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CA certifications

Individuals, NRIs and visas: CA certificates

Net worth, income and sponsor certificates for embassies and education loans, and remittance certificates for NRIs.

Find by who is askingHow to verify a UDIN
12 certificates

Certificates in this group

Each entry lists who asks for it, the documents to keep ready and the typical turnaround after complete documents.

Net worth certificate for a visa

States the applicant's assets, liabilities and net worth on a date, for a visa application.

Who asks
Embassies and consulates
Typical turnaround
1–2 working days after complete documents
UDIN category
Certificates: Net worth Certificates for Visa by Foreign Embassy
Documents to keep ready (5)
  • PAN and Aadhaar of the applicant
  • Proof of each asset: property documents, investment and deposit statements
  • Loan statements showing outstanding balances on the certificate date
  • Bank statements for the period asked for
  • The format prescribed by the bank, embassy or authority, if it has one

The CA confirms the final list when you start. No certificate is issued on provisional figures.

Net worth certificate for a student study loan

States the net worth of the student's parent or co-applicant for an education loan.

Who asks
Banks and NBFCs giving education loans
Typical turnaround
1–2 working days after complete documents
UDIN category
Certificates: Net worth Certificates for Student Study Loan
Documents to keep ready (5)
  • PAN and Aadhaar of the applicant
  • Proof of each asset: property documents, investment and deposit statements
  • Loan statements showing outstanding balances on the certificate date
  • Bank statements for the period asked for
  • The format prescribed by the bank, embassy or authority, if it has one

The CA confirms the final list when you start. No certificate is issued on provisional figures.

Income certificate (three years)

States the applicant's income, by source, for the last three years.

Who asks
Embassies and banks
Typical turnaround
1–2 working days after complete documents
UDIN category
Certificates: Certificate Regarding Sources of Income
Documents to keep ready (4)
  • PAN and Aadhaar of the applicant
  • Income-tax returns with computations for the years covered
  • Form 16 or other proof of each income source
  • Bank statements for the period asked for

The CA confirms the final list when you start. No certificate is issued on provisional figures.

Education-loan margin or funds availability certificate

States that the margin money or funds for an education loan are available.

Who asks
Banks giving education loans
Typical turnaround
1–2 working days after complete documents
UDIN category
Certificates: Net worth Certificates for Student Study Loan
Documents to keep ready (4)
  • PAN and Aadhaar of the applicant
  • Bank statements for the period asked for
  • Deposit and investment statements showing the funds
  • Loan sanction letter or facility terms

The CA confirms the final list when you start. No certificate is issued on provisional figures.

Business visa ownership and income certificate

States the applicant's ownership of a business and the income drawn from it.

Who asks
Embassies, for business visas
Typical turnaround
1–2 working days after complete documents
UDIN category
Certificates: Certificate Regarding Sources of Income
Documents to keep ready (5)
  • PAN and Aadhaar of the applicant
  • PAN and registration or incorporation documents of the entity
  • Audited financial statements for the years covered
  • Income-tax returns with computations for the years covered
  • The format prescribed by the bank, embassy or authority, if it has one

The CA confirms the final list when you start. No certificate is issued on provisional figures.

Form 146 remittance certificate

Form 146 (formerly 15CB)

The CA certificate for a payment to a non-resident, filed before the remitter files Form 145 (formerly 15CA).

Who asks
The AD bank that makes the foreign remittance
Typical turnaround
1–2 working days after complete documents
Basis
Income-tax Act 2025, Form 146 (Form 15CB under the Income-tax Act 1961), from 1 Apr 2026
UDIN category
Certificates: Form 146 under Income Tax Act 2025
Documents to keep ready (4)
  • Invoice or agreement for the remittance and remitter and payee details
  • Tax residency certificate and Form 10F of the payee, where treaty relief is claimed
  • PAN of the remitter
  • Proof of tax paid, if any

The CA confirms the final list when you start. No certificate is issued on provisional figures.

NRO repatriation and source of funds certificate

Certifies the source of funds in an NRO account for repatriation within the USD 1 million facility.

Who asks
The AD bank
Typical turnaround
3–10 working days after complete documents
Basis
FEMA (USD 1 million NRO repatriation facility)
UDIN category
Certificates: Certification under Exchange Control legislation
Documents to keep ready (4)
  • PAN and Aadhaar of the applicant
  • NRO account statements
  • Proof of the source of the funds: sale deed, inheritance or income records
  • Income-tax returns with computations for the years covered

The CA confirms the final list when you start. No certificate is issued on provisional figures.

Capital gains computation for an NRI property sale

Computes the capital gain on a property sold by a non-resident.

Who asks
The buyer, the AD bank and the Income-tax Department
Typical turnaround
1–2 working days after complete documents
UDIN category
Certificates: Others
Documents to keep ready (4)
  • Purchase and sale deeds
  • Proof of improvement costs
  • PAN of the seller
  • Bank statements for the period asked for

The CA confirms the final list when you start. No certificate is issued on provisional figures.

LRS source of funds certificate

Certifies the source of funds for a remittance under the Liberalised Remittance Scheme.

Who asks
The AD bank
Typical turnaround
1–2 working days after complete documents
Basis
FEMA (Liberalised Remittance Scheme)
UDIN category
Certificates: Certification under Exchange Control legislation
Documents to keep ready (4)
  • PAN and Aadhaar of the applicant
  • Bank statements for the period asked for
  • Proof of the source of the funds
  • Income-tax returns with computations for the years covered

The CA confirms the final list when you start. No certificate is issued on provisional figures.

Income certificate for MACT or maintenance cases

States a person's income for a Motor Accident Claims Tribunal or a maintenance case.

Who asks
Motor Accident Claims Tribunals and family courts
Typical turnaround
1–2 working days after complete documents
UDIN category
Certificates: Certificate Regarding Sources of Income
Documents to keep ready (4)
  • PAN and Aadhaar of the applicant
  • Income-tax returns with computations for the years covered
  • Proof of each income source
  • Bank statements for the period asked for

The CA confirms the final list when you start. No certificate is issued on provisional figures.

By appointment

Given as part of an audit or appointment

These are given by an entity's appointed auditor or as part of an audit. They start with a conversation, not an online request.

Form 15CB under the Income-tax Act 1961

By appointment

Form 146 (formerly 15CB)

The 1961 Act version of the remittance certificate, kept for remittances that fall under that Act.

Who asks
The AD bank that makes the foreign remittance
Typical turnaround
1–2 working days after complete documents
Basis
Income-tax Act 1961 (replaced by Form 146 under the Income-tax Act 2025 from 1 Apr 2026)
UDIN category
Certificates: Certificates in form 15CB
Documents to keep ready (2)
  • Invoice or agreement for the remittance and remitter and payee details
  • PAN of the remitter

The CA confirms the final list when you start. No certificate is issued on provisional figures.

FAQs

Common questions

Which certificates are in the individuals, nris and visas group?

Net worth certificate for a visa; Net worth certificate for a student study loan; Income certificate (three years); Sponsor or parent financial capacity certificate; Education-loan margin or funds availability certificate; Business visa ownership and income certificate; Form 146 remittance certificate; Form 15CB under the Income-tax Act 1961; NRO repatriation and source of funds certificate; Capital gains computation for an NRI property sale; LRS source of funds certificate; Income certificate for MACT or maintenance cases.

How long do these certificates take?

Typical turnaround after complete documents: 1–2 working days for simple balance-sheet or bank certificates; 3–10 working days for dgft, rera and valuation certificates. These are typical ranges, not statutory periods.

Who signs the certificate and how is it verified?

The Chartered Accountant signs with a Class-3 DSC and generates a UDIN on the ICAI UDIN portal. The bank or authority can verify the UDIN at udin.icai.org.

Which form numbers changed under the Income-tax Act 2025?

From 1 Apr 2026: Form 146 (formerly 15CB).

Why are some certificates marked "By appointment"?

Form 15CB under the Income-tax Act 1961: these are given as part of an audit or appointment, so they start with a conversation rather than an online request.

More certificates

Other certificate groups

Businesses, banks and lendersTurnover, net worth, working capital, stock and end-use certificates that banks and lenders ask businesses for.TendersTender-format turnover and net worth, bid capacity and local-content certificates for government procurement.StartupsShare valuation for allotment and FEMA reporting, grant utilisation and funds-received certificates.Exporters, FEMA and DGFTEPCG, Advance Authorisation, status holder, APR, ODI, ECB and UFCE certificates.Real estate and RERARERA withdrawal (Form 3), annual (Form 5) and project cost certificates.NGOs, trusts and CSRForm 112 (formerly 10B/10BB), FC-4, CSR and grant utilisation certificates.GSTRefund, unjust enrichment and input tax credit certificates under the CGST Act and Rules.Income-taxTax audit, transfer pricing, MAT and deduction reports, with old and new form numbers.ROC and Companies ActCertification of MCA e-forms, statutory-record certificates, LLP certificates and share valuations for buy-back or merger.SEBI, IRDAI, RBI and banksNet worth for intermediaries, IPO certificates, NBFC certificates and certificates given by bank and insurer auditors.