Edit, Download, and Sign the LIC Mutual Fund FATCA/Foreign Tax Laws Form
Form
eSign
Add Annotation
Share Form
How do I fill this out?
Filling out this form ensures compliance with FATCA and Foreign Tax Laws. Begin by providing your personal details and tax residency information. Ensure you read and understand the provided instructions before submitting the form.
How to fill out the LIC Mutual Fund FATCA/Foreign Tax Laws Form?
1
Begin by filling in your personal information including name, PAN, and contact details.
2
Enter your address details as per the data available in the KRA database.
3
Indicate if you are a tax resident of any country other than India and provide the required tax identification information.
4
Read and understand the certification and FATCA terms and conditions.
5
Sign and date the form before submission.
Who needs the LIC Mutual Fund FATCA/Foreign Tax Laws Form?
1
Individuals investing in LIC Mutual Fund for compliance with FATCA/Foreign Tax Laws.
2
Sole proprietors applying for LIC Mutual Fund investments.
3
Second and third applicants in a joint investment in LIC Mutual Fund.
4
Individuals who have undergone a change in address and need to update their KRA database.
5
US citizens or residents investing in LIC Mutual Fund to provide their US Tax Identification Number.
How PrintFriendly Works
At PrintFriendly.com, you can edit, sign, share, and download the LIC Mutual Fund FATCA/Foreign Tax Laws Form along with hundreds of thousands of other documents. Our platform helps you seamlessly edit PDFs and other documents online. You can edit our large library of pre-existing files and upload your own documents. Managing PDFs has never been easier.
Edit your LIC Mutual Fund FATCA/Foreign Tax Laws Form online.
With PrintFriendly, editing this PDF is simple and efficient. Open the PDF in our editor, make necessary changes to your personal and tax information, and save the final version. This helps ensure your information is accurate and up-to-date.
Add your legally-binding signature.
PrintFriendly makes signing PDFs easy and convenient. Simply open the PDF in our editor, add your signature electronically, and save the signed document. This ensures a quick and secure submission process.
Share your form instantly.
Sharing PDFs on PrintFriendly is hassle-free. Open the PDF in our editor, make any needed edits or signatures, and share the document directly from our platform. This helps streamline communication and documentation processes.
How do I edit the LIC Mutual Fund FATCA/Foreign Tax Laws Form online?
With PrintFriendly, editing this PDF is simple and efficient. Open the PDF in our editor, make necessary changes to your personal and tax information, and save the final version. This helps ensure your information is accurate and up-to-date.
1
Open the PDF in the PrintFriendly editor.
2
Click on the text fields to enter or update your information.
3
Use the tools provided to make necessary adjustments and corrections.
4
Review the filled-out form to ensure all information is accurate.
5
Save and download the edited PDF for submission.
What are the instructions for submitting this form?
Submit the completed form to LIC Nomura Mutual Fund Asset Management Co. Ltd. via the following methods: Email: support@licnomuramf.com Fax: 022-22885920 Online Submission: www.licnomuramf.com/forms/submission Physical Address: LIC Nomura Mutual Fund, Industrial Assurance Building, 4th Floor, Opp. Churchgate Station, Mumbai - 400 020. Ensure timely submission and retain a copy for your records. Consult your tax advisor if needed.
What are the important dates for this form in 2024 and 2025?
Key dates for the form submission in 2024 and 2025 will depend on your specific investment timeline and compliance requirements. Ensure timely submission as per the provided instructions.
What is the purpose of this form?
The purpose of this form is to gather necessary personal and tax information from individuals investing in LIC Mutual Fund. This information is critical for compliance with FATCA and other foreign tax laws. Ensuring accurate and timely submission helps avoid potential penalties and legal issues.
Tell me about this form and its components and fields line-by-line.
- 1. Name: The full name of the applicant.
- 2. PAN: The Permanent Account Number of the applicant.
- 3. Address1: The primary address of the applicant.
- 4. City: The city of residence of the applicant.
- 5. Pincode: The postal code of the applicant's address.
- 6. Type of address given at KRA: The type of address as recorded in the KRA database.
- 7. City of Birth: The city where the applicant was born.
- 8. Country of Birth: The country where the applicant was born.
- 9. Folio No.: The folio number associated with the applicant's investments.
- 10. State: The state of residence of the applicant.
- 11. Mobile: The mobile number of the applicant.
- 12. Country: The country of residence of the applicant.
- 13. Residential or Business: Whether the address is residential or business-related.
- 14. Registered Office: The applicant's registered office address, if applicable.
- 15. Tax residency status: Indication of whether the applicant is a tax resident of any country other than India.
- 16. Country: The name of the foreign country for tax residency.
- 17. Tax Identification Number: The tax identification number for the foreign country.
- 18. Identification Type: The type of identification provided (e.g., TIN or other).
What happens if I fail to submit this form?
Failing to submit this form can lead to various consequences, including penalties and legal issues.
- Penalties: Non-compliance may result in financial penalties.
- Account Restrictions: Your account may face restrictions or closure.
- Legal Consequences: Failure to provide accurate tax information can lead to legal proceedings.
How do I know when to use this form?
- 1. New Investment: When making a new investment in LIC Mutual Fund.
- 2. Address Change: If there is a change in your address as recorded in the KRA database.
- 3. Multiple Applicants: If the investment involves second and third applicants.
- 4. US Citizens or Residents: If you are a US citizen or resident for tax purposes.
- 5. Compliance Update: When updating compliance information for FATCA and other tax laws.
Frequently Asked Question
What is this form for?
This form is for LIC Mutual Fund investors to comply with FATCA/Foreign Tax Laws by providing required personal and tax information.
How do I fill out this form?
Enter your personal details, tax residency information, and required certifications as per the instructions provided.
Can I edit this form on PrintFriendly?
Yes, you can easily edit this form using PrintFriendly's PDF editor.
Can I sign this form on PrintFriendly?
Yes, you can add your signature electronically using PrintFriendly's signature tool.
How can I share this form after editing?
You can share the edited form directly from the PrintFriendly platform.
Can I use this form for multiple applicants?
Yes, the form includes sections for first, second, and third applicants.
What if my address has changed?
If your address has changed, update the KRA database and provide the new address details in the form.
Do US citizens need to complete this form?
Yes, US citizens or residents must include the United States in the foreign country information field and provide their US Tax Identification Number.
What information is needed for FATCA compliance?
You need to provide personal details, tax residency information, and certifications as per FATCA requirements.
Where can I find more instructions for this form?
Detailed instructions are provided in the form itself, along with contact information for further assistance.
Related Documents - LIC Mutual Fund FATCA Form
LIC Mutual Fund Account Declaration Form
This form is required for declaring your tax residency for LIC Mutual Fund. It includes personal, tax, and beneficial ownership information. Ensuring accurate completion will help in compliance with tax regulations.
SBI Mutual Fund Additional KYC FATCA CRS Form
This document is the SBI Mutual Fund Annexure II form for individuals. It includes details and instructions for additional KYC, FATCA, and CRS compliance. Complete the form carefully to meet investment regulations.
FATCA & CRS Self-Certification Form
This document is essential for individuals to comply with tax regulations under FATCA and CRS. It collects necessary personal and tax residency information. Make sure to complete all sections accurately to avoid delays.
FATCA/CRS Self-Certification Declaration Form
This FATCA/CRS Declaration Form enables individuals to certify their tax residency status. It is essential for compliance with international tax regulations. Complete the form accurately to avoid complications with tax authorities.
Kotak Mahindra Bank Mutual Fund Transaction Form
This document is the Mutual Fund Transaction Request Form for Kotak Mahindra Bank Ltd. It allows individuals to authorize transactions in mutual fund schemes. Ensure to read the terms and conditions before completing the form.
SBI Mutual Fund Application Form Guidelines
This document serves as a comprehensive guide for filling out the SBI Mutual Fund application form, including various sections and required documents. It is essential for potential investors to understand the information and details needed for successful submission. A thorough understanding of this process will facilitate effective investment in mutual funds.
Common Application Form for Mutual Fund Investors
This document serves as the Common Application Form for mutual fund investments. It includes key details and instructions for investors. Ensure you read all instructions carefully before filling it out.
Kotak Mutual Fund Common Application Form
This form is essential for individuals looking to invest in Kotak Mahindra Mutual Fund. It collects necessary details from unitholders for processing investments. Ensure to fill it out accurately to avoid any delays.
Quant Mutual Fund Common Application Form
This document is a common application form for Quant Mutual Fund, including instructions on lumpsum investment, SIP application, transaction charges, and multiple account details. This form is essential for investors to register and manage their investments in Mutual Funds. Make sure to follow the instructions carefully to fill out the form correctly.
Foreign Tax Credit Form 1116 Instructions
Form 1116 is required to claim the Foreign Tax Credit. This tax credit is for individuals, estates, or trusts who paid foreign taxes. Use this form to report foreign income and taxes paid to reduce U.S. tax liability.
BNP Paribas Mutual Fund Common Application Form
This file contains the BNP Paribas Mutual Fund Common Application Form. It provides detailed instructions for completing the application and other important information. Ideal for both first-time and existing mutual fund investors.
