FORM NO. 9
[See rule 16C]
Application for grant of approval or continuance thereof to a fund
under section 10(23AAA) of the Income-tax Act, 1961
1. Name of the organisation (in which the members of the fund
are employed) in full (in block letters)
2. Address of the office of the trust/fund where the accounts
are kept
3. Objects of the fund
4. Names and addresses of trustees/office bearers of the fund
5. Classes and number of employees admitted to the fund-
(i) in India
(ii) outside India
6. Assessment particulars-
Ward/Circle where assessed and permanent account num-
ber/GIR number
7. Source of funds/annual accretion
8. Whether the trust proposes to accumulate funds for achieve-
ment of the purposes mentioned in item (3) above and if so
the manner thereof
9. (i) Details of modes in which the funds are invested or
deposited, showing the nature, value and income from
the investment
(ii) Whether any funds have been invested in the modes
[other than those specified in section 11(5)]
I certify that the information furnished above is true to the best of my knowledge and belief.
I undertake to communicate forthwith any alteration in the terms or in the rules governing the fund made at
any time hereafter.
Place……………
………………………..
Date……………
Signature
………………………..
Designation
………………………..
Address
Notes:The application form (in triplicate) should be sent to the Commissioner of Income-tax having juris-
diction over the fund along with the following documents :-
(i) A copy of instrument of trust evidencing the formation of the fund.
(it) Notes on activities of the fund since its inception or during the last three years, whichever is
less.
(iii) Copies of accounts of the fund since its inception or during the last three years, whichever is
less.