Bank Fixed Deposit - TDR (Interest Payout)
This page provides all the details you need to know about the Bank Fixed Deposit - TDR Scheme.
Table of Contents
What is TDR?
TDR stands for Term Deposit Receipt.
TDR is a type of Fixed Deposit where you can choose to receive the interest either Monthly or Quarterly.
This scheme is also known as Interest Payout option. This scheme is suitable for those who expect to receive regular income.
How does TDR work?
Deposit a lump sum amount for specific tenure
Specify whether you want to receive interest monthly or quarterly
You will receive interest as per your chosen interest frequency till the end of the tenure
At the end of the tenure, you will get your deposit amount back
Features
Safe investment option
Guaranteed returns
Regular monthly or quarterly income
Senior Citizens get extra interest rate compared to other customers
Income Tax Benefits
Effective 01-Apr-2020, the income tax benefits will depend upon whether you choose old tax system or new tax system.
Old Tax System:
Deposit amount (up to Rs. 1.5 Lakhs) under 5 years Tax Saving FD will qualify for tax deduction under Section 80C of Income Tax Act.
No tax deduction benefits for deposit other than 5 years Tax Saving FD.
There is a TDS (Tax Deducted at Source) from Bank if the interest received is more than Rs. 40,000 in a financial year. This is for ordinary citizens. The new TDS limit of Rs. 40,000 is from 01-Apr-2019 onwards. Earlier, the limit was Rs. 10,000.
For Senior Citizens, TDS limit is Rs. 50,000 from 01-Apr-2018 onwards. Earlier, the limit was Rs. 10,000.
Bank will provide TDS certificate for the tax deducted.
Interest received is taxable. You need to declare the interest income under "Income from other sources" during tax returns and pay the income tax as per your income tax slab.
New Tax System:
No income tax benefits. The deposit amount won't get any deduction benefits under Section 80C of Income Tax Act.
There is a TDS (Tax Deducted at Source) from Bank if the interest received is more than Rs. 40,000 in a financial year. This is for ordinary citizens. The new TDS limit of Rs. 40,000 is from 01-Apr-2019 onwards. Earlier, the limit was Rs. 10,000.
For Senior Citizens, TDS limit is Rs. 50,000 from 01-Apr-2018 onwards. Earlier, the limit was Rs. 10,000.
Bank will provide TDS certificate for the tax deducted.
Interest received is taxable. You need to declare the interest income under "Income from other sources" during tax returns and pay the income tax as per your income tax slab.
Who can open the account?
Resident individuals can create an account for himself
Joint account can be created by 2 or more individuals
How do you open the account?
Account can be opened by Cash or Cheque
Date of realisation of cheque will be the date of account opening
If you have Savings Account, then you can create TDR from Savings Account funds
Deposit Limits
Minimum Deposit amount is Rs. 1,000
No maximum limit on deposit amount
Term
You can choose the Term from 7 days to 10 years.
Minimum Term - 7 days
Maximum Term - 10 years
Quite a few Banks offer terms up to 20 years.
Interest Rate (%)
Interest rate (on the day of account opening) will remain the same throughout the tenure of TDR. It will not change even if there are changes to the interest rate thereafter.
The interest rate (%) varies depending upon on the period of deposit.
The interest rate (%) varies from one Bank to another Bank. Kindly check with your Bank for the latest interest rate.
Compounding Frequency
Compound interest is not applicable for this scheme. Simple interest calculation is followed in this scheme.
Interest Credit Method
You can receive interest either Monthly or Quarterly as per your requirement.
Note that payment of monthly interest will be at a discounted rate.
Auto-Renewal Facility
If you do not provide any specific instructions, then the TDR account is automatically renewed upon maturity.
It will be renewed for the same period for which it was opened initially.
The interest rate for the renewed period will be the interest rate on the day of maturity.
Pre-Mature Closure
Premature closure of Fixed Deposit is possible. But, there will be penalty for doing so.
The penalty amount is generally 1% of the interest earned.
Interest will be payable for the duration for which the TDR was kept minus the penalty amount.
The penalty amount may change from time to time.
Loan Facility
Loan facility is available up to 90% of the deposit amount.
Account Conversions
You can convert TDR (regular interest payout) account to STDR (cumulative interest payout) account and vice versa.
Account Transfer
TDR accounts can be transferred from one branch to another branch free of cost.
Nomination Facility
Nomination facility is available.
You can nominate either at the time of account opening or after opening the account (but before maturity).
NRI
NRI (Non Resident Indians) can not open residential fixed deposits. But, they can open NRI Fixed Deposits and it is a different scheme altogether.