Proposed investment proofs for the month of Feb and March

Hi,

  1. Which investments declarations come under “proposed investment” proofs for the month of Feb and March period?
  2. How it can be done?

Hi @Chitra,

Usually, companies collect the proof of investments during the month of Dec and Jan.
But if the payment due date for any policy falls after Jan, then an employee may not be able to show the proof for it.

In these cases, the employer asks for proof of last year investment and a declaration from the employee saying he will continue to invest for this year also.

You can refer to this link for the sample declaration form.

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