TAJ Approved Retirement Scheme Exemption Application

What is ARS contributions exemption application?

This Tax Administration Jamaica (TAJ) form is the application for exemption on contributions to an Approved Retirement Scheme (ARS), made under section 13(1)(u) of the Income Tax Act. An employee who saves for retirement through an approved scheme uses it to ask TAJ to treat those contributions as exempt from income tax.

The two-page form, revised 08/09/2022, asks for your name, TRN, home address, date of birth and telephone number, the TRN of your scheme's administrator, your employer's name, TRN and business address, and your gross statutory income. It then asks about every Approved Retirement Scheme you belong to, active or deferred, the contribution rates to the active ones, any Approved Superannuation Fund your employer runs, the nature of your employment, your previous employer, deferred membership of a superannuation fund, transfers of accumulated contributions and any earlier rejected application.

FileIt asks these questions in plain language and prints the answers on TAJ's own PDF, one digit per TRN box and dates as mm/dd/yyyy as the form asks. Your name and date of birth can be pre-filled from your FileIt vault, and the completed form is filed in your folder. FileIt never submits anything to TAJ: you attach the supporting documents and hand the form in yourself.

Who fills it: An employee contributing to an Approved Retirement Scheme
Given to: Tax Administration Jamaica
Legal basis: Section 13(1)(u) of the Income Tax Act (as printed on the form)
Attach: Copy of ID, copy of TRN, ARS enrolment form or annual statement, pay slip no older than one month
Signatures: None: the form has no signature or declaration line for the applicant
Edition: Revised 08/09/2022

Who needs to fill out ARS contributions exemption application?

Employees in Jamaica who contribute to an Approved Retirement Scheme and want those contributions treated as exempt from income tax.
People who have joined a new Approved Retirement Scheme, including those moving savings across from a previous fund or scheme.
Employees whose employer also runs an Approved Superannuation Fund, which the form asks about.
Anyone whose earlier application was rejected and who is applying again.

When to use ARS contributions exemption application

When you join an Approved Retirement Scheme and want your contributions treated as exempt.
When you start contributing to an additional scheme or your contribution rates change.
When applying again after an earlier application was rejected.

What you need before you start

Your TRN, date of birth, home address and telephone number.
The TRN of your scheme's administrator, if you have it.
Your employer's name, TRN and business address, and your gross statutory income.
The name, date of admission and status (active or deferred) of each Approved Retirement Scheme you belong to.
The employer's and your own contribution rates to each active scheme.
Details of any Approved Superannuation Fund at your employer or from a previous employer.
To attach: a copy of your ID, a copy of your TRN, your ARS enrolment form or annual statement, and a pay slip no older than one month.

What’s on ARS contributions exemption application

The 2022 edition has 2 pages. FileIt asks for it in 6 parts:

Section A — General informationApplicant
Section B — Employment informationApplicant
Section C — 11 Approved Retirement Schemes you belong toApplicant
12 Contribution rates to your active schemesApplicant
13 to 15 Approved Superannuation Fund at your employerApplicant
16 to 21 Employment and fund historyApplicant

How to fill out ARS contributions exemption application, step by step

1 Section A: General information

Your name (last, first, middle), your TRN and branch number if any, home address, date of birth as mm/dd/yyyy, telephone number and the administrator's TRN.

2 Section B: Employment information

Your employer's name, TRN and business address, and your gross statutory income.

3 Questions 11 and 12: your schemes

List up to four Approved Retirement Schemes you belong to, with the date of admission and whether each is active or deferred. Then give the employer's and your own contribution rate for each active scheme.

4 Questions 13 to 15: superannuation fund

Say whether your employer operates an Approved Superannuation Fund that you belong to or could join. If yes, give the date you became a member or eligible, the fund's name and, if you're a member, the employer and employee contribution rates.

5 Questions 16 to 21: employment and history

The nature of your employment (part-time, full-time, casual, contract or other), your previous employer, whether you're a deferred member of a superannuation fund and which, whether accumulated contributions will be transferred to the new scheme from the fund, the scheme or both, and whether an earlier application was rejected and why.

6 Section D: supporting documents

Attach a copy of your ID, a copy of your TRN, a copy of your enrolment form to the ARS or its annual statement if you are already a member, and a pay slip no older than one month. Section E is for TAJ's use.

Common mistakes to avoid

Leaving out a scheme you belong to, including deferred memberships.
Giving contribution rates for a scheme that isn't active.
Answering Yes to question 18 without naming the fund at question 19.
Forgetting the supporting documents, especially a pay slip no older than one month.
Writing in Section E, which is for official use.

After you fill it out

Print the filled form from your FileIt vault.

Attach a copy of your ID, a copy of your TRN, your ARS enrolment form or annual statement, and a recent pay slip.

Hand it in to Tax Administration Jamaica. FileIt does not submit it, and the form itself gives no fee or processing time.

Keep the copy FileIt saved in your vault with your pension records.

Fill out ARS contributions exemption application online with FileIt

Pick the person. Choose someone from People and FileIt fills in their name, date of birth, address and other details it already knows.
Answer plain-language questions. One part of the form at a time, with the official help text beside each question — 53 fields in all. Your answers save as you go.
Check the live preview. Watch your answers land on the real Tax Administration Jamaica (TAJ) form, and let FileIt do any worksheet arithmetic.
Generate the official PDF. FileIt prints your answers into the agency’s own PDF and files it in that person’s folder in your vault.

FileIt fills the form — it never files or submits anything for you. Deliver the finished form to whoever asked for it, the way the form’s instructions say.

Start ARS contributions exemption application now — it’s free

ARS contributions exemption application: frequently asked questions

What is this form for?

It asks Tax Administration Jamaica to exempt your contributions to an Approved Retirement Scheme, under section 13(1)(u) of the Income Tax Act.

Do I need to sign it?

The form has no signature or declaration line for the applicant, so FileIt has no signature step for it.

What documents do I attach?

Section D lists a copy of your ID, a copy of your TRN, a copy of your application enrolment form to the ARS (or its annual statement if you are already a member) and a pay slip no older than one month.

What is a deferred member?

Question 18 describes it as a former member of a fund who at retirement is entitled to a pension from it.

Does FileIt send the form to TAJ?

No. FileIt fills TAJ's own PDF and files it in your vault; you hand it in yourself.

Official sources

Blank form (PDF), published by Tax Administration Jamaica (TAJ): https://www.jamaicatax.gov.jm/documents/10194/46119527/Application+for+Exemption+on+Contribution+to+an+ARS+-+September+9+2022.pdf/74c1df9a-d2b1-eac4-0372-06902b2ea518
Official instructions and guidance: https://www.jamaicatax.gov.jm/forms
Edition shown on this page: Revised 08/09/2022 (checked 2026-10-01).

FileIt is not affiliated with or endorsed by Tax Administration Jamaica (TAJ) or any government. This page explains the form in general terms and is not legal, tax or immigration advice. Always read the official instructions, and check that you are using the edition the recipient accepts. Page last reviewed 2026-10-01.