Self declaration for articleship transfer..?

For an articleship transfer, the self-declaration serves as a formal confirmation of your intent and consent, which you must upload on the ICAI Self-Service Portal (SSP) when filing Form 109.

Draft Template for Self-Declaration

You can use the following format. Ensure you print this on plain paper, sign it, and scan it for upload.

SELF-DECLARATION FOR ARTICLESIP TRANSFER

To, The Secretary, The Institute of Chartered Accountants of India, [Insert ICAI Regional Office Address, e.g., New Delhi]

Subject: Self-Declaration for Articleship Transfer

Respected Sir/Madam,

I, [Your Full Name], daughter/son of [Parent's Name], currently registered as an Articled Assistant under [Principal's Name] (Membership No: [Principal's Membership Number]) at [Firm Name, Firm Address], hereby declare my intention to terminate my articleship training effective from [Date of Termination].

I have discussed this matter with my current Principal, and this transfer is being initiated with their consent/mutual agreement.

I further declare that I have fulfilled all the requirements as per the Chartered Accountants Regulations, 1988, and I am aware of the guidelines regarding the articleship transfer process. I request you to kindly approve my request for the transfer of my articleship.

Thanking you,

Yours faithfully,

(Signature)

[Your Full Name] Registration No: [Your ICAI Registration Number] Date: [Date] Place: [Your City]

Key Steps for Your Transfer

1. Professional Communication: Before filing anything, always provide a written notice of your intent to transfer to your current principal. Maintain a record of this communication.

2. SSP Portal Filing: Log in to the ICAI SSP Portal, navigate to the Articleship Cycle, and open Form 109.

3. Work Diary: Fill in your work details and leave records as required by the form.

4. Upload: Upload the signed Self-Declaration document mentioned above when prompted in the form process.

5. Form 109 Completion: After submitting the online details, the portal will generate the PDF version of Form 109. Download it, ensure it is signed by both you and your Principal, and re-upload the signed copy to the portal.

6. New Registration: Once Form 109 is approved, you must execute a new deed on a stamp paper (Form 102) and file Form 103 to register with your new Principal within 30 days.

Summary: To initiate an articleship transfer, you must file Form 109 on the ICAI SSP portal. As part of this process, you are required to upload a signed self-declaration letter confirming your intent and the mutual consent of your current principal. Always ensure you have a formal paper trail of your communication with your current firm before proceeding.