INVESTMENT DECLARATION FORM 2025-2026

Employee Name*

First NameLast Name
Employee Address*
Employee Code *
Employee PAN*
Employee Aadhar Card No*
Employee Date Of Joining

DayMonthYear
Employee Birth Date *

DayMonthYear
Mobile Number

Area CodePhone Number
Email Id
example@cathedral-school.com
1st of April 2025 to 31st of March 2026
Old Tax Regime (Tax at old slab rates with all exemptions under Chapter VI and deductions allowed under section 10New Tax Regime u/s 115BAC (Tax at lower rates. No exemptions or deductions available)

YesNo
Self-Occupied Property (Maximum Limit as per Income Tax Act is Rs. 200000)Loan taken for Home Improvement (Maximum Limit as per Income Tax Act is Rs. 30000)
Name of Lender Bank/Financial Institution*
PAN of Lender Bank/Financial Institution*
Interest on Housing Loan (Amount Rs.)*
Amount of Interest and not Percentage

Rows	Amounts in Rs.
Life Insurance Premium(LIC)-Other than School LIC
Public Provident Fund(PPF) (Other than School Provident Fund)
National Savings Certificate(NSC)
Interest accrued on NSC(Re-invested during the current financial year)
Unit Linked Insurance Policy(ULIP)
Equity Linked Savings Scheme(ELSS)-Mutual Fund
Payment for Tuition Fees for Children(Max. 2 Children)
Principal Repayment Of Housing Loan
Stamp Duty, Registration charges incurred for Buying House(1st Year Only)
Infrastructure Bonds
Bank Fixed Deposit For 5 Years & Above (Invested during the year)
Post Office Term Deposit For 5 Years & Above (invested during the year)

Rows	Amount in Rs.
1. 80 D Medical Insurance Premium-Individual, Spouse & Children (Maximum Limit-Rs.25000/-if any person insured is other than Senior Citizen)
2. 80 D Medical Insurance Premium-Parents (Maximum Limit-Rs.50000/-if any person insured is a Senior Citizen)
3. 80 D Preventive Health Check-up Maximum Rs.5000/- (inclusive in overall limit of Rs.25000/50000)

Name

First NameLast Name
I hereby declare that the following investment will be made by me during the financial year 2025-26 starting from April 2025 and the self-attested hard copy of the receipts will be submitted by me before 18th January 2026.I declare that I have linked the PAN and Aadhaar on the Income Tax department website. I also understand that on failure to link the PAN-Aadhaar, the school is hereby authorised to deduct tax at a higher rate as per the rules of the Government.I accept and authorise the deduction of tax if I fail to submit the proof of investments before the 18th January 2026.
YESNO
Should be Empty:

Rows	Claim Amount in Rs.	Whether claimed or Will claim
Claims during the calendar year 2022 (January 1, 2022 to December 31, 2022 only)
Claims during the calendar year 2023 (January 1, 2023 to December 31, 2023 only)
Claims during the calendar year 2024 (January 1, 2024 to December 31, 2024 only)
Claims during the calendar year 2025 (January 1, 2025 to December 31, 2025 only)

INVESTMENT DECLARATION FORM