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HDFC PREMIUM 11

The document is an annual premium statement for Komal Modi's insurance policy as of March 31, 2023. It details the premium paid for the HDFC Life Click2Invest ULIP plan and outlines the tax benefits available under the Income-tax Act, 1961. The statement emphasizes that tax benefits are subject to conditions and changes in tax laws, and it is electronically generated, requiring no signature.

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komalmodi27
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18 views

HDFC PREMIUM 11

The document is an annual premium statement for Komal Modi's insurance policy as of March 31, 2023. It details the premium paid for the HDFC Life Click2Invest ULIP plan and outlines the tax benefits available under the Income-tax Act, 1961. The statement emphasizes that tax benefits are subject to conditions and changes in tax laws, and it is electronically generated, requiring no signature.

Uploaded by

komalmodi27
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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PSRL225024022029

CANA | Annual Premium Statement

14/07/2023

Komal Modi
OPPOSITE NIMBACH MATANI POLE
SALVIVADO
PATAN
Ahmedabad
Gujarat-384265
India
: 9601721099
: [email protected]

Dear Komal Modi,

We certify that the premium(s) mentioned below have been received towards your insurance policy(s) held with us. The
Annual Premium Statement for your policy(s) as on 31/03/2023 is detailed below.

SUMMARY - Client ID: F5317486

Tax benefit
Benefit Opted available
Payment For and Premium under the
Policy No. Plan Name Product UIN Life Assured Name Policy Status Frequency Paid (INR)
Tax Details Income-tax
Act, 1961

HDFC Life Click2Invest


- ULIP Death Benefit 24000.00 Section 80C
19982672 HDFC Life Click2Invest - ULIP 101L100V02 Komal Modi In Force Monthly

Taxes and
Levies as applicable 0.00 -

NOTE:

n As per section 10(10D) of the Income-tax Act, 1961, any sum received under a Life Insurance Policy will be exempt subject to conditions
specified therein.
n Tax benefit under Section 80C and 80 CCC of the Income-tax Act, 1961 is available to an individual or HUF for premium paid towards Life
Insurance or Pension Policy, subject to the conditions / limits specified therein.
n Tax benefit is available to an individual or HUF under Section 80D of the Income-tax Act, 1961 for Health Insurance Premium (including CI
rider premium) paid subject to the conditions / limits specified therein.
n A significant part of the benefits is not available as a lump sum but would need to be mandatorily taken as Annuity from HDFC Life.
n Tax will be deducted at the applicable rate from the payments made under the Policy, as per the prevailing provisions of the Income-tax Act,
1961.
n Taxes and Levies for ULIP Plans are deducted through cancellation of units.
n The above mentioned tax benefits are subject to changes in the tax laws. Please consult your tax advisors to confirm the applicability of the
tax benefits at your end. Taxes and levies will be applicable as per prevailing tax laws.

********This is an electronically generated statement and does not require a signature.********

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