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Tuesday, 11 February 2014

Tax Free Bonds - NRI FAQs

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Can NRIs subscribe to bonds in India? An NRI is eligible subscribe to corporate deposits, NCDs and PSU bonds issued in India. However the issuer should specifically enable the ‘NRI Window’ in an offer. Tax free bonds Public issue is open for NRIs to subscribe on both repatriable and non-repatriable basis. What will be the tax treatment of income from Tax Free Bonds for NRI? The interest on these bonds is tax free. Thus no income tax would be required to be paid, nor will it be subject to TDS. However, capital gains on these bonds (if any) are taxable like normal corporate bonds. Thus capital gains will be subject to TDS as usual.

 

Which accounts/facilities are required to invest in these bonds?

 

An NRI can apply to these bonds through their NRE/NRO accounts. To apply on repatriable basis: Apply with a rupee denominated draft/cheque drawn on an NRE account. To apply on non-repatriable basis: Apply with a rupee denominated draft/cheque drawn on an NRO account.

How can NRIs withdraw their investments from these bonds?

Can NRIs repatriate the proceeds to the foreign country? The bonds will be listed on exchanges and can be sold any time before maturity. Otherwise the investor can wait up to maturity when the lender would return the face value. Only bonds in demat form can be traded. The sale can be made through any broker. The interest income on these bonds can be repatriated after obtaining a certificate from a chartered accountant that the said amount is eligible for repatriation. In case the application is made on a repatriable basis, the funds can be taken to the foreign country of the NRI. What Documents would be required to apply to these bonds? If application in made for allotment in physical form, the following documents would be required: Indian Passport PAN Card issued by Indian Income Tax Department Overseas address proof: Such as utility bills, driving license, bank details.

In which account will NRIs receive the interest and redemptions?

In case of application in demat form, the payments will be made to the bank account connected through the demat account. In case of application by demat form, a copy of a cancelled cheque on the account, in which the investor wishes to receive payment, is to be attached to the form. The account in which payments are received can be different from which the application is made. However, in both these cases, note that if initial investment is made from an NRO account, the payments will have to be received in NRO account. If investment is made from NRE account, the payments can be received in both NRO or NRE account. What Demat details are required? The applicant needs to provide the beneficiary account number and depositary participants identification number in the application form. The name in application form should be identical to those appearing in the demat accounts.

 

 

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