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Get Annexure - 1 Of Schedule - B
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How to fill out the Annexure - 1 of Schedule - B online
Filling out the Annexure - 1 of Schedule - B is essential for sponsors or directors intending to buy or sell securities. This guide will provide you with a clear, step-by-step process to navigate the online form efficiently.
Follow the steps to complete the Annexure - 1 of Schedule - B online.
- Click the ‘Get Form’ button to obtain the form and open it in the editor.
- In the first field, enter the name of the issuer, mutual fund, or Collective Investment Scheme (CIS) involved in the transaction.
- Provide your full name and address in the designated area for the sponsor or director.
- Enter your Beneficial Owners (BO) account number accurately to ensure proper identification.
- Detail the quantity of securities you currently hold in the issuer, mutual fund, or CIS.
- Indicate the quantity of securities you intend to buy, sell, or otherwise dispose of.
- If applicable, input your Taxpayer Identification Number (TIN) in the required field.
- Specify your designated stock broker's name and the corresponding stock exchange you will be using.
- Select the type of market for the transaction, stating whether it is public, block, or others, and provide specifics as necessary.
- If you plan to acquire or dispose of securities outside the stock exchange, provide the relevant details in the designated section.
- Complete the declaration section by confirming that you have placed the necessary funds or securities with your stock broker for execution.
- Verify your signature, and include the date and place of signing towards the end of the document.
- Ensure all required documents are enclosed as specified in the instructions, including any necessary resolutions or certificates.
- After reviewing all entries for accuracy, you can save changes, download, print, or share the completed form as needed.
Get started and complete your document online today!
Schedule B generally states interest and dividend income from accounts in the U.S. if those amounts exceeded $1,500 in the past year. However, people who have foreign accounts must file Schedule B to report any of these accounts, regardless of how much money they hold.
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