Permanent Account Number (PAN): Format, Usage, Application Process Explained

In this article, you have discuss about permanent account number (PAN), its usage, benefits, application procedure and more.

Permanent Account Number

What is a Permanent Account Number?

A Permanent Account Number (PAN) is a ten-digit alpha-numeric identifier assigned to Indian individuals and entities primarily engaged in taxable activities. This unique code serves as a primary key for consolidating an individual’s or entity’s tax-related information within the Income Tax Department’s database. The principle of non-duplicity ensures that no two taxpayers can share the same PAN.

While the PAN is a numerical code, the Income Tax Department issues a physical PAN card as a supporting document. This card bears the PAN number, along with the holder’s name, date of birth, and photograph. The PAN card is widely accepted as a valid proof of identity and, in certain cases, as a proof of age.

What is a PAN card?

The Income Tax Department issues a physical PAN card bearing the unique ten-digit alphanumeric Permanent Account Number (PAN). The card also displays the holder’s photograph, name, and date of birth.

The PAN follows a specific format. The initial three characters are alphabetic, ranging from AAA to ZZZ. The fourth character represents the PAN holder’s status (e.g., ‘T’ for Trust, ‘F’ for Firm, ‘H’ for HUF, ‘P’ for Individual, ‘C’ for Company). The fifth character is the first alphabet of the holder’s surname. The subsequent four characters are numerical, ranging from 0001 to 9999. The final character is an alphabetic check digit.

Format of a PAN Number

  • Cardholder’s full name.
  • Cardholder’s father’s name.
  • Ten-digit alphanumeric Permanent Account Number (PAN).
  • Cardholder’s signature.
  • Date of birth.
  • Cardholder’s photograph.
  • Government of India hologram and Income Tax Department insignia.

Is a PAN card mandatory for all Indian citizens?

While obtaining a PAN card is not compulsory for all Indian citizens, its use is mandatory in several crucial instances.

Here’s a breakdown:

  • Taxation: If you’re liable to pay income tax, having a PAN is essential for filing returns and other tax-related procedures.
  • Financial Transactions: Many financial transactions, such as opening a bank account, buying a vehicle, or investing in securities, require a PAN number.   
  • Government Regulations: Various government departments mandate PAN for specific activities, such as property transactions, large cash deposits, and certain business operations.   

In essence, while not a universal requirement, PAN has become indispensable for a wide range of financial and legal activities in India.

Why is a PAN card important?

A Permanent Account Number (PAN) card serves as a crucial identification document in India. It is indispensable for a wide range of financial and legal transactions.

  • Banking: A PAN card is mandatory for opening a bank account and executing various banking operations. Additionally, it is essential for cash deposits exceeding Rs. 50,000 per day and fixed deposits above Rs. 50,000.
  • Debit/Credit Cards: PAN card details are required for obtaining debit or credit cards. Failure to provide this information may adversely affect one’s credit score.
  • Loans: All loan applications necessitate the submission of PAN card information.
  • Investments: PAN card details are essential for investments in mutual funds, bonds, debentures, and shares.
  • Insurance: For annual insurance premiums exceeding Rs. 50,000, PAN card information is mandatory.
  • Property Transactions: PAN card details of both the buyer and seller are required for property transactions involving immovable property valued at Rs. 5 lakhs or more.
  • Jewelry and Bullion: Purchases of jewelry or bullion exceeding Rs. 5 lakhs necessitate the submission of PAN card details.
  • Vehicles: Except for two-wheelers, PAN card information is mandatory for vehicle purchases and sales.
  • Post Office Deposits: For post office deposits exceeding Rs. 50,000, PAN card details are required.
  • Payment Wallets: If monthly transactions through a digital payment wallet surpass Rs. 20,000, PAN card information becomes necessary.
  • Foreign Currency Exchange: Exchanging Indian Rupees for foreign currency requires the submission of PAN card details.

How to Apply for a PAN Card?

There are two primary methods to apply for a PAN card:

1. Online Application

  • Visit the NSDL website: 
  • Select the appropriate application type: New PAN for Indian/Foreign citizen, changes or corrections.  
  • Fill in the required details: Personal information, address, contact details, etc.
  • Upload necessary documents: Proof of identity, address, and date of birth.
  • Pay the application fee: Online payment options are available.
  • Submit the application: You will receive an acknowledgment number for tracking the status.  

2. Offline Application

  • Obtain Form 49A or 49AA: Download from the Protean e-Gov website or collect from a PAN service center.  
  • Fill in the application form: Complete all sections accurately.
  • Attach required documents: Affidavits, photographs, and other supporting documents.
  • Submit the application: Send it to the nearest PAN service center along with the application fee.

Important Considerations:

  • Documents Required: The specific documents needed vary based on the applicant’s category (individual, company, etc.). Generally, proof of identity, address, and date of birth are essential.
  • Processing Time: The time taken to process a PAN card application can vary.
  • Application Fees: The fees for PAN card applications are subject to change. Check the official website for the latest information.

Benefits of a PAN Card

A PAN card is essential for various financial and legal activities in India. Here are some of its key benefits:   

Tax-related Benefits

  • Income Tax Filing: Mandatory for filing income tax returns.   
  • Tax Deductions: Claiming tax deductions and rebates.   
  • Tax Refunds: Facilitates quick and efficient processing of income tax refunds.   

Financial Benefits

  • Banking: Required for opening bank accounts and conducting high-value transactions.   
  • Investments: Essential for investing in mutual funds, shares, bonds, and other financial instruments.   
  • Loans: Many financial institutions require PAN for loan applications.   
  • Credit Cards: PAN details are often required for credit card applications.   

Other Benefits

  • Identification Proof: Serves as a valid proof of identity for various purposes.   
  • Large Transactions: Mandatory for cash deposits exceeding Rs. 50,000, property transactions, and other high-value purchases.   
  • Business Registration: Required for registering a business entity.   

In essence, a PAN card simplifies financial transactions, ensures tax compliance, and serves as a crucial identification document.   

Uses of a PAN card

A PAN card, or Permanent Account Number card, is a crucial document in India that serves multiple purposes.

Here’s a breakdown of its primary uses:   

Tax-related Uses

  • Income Tax Filing: Mandatory for filing income tax returns.   
  • Tax Deductions: Claiming tax benefits and deductions.   
  • Tax Refunds: Facilitates quick and efficient processing of tax refunds.

Financial Transactions

  • Banking: Required for opening bank accounts and conducting high-value transactions.   
  • Investments: Essential for investing in mutual funds, shares, bonds, and other financial instruments.   
  • Loans: Many financial institutions require PAN for loan applications and processing.   
  • Credit Cards: PAN is often required for credit card applications.   
  • Insurance Policies: Some insurance companies may require PAN for policy issuance or claims.   

Identification and Verification

  • Proof of Identity: Can be used as a valid proof of identity for various purposes, including passport, driving license, and voter ID applications.   
  • Large Cash Transactions: Required for cash deposits exceeding Rs. 50,000, property transactions, and other high-value purchases.   
  • Government Services: Many government departments and agencies require PAN for various services.   

Business and Professional Activities

  • Business Registration: Necessary for registering a business entity.
  • Professional Licenses: Some professional bodies may require PAN for membership or license issuance.