Item No.

Item Details

Guidelines for filling the form

1.

Full Name

Individuals must state fully expanded name.

For example Poonam Ravi Narayan should be written as:

Last Name/Surname    First Name           Middle Name
NARAYAN             POONAM        RAVI

Do not use abbreviations and initials.

Allowed two characters initials in applicant's surname, first name and father’s name are mentioned below –

Applicants other than 'Individuals' must ignore above instructions.

Non-Individuals should write their full name starting from the first block of Last Name/Surname. If the name is longer than the space provided for the last name, it can be continued in the space provided for First and Middle Name.

For example:

Last Name/Surname     First Name      Middle Name
GOLDEN STAR INTERNATIONAL FREIGHT CARRIERS PRIVATE LIMITED

HUF should mention (HUF) within brackets after its full name.

For example:
Last Name/Surname First Name Middle Name
MANOJ MAFATLAL DAVE (HUF)

In case of Company, the name should be provided without any abbreviations. For example, different variations of
'Private Limited' viz. Pvt Ltd, Private Ltd, Pvt Limited, P Ltd, P. Ltd., P. Ltd are not allowed. It should be 'Private
Limited' only.

In case of sole proprietorship concern, the proprietor should apply for PAN in his/her own name.

Name should not be prefixed with titles such as Shri, Smt, Kumari, Dr., Major, M/s etc.

2.

Name you would like to be printed on the card.

Individual applicants should provide full / abbreviated name to be printed on the card. Name, if abbreviated, should  necessarily contain the last name.

For example:

Last Name/Surname     First Name       Middle Name
     JAIN                         VISHAL               KUMAR

can be written as VISHAL KUMAR JAIN or
V. K. JAIN or
VISHAL K. JAIN
For Non- Individual applicants, this should be same as last name field in Item No. 1 above.

3.

Have you ever been known by any other name?

If applicant selects 'Yes', then it is mandatory to provide details of the other name. Instructions in Item No. 1 with respect to name apply here. Title should be similar to the title mentioned in Item No. 1.

4.

Father’s Name

Applicable to Individuals only. Instructions in Item No.1 with respect to name apply here. Married woman applicant should give father's name and not husband's name.

5.

Address - Residential and Office

R - Residential Address:
For Individuals, HUF, AOP, BOI or AJP, residential address is mandatory. Other applicants should leave this field blank.
Out of first four fields, applicant must fill at least two fields. Town/City/District, State/Union Territory and PIN are
mandatory.
O - Office Address:
(1) Name of Office and address to be mentioned in case of individuals having source of income as salary [Item No.13 (a)].
(2) In case of Firm, Company, Local Authority and Association of Persons (Trust), name of office and address is mandatory.
(3) If applicant is engaged in a business / profession [falling under codes 9,10,12,13,15,17 to 20 - refer Item No. 13(b)] and the
area code mentioned is MUM, then it is mandatory to provide office address.
(4) For all categories of applicants, out of first four fields, at least two fields are mandatory.
(5) Town/City/District, State/Union Territory and PIN are mandatory.

6.

Address for Communication

'R' means Residence and 'O' means Office. Individuals/HUFs/AOP/BOI/AJP may indicate either 'R' or 'O' and other applicants should necessarily indicate 'O' as the Address for Communication.
All future communication will be sent at the address indicated in this field.

7.

Telephone Number and e-mail ID

(1) If Telephone Number is mentioned, STD Code is mandatory.
(2) In case of mobile number, country code and e-mail ID should be mentioned as STD Code.

STD Code                                    Tel. No.

Where '91' is the country code of India.
(3) It is mandatory for the applicants to mention either their “Telephone number” or valid “e-mail id” so that they can be contacted in case of any discrepancy in the application and/or for receiving PAN through e-mail.

8.

Sex

This field is mandatory for Individuals. Field should be left blank in case of other applicants.

9.

Status of Applicant

This field is mandatory for all categories of applicants.

10.

Date of Birth/Incorporation/Agreement /Partnership or
Trust Deed/Formation of
Body of Individuals/
Association of Persons

Date cannot be a future date. Date: 2nd August 1975 should be written as

Relevant date for different categories of applicants is:
Individual: Actual Date of Birth; Company: Date of Incorporation;
Association of Persons: Date of formation/creation;
Association of Persons (Trusts): Date of creation of Trust Deed;
Partnership Firms: Date of Partnership Deed;
HUFs: Date of creation of HUF and for ancestral HUF date can be 01-01-0001 where the date of creation is not available.

11.

Registration Number

Not applicable to Individuals and HUFs. Mandatory for 'Company'. Company should mention registration number issued by the Registrar of Companies. Other applicants may mention registration number issued by any State or Central Government Authority.

12.

Citizen of India

This field is mandatory for all categories of applicants.

13. (a)

Salaried Employee

In case of salaried employee, it is mandatory to mention the name of organisation.

13. (b)

Nature and Code of  Business/Profession

This field should be specified if applicant is not covered under 13 (a) or 13 (c). Nature of  Business/Profession along with the corresponding code should be selected from the following list: - click here to see the list.

13. (c)

Others

Applicants not covered by column 13(a) and 13(b) must mention any one or combination of (i) income from house property (ii) income from capital gains (iii) income from other sources, as their source of income.

14.

Name and address of Representative Assessee

Section 160 of Income Tax Act, 1961 provides that any assessee can be represented through Representative Assessee. This field will contain particulars of such Representative Assessee. This field is mandatory if applicant is minor, deceased, idiot, lunatic or mentally retarded. Column 1 to 13 will contain details of assessee on whose behalf this application is submitted. Proof of Identity and Proof of address is also required for representative assessee.

15.

Proof of Identity and Address

It is mandatory to attach proof of identity and address with PAN application. Documents should be in the name of applicant. List of documents which will serve as proof of identity and address for each status of applicant is as per Rule 114 of Income Tax Rules, 1962 (which Rule is given above)

16.

Signature/ Left thumb impression

Application must be signed by applicant. Representative Assessee can sign the application if the applicant is minor/ deceased/ idiot/ lunatic/ mentally retarded.