Form No. 02A - Return of Taxable Securities Transactions for Insurance Company - Securities Transaction Tax Rules, 2004

1 [ FORM NO. 2A [See rule 7 of Securities Transaction Tax Rules, 2004] Return of Taxable Securities Transactions for Insurance Company S.No 1. Name of the Insurance Company: 2. Date of Registration/Incorporation under the Companies Act, 2013 d d m m y y y y 3. Permanent Account Number (PAN) 4. Financial Year for which transaction is being reported 5. Jurisdictional Assessing Officer 6. Number of equity oriented funds 7. Value of taxable securities transactions 8. Total securities transaction tax collectible 9. Total securities transaction tax collected 10. Total securities transaction tax paid 11. Securities transaction tax payable/refundable 12. Interest payable under section 104 13. Interest paid 14. Details of Equity Oriented Funds with respect to Unit Linked Insurance Policies issued by the Insurance company on or after the first day of February, 2021 S.No Name of equity oriented fund Unique Client Code of the fund Folio number of person from whom units purchased Name of person from whom units purchased PAN of person from whom units purchased Value of taxable securities transaction (in Rs.) Securities transaction tax Collectible (in Rs.) Securities transaction tax collected (in Rs.) 1 2 3 4 5 6 7 8 9 15. Month wise details of taxable securities transaction tax for the FY mentioned in column 4 S.No Month Name of equity oriented fund Unique Client Code of the fund Value of taxable securities transaction (in Rs.) Securities transaction tax Collectible (in Rs.) Securities transaction tax collected (in Rs.) Securities transaction tax Paid (in Rs.) Interest payable under section 104 Interest paid under section 104 1 2 3 4 5 6 7 8 9 10 Total 16. Details of securities transaction tax/interest paid Tax/Interest (In Rs.) Name of the bank branch BSR code of the bank branch Date of deposit Serial No. of Challan Amount (In Rs.) 11 12 13 14 15 16 VERIFICATION I, ........... (full name in block letters), son/ daughter of ............ solemnly declare that to the best of my knowledge and belief the information given in this return is correct and complete and that the total value of taxable securities transactions and other particulars shown therein are truly stated and are in accordance with provisions of Chapter VII of the Finance (No.2) Act, 2004 and the Securities Transaction Tax Rules, 2004. I further declare that I am making this return in my capacity as ......... and I am also competent to make this return and verify it. Date: ......... Place ......... (Name and Signature) NOTES:- 1. This Form must be used by a Insurance Company Only 2. Details required in Row 14 may be given separately for each equity oriented fund set up by the insurance company and sub-total of each fund be also given. 3. Details required in Row No. 15 may be given separately for each month for each equity oriented fund set up by insurance company and sub-total for each month be also given. ] ******************* NOTES:- 1. Inserted vide NOTIFICATION NO. 9/2022 dated 18-01-2022