Schedule 12: Endowment Policies, purchased and retirement annuities

Schedule 12 captures the revenue received from endowment policies, purchased annuities and retirement annuities.

Income

• Gain i.r.o. A single premium endowment policy or any other policy of a similar nature entered into on or after 1 March 1987;
• Taxable portion i.r.o. Receipts or accruals from Purchased Annuities.

Notes

• Please attach certificates issues by the institution reflecting details of amounts paid / amounts received.