Account Number
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Select your account number
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If your account number is <XX1234>, then select <XX1234> from the dropdown menu. |
Status
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In the case of an Individual customer, do not enter anything. In other cases, the applicable status is to be selected from the dropdown menu. |
If the customer has a Hindu Undivided Family (HUF) account, then He/ She has to select the status as ‘HUF’ from the dropdown menu. Follow the same process for Trust, Association and Club accounts. |
Whether assessed was taxed/ is to be taxed under Income Tax Act 1961
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1. Select ‘Yes’ for the three scenarios mentioned below:
a) Customer has filed the income tax returns in any of the last six years preceding the current year.
b) Customer’s income is above the taxable limit (i.e., basic exemption limit as mentioned in the table above) in any of the last six years preceding the current year.
c) Customer has been assessed to tax in any of the last six years preceding the current year. |
If you have filed your income tax returns or your income was above the taxable limit or it has been assessed to tax from Assessment Year 2014 to 2019 — in any of these years or in all years — then select the field ‘Yes’
If your income is above taxable limit/ assessed to tax/ filed income tax return only for the Assessment Year 2016 and not for any other assessment years, select ‘Yes’. |
2. Select ‘No’ if the customer has never filed income tax returns or his/ her income was not above the taxable limit or has never been assessed to tax in the last six years preceding the current year. |
Latest assessment year for which assessed |
In case the answer to ‘Whether assessed to tax under Income Tax Act 1961’ is selected as ‘Yes’, then:
Select the latest assessment year in which you have filed your income tax returns or your income was above the taxable limit or has been assessed to tax. |
You filed your income tax return for FY 2017 (Assessment Year 2018), then customer needs to select Assessment Year as 2018.
If you filed IT returns for FY 2016 (Assessment Year 2017) and FY 2017 (Assessment Year 2018), select Assessment Year as 2018 as the latest year.
Where the income above taxable limit has been assessed to tax, the selection of assessment year is similar. |
In case the answer to ‘Whether assessed to tax under Income Tax Act 1961’ is selected as ‘No’, then there is no need to answer this question. |
Estimated income earned on deposit(s)
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Nothing to enter -> It shows the projected interest income, which the customer is going to earn in the financial year on all deposits held with ICICI Bank under all the linked Customer IDs.* |
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Estimated total income including the estimated income earned on deposit(s)
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Enter the total income from all the sources that you have or will earn during the financial year including the interest income shown in the ‘Estimated income earned on deposit(s)’ field. |
Your total annual income is Rs 2,40,000 from all sources (like interest on deposits with other bank, income received from other business or rent received). Also, you have 1/2/3 FD(s) with ICICI Bank for which the estimated income earned on deposit(s) is Rs 3,000. In that case, mention Rs 2,43,000 as the ‘Estimated Total Income including the estimated income earned on deposit(s)’. |
Details of Form 15G/H other than this form filed during the current financial year
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If you have submitted Form 15G/H during the current financial year, i.e. from April 01 of the current financial year till date, across all the banks, then mention the following: |
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Number of forms filed
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The total number of Forms 15G/H submitted so far, during the current financial year, across all the banks. |
You have two deposits with ABC Bank and one deposit with ICICI Bank, and have submitted one Form 15G/H for both deposits with ABC Bank on April 05, and now you are submitting for ICICI Bank Fixed Deposit, then mention the count of ‘Number of forms filed’ as 1. |
In case you have not submitted any Form 15G/H, from April 01 till date, then the answer is ‘0’. |
Aggregate amount
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The estimated income earned on deposit(s) for which previous Form 15G/H has been submitted from April 01 till date. |
You have a deposit with ABC Bank, where the estimated interest income for the entire financial year is Rs 50,000. Now, you have opened a new deposit with ICICI Bank for which you are filing Form 15G/H. Then, mention Rs 50,000+ ICICI bank deposits estimated income as the aggregate amount. |