Documents and instructions required to remit the funds held in Foreign Pension Savings Account, to a Foreign Bank Savings account maintained in the individual name of the Pensioner. Remittance Amount - In all applications Since, we are only permitted to transfer funds available in the account, as at the date of issue of the Life Certificate, you can state the Remittance amount as 'AUD equivalent to Rs.'. (i.e. If the balance available in the account as at the date of issue of the Life Certificate is Rs. 105,000/-, you may state the Remittance amount as AUD equivalent to Rs. 100,000/-, leaving Rs. 5,000/- for charges & minimum balance requirement. Certification of Life Certificate As per the the guidelines issued by the Department of Pensions, the Life certificate can be certified either by the persons authorized to certify same, as stated on the application. Or By a Registered Doctor under the Official Stamp with the Medical Registration Number only for banking transaction purpose Tax Clearance Category 1 - If you have migrated from Sri Lanka prior to 01.11.2015 you will be exempted from Migration Tax. Category 2 - If you have Migrated from Sri Lanka after on or 01.11.2015, as per the the guidelines issued by the Department of Inland Revenue of Sri Lanka, a Tax Clearance has to be obtained for remittance of funds from the Pension Account, to overseas and a Migration Tax of 20% of the Remittance amount will be levied. Hence, kindly forward the following documents, to obtain the Tax Clearance on your behalf.

1. The attached Application for Income Tax Clearance Certificate for Migration Allowances 2. A written consent to provide account details & to issue a bank draft favouring 'The Commissioner

Inland Revenue' to IRD to the debit of your account held with us, for the Migration Tax which will be levied.

3. Copy of your Passport Bio page, Alteration Page if available 4. Copy of your PR Card (Both sides) 5. Copy of your Pension ID or any document to confirm the Pension Number 6. If available, any document proof for having obtained the PR prior to 01.11.2015

Application for Outward Telegraphic Transfer

State your account with HNB as the debit account number. Foreign bank charges to be born by - 'SHA' Attach a copy of the recent bank statement of your Individual Savings Account held Australia, for

verification and accuracy of the remittance

CBSL Form 3 - Required to be submitted for each remittance.

Application for Internet Banking - If the facility has not obtained, kindly complete same and forward along with other documents, which will be convenient in routing the documents to us. E-statement Application - Kindly complete and forward with other documents, if you wish to change the email address already registered to your account or to obtain the e-statement facility if not availed. Forwarding of Documents Option 1 If you have obtained the Internet banking facility, kindly forward clear scanned images of all above documents completed and signed, through the 'Mail' option available under the HNB Internet Banking facility.

Option 2

Kindly forward all completed documents to the following address, preferably through courier/registered post, since same could be traced for delivery and that normal post may get delayed due to lock-down that may be imposed from time to time. The Manager Hatton National Bank PLC - Maligawatte Maligawatte Secretariat Maligawatte Colombo 10 Sri Lanka

APPLICATION

TO OBTAIN AN INCOME TAX CLEARANCE CERTIFICATE

1. Full Name : ……………………………..……………………………..……………………………

……………………………..……………………………..……………………………

2. Postal Address : ……………………………..……………………………..……………………………

……………………………..……………………………..……………………………

……………………………..……………………………..……………………………

3. Date of Birth : ……………………………..……………………………..……………………………

4. Civil Status (Whether Married, Single, Widow or Widower): ……………………………..……………

5. National Identity Card No: ……………………………..……………………………..……………………

6. Passport No : ……………………………..……………………………..………………………………….

7. Date of arrival to Sri Lanka: ……………………………..……………………………..………………….

8. Proposed date of departure: ……………………………..……………………………..…………………

9. Country of destination : ……………………………..……………………………..……………………….

10. Purpose of obtaining clearance: ……………………………..……………………………..…………….

11. Income Tax File No. (If any): ……………………………..……………………………..………………...

12. Income from all sources for YY/A: ……………………………..

……………………………..

……………………………..

13. Date of commencement and cessation of trade, business, profession

(Please submit documentary evidence):

……………………………..……………………………..…………………………………………………..

14. (a) The amount of which clearance is required.

Rs. Cash

Jewelry

Total

(b) Sources of funds:

Rs.

Savings

E.P.F.

E.T.F.

Disposal of movable and Immovable properties

Gifts

Loans

Other Sources

Total

15. Names and Passport Numbers of the members of the family accompanying the applicant:

Name Passport No.

Reference Number(S) of the earlier applications(s( for clearance certificate(s):

I declare that the information given above in true and accurate to the best of my knowledge and belief.

……………………………………….. ………………………………………..

Date Signature of Applicant.

Instructions to fill the applications:

You are expected to fill each and every item in the application and submit evidence wherever

necessary.

Supporting documents required. Following documents should be submitted with photocopies.

1. (a) National Identity Card (b) Passport

2. Resignation acceptance letter

3. T- 10 forms for last 3 assessment years

4. Salary particulars for last three months of work

5. Documentary evidence in respect of the amount for which clearance is required. These documents may include the following.

(i) EPF & ETF - documents from the respective authorities

(ii) Disposal of movable & immovable properties. - documents relevant to the transaction.

(iii) Gifts - Letters from the donors

(iv) Loans - Letters from granters including their income tax file numbers.

(v) Other sources – as required

6. Bank Details a. Certificates of fixed deposits b. Savings Bank Pass Book c. Bank Statements d. Certificates of withholding tax

7. If Applicant not present produce the Power of Attonney.