03. 2015. So can i just mention that amt or should i estimate the amt. will we be able to know what the exact pf bal amt.

  4. It is required form 15-g for withdraw PF Amount .

    Kindly find my details as per below :-

    1)Total PF Amount Around Rs.1,00,000
    2)Job Duration : 2 Years (I quit my job 2014-Apr and I travelled to abroad 2014-May.)
    3) Current Resident Status : NRI
    4)Others Income : I have some shares and I am receiving dividends
    5)Paid Tax Rs.0 in FY-2014-2015 (As I quit job in April-2014)

  5. It is required form 15-g for withdraw PF Amount .

    Kindly find my details as per below :-

    1)Total PF Amount Around Rs.98000
    2)Job Duration : 7+ Years
    3)No Others Income
    4)Paid Tax Rs.41800 in FY-2016-2017

    • If you had continuous service for 7 years which means you have transferred your EPF account with job change, your EPF is tax free. So you do not require Form 15G

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