Ca Articleship transfer after one year without falling under the afresaid grounds

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Akshaya N (Querist)
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28 November 2022 I want to transfer my articleship within the same city I've completed 1year 1 month and 7days of articleship I dont fall under any of the aforesaid grounds by the institute please guide me regarding that

Asha Kanta Sharma

Asha Kanta Sharma

(Expert)
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06 July 2024 If you want to transfer your Articleship within the same city and do not fall under any of the specific grounds mentioned by the Institute of Chartered Accountants of India (ICAI) for transfer, you may still be able to request a transfer under certain circumstances. Here’s a guide on how to proceed:

### Steps to Transfer Articleship Within the Same City:

1. **Discuss with Your Current Principal:**
- Approach your current Articleship Principal (employer) and explain your reasons for requesting a transfer within the same city. It could be for reasons such as better learning opportunities, personal convenience, or other valid reasons.
- Seek their approval and understanding of your situation.

2. **Find a New Principal:**
- Identify a new CA firm or Principal within the same city where you wish to continue your Articleship.
- Discuss with potential new Principals and obtain their consent to take you on as an Articleship trainee.

3. **Prepare Transfer Application:**
- Complete Form No. 109, which is used for requesting transfer of Articleship.
- In the application, clearly state your reasons for the transfer and provide details of your current and proposed new Principals.
- Ensure all sections of the form are accurately filled out, including dates and signatures.

4. **Submit to ICAI:**
- Submit the completed Form No. 109 along with any supporting documents to the Institute of Chartered Accountants of India (ICAI).
- This submission can typically be done through the SSP Portal (Student Skills Portal) or as per the specific instructions provided by ICAI.

5. **Follow-Up:**
- Follow up with ICAI to track the status of your transfer application.
- Keep records of all communications and submissions made to ICAI for future reference.

### Additional Tips:

- **Documentation:** Ensure all necessary documents, including your Articleship agreement, are in order and ready to be transferred to the new Principal.
- **Communication:** Maintain open communication with both your current and proposed new Principals throughout the transfer process.
- **Compliance:** Adhere to all timelines and guidelines provided by ICAI for the transfer of Articleship.

By following these steps and fulfilling the necessary requirements, you can request a transfer of Articleship within the same city even if you do not fall under the standard grounds specified by ICAI. It’s important to approach the process professionally and ensure all parties involved are informed and supportive of your decision.

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