Yearly Know Your Member (KYM) mandatory for CA Members

Implementation of Know your Member (KYM) Form

The ICAI has launched ‘Know Your Member (KYM)’ Form which is to be filed annually through Self-Service Portal (SSP) of the ICAI.

The procedure to submit the KYM Form is as under:

Login In Self Service Portal — Member Functions — KYM Form

Login In Self Service Portal — Click on Member Functions — Click on Pending / Submitted/ Ask for correction Pending / Submitted/ Ask for correction — KYM Form

Members are required to submit it mandatorily.

In case of any difficulty please contact [email protected] or ICAI Call Sahayataa 9997599975

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PLEASE READ TO PREPARE AND SUBMIT
KYM also called as ‘Know Your Member’ is a yearly activity.
It is mandatory for members to file for KYM 2023-24 onwards
The form displays all available information with the ICAI
Based on your Membership Type, and Status, request you to be ready with the following scanned documents in the
table below
Also be ready with your “Passport Size Color Photograph” with Clear and White background.

Scanned Documents (JPG/ PDF) should not be more than 1 MB
Photograph and Signature should not be more than 80 KB

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FAQ’s For ICAI Know Your Member (KYM)

Q.1 What is ICAI Know your Member (KYM).

Ans. ICAI know your member is a newly developed Form in which member is required to provide certain information as desired in the KYM Form on an annual basis online through Self Service Portal login.

Q.2 Who is required to fill KYM form.

Ans. All Active members are required to fill KYM Form annually.

Q.3 What is the procedure to submit the KYM form.

The procedure to submit the KYM form is as under:

Login into Self Service Portal → click on Member functions → KYM Form

Q.4 Is it mandatory to fill KYM Form on annual basis.

Ans. Yes, it is mandatory to fill KYM Form annually before making the annual membership fees.

Q.5 I have opened the KYM Form but it is now not appearing under member functions tab.

Ans. Once the KYM Form is opened but not successfully submitted, the same will be available under Member Module option. Follow the following path:

Login into Self Service Portal → click on Member functions → KYM Form

Q.6 Which details are required to be filled in the Form.

Ans. You are required to verify the following details and update if there is any change :

1. Permanent address

2. Professional address

3. Current Photo

4. PAN No.

5. GST No.,

6. Designation in Employment (If applicable)

7. Self Employed Details (Those who are neither in practice nor in employment)

8. Directorship details

9. Pending cases with Professional Bodies or any court/authority etc.

10. Declaration for its correctness and Section 8 compliance.

Documentary proofs are also required to be uploaded as required and given in KYM Form.

Q.7. What attachments to provide for proof of Permanent Address.

Ans : Any one of the following document –

Driving License,

Passport (Front and Back Copy),

Voter Id (Election Card),

Electricity/ Water/ Gas Bill,

Rent Agreement,

Bank Statement of last three month (With Stamp)

Q.7. What attachments to provide for proof of Identity Proof.

Ans : Any one of the following document –

Driving License,

Passport (Front and Back Copy),

Voter Id (Election Card),

Pan Card

Q.8 What attachments to provide for proof of professional address.

Ans. Member status wise documents required for updating professional address is mentioned in the chart below.

Q.8 Can I update my employment joining/relieving from KYM form.

Ans. Joining/relieving of employment can be updated only through update employment/engagement option under member module in SSP. You can update the present designation through KYM Form.

Q.9 Can I update my other than India professional/ permanent address from KYM form.

Ans. No You can update the same through Profile Edit form available in Member Module.

Q.10 Can I update my professional address from KYM form if I am In charge of a CA firm.

Ans. Professional address of Head In charge of CA firm can be updated only through Firm module in SSP.

Q.10. Will I receive any intimation if there is any discrepancy in my KYM form.

Ans. If there is any discrepancy or in case of incomplete information provided in KYM form, the application will be sent for “Ask for correction” with remarks. The said application will appear in Pending/Submitted/Ask for correction application under member module in SSP where members are required to update the information or upload the desired documents & then the KYM form has to be re submitted.

Q.11 Will I receive any confirmation after my KYM Form is approved.

Ans. Members will receive confirmation through E-mail after the KYM Form is approved.

Q.12 What is prescribe time for approval of KYM Form ? Ans.

Ans. Approval of KYM form will take normally 5 to 7 working days.

Q.13. What we should do , if any information which is prefilled in KYM form needs correction/ Updation ?

Ans. : Before submission of KYM form, Kindly visit the respective Module in SSP Portal for its updation/ Correction. The correct information will reflect in KYM form on its approval from RO.

Q.14. I am a partner in CA Firm, can I update my Firm GST no. in the KYM Form ?

Ans: Presently, you can update your GST Number obtained in your personal name only in the KYM form. However, modalities are being worked out to accommodate the respective Firm’s GSTN.