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This document is a financial data questionnaire completed by a Chartered Accountant to certify the financial status and ability of a sponsor to pay for their child's estimated first year educational expenses totaling a certain amount in foreign currency at a specific university.
It lists sources of funds for the sponsor in Indian currency and foreign currency with reference documents, including savings in India from assets, cash, and immovable property valued through reports as well as annual income from salaries, rentals, business, agriculture, and investments. Notes provide details on required supporting documents for amounts listed.
This document is a financial data questionnaire completed by a Chartered Accountant to certify the financial status and ability of a sponsor to pay for their child's estimated first year educational expenses totaling a certain amount in foreign currency at a specific university.
It lists sources of funds for the sponsor in Indian currency and foreign currency with reference documents, including savings in India from assets, cash, and immovable property valued through reports as well as annual income from salaries, rentals, business, agriculture, and investments. Notes provide details on required supporting documents for amounts listed.
This document is a financial data questionnaire completed by a Chartered Accountant to certify the financial status and ability of a sponsor to pay for their child's estimated first year educational expenses totaling a certain amount in foreign currency at a specific university.
It lists sources of funds for the sponsor in Indian currency and foreign currency with reference documents, including savings in India from assets, cash, and immovable property valued through reports as well as annual income from salaries, rentals, business, agriculture, and investments. Notes provide details on required supporting documents for amounts listed.
I (Name of the C.A.) member of the Institute of Chartered Acountants of India, hereby certify that I have reviewed the financial status of (Name of the sponsor/parent of the applicant) with a view of establishing his ability to pay 1 st year educational expenses of his/her son/daughter (Name of the applicant) at (Name of the university / College Address, Country) which is estimated at (Total Expenses in foreign currency) as per their ( Offer Letter / I-20 / University Communication) S.No. Source of Funds Indian Currency (Rs.) Foreign Currency (USD) Reference 1. Scholarships 2. Savings in India Movable Assets A Cash at Bank B 3. Savings outside India 4. Immovable Assets C 5. Annual Income in India D 6. Annual Income Outside India TOTAL Notes a. The Applicant is sponsored by his/her parents. b. The exchange rate adopted is Rs._______________ per (foreign currency) c. This certificate is issued upon the request of the applicant/sponsor and as per information/documents produced by the applicant /sponsor. ______________________________ Signature of the C.A. Place: Seal of the C.A. Name: Date: Membership No: ANNEXURE A. Movable Assets S.No. Description of Assets Name Amount 1. UTI / MIP 2. ULIP / LIC 3. NSC / KVP / IVP / NSS 4. PF / PPF / Gratuity 5. Shares / Debentures 6. Fixed Deposits in non banking COs such as ICICI, Nagarjuna Finance etc., 7. Household effects (Furniture/Electrical Equipment) 8. Jewellery 9. Vehicles 10. Advances TOTAL Notes: All figures must be supported by appropriate documents. In case of LIC / ULIP Policies, the sum assured can be quoted. In case of Shares, the market value can be quoted-certificate from any Share / Stock broker required, House Hold effects-self declaration for reasonable amount / insurance policy can be taken, Jewellery valuation report from a Jeweller is required, Vehicles-Sale Letter / Valuation Papers or Vehicle documents along with registration documents. B. Bank Balances S.No. Nature of Account/ Name of the Bank, Branch Name of the Account Holder Amount 1. Savings Fund 2. Fixed Deposits 3. Recurring Deposits 4. Gold Bonds 5. Re-Investment plans TOTAL Notes: All figures must be supported by appropriate documents. Bank Passbook , Statements and certificate from the bank confirming the balances should be obtained. The bank certificates should preferably be taken on the same day and should be type written, Equivalent foreign exchange value should also be mentioned. SEAL OF THE C.A. C. Immovable Assets S.No. Description of the Property Name Amount 1. Immovable residential property at (Address of the property) measuring ______ sq.ft. as per the valuation report of (Name of the valuer) of date ________ 2. Immovable landed property at (address of the property) measuring________ (area) as per the valuation report of (name of the valuer) of date________ 3. Immovable agricultural land at (address of the property) measuring __________ (area) as per the Block Development Officers certificate of date_________ 4. Plant & Machinery at (address of the property) as per the valuation report of (name of valuer) of date. D.Annual Income S.No. Source of Income Name Amount 1. Income from Salaries as per pay certificate issued by employer. 2. Rental Income from (address of the property) as per the declaration of the tenant / rental receipt 3. Business Income from (name and address of the firm) as per the Profit & Loss account of the firm. 4. Agricultural Income as per the certificate issued by BDO/MRO date.________ 5. Interest and Dividends from Investments, Shares, Fixed Deposits etc., ______________________________ Signature of the C.A. Place: Seal of the C.A. Name: Date: Membership No: