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Personal Finance

Senior Citizens Savings Scheme: what investors need to know before investing

The scheme currently provides an interest rate of 8.2 percent per annum.

Dhanam News Desk

The Senior Citizens Savings Scheme (SCSS) is a government-backed retirement savings option designed for individuals aged 60 and above, offering stable returns and regular income.

The scheme currently provides an interest rate of 8.2 percent per annum, with investments ranging from ₹1,000 to ₹30 lakh for a tenure of five years.

Eligibility and who can invest

  • Individuals aged 60 years and above can open an SCSS account

  • Those aged 55–60 years are also eligible if they invest within one month of receiving retirement or superannuation benefits, including under voluntary retirement schemes (VRS)

  • Retired defence personnel, including civilian staff, can invest from the age of 50, subject to the same one-month condition

Non-Resident Indians (NRIs) and Hindu Undivided Families (HUFs) are not eligible to invest in the scheme.

Investors are allowed to open multiple accounts, but joint accounts are permitted only with a spouse. In such cases, the primary account holder is treated as the main investor.

Investment and returns

  • Minimum investment: ₹1,000

  • Maximum investment: ₹30 lakh (in multiples of ₹1,000)

  • Interest rate: 8.2 percent per annum

  • Payout: Quarterly interest payments

  • Tenure: Five years, extendable by an additional three years

For deposits above ₹1 lakh, payment must be made via cheque, while smaller amounts can be deposited in cash.

The scheme is considered relatively safe as it is backed by the government, ensuring capital protection and predictable returns.

Tax benefits, deductions

Investments in SCSS qualify for tax deductions of up to ₹1.5 lakh under Section 80C of the Income-Tax Act.

However, interest income is taxable. Tax Deducted at Source (TDS) applies if:

  • Annual interest exceeds ₹1 lakh for senior citizens

  • Annual interest exceeds ₹50,000 for others

Account opening and flexibility

SCSS accounts can be opened at authorised public sector banks or post offices. Applicants need to submit:

  • Filled application form

  • Passport-size photographs

  • Identity proof (Aadhaar, PAN, or passport)

  • Address proof (self-attested copies)

The scheme also offers flexibility:

  • Nominees can be added or changed at any time

  • Accounts can be transferred between banks and post offices

Premature withdrawal rules

Premature closure is allowed, but with penalties:

  • Closure before one year: interest already paid will be recovered

  • Closure between one and two years: 1.5 percent penalty on principal

  • Closure after two years: 1 percent penalty

Overall, SCSS remains a popular choice among retirees seeking steady income, tax benefits, and low-risk investment backed by the government.

(By arrangement with livemint.com)

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