To All Members of the Institute

Dear Member,

Sub: Payment of Membership Fee/Updation of your particulars/ Appeal for contribution to CABF & SVAMF Fund/ICAIs initiatives for Practicing CAs and Firms.

We take the opportunity to request you to renew your membership with the Institute by remitting the annual st thmembership/certificate of practice fees, which become due for payment on 1 April 2013 and need to be paid on or before 30

September 2013. Members who have already paid advance fee in the earlier years may please pay the balance fee / difference of the fee payable. It may please be noted that payment of balance fee/ difference of fee is a must for renewal of Membership/ Certificate of practice, as the case may be

Please confirm for changes in your particulars, if any, for the purpose of database updation at our end. The database is frequently used for empanelment purpose and other references. Please also provide, if you so desire, your e-mail id and mobile no. in the entry on record as well as on the members' fee payment challan to enable us to communicate important developments, and information instantaneously.

We may also inform you that ICAI has taken the following initiatives for practicing CAs and Firms:

Practice Management Software, Motor Insurance at discounted premium for members of ICAI, Quick Heal Total Security, Portfolio

Management Software, Tax Cloud, Excise & Exim Compliance Software, Quick Insight 2012, Exclusive website for CA firms,

Arrangements of online access to Transfer Pricing Database at discounted price, Revised guidelines of Network, Minimum

recommended scale of fees, Health Insurance Scheme for members & students , An insurance protection for members in practice

& CA Firms, Facilitation of concessional loans through banks, ICAI-Tax Suite: A tax Compliance Software, ICAI-

ROC:MCA21Compliance Software, Billing & Accounting Software, ICAI-XBRL Software, Payroll Software.

To facilitate compliance with the CPE requirement, members may opt for availment of Unstructured Learning in line with the norms laid down to that effect and hosted on the Institute's Website. The last date for submission of self-declaration form for availing CPE Hours credit under Unstructured learning Activities for the calendar year 2012 is extended up to 31st May 2013 and a copy of the same is attached for submitting to the concerned Decentralized office. Completion of required CPE hours is must for issuance of goodstanding certificate to be issued by ICAI to the desired members.

We also invite you to become a life member of The Chartered Accountants Benevolent Fund (CABF) and The S. Vaidyanath Aiyar Memorial Fund (SVAMF) and earnestly appeal to make voluntary contribution for the noble cause of helping necessitous members and students in distress.

We may further inform you that under the aegis of CABF, the Institute has facilitated a unique Group Term Insurance Scheme for the members and their spouses giving life coverage for three years on single payment of premium at a very competitive rate. It is strongly recommended to become a member of this Insurance scheme.

st Your kind attention is invited to the revision of fee effective from 1 April, 2011 with a request to remit fee using relevant form for payment annexed as 'A' & 'A-1' indicating different scale of fee prescribed for Members of age 60 years and above, and those below 60 years.

Accordingly, kindly find attached the following Annexures:-Annexure A & A-1 - Form for payment of fee in Institute's offices. Annexure B - Mandate form and Standing Instruction for Direct Debit AuthorizationAnnexure C - Blank card for specimen signatures and Member's data Card Annexure D - Self-Declaration Form to avail CPE Hours Credit for Unstructured Learning ActivitiesAnnexure E - Segmentation of CompaniesAnnexure F - Form for Life Membership of CABFAnnexure G - Form for Life Membership of SVAMFAnnexure H - Form for ICAI – LIC Group Term Insurance SchemeAnnexure I – Details of ICAI – LIC Group Term Insurance SchemeAnnexure J - Information Booklet on Member & Student Services

We shall be grateful if you could kindly spare a few minutes to go through the enclosures and use them for making payments and contribution.

The Institute of Chartered Accountants of India(Set up under and Act of Parliament)

ICAI Bhawan, Post Box No. 314,16/77-B (New No. 16/191), Civil Lines, Kanpur-208001

+91-0512-3989398 Fax : 0512-3011193 E-mail : cro@icai.inENQUIRY : 0512-3011198, 3011200 to 3011203

Date : 28th March 2013

HELP US TO SERVE YOU BETTER : USE ICAI’S EMAILS

Thanking you, Yours faithfully,

(E P James)Deputy SecretaryEncl: As above

I. PAYMENT OF MEMBERSHIP FEE

stScale of Annual Membership Fee/Certificate of Practice Fee as on 01 April, 2013

Method of Remittance

a) Pay directly to the Institute's Office

b) ECS Facility

c) Payment Gateway

d) Advance amount remittance

e) Signature card for the purpose of Identification

stMembers may kindly note that for the year 2013-14 payment of fee become due on 1 April, 2013 and must be paid on or before

th30 September 2013. Members are requested to go through the following advice for payment of their membership fee.

For Members below age of 60 years For Members above age of 60 years

Fee can be remitted directly to the concerned Decentralized Office of the Institute. Members may send their fee as per above

fee schedule through demand draft/local cheque favouring The Secretary, The Institute of Chartered Accountants of India,

Payable at the concerned Regional Office of ICAI as per address given overleaf alongwith Annexure 'A' or Annexure 'A-1' as

applicable and other documents.

You may please note that payment of membership fees through Central Bank of India has already been discontinued. You are

therefore requested not to pay fees through Central Bank of India.

Payment through Electronic Clearing System is also provided for which member may use mandate form placed at Annexure

'B' and as per instructions printed overleaf. Currently this facility is available to the members having Bank Account with MICR

cheque facility in the cities mentioned in the mandate form.thMembers are requested to use this facility by submitting the mandate form by 30 April 2013.

Payment gateway solution was introduced facilitating members to remit the membership/COP fees online. Members are

encouraged to use this facility for their convenience and comfort. For use of payment gateway, members are requested to pay

annual membership fee online. Members are required to fill in the credit card details alongwith name of the cardholder on the

payment gateway page for successful transaction online.

Member may remit any amount at their discretion in advance alongwith the fee for the year 2013-2014. However the same

would be kept in the credit of the member concerned as advance and would be adjusted against membership and/ or COP fee

as and when the same becomes due and other dues, if any. In the event of any short fall in advance, due to

revision/increase in fee(s), it is the responsibility of the member to remit the balance. The salient features of the

scheme are also given overleaf.

As you are aware, the Institute maintains a record of members' signatures. You are requested to affix your specimen

signatures in the Signature Card enclosed as Annexure 'C' and return the same.

Associate Membership Fee

Fellow Membership Fee

Certificate of Practice Fee

800/-

2200/-

2000/-

Associate Membership Fee

Fellow Membership Fee

Certificate of Practice Fee

600/-

1600/-

1500/-

PLEASE PAY YOUR MEMBERSHIP FEE/ COP FEE WITHIN TIME

II. CONFIRMATION/UPDATION OF MEMBER DATA CARD

st1. Confirmation of particulars for compilation of member's data as on 1 April 2013

thYou may please verify, correct/amend the same and return the member data card by 30 April 2013 duly signed by you stfor updating the position as on 1 April 2013.

2. Information on Total CPE Credit

3. Industry wise Data Bank

http://www.cmii.icai.org/cfo_guild.asp

stThe Institute compiles data of members as on 1 April every year based on the particulars as provided by the members duly stconfirmed/updated/modified in the member card. The exercise for compilation of the data of the members as on 1 April 2013

is being undertaken. For the purpose, we are enclosing herewith member data card of your membership containing current

particulars in the Institute's record.

Even if the particulars given in the member data card do not require any modification/changes, the same is still required to be thconfirmed by sending back the data card duly signed. If we do not hear anything from you in this regard on or before 30 April,

2013 it would be presumed that the entries pertaining to your membership as indicated in the enclosed member data card are

correct and no change therein is required, and particulars as shown in the membership data card would alone be taken as final stfor compilation of the data of members as on 1 April, 2013.

You would appreciate that discrepancy, if any, found later on because of non-confirmation/updation of the member data card,

would not only tantamount to non-compliance with the regulatory provisions but also have adverse implications arising out of

furnishing incorrect particulars to outside authorities.

stIn the member data card enclosed with Fee Circular total CPE Credit earned by a member during a period of 1 January 2012 stto 31 December 2012 as uploaded in the CPE Portal is given for information. The members may verify the CPE Credit hours

st stduring the period from 1 January 2012 to 31 December 2012 with the records available with them and in case of discrepancy

in CPE hours, members should contact the concerned Programme Organizing Unit (POU), which has organized the

Programme during said period, and get it uploaded on the CPE Portal. The CPE requirement for the calendar year 2013 is also

available on CPE portal . Self-declaration Form to avail CPE credit hours for Unstructured Learning Activities

is placed at Annexure 'D'.

The Committee for Members in Industry of the Institute of Chartered Accountants of India has set up a CFO Guild (Corporate

Accountants Guild). This Guild is for our members who are occupying high positions (CEO/CFO/Treasure Head/Head of

Analyst, GM or above) in Industry. The Primary objective of setting up such a guild is to develop a platform where highly

intellectual & talented pool of people from various organizations can discuss various issues concerning the profession in

general and for Members in Industry in particular. They can plan, formulate and strategize policies for improving the image of

the Chartered Accountants in the eyes of the Industry. Industry specific seminars / Conferences/round Table meetings can

also be organized to discuss the matters pertaining to the Industry and make them the Brand Ambassadors of the profession.

To become a member of the Guild, one can log on to .

Committee for Members in Industry organizes Campus Placement Programme for newly Qualified Chartered Accountants,

periodical job fair(s) for experienced Chartered Accountants and Semi Qualified Chartered Accountants / Accounting

Technicians.

The Institute has set up an Industry-wise Data bank for the benefit of members and others concerned. The database, inter

alia, is meant for informing the members regarding industry specific training/ development programmes, industry focused

publications etc.Members working in industry are requested to kindly intimate about the industry in which they are employed

so that the data bank could be developed for future use. The indicative segmentation of companies is placed at Annexure 'E'.

www.cpeicai.org

ATTEND CPE PROGRAMME - IT ENRICHES YOUR KNOWLEDGE

Shri Y.S. RawatJoint SecretaryWestern Regional OfficeThe Institute of CharteredAccountants of IndiaICAI Bhawan27 Cuffee Parade, ColabaMumbai-400 005Ph. : 022-39893989E-mail : wro@icai.org; wromem@icai.in

The Officer InchargeDecentralized OfficeThe Institute of CharteredAccountants of IndiaICAI Bhawan123, Sardar Patel ColonyNear Usmanpura Under Bridge,P.O. Navjivan, NaranpuraAhmedabad-380 014Ph. : 079-27680946E-mail : ahmedabad@icai.org

The Officer InchargeDecentralized OfficeThe Institute of CharteredAccountants of IndiaICAI Bhawan3-A, 3rd Floor, Jaldarshan Apartment,Near Multistoried Building, NanpuraSurat-395 001Ph. : 0261-2472932E-mail : surat@icai.org

Shri P. T. Giridharan Joint Director of StudiesSouthern Regional OfficeThe Institute of CharteredAccountants of IndiaICAI Bhawan122, Mahatma Gandhi RoadP.O. No. 3314 NungambakkamChennai-600-034Ph. : 044-39893989E-mail : sro@icai.org; sromem@icai.in

The Officer InchargeDecentralized OfficeThe Institute of CharteredAccountants of IndiaICAI BhawanAmber Chambers, 5th Floor AppaBalwant Chowk, 28-A Budhwar PethPune-411 002Ph. : 020-24451636E-mail : pune@icai.org

Ms. Sreeja RajnishSr. Executive OfficerDecentralized OfficeThe Institute of CharteredAccountants of IndiaPlot No. 19-B, Scheme No. 78Part-2, Near New Sicca SchoolIndore-452-001Ph. : 0731-4298198E-mail : dcoindore@icai.org

CA. Atis BasuSr. Deputy SecretaryEastern Regional OfficeThe Institute of CharteredAccountants of IndiaICAI Bhawan7, Anandilal Poddar Sarani(Russell Street)Kolkata-700-071Ph. : 033-39893989E-mail : ero@icai.org; eromem@icai.in

The Officer InchargeExecutive OfficerDecentralized OfficeThe Institute of CharteredAccountants of IndiaICAI Bhawan11-5-398/C, Red HillsHyderabad-500 004Ph. : 040-23317026E-mail : hyderabad@icai.org

The Officer InchargeDecentralized OfficeThe Institute of CharteredAccountants of IndiaICAI Bhawan2-B, Ramkrishna ChambersProductivity RoadVadodara-390 005Ph. : 0265-2351151

Shri E P JamesDeputy SecretaryCentral Regional OfficeThe Institute of CharteredAccountants of IndiaICAI Bhawan16/77-B, (New No. 16/191) Civil Lines, (Behind RBI)Kanpur-208 001Ph. : 0512-3989398E-mail : cro@icai.org; cromem@icai.in

The Officer InchargeDecentralized OfficeThe Institute of CharteredAccountants of IndiaICAI BhawanNo. 16/0, Millers Tank Bed AreaBangalore-560 052Ph. : 080-30563500E-mail : bangalore@icai.org

The Officer InchargeDecentralized OfficeThe Institute of CharteredAccountants of IndiaICAI Bhawan20/1, Near Vijayanand SocietyDhantoliNagpur-440 012Ph. : 0712-2443968E-mail : nagpur@icai.org

Shri H K JainDeputy SecretaryNorthern Regional OfficeThe Institute of CharteredAccountants of IndiaICAI Bhawan52, 53, 54 Vishwas Nagar Nr. Karkardooma Court, ShahdaraDelhi-110032Ph. : 011-39893990E-mail : nro@icai.org; nromem@icai.in

CA, Sanjay Kumar GoyalAsstt. SecretaryDecentralized OfficeThe Institute of CharteredAccountants of IndiaICAI BhawanD-1, institutional AreaJhalana DoongriJaipur-302 004Ph. : 0141-3044200E-mail : jaipur@icai.org

The Officer InchargeDecentralized OfficeThe Institute of CharteredAccountants of IndiaICAI BhawanA-4, Laxmi Mahal Coop. Hsg Society2nd Floor, Chandanwadi Naka AboveHotel Aniket, LBS RoadThane (W)-400 602Ph. : 022-25382451E-mail : thane@icai.org

The Officer InchargeDecentralized OfficeThe Institute of CharteredAccountants of IndiaICAI Bhawan57/3146, Dewan’s RoadErnakulamKochi-682 016Ph. : 0484-2369238

Addresses of Regional Offices/Decentralized Offices for Remittance of Fee

III. Contribution to the Chartered Accountants' Benevolent Fund and the S. Vaidyanath Aiyar Memorial Fund

Appeal for Chartered Accountants Benevolent Fund

Grant of Financial Assistance from CABF:

2. Contribution towards S. Vaidyanath Aiyar Memorial Fund

3. CABF Group Term Insurance Scheme

1. Contribution towards Chartered Accountants' Benevolent FundMember must be aware that the Chartered Accountants Benevolent Fund has been set up with the object, inter alia, of providing financial assistance to Institute's members and/or their families in distress. Chartered Accountants can become member of the Chartered Accountants Benevolent Fund either by paying ordinary membership fee of Rs. 500/- annually or become life members thereof by paying one time amount of Rs. 2500/-. The Chartered Accountants Benevolent fund has been providing financial assistance to the members and/or the families of the deceased member depending on the number of request received and the fund position. In order to provide assistance to more and more needy members and the distressed families of members and in a substantial manner, augmentation of the Chartered Accountants' Benevolent Fund is necessary. Towards this direction members are earnestly requested to contribute their mite while remitting their membership/certificate of practice fee for the year 2013-14. It is hoped that the members of the Institute would respond positively to this noble cause as the present corpus is not adequate and does not offer much scope for the actually required and desired assistance to the families of needy members. We need to make serious efforts to increase the corpus of the benevolent fund to fulfill its true objectives. All the members are requested to become members of the fund and contribute generously. The members residing abroad can also contribute if they are Indian citizen. They are requested to confirm holding of Indian citizenship while sending contribution. The prescribed form for life membership is placed as Annexure-'F'.

Members of the fund may kindly note that the Annual General Meeting of the Fund is likely to be held in September, 2013 and the exact date, time, venue, agenda and audited accounts will be hosted on the Institute's website/ published in the Journal. Members are requested to attend the Annual General Meeting.

Established under the Societies Registration Act 1860 in 1962 “by the members of the Institute for the members of the Institute” to provide financial assistance for maintenance, education or medical treatment to its members and their families in distress. The 'fund' is an independent body managed by its Managing Committee comprising of President – ICAI as “Ex-officio Chairman”, Vice President – ICAI as “Ex-officio Vice-Chairman” and Member Secretary with other members elected in Annual General Meeting of the Committee.

CABF provides various types of financial assistance to its members and their families in distress: -lEx-Gratia financial assistance to the legal heir of deceased member in case of accidental death/unnatural death at the

age below 55 years against claim.lThe financial assistance is granted per month to be considered on the merit of the case.lAssistance considered may be granted for a period of one year.lRequest for grant of monthly assistance is accepted in prescribed application format recommended by a designated

member.

Till date CABF could get 112793 only life members on roll of around 211051 members of the Institute. In order to strengthen the financial position of the Fund the Committee desires that all the members of the Institute should join CABF extending their helping hands to support their professional colleagues and dependants.

It is an earnest appeal of the Fund that all the members must become life member of the Fund, if not, and to contribute voluntarily any amount for the noble and pious cause of CABF. It is also an appeal to all the members to pay annual voluntary fee for CABF every year. The voluntary contribution can be made by way of cheque/demand draft payable in favour of 'The Chartered Accountant Benevolent Fund, New Delhi' can be sent to CABF, The Institute of Chartered Accountants of India, I P Marg, New Delhi – 110002 during the year. Life members are allotted a separate life membership number of the fund. The CABF issues receipts of the contributions made by the members which is eligible for tax exemption under section 80-G of Income Tax Act.

You may be aware that S. Vaidyanath Aiyar Memorial Fund has been set up with the object, inter alia, of providing scholarship to the needy and deserving students. Members may become life members of the fund by contributing a one-time payment of Rs. 500/-. You are requested to become life members of the S. Vaidyanath Aiyar Memorial Fund. The prescribed form for life membership is placed as Annexure-'G'

ICAI under aegis of CABF has made an arrangement with Life Insurance Corporation of India facilitating a Special Group Term Insurance Scheme for the members and their spouses. The Insurance Scheme covers accidental death benefits in addition to the life cover. The Scheme provides life coverage for sum of Rs. 10,00,000/- for Member & Rs. 5,00,000/- for spouse as well with additional accident death cover of Rs. 10,00,000/- for member and Rs. 5,00,000/- for spouse respectively. This insurance scheme is uniquely designed only for the members of the Institute to avail insurance benefits on payment of one time competitive premium and coverage for three years. Members may further renew the insurance scheme after three years. The details of Group Term Insurance Scheme and application form are available on Institute's website www.icai.org and placed as Annexure-'H'. The Scheme is open throughout the year. A large number of members have already joined this scheme. CABF makes an appeal to the members who have not joined to apply immediately and insure self & spouse. For further information e-mail at mss@icai.in

HELP THE YOUNGSTERS : CONTRIBUTE FOR SVAMF

IV. ICAIs Initiatives for Practicing CAs and Firms

Capacity Building Measures for Practicing CAs & Firms

lPractice Management Software

lMotor Insurance at discounted premium for members of ICAI

lQuick Heal Total Security: Antivirus software at discounted price

lPortfolio Management Software

lTax Cloud: Cloud based & TDS Return Preparation for CAs

lExcise & EXIM compliance software

lQuick Insight 2012: CA profession

lExclusive website www.icai.org.in for CA Firms

lArrangement of online access to Transfer Pricing Database at discounted price

The Committee has arranged a Practice Management software which will facilitate the CA professionals to render effective services in areas like income tax, wealth tax, TDS, service tax, audit, company law, consultancy, schedule VI, XBRL, practice related activities and provide new professional services related to clients'.

In the Motor Insurance scheme, all members will avail 55% discount on Own Damage premium irrespective of the previous claims in respect of private four wheelers and two wheelers when member approaches office of the Oriental Insurance Company directly.

The Anti virus software protects your laptops and desktops and provides protection against all kinds of Internet or

network-based threats. Upon installation, it acts as a shield against viruses, worms, trojans, spywares and other

malicious threats. It also provides security against new and unknown threats with the anti virus software's renowned ®DNAScan Technology. The price of the aforesaid antivirus software is Rs 750/-+ applicable taxes (for 3 years from the

date of activation).

The Portfolio management software enables the maintenance of shares & mutual funds portfolio & Accounting. This software also enables the user to directly import Brokers' bills of scripts sale/purchase in case of brokers and entry module in other cases and market rate of stocks. The software also records - bonus received on the shares as well as Insurance policy details. The aforesaid software is free of cost for 2 financial years to the Practitioners & CA Firms.

The 'Tax Cloud: Cloud based ITR & TDS Return Preparation for CAs' enables Income Tax Return and TDS Return preparation, provides all types of assessee support including Individuals, HUFs, Firms and Companies, calculates Income Tax under all heads such as Salary, House Property, Capital Gain, Business and Profession, Other and Exempt Income Heads, generates detailed computation of Income Tax Returns, PDF for paper filing and XML for e-Filing, automatic data backup every night for CAs for cloud servers. The aforesaid software is free of cost for 2 financial years to the Practitioners & CA Firms.

The 'Excise & EXIM Compliance software' is a complete automation solution for use by Practitioners & CA Firms. The software is designed to facilitate Practitioners & CA Firms on various professional areas, namely Excise Manufacturing, Excise Trading, and Export Import Documentation. The aforesaid software is free of cost for 2 financial years to the Practitioners & CA Firms.

The Committee has published a publication on the Quick Insight 2012 to the Chartered Accountant profession to be circulated among the CA Firms. The Quick Insight contains the various provisions pertaining to Direct Tax & Indirect Tax, Accounting & Auditing Standards, LLP, MCS & other services, list of Mandatory Statements and Standards on Audit as well as relevant information pertaining to the CA profession.

The ICAI has developed a Website namely www.icai.org.in, where the CA Firms may create their portals as per the norms laid down by the Council of the Institute of Chartered Accountants of India. The website provides a platform for the CA Firms to upload their firms' details and gives them an opportunity to reach out to the members and CA firms practicing

thworldwide. As on 5 March, 2013, more than 5043 CA firms have created their websites in the aforesaid website. The website also acts as a forum for consolidation of the members and CA Firms by providing for consolidation measures like Networking, Merger and Corporate Form of Practice. The members may visit portals of other members and firms and like-minded persons may join hands to grow big to compete in the international front.

The Committee in order to enable members to have access to qualitative database for doing comparative study for transfer pricing, has tied up with C-MOTS Internet Technologies Pvt. Ltd. for providing access to Capitaline TP Corporate Database (online version) at a special discounted price of Rs. 10,000/- plus taxes only. The database is complemented with powerful analytical software tools to enable extensive query and search.

l

lMinimum Recommended Scale of Fees for the Professional assignments done by Chartered Accountants for

Metro & Non-Metro cities

lHealth Insurance Scheme For Members & Students of ICAI

l An Insurance Protection for Members in Practice & CA Firms of ICAI

lFacilitation of concessional loans through banks

lICAI – Tax Suite : A Tax Compliance software

lICAI- ROC : MCA21 Compliance software

lBilling & Accounting software

lICAI-XBRL software

lPayroll software

Revised Guidelines of Network of Firms The Committee has considered practical difficulties in consolidation of CA Firms through medium of Networking. The Committee has appropriately finalized the revised Guidelines of Networking facilitating members and firms for its easy a d o p t i o n . T h e d e t a i l s o f t h e R e v i s e d G u i d e l i n e s o f N e t w o r k i n g i s a v a i l a b l e a t http://www.icai.org/post.html/post_id=7710.

The Committee has taken a major initiative for prescribing the Minimum Recommended Scale of Fees for the professional assignments done by the members of ICAI. The recommendation is about the fee to be charged as per the work performed for various professional assignments and the amount quoted under respective heads of professional work. The fee has been recommended separately for metro and non-metro Cities. The details of the Minimum Scale of Recommended Fees are available at http://www.icai.org/post.html/post_id=7252.

The Committee has taken a major initiative for arranging Health Insurance Scheme through New India Assurance Co. Limited. No Health check-up. No age limit & entry barrier.

A portal has also been developed for online solution for the Members of ICAI. The link for the aforesaid portal for the Health insurance Scheme is available at http://icai.newindia.co.in.

ICAI has arranged insurance protection for members in practice/firms in the form of specially designed professional indemnity insurance at a reasonable premium. The scheme is already in effect for the Members in practice/ Firms of the ICAI through New India Assurance Co. Ltd.

As a major initiative of this Committee to provide financial assistance in the form of liberalized loan scheme for the members and firms, ICAI has corroborated with Corporation Bank. The specially designed scheme (Corp CA) caters to various financial needs of the Chartered Accountants. Through the scheme, eligible Chartered Accountants can avail finance for construction of office premises including cost of furniture/fixture/office equipments-computers and other accessories. The scheme would also enable the Chartered Accountants to finance a part of the working capital for building their profession and will take care of the needs of fresher (CAs with experience below three years).

The Committee has arranged to provide the Tax Compliance software namely 'ICAI-Tax Suite' for the Practitioners & CA Firms, which combines facility for Income Tax, TDS, Audit Reports, Project Report/ CMA, Form Manager, AIR (Annual Information Return), Service Tax and Document Management.

The Committee has arranged to provide the MCA-21 Compliance software namely 'ICAI- ROC' for the Practitioners & Firms, pertaining to management of secretarial requirements & generation of forms as per MCA21 Requirements. This software also provides the members the facility to prepare Auto filling of eForms, Shares Records/Certificates, Meetings & Minutes, Resolutions/Drafting, Annual Return forms and maintains Registers and Reports etc.

The Committee has launched the software on Accounting and Billing on Cash Basis for Professionals named as 'Billing & Accounting Software'. The software is a complete package to manage the accounting and billing requirements of a CA Firm on Cash System of Accounting. This package provides the facility to generate bills, receipts, vouchers etc. This software will be free of cost for 2 financial years.

The Committee has launched the software on XBRL named as ICAI-XBRL software to provide the CA Firms for MCA mandate XBRL Filing. The XBRL software is a solution for converting financial information of a Company in XBRL format as per MCA mandate. The software will be available to all CA firms free of cost for 2 financial years.

The Committee has launched the software on Payroll Management for Professionals named 'Payroll' Software. The software is a complete package to manage all small business firms' PF, ESI, PT and TDS aspects of the same. The Payroll software will be available to all the Practitioners & CA firms free of cost for 2 years. For details please contact on cabf@icai.in

SI.No.

Name & Address

Option A

Due Fee for 2013-14alone

Due Fee for 2013-14

Option B

Advance AmountPlease fill the amount to be remitted

Total remittance(Due+Advance)

THE INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIAICAI BHAWAN, Post Box No. 314, 16/77-B (NEW 16/191), Civil Lines, Kanpur - 208 001

Annexure ‘A’

SI. No.

NAME

Membership No.

Status:

Region : Central

Sub: Payment of Annual Membership Fees /Certificate of Practice Fee for 2013-14

[Applicable for the Members of age below 60 years age as on 01.04.2013]

I am enclosing herewith a Cheque/DD No. _______________ dated __________ drawn on ____________ for

Rs. ___________(Rupees______________________________) being remittance* as per details given below:-

(Please quote your name and membership number on the reverse of the demand draft/cheque)

For office use only

Received Rs. ________________

Date of Receipt ______________

Control No. _________________

Associate MembershipFellow MembershipCertificate of Practice

Optional:Benevolent Fund Subs.1. CABF – Life Membership – Yearly Subscription – Voluntary Contribution.2. SVAMF – Life Membership – Yearly Subscription – Voluntary Contribution

Air Mail charges for CA Journal(in case of members abroad)

Sea Mail charges for CA Journal(in case of members abroad)

Grand Total Rs.

Date:SignatureM.No.Status: Not in Practice/Part-time/Full-time Practice

*(Tick appropriate box and then indicate the total amount remitted in the blank boxes)

THE INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIAICAI BHAWAN, Post Box No. 314, 16/77-B (NEW 16/191), Civil Lines, Kanpur - 208 001

ACKNOWLEDGEMENT

Membership No

Received on

Rs.

(in Figures)

Rupees

(in Words)

Cheque*/DD No.

(*Subject to realisation of Cheque)

for The Institute of Chartered Accountants of India

Instructions :

Remittance may please be made by way of a demand draft or local cheque favouring The Secretary, The

Institute of Chartered Accountants of India’. Outstation cheques will not be accepted under any circumstances.

Please note that for each member separate from is required to be used along with the respective payment.

Salient features of the payment of advance fee scheme are given separately.

(1)

(2)

(3)

Rs. Rs. Rs. Rs.800

22002000

80022002000

5002500

5002500

500 50050 50

2100 2100

1100 1100

Mobile No. :E-mail ID :

Salient features of the Scheme for advance amount remittance by members

st(a) Since rate of fee have been revised from 01 April 2011, Members are requested to remit as per new scale of fee. Members may however remit any amount at their discretion in advance. However the same would be kept as advance in the credit of the member concerned and would be adjusted against membership and/ or COP fee as and when the same becomes due and other dues, if any.

(b) In case the amount lying to credit of the members' account falls short of subsequent year's fee requirement due to revision of fee, it would be the responsibility of the member to ensure that sufficient credit is maintained in his/her account and in case of shortfall the balance is remitted within the due date. It will be our endeavour to intimate regarding any shortfall in the credit of the member concerned.

Advance amount remittance (which would be kept in the credit of the member concerned) is only a facility to members and would be adjusted against membership and/ or COP fee as and when the same becomes due and other dues, if any. It would in no manner mean that because of the amount remitted their membership is secured. In spite of the amount remitted continuance or otherwise of their membership would be subject to the provisions of the Chartered Accountants Act and the Regulations framed thereunder.

(d) Refund of amount received would not be allowed under any circumstances except in case of removal of the name of a member from the Register of Members under the provisions of the Chartered Accountants Act, 1949 as amended by the Chartered Accountants (Amendment) Act, 2006 and the Chartered Accountants Regulations, 1988.

In the case of death, the fee for the year in which removal takes place would be deducted and the balance of the advance amount remitted, if any would be refunded to nominee(s)/legal heir(s) of the member concerned. In all other cases, the balance of advance amount, after such a deduction as aforesaid, if any would be kept to the credit of the member concerned for adjustment towards annual membership fee payable at the time of restoration.

(e) Interest on the amount remitted would not be payable at all.

(f) In case of members residing abroad: -

Presently the airmail and seamail charges for CA Journal are respectively Rs. 2100/- and Rs. 1100/- p.a. in case of members residing abroad. Payment of fee/air mail/sea mail charges for Journal should be made in Indian currency i.e. the draft/cheque drawn on the designated Indian branch for credit to the account of the Institute would have to be made out in rupees irrespective of the country/currency applicable to the member. However, where the fee has been sent in foreign currency, conversion of foreign currency would be at the rate applicable on the date when the Institutes bankers give credit. It may be noted that the fee would be payable only by way of demand draft or cheques on bank branches at designated places in India (as local cheques).

They should clearly indicate and remit separately air mail/sea mail charges for dispatch of Journal, if they so require, for 3 years. The Institute would communicate to members abroad the approximate air mail/sea mail charges payable for 3 years based on the average increase taken place in air mail/sea mail charges during last 5 years. The idea is to enable such members to send sufficient amount in advance and the Institute to adjust the likely increase over the next 3 years.

ADVANCE PAYMENT OF FEE PROTECTS AGAINST REMOVAL OF NAME

Option A

Due Fee for 2013-14alone

Due Fee for 2013-14

Option B

Advance AmountPlease fill the amount to be remitted

Total remittance(Due+Advance)

THE INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIAICAI BHAWAN, Post Box No. 314, 16/77-B (NEW 16/191), Civil Lines, Kanpur - 208 001

Annexure ‘A’-1

SI. No.

NAME

Membership No.

Status:

Region : Central

Sub: Payment of Annual Membership Fees /Certificate of Practice Fee for 2013-14[For Senior Citizen Members of age above 60 years age as on 01.04.2013]

I am enclosing herewith a Cheque/DD No. _______________ dated __________ drawn on ____________ for

Rs. ___________(Rupees______________________________) being remittance* as per details given below:-

(Please quote your name and membership number on the reverse of the demand draft/cheque)

For office use only

Received Rs. ________________

Date of Receipt ______________

Control No. _________________

Associate MembershipFellow MembershipCertificate of Practice

Optional:Benevolent Fund Subs.1. CABF – Life Membership – Yearly Subscription – Voluntary Contribution.2. SVAMF – Life Membership – Yearly Subscription – Voluntary Contribution

Air Mail charges for CA Journal(in case of members abroad)

Sea Mail charges for CA Journal(in case of members abroad)

Grand Total Rs.

Date:SignatureM.No.Status: Not in Practice/Part-time/Full-time Practice

*(Tick appropriate box and then indicate the total amount remitted in the blank boxes)

THE INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIAICAI BHAWAN, Post Box No. 314, 16/77-B (NEW 16/191), Civil Lines, Kanpur - 208 001

ACKNOWLEDGEMENT

SI.No.

Name & Address

Membership No

Received on

Rs.

(in Figures)

Rupees

(in Words)

Cheque*/DD No.

(*Subject to realisation of Cheque)

for The Institute of Chartered Accountants of India

Instructions :

Remittance may please be made by way of a demand draft or local cheque favouring The Secretary, The

Institute of Chartered Accountants of India’. Outstation cheques will not be accepted under any circumstances.

Please note that for each member separate from is required to be used along with the respective payment.

Salient features of the payment of advance fee scheme are given separately.

(1)

(2)

(3)

Rs. Rs. Rs. Rs.600

16001500

60016001500

5002500

5002500

500 50050 50

2100 2100

1100 1100

Mobile No. :E-mail ID :

Salient features of the Scheme for advance amount remittance by members

st(a) Since rate of fee have been revised from 01 April 2011, Members are requested to remit as per new scale of fee. Members may however remit any amount at their discretion in advance. However the same would be kept as advance in the credit of the member concerned and would be adjusted against membership and/ or COP fee as and when the same becomes due and other dues, if any.

(b) In case the amount lying to credit of the members' account falls short of subsequent year's fee requirement due to revision of fee, it would be the responsibility of the member to ensure that sufficient credit is maintained in his/her account and in case of shortfall the balance is remitted within the due date. It will be our endeavour to intimate regarding any shortfall in the credit of the member concerned.

Advance amount remittance (which would be kept in the credit of the member concerned) is only a facility to members and would be adjusted against membership and/ or COP fee as and when the same becomes due and other dues, if any. It would in no manner mean that because of the amount remitted their membership is secured. In spite of the amount remitted continuance or otherwise of their membership would be subject to the provisions of the Chartered Accountants Act and the Regulations framed thereunder.

(d) Refund of amount received would not be allowed under any circumstances except in case of removal of the name of a member from the Register of Members under the provisions of the Chartered Accountants Act, 1949 as amended by the Chartered Accountants (Amendment) Act, 2006 and the Chartered Accountants Regulations, 1988.

In the case of death, the fee for the year in which removal takes place would be deducted and the balance of the advance amount remitted, if any would be refunded to nominee(s)/legal heir(s) of the member concerned. In all other cases, the balance of advance amount, after such a deduction as aforesaid, if any would be kept to the credit of the member concerned for adjustment towards annual membership fee payable at the time of restoration.

(e) Interest on the amount remitted would not be payable at all.

(f) In case of members residing abroad: -

Presently the airmail and seamail charges for CA Journal are respectively Rs. 2100/- and Rs. 1100/- p.a. in case of members residing abroad. Payment of fee/air mail/sea mail charges for Journal should be made in Indian currency i.e. the draft/cheque drawn on the designated Indian branch for credit to the account of the Institute would have to be made out in rupees irrespective of the country/currency applicable to the member. However, where the fee has been sent in foreign currency, conversion of foreign currency would be at the rate applicable on the date when the Institutes bankers give credit. It may be noted that the fee would be payable only by way of demand draft or cheques on bank branches at designated places in India (as local cheques).

They should clearly indicate and remit separately air mail/sea mail charges for dispatch of Journal, if they so require, for 3 years. The Institute would communicate to members abroad the approximate air mail/sea mail charges payable for 3 years based on the average increase taken place in air mail/sea mail charges during last 5 years. The idea is to enable such members to send sufficient amount in advance and the Institute to adjust the likely increase over the next 3 years.

ADVANCE PAYMENT OF FEE PROTECTS AGAINST REMOVAL OF NAME

Annexure 'B'

To make periodic contribution towards specific charges through the Electronic Clearing Service of the Reserve Bank of India.

I/We hereby unconditionally and irrevocably authorize The Institute of Chartered Accountants of India to lRaise debits for such periodic contribution as desired by ICAI towards ICAI membership and other charges for

services rendered by ICAI.lDebit a one time registration fee Rs. 20/- (Rupees twenty only) in advance for this service ANDlA Transaction charges of Rs. 7.50/- (Rupees Seven and Fifty Paise only)

Against the below mentioned bank account through its authorized service provider M/s. Tech Process Solution Limited.1. Membership No / user id (as provided by ICAI after registration ) _______________________2. Member / User Name _______________________3. Particulars of my Bank Account

i. Name of the Account Holder __________________________ii. Bank Name _______________________________________iii. Branch Name _____________________________________iv. Branch Address ____________________________________v. 9 digit MICR code no. _______________________________vi. Type of Account : Savings / Current / CC ________________vii. Account no. As appearing on the cheque ________________

Note : Please attach a original cancelled cheque of your bank account from which you want your payments to be made. The cancelled cheque is required to verify the details of the Account-holder

4. Members residing abroad may opt for receiving the Journal by Airmail/Seamail at applicable charges. Kindly tick your preference

AIRMAIL/SEAMAIL

5. In order to receive alerts of your transaction status please provide us your.E-mail Id _______________ Mobile No. : ________________

a) I/We hereby declare that the particulars above are correct and complete. If the transaction is delayed or not affected at all for reasons of incomplete information, I would not hold the Institute responsible.

b) I/We hereby undertake the aforesaid instruction shall not be revoked/withdrawn/cancelled except with the written intimation to The Institute of Chartered Accountants of India against the above-mentioned membership no/user id.

c) This facility is available to bank account holders in cities (Delhi, Ludhiana, Amritsar, Jalandhar, Chandigarh, Shimla, Jammu, Kanpur, Allahabad, Varanasi, Lucknow, Dehradun, Gorakhpur, Agra, Jaipur, Bhilwara, Udaipur, Jodhpur, Rajkot, Ahmedabad, Vadodara, Surat, Mumbai, Panjim, Pune, Solapur, Kolhapur, Nasik, Aurangabad, Nagpur, Indore, Bhopal, Gwalior, Jabalpur, Raipur, Hyderabad, Tirupati, Vijayawada ( also covers Guntur, Tenali & Mangalgiri), Nellore, Vizag, Kakinada, Bangalore, Mysore, Mangalore, Hubli, Chennai, Pondicherry, Trichy, Madurai, Salem, Erode, Coimbatore, Tirupur, Calicut, Trichur, Cochin, Trivendrum, Kolkata, Burdwan, Durgapur, Siliguri, Bhubaneshwar, Guwahati, Patna, Jamshedpur, Ranchi, Dhanbad, Asansol, Jamnagar, Udupi, Gadag, Belgaum, Shimoga, Bijapur, Cuttack, Raichur, Gulbarga, Bikaner, Davangeree, Mandya, Gangtok)

Date ________________________________________________________________Signature of the Account Holder as in the Bank records

Certified that the particulars furnished above are correct as per our records.

Bank Stamp Date : Authorized Signatory of the Bank

MANDATE FORMECS Facility

STANDING INSTRUCTION FOR DIRECT DEBIT AUTHORISATION

To be filled in by the Account Holder’s Bank

__________________________

Instructions for use of Mandate Form

Step-1:

Step-2:

Step-3:

Step-4:

Step-5:

Dear Member,

The Institute has tied up with M/s. Tech Process Solution Limited to introduce a very convenient mode to pay your annual

membership/COP fee, Airmail or Sea mail charges from practically anywhere across the country. This pioneering and

innovative service of Electronic Clearing System of the Reserve Bank of India is being brought to you to better facilitate you

in payment of annual dues.

Under the new system, you need not visit the Institute at all, to make payments for your annual charges. You need not even

have to write a cheque or get a demand draft made in case you have a bank account in the following cities

Delhi, Ludhiana, Amritsar, Jalandhar, Chandigarh, Shimla, Jammu, Kanpur, Allahabad, Varanasi, Lucknow,

Dehradun, Gorakhpur, Agra, Jaipur, Bhilwara, Udaipur, Jodhpur, Rajkot, Ahmedabad, Vadodara, Surat, Mumbai,

Panjim, Pune, Solapur, Kolhapur, Nasik, Aurangabad, Nagpur, Indore, Bhopal, Gwalior, Jabalpur, Raipur, Hyderabad,

Tirupati, Vijayawada ( also covers Guntur, Tenali & Mangalgiri), Nellore, Vizag, Kakinada, Bangalore, Mysore,

Mangalore, Hubli, Chennai, Pondicherry, Trichy, Madurai, Salem, Erode, Coimbatore, Tirupur, Calicut, Trichur,

Cochin, Trivendrum, Kolkata, Burdwan, Durgapur, Siliguri, Bhubaneshwar, Guwahati, Patna, Jamshedpur, Ranchi,

Dhanbad, Asansol, Jamnagar, Udupi, Gadag, Belgaum, Shimoga, Bijapur, Cuttack, Raichur, Gulbarga, Bikaner,

Davangeree, Mandya, Gangtok.

Your annual dues will be automatically debited from your account with any bank through the RBI Electronic Clearing

System in a completely secured and protected environment. Needless to say, the process is simple and straightforward.

In order to avail of this service you need to fill-up a simple mandate form and send it to your Regional Office, which will

be a one-time activity. You need to provide your membership details and your bank account details from which

you want to pay your charges and sign the mandate form. The Bank Account can be with any bank in the cities

listed above. One time registration charges are Rs. 20/-.

You need to attach a blank cancelled unsigned cheque as a proof of your Bank Account with the mandate form.

ICAI will raise annual fees due against your membership and send you the demand notice. Simultaneously, ICAI will

send the fee details to M/s. Tech Process Solution Limited after receipt of the mandate form from your end.

Once you have filled the mandate form you need not come to ICAI at any time to deposit the annual fees. The

service provider will send your e-mail and an SMS informing the date on which your account will be debited for the

exact amount towards payment of fees. Please keep your account funded during that period.

The fees amount will be debited from your Bank account through the Reserve Bank of India National Clearing

Cell by the exact amount and paid back to ICAI on the due date. ICAI will update records. The service provider will

inform you by SMS and e-mail that your fees have been successfully paid to ICAI.

This service comes to you at a one-time customer enablement charges of Rs. 20/- (Rupees Twenty only) and a

Transaction Processing Charges of Rs. 7.50/- only (Rupees Seven & Fifty Paise Only) which will be debited from your

account.

Annexure ‘C’

ICAI Bhawan, 16/77-B (New No. 16/191), CIVIL LINES, POST BOX NO. 314, KANPUR-208001

Tel. No.: Mob. ....................................

Off. ......................................

Res. .....................................

E-mail : ...............................................

Membership No. .......................................

Name in full .....................................................................................................

(IN BLOCK LETTERS)

SPECIMEN SIGNATURES

1. 2.

3. 4.

THE INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA

BOOK - POST

The Secretary The Institute of Chartered Accountants of India ICAI Bhawan, 16/77-B (New No. 16/191), Civil Lines, Post Box No. 314, KANPUR-208001

To,

From :

Name

Prof. Add.

City Pin

State

Affix Postal Stamp

Annexure ‘D’

Self-Declaration Form to avail CPE Hours Credit for Unstructured Learning Activities

For the Calendar Year _________

Name:

Membership No.:

Address:

Contact No.

E-mail id:

Details of Unstructured Learning Activities Undergone

Type of

ULAs

Particulars Details

Topic Date Requested

CPE hours

Web-based Web-based Learning modules

Self-learning

Self-learning Modules and Courses

(1) Audio-tapes/video-tapes.

(2) Correspondence courses.

(3) Computer based learning programmes

Home Study Reading and Individual Home

Study

Discussion on Technical

Issues

Group or Bilateral Discussion on

Technical Issues

Acting as Faculty

Acting as visiting faculty or guest

faculty at various Universities/

Management Institutions/

Institutions of National Importance

Teleconferencing

Programmes

Participation in CPE

Teleconferencing Programmes

without supervision of the

POU

Questionnaires/ Journals

Providing solutions to questionnaires/ puzzles available on Web/ Professional Journals

Internal Training

Programmes

Internal Training Programmes

being organized by firms of

Chartered Accountants with seven

or more partners

Total CPE Hours requested

Undertaking

I, _____________________________, (name of the Member) hereby declare

that I have undergone the unstructured learning activities as indicated by me in this form above.

I also confirm that the information given by me for claiming CPE credit hours for each unstructured activity is

correct.

Place:

Signature of the Member

Date:

Note: Members may annex a separate sheet if the given format is not sufficient for filling in complete

details.

Annexure "E"

INDUSTRY WISE DATA BANK Indicative Segmentation of Companies (please tick)

Name & Membership Number ___________________________________

Sr. No.

Current Industry Sr. No.

Current Industry

1 Agro Based Industries 34 Housing Finance

2 Air Conditioning and Refrigeration 35 Information Technology - Hardware

3 Auto Ancillaries 36 Information Technology - Software

4 Auto Manufacturing - Heavy Vehicles 37 Insurance-General

5 Auto Manufacturing - Other Vehicles 38 Insurance-Life

6 Aviation & Airlines sector 39 Iron & Steel

7 Banking 40 Irrigation

8 Beverage (Alcoholics) 41 Knowledge Process Outsourcing

9 Beverages (non Alcoholic) 42 Media & Entertainment

10 Business Consultancy 43 Minerals

11 Business Process Outsourcing 44 Mining

12 Cement 45 Mutual Funds

13 Ceramics and glassware 46 Non Banking Financial Services

14 Chartered Accountancy Firms 47 Oil & Gas Exploration

15 Chemicals 48 Oil & Gas Refining

16 Constructions 49 Paints & Chemical

17 Consumer Electronics and Durables 50 Paper, leather, book, Wood

18 Cosmetics and Toiletries 51 Petrochemicals

19 Courier and Cargo Services 52 Pharmaceuticals

20 Dairy Products 53 Plantation

21 Diversified 54 Power Generation and Distribution

22 Drugs and Pharmaceuticals 55 Retail Industry

23 Education, Training and Research 56 Shipping

24 Energy 57 Small Scale and Ancillary

25 Engineering Procurement and Construction 58 Steel & Metal Manufacturing

26 Exim Trade 59 Sugar

27 Fertilizers 60 Telecommunication

28 Financial Services 61 Textile Manufacturing

29 Food Product 62 Trading

30 Gems & Jewellery 63 Transport-All types

31 Health services 64 Travel & Tourism

32 Heavy Engineering 65 Tyre, tube & Rubber Product

33 Hospitality 66 Others (which are not covered above)

67 FMCG

Annexure 'F'

PART“A”

(CABF L.M.NO…........................

Dear Sir,

I herby apply for admission as a Subscriber Member of the Chartered Accountants Benevolent Fund. I am remitting herewith Rs. 2500/- towards my subscription as Life Member. I have read the Rules & Regulations of the fund and I agree to abide by them, and also by the Rules that may be made thereafter. I give below the necessary particulars.

1. Full Name :

2. Membership No :

3 Date of Enrollment :

4 Whether Fellow or Associate :

5 Address for communication :

6. Name of dependents and relations :

S. NO NAME AGE RELATION

1.

2.

3.

4.

Life Membership Fee Rs. 2500/- SIGNATURE OF MEMBER

………………………………………………………………................................………………………………………………………

PART“B”

I hereby declare that the amount of Rs. 2500/-as life membership fee contributed by me shall form part of the corpus of the CABF. The amount is being paid through Local Cheque/ Demand Draft No. ……… Dated……………of ……..…………

Place:…………… Yours faithfully,

Date:………….… Signature……………..…….

CABF Life Membership No..…………… (To be filled by officials) Name………….....……..…..

Signature of official S.O./E.O/A.S Head of Region M. No………………....…….

THE CHARTERED ACCOUNTANTS BENEVOLENT FUND

C/O THE INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA

ICAI BHAWAN

I.P.MARG P.O.BOX NO. 7100, NEW DELHI-110 002

(APPLICATION FORM FOR LIFE MEMBERSHIP OF THE FUND)

DECLARATION

Annexure 'G'

The SecretaryS. Vaidyanath Aiyar Memorial FundNew Delhi

Dear Sir,

I hereby apply for admission as a member of the S. Vaidyanath Aiyar Memorial Fund. I am remitting herewith Rs. 500/-

towards my subscription as a Life Member. I have read the Rules and Regulations of the Fund and I agree to abide by them,

and also by the rules that may be made hereafter. I give below the necessary particulars :-

1. Full name :______________________________________________________________________________

2. Address :_______________________________________________________________________________

3. (a) Membership No. :______________________________________________________________________

(b) Date of Enrolment :____________________________________________________________________

(c) Whether Fellow or Associate :____________________________________________________________

Yours faithfully,

(Signature of the Member)

Place :____________

Date :_____________

S VAIDYANATH AIYAR MEMORIAL FUND

FORM 'A'

Annexure 'H'FORMAT OF APPLICATION FOR MEMBERSHIP OF CABF GROUP TERM INSURANCE SCHEME

Members opting for coverage under the scheme may submit particulars (in duplicate) for “Life Insurance Corporation” Scheme along with the requisite premium by way of Demand Draft drawn in favour of “CABF- Insurance Scheme” payable at New Delhi.

Details of member and or spouse and the Premium Paid

Form duly filled in & signed along with the payment can be sent directly at The Institute of Chartered Accountants of India, ICAI BHAWAN Post Box No. 7100, Indraprastha Marg, New Delhi 110002 .For further details and clarification member may send e-mail at .

Yours faithfully,

(Signature of the Member)

mss@icai.in

Membership NumberName of the member

Address

Contact Details

Date of BirthAge

Name of Nominee

Spouse Details (if desired andcovered under the scheme)Name of spouseDate of birth spouseAge of spouseName of Nominee (in case ofspouse)

Sl. No12

3

4

5

8

91011

12

6

7

13 Demand Draft Details

Description Details

Phone No. : ...............................................Fax No. : ..........................................E-mail ID : ...........................................................................................................

DD No. : ...............................Drawn on : ..........................................................................(Name of the Bank)Dated : ......................................for Rs. ..............................

Self

Spouse Yes / No

Date of Birth Age

Total Amount Paid

Basic sum Assures Premium Paid

Annexure ‘I’

Annexure 'J'

HELP US TO SERVE YOU BETTER

CHECK-LIST FOR IMPORTANT REGULATORY COMPLIANCE*

Earning CPE Hours :* All members holding COP may plan well in time to complete 90 CPE credit hours for the rolling period of three years starting from the year 2012 and minimum 20 CPE credit hours of structured learning in each year.* All members who are not holding COP or are residing abroad may plan to complete at least 45 CPE credit hours of structured / unstructured learning for the rolling period of 3 years starting from the year 2012 and minimum 10 CPE credit hours of structured/unstructured learning in each year* All the members attaining the age of 60 years during a particular calendar year within 2012-14 or are at present of the age of 60 years and above and holding COP are required to complete at least 70 CPE hours either through structured or unstructured learning activities and minimum 10 CPE credit hours in the year 2012 and minimum 20 CPE credit hours in 2013 & 2014 * All members attaining the age of 60 years during a particular calendar year within 2012-2014 or are at present of the age of 60 years and above and not holding COP or are residing abroad are required to complete at least 35 CPE credit hours either through structured or unstructured learning activities and minimum 5 CPE credit hours in the year 2012 and minimum 10 CPE credit hours in 2013 & 2014

Annual Membership and Related fees :st* Becomes due and payable on 1 April

of the year

Form 'A' / 'A'-1 of the Fee Circular or using Payment of Gateway or ECS. Time Latest by

th30 September of the year. Please pay earlyand avoid reminders

stIf paid on or after 1 October names will be removed and restoration formalities to be observed

Updating Entry on Record :* Sent alongwith Fee Circular for verification and confirmation of particulars given therein

Should be returned duly verified and signed thlatest by 30 April supported by prescribed

formats wherever applicable. If received thafter 30 April, it will not be reflected in the

List of Members

Particulars in Entry on Record sent willbe presumed as correct if no confirmation is received

Should get in touch with concerned Programme Organising Units for registration and attending CPE programmes

On completion of each program member may verify the number of hours credited in his account by visiting the site www.cpeicai.org . Also verify and confirm the same given in Entry on Record

Grant of Certificate of Practice :* No member can practise unless he holds Certificate of Practice

Apply in Form '6' along with Fee (Revised w.e.f. 1.4.2011) of Rs. 1,500/- for members of age 60 years and above and Rs. 2,000/- for members below 60 years.

Certificate of practice will be granted fromthe date of receipt of Form '6' complete in all respects.

Admission as Fellow :* An associate member who has completed 5 years of continuous practice and/or employment would be eligible for admission as a Fellow Member

He may submit Form '3' with prescribed fee.A member in employment is required to submit self declaration form along with Form 3.He can also submit Form '6' with COP fee if he intends to hold COP

A member can submit Form '3' and '6' also relevant documents required for admission as fellow even 30 days prior to the date of his eligibility for admission as a fellow member.

Restoration of Name :* A member whose name has been removed from the Register of Members is eligible for Restoration of his name

If removal is on account of non payment of fee thby 30 September, apply in Form '9' with

membership fee for the current year and Restoration fee (revised w.e.f. 1.4.2011) of

stRs. 1,200/- before 31 March for restoration of name retrospectively.

If the membership fee and Form '9' is streceived on or after 1 April the name will

be restored only prospectively with effect from the date of receipt of Form '9' with requisite fees

Restoration of Certificate of Practice :* A member whose certificate of practice has been cancelled is eligible for restoration of certificate of practice

If cancellation of COP is on account of non thpayment of fee by 30 September, apply in

Form '101' with COP fee for the current year stbefore 31 March for restoration of COP

retrospectively

If the COP fee is not received on or before st31 March the member concerned has to

apply for grant of fresh COP by submitting Form '6' with the prescribed Membership and COP fee

Change in Address :* Every member shall have a postal address of the professional address at the time of enrolment and shall intimate any change in the said address.

A written intimation duly signed giving the old as well as new address shall be submitted within 30 days from the date of change in theaddress.

Change in address shall be intimated then and there. Non intimation or delayed intimation will put the member to certain inconvenience like non receipt of Journal, Newsletter and other communications from the Institute.

Permission for other engagement :* A member in practice is required to seek prior permission for engagement in any business or occupation other than profession of accountancy

Within 30 days from the date of joining employment or occupation an intimation containing details thereof shall be submitted seeking permission. In the case of family business, Managing Director or whole time Director, the member is required to file information in the prescribed form while seeking permission

General permission is granted to the members to become Director Simplicitor in the companies i.e. to attend Board Meeting for which they will be entitled to only sitting fee and no remuneration. Specific permission is granted on case to case basis to be lecturer in a college subject to fulfilling certain conditions teaching hours not exceeding 25 hours per week.

1.

2.

3.

4.

5.

6.

7.

8.

9.

S. No. Description Application Form & Time Limit Remarks

Joining/Leaving employment in Industry:* A member employed in industry is also required to give details of his employment irrespective of whether he holds certificate of practice or not.

A member employed in industry may intimate the post held, the date of joining and the address of the employer within one month of such employment

Institute is striving to maintain Industry-wise Data Bank with segmentation of the companies. This will help the Institute to organize specific training and development programs. Members may kindly return Annexure 'E' of Fee Circular alongwith

thEntry on Record latest by 30 April.

Joining/leaving as Paid Assistant:* A member whether holding certificate of practice or not can join as a Paid Assistant in a CA Firm or with a Chartered Accountant in practice

A written intimation and confirmation by the firmindicating the date of joining/leaving is required to be submitted within 30 days

Members in practice working as a paid assistant cannot perform attest function and will be treated as a member in part-time practice

Firm/LLP Name Approval :lMember holding certificate of practice can practise in a trade/firm name with prior approval

lPrior approval of name of LLP from Secretary, ICAI is required in case the proposed name of LLP includes the words `Chartered Accountant' or 'Chartered Accountants'

Name will be approved only from the date on which form no.117 has been received.

Registration of Firm/LLP :lof firm name

lLLP can be registered after incorporation with the Registrar of LLP

A firm can be registered after getting approval

Any subsequent change in the particulars of LLP shall be intimated by submitting Form 18 within 30 days from the date of noting of the change in constitution of LLP by the Registrar of LLP along with the copy of letter issued by Registrar of LLP regarding change in constitution.

MCS /Network of firms name Approval:lthe office of Managing Director, Whole time Director or Manager of a body corporate with the prior approval within the meaning of the Companies Act, 1956 provided that the body corporate is engaged exclusively in rendering MCS permitted by the Council in pursuant to Section 2(2)(iv) of the CA Act,1949 and complies with the conditions as specif ied by Council from time to t ime.

lMember holding certificate of practice can form network of firms with prior approval.

Member holding certificate of practice can hold

Registration of MCS Company/network of firmsl incorporation under the Companies Act, 1956

lNetwork of firms can be registered after getting approval of name of network of firms.

MCS Company can be registered with ICAI after

Apply in Form B for registration of Network of firms within 30 days of the approval of network name to concerned regional office.

Apply in Form H for registration of MCS company within 30 days from the date of incorporation of MCS Company to the concerned Regional Office.

Any subsequent change in the particulars of the Network of firms shall be intimated by submitting Form C duly signed within 30 days from the date of such change.

Any subsequent change in the particulars of the MCs Company shall be intimated by submitting Form H duly signed within 30 days from the date of noting of the change in constitution of MCS Company by Registrar of MCA along with the copy of letter issued by Registrar of MCA regarding change in constitution.

Opening/closing of Branch office, change in address of HO/BO:* Every change in the particulars of the firm has to be intimated to the concerned decentralized office

A written intimation shall be made by the Incharge of the firm or authorized partner within 30 days of such opening or closing of Branch or change in address

Delay in submission of change in particulars of the firm will amount to breach of Regulation

l the Chartered Accountants Regulations 1988

Note : For details please refer to the Chartered Accountants Act 1949 as amended by the Chartered Accountants (Amendment) Act,2006 and

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Apply in Form 117 to the Head Office of theInstitute for obtaining approval of trade/firmname as per the guidelines printed overleaf in the said form.

Apply in Form 117 to the Head office of the Institute for obtaining prior approval of name of LLP if it includes words 'chartered accountant' or 'chartered accountants'.

Name will be approved only from the date on which form no. 117 has been received

Apply in Form 18 for registration of firm within 30 days of the approval of firm name to concerned regional office

.Apply in ICAI Form 18 to the concerned Regional Office for registration of LLP within 30 days from the date of incorporation of LLP with Registrar of LLP along with Form 117 and copy of incorporation certificate issued by the Registrar of LLP.

Any subsequent change in the particulars of the firm shall be intimated by submitting Form 18 duly signed within 30 days from the date of such change.

Apply in Form G to the Head Office of the Institute for obtaining approval of name of MCS company as per the guidelines.

Apply in Form A to the Head Office of the Institute for obtaining approval of name of Network of firms as per the guidelines.

Name will be approved only from the date on which form G has been received

Name will be approved only from the date on which form A has been received