Get Your Pan Card For Assets: A Step-By-Step Guide

A Permanent Account Number (PAN) is a 10-digit alphanumeric identifier issued by the Income Tax Department in India. It is a crucial document for financial transactions, including mutual fund investments. To get a PAN card, you must register on the Income Tax Department e-Filing website and fill out a registration form. After submitting the form, you will receive an activation link via email. Once your account is activated, you can log in and access your PAN details, such as your name, area code, jurisdiction, and address. It is important to keep your PAN number confidential and use secure internet connections when accessing your financial information online.

Characteristics	Values
What is a PAN number?	Permanent Account Number (PAN) is a 10-digit alphanumeric identifier issued by the Income Tax Department in India.
Why is it important?	It is an essential document for financial transactions, including mutual fund investments, and is used to track all financial transactions and investments, prevent tax evasion and fraud, and ensure compliance with tax regulations and KYC (Know Your Customer) norms.
How to get a PAN card?	Visit the Income Tax Department e-Filing website, register, and enter your PAN card number. Fill out and submit the registration form, then activate your account via the link sent to your email. Log in, go to Profile Settings, and click on PAN Details to access your PAN card information.
How to check mutual fund status with PAN number?	1. Access the official website of the Asset Management Company (AMC) where you've invested in mutual funds. 2. Register or log in, providing details such as your PAN number. 3. Navigate to your mutual fund portfolio section. 4. Enter your PAN number. 5. View your portfolio, including details such as funds invested, units held, current market value, and performance.

What You'll Learn

Register for PAN card
Log in to the Income Tax Department e-Filing website
Visit the Asset Management Company (AMC) website
Check PAN card details by name and date of birth
Check PAN card details by address

Register for PAN card

Registering for a PAN card can be done online or offline. Here is a step-by-step guide on how to register for a PAN card online:

Online:

NSDL Portal:

Visit the official NSDL website.
Choose either 'New PAN – Indian Citizen (Form 49A)' or 'New PAN – Foreign Citizen (Form 49AA)' under 'Application Type'.
Select 'Individual' for the 'Category'.
Fill in your name, date of birth, email ID, and mobile number. Agree to the consent terms and click 'Submit'.
You will receive a Token Number via email or mobile. Click 'Continue with PAN Application Form'.
Choose one of three options to submit your documents: Digital submission through e-KYC & e-Sign (Paperless), Scanned image submission through e-Sign, or physically forwarding documents.
Decide if you want a physical PAN card or a digital one via email.
Enter your Aadhaar number, name, gender, date of birth, and parents' names, then click 'Next'.
Fill in your income sources, communication address, residential address, and office address (if required). Include your phone number and email ID, then click 'Next'.
Enter your AO (Assessing Officer) code and click 'Next'.
Upload the necessary documents, complete the declaration, and submit the form.
Proceed to the payment page to pay the required fees. An acknowledgment with a 15-digit number will be generated.
If you chose to forward your application documents physically in Step 6, print the acknowledgment, attach your photo and signature, and send it with the required documents to the PAN Services Unit in Pune.

UTIITSL Portal:

Visit the UTIITSL website and locate the 'PAN Services' section.
Click on 'PAN Card for Indian citizen/NRI' or 'PAN Card for a foreign citizen'.
Select the 'Apply for New PAN Card' tab.
Choose the mode of submission of documents.
Select 'Individual' under 'Status of Applicant'.
Select the PAN card mode and click 'Submit'.
You will receive a reference number.
Fill in your personal details, document information, contact and parents' details, address details, and any other required information.
Upload the necessary documents and submit the form. Double-check all the details.
Proceed to the payment page and choose your preferred mode of online payment.
After completing the payment, print out the form for your reference.

Offline:

Download 'Form 49A' for Indian citizens or 'Form 49AA' for foreign citizens from the NSDL website.
Fill in the AO code and area code in the first column of the form.
Complete the form using BLOCK letters and a black ink pen.
Attach two recent colour passport-sized photographs with a plain background in the designated boxes.
Sign the form in the specified places and across the photograph on the top left side of the form.
Attach self-attested copies of your proof of identity, address, and date of birth to the form.
Submit the completed form and documents at the nearest PAN centre, pay the required fees, and receive an acknowledgment number.

It is important to submit the correct documents and provide a registered email address and phone number. Incorrect information can delay or prevent you from obtaining a PAN card.

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Log in to the Income Tax Department e-Filing website

To log in to the Income Tax Department e-Filing website, you must first ensure you are a registered user on the e-Filing portal. You will also need a valid User ID and Password for the portal.

There are several methods to log in to the portal, each with its own specific credentials. These methods include:

Net Banking (e-Filing Vault Higher Security enabled)
Net Banking (e-Filing Vault Higher Security NOT enabled)
Bank/Demat Account EVC (e-Filing Vault Higher Security enabled)
User ID (PAN) & Password + DSC for 2nd factor authentication
Login using User ID – for CA, TAN User, ERI, External Agency, ITDREIN user

The steps to log in using each of these methods are outlined below:

Net Banking (e-Filing Vault Higher Security enabled)

Go to the e-Filing Portal homepage and click Login.
Enter your PAN in the "Enter your User ID" text box and click Continue.
Confirm your Secure Access Message.
Enter your password and click Continue.
Enter your Net Banking User ID and password for second-factor authentication.

Net Banking (e-Filing Vault Higher Security NOT enabled)

Go to the e-Filing Portal homepage and click Login.
Enter your PAN in the "Enter your User ID" text box and click Continue.
Confirm your Secure Access Message.
Enter your password and click Continue.
Click on the Net Banking option under "Other Ways to Access Your Account."
Choose your preferred bank and click Continue.
Read and understand the disclaimer, then click Continue.
Log in to your Net Banking account using your User ID and password.
Post login, select the link to the e-Filing portal on your bank's website.

Bank/Demat Account EVC (e-Filing Vault Higher Security enabled)

Go to the e-Filing Portal homepage and click Login.
Enter your PAN in the "Enter your User ID" text box and click Continue.
Confirm your Secure Access Message.
Enter your password and click Continue.
Select Bank Account EVC / Demat Account EVC and click Continue.
If you do not have an EVC, click Generate EVC. You will receive the EVC on your mobile number registered with your bank/demat account. If you already have an EVC, select "I already have an EVC."
Enter the EVC and click Login.

User ID (PAN) & Password + DSC for 2nd factor authentication

Go to the e-Filing Portal homepage and click Login.
Enter your PAN in the "Enter your User ID" text box and click Continue.
Confirm your Secure Access Message.
Enter your password and click Continue.
Select the DSC Option and click Continue.
Select New DSC or Registered DSC (as required) and click Continue.
Select "I have downloaded and installed emsigner utility" and click Continue.
On the Data Sign page, choose the Provider and Certificate.
Enter the Provider Password and click Sign.

Login using User ID – for CA, TAN User, ERI, External Agency, ITDREIN user

Go to the e-Filing Portal homepage and click Login.
Enter your user ID in the "Enter your User ID" text box and click Continue.

Note: The user IDs for different users are as follows:

ARCA followed by the 6-digit membership number for ARCA users.
ERIP followed by the 6-digit membership number for ERIP users.
EXTA followed by a 6-digit number for EXTA users.
PAN/TAN of the reporting entity followed by 2 alphabets and 3 digits for Tax Deductors and Collectors.

Confirm your Secure Access Message.
Enter your password and click Continue.

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Visit the Asset Management Company (AMC) website

To get your PAN number, you can visit the Asset Management Company (AMC) website. This is a simple and effective way to access and manage your mutual fund portfolio online.

First, you need to identify the AMC where you have invested in mutual funds. AMCs are firms that invest the pooled funds from clients, charging a fee for their services. They provide more diversification, liquidity, and professional management consulting services than are normally available to individual investors.

Most AMCs offer an online portal for investors to access their account information. You will need to register or log in to the AMC's website, providing the required details, including your PAN number, and creating a login ID and password. Once registered, you can log in and navigate to your portfolio. Here, you will find an option to check your mutual fund status by entering your PAN number.

After entering your PAN, you should be able to view your mutual fund portfolio, including details such as the funds you have invested in, the number of units held, the current market value, and the performance of your investments. This platform will allow you to track the performance of your mutual funds, monitor your investments, and make any necessary transactions or changes.

It is important to note that mutual fund PAN verification is a security measure to ensure that you, as the investor, are the authorized person accessing your portfolio. This verification adds an extra layer of protection to your investments. Therefore, always keep your PAN number confidential and use secure internet connections when accessing your portfolio online.

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Check PAN card details by name and date of birth

To check your PAN card details by name and date of birth, you can follow the below procedure:

Visit the Income Tax Department e-Filing website.
Click on "Know Your PAN".
Enter your date of birth in the format DD/MM/YYYY.
Enter your surname, middle name, and first name.
Enter the Captcha Code as shown on the screen.

After completing these steps, you will receive the following details:

Remarks indicating whether your card is active, inactive, or in another status.

Alternatively, you can verify your PAN card details by following these steps:

Visit the Income Tax Department's e-filing homepage.
Under the "Quick Links" section, click on "Verify your PAN".
Enter your PAN, full name, date of birth, and mobile number.
Click on "Continue".
Enter the OTP received on your mobile number.
Click on the "Validate" option.

After completing these steps, you will be redirected to a new page that will show your PAN status and whether the details match.

It is important to note that the "Know Your PAN" service has been recently discontinued by the Income Tax Department website and replaced by the "Verify your PAN Details" service.

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Check PAN card details by address

To check your PAN card details by address, you must first register yourself on the official website of the Income Tax Department. Here is a step-by-step guide:

Step 1: Register on the Income Tax E-Filing Page

Visit the Income Tax E-Filing page and click on "Register Yourself". Enter your PAN card number and complete the registration form. You will receive an activation link on your email.

Step 2: Access Your Account

Once registered, log in to your account and navigate to "My Account" under "Profile Settings".

Step 3: View PAN Details

Click on "PAN Details" under "Profile Settings". Here, you will be able to view all your PAN details, including your address.

Updating Your Address

If you need to update your address, you can do so through the NSDL or UTIITSL portal. However, to do this, your mobile number and email must be linked to your Aadhaar. Here are the steps to update your address:

Step 1: Visit the NSDL or UTIITSL Website

Go to https://www.onlineservices.nsdl.com/paam/endUserAddressUpdate.html or https://www.pan.utiitsl.com/PAN_ONLINE/homeaddresschange.

Step 2: Enter Details

Enter your PAN, Aadhaar number, email, mobile number, and other required details.

Step 3: Agree to Terms and Submit

Agree to the terms and conditions, enter the captcha code, and click "Submit".

Step 4: Verify with OTP

You will receive an OTP on your registered mobile number and email for verification. Enter the OTP to complete the process.

The whole process of updating your PAN card details, including your address, usually takes around 15 to 20 days.

Other Ways to Check PAN Card Details

You can also check your PAN card details by verifying your PAN on the Income Tax E-Filing page. Enter your PAN, full name, date of birth, and mobile number. After verifying with an OTP, your PAN status will be displayed, and you can check your address details.

Additionally, if you don't remember your PAN number, you can retrieve it using your name and date of birth on the e-Filing website by clicking on "Know Your PAN".