MEDICAL EXPENSE CLAIM FORM FOR TAX BENEFIT
Employee Code
Employee Name
Location
Date of Joining
Financial Year
‘Sr. | Name of the Patient Fela ‘Aitending Doctor] Amount
No.
Total Claim Amount
Verification:
Hl do hereby certity that all expenses have been actually incurred
by me for the medical treatment for self and family members as mentioned above. In the event the details provided
above is found to be false or untrue and as a consequence, if any liabilly in the form of tax, interest ar penalty
arises then I would be fully responsible for the same and | would reimburse the same to the company with any
other cost / expenses incurred by the company.
Date:
INSTRUCTIONS:
1) Tax Benefit on Medical Allowance
* Medical allowance received by the employee in monthly salary is fully taxable unless claimed
‘exemption with supporting documents. Exemption can be availed up to a maximum of Rs.15,000 per
annum for medical expenses incurred during the financial year.
* Exemption is given to the employee only if the medical expense is actually incurred on his medical
treatment or his family members. Family members include spouse, children and dependent parents,
brothers or sisters of the employee.
2) Original copy of Bills, Receipts, etc, for the amount claimed to be submitted with details to be updated in
statement overleat.
3) This form is to be submitted to Payroll Team on or before January 15 2018 or before leaving the organization
in the event of discontinuation of services.oF
No
BINS
Bil Date
Name (Chemist
Hospital)
Doctor
Pathology Lab
Bil
Amount
Total Claim Amount