How to file ITR of de­ceased, sur­ren­der PAN and Aad­haar

Mint ST - - PERSONAL FINANCE - Sub­mit the re­quest Ash­wini Ku­mar Sharma ash­[email protected]

When a per­son dies, apart from as­sets and li­a­bil­i­ties, there are other things too that get trans­ferred to le­gal heirs. These in­clude the re­spon­si­bil­ity to file the last in­come tax re­turn on be­half of the de­ceased and sur­ren­der­ing the per­son’s doc­u­ments like per­ma­nent ac­count num­ber (PAN) and Aad­haar. Here is how you should go about it. to write an ap­pli­ca­tion to the as­sess­ing of­fi­cer (AO) un­der whose ju­ris­dic­tion PAN is reg­is­tered (find out at The let­ter should con­tain rea­sons for sur­ren­der (i.e. death of the holder), name, PAN, date of birth of de­ceased, along with a copy of death cer­tifi­cate.

As of now, UIDAI hasn’t put in place a pro­ce­dure for sur­ren­der after death. But as a se­cu­rity mea­sure, you should get the bio­met­rics locked. Once locked, the same can­not be used by any­one for au­then­ti­ca­tion or trans­ac­tion. How­ever, this fa­cil­ity can only be ac­cessed on­line and you need to gen­er­ate a se­cu­rity code through the reg­is­tered mo­bile num­ber of the de­ceased. To do this, you have to go to the Aad­haar ser­vices tab on UIDAI’S home­page, and click on the “lock/un­lock bio­met­rics” link. This will take you to the page: res­i­ bio­met­ric-lock. Fol­low the in­struc­tions, there­after.

Ex­perts sug­gest that you should sur­ren­der the PAN card and get Aad­haar bio­met­rics locked after you have com­pleted other tasks like fil­ing re­turns, clos­ing bank ac­counts, redemp­tion or with­drawal of fi­nan­cial as­sets and so on. “The aforestated doc­u­ments are the key iden­ti­fi­ca­tion doc­u­ments of the de­ceased along with his death cer­tifi­cate even post his demise. The same can be kept for fu­ture ref­er­ence,” said Manoj K. Singh, found­ing part­ner, Singh & As­so­ciates, a law firm. Make sure you keep copies of all the doc­u­ments.

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