RBI Revises A-2 Form for Sending Remittances Abroad and List of Purpose Codes

[RBI Circular No. 05 dated 12th July 2012]

Sub: Foreign Exchange Management Act, 1999 – Submission of Revised A-2 Form

Attention of Authorised Dealers (ADs) is invited to A.P. (DIR Series) Circular No.77 dated March 13, 2004, in terms of which guidelines for compilation of various R-Returns were issued to the Authorised Dealers. The purpose codes for foreign exchange purchase/ sale transactions, used for filling up of the cover page of R-Return have since been revised, vide A.P.(DIR Series) Circular No. 84 dated February 29, 2012. It has therefore become necessary to revise the list of purpose codes appended to Form A-2 also. The revised list of purpose codes along with Form A-2 are thus annexed for use by the applicants for remittance of funds abroad.

2.  The directions contained in this circular have been issued under Section 10(4) and Section 11(1) of the Foreign Exchange Management Act, 1999 (42 of 1999).

FORM A2

(For payments other than imports and remittances covering intermediary trade)

Application for Remittance Abroad

AD Code No.________________________

Form No.___________________________

(To be filled in by the Authorised Dealer)

Serial No. __________________________

(For use of Reserve Bank of India)

Currency _______________ Amount _____________

Equivalent to Rs. _____________________________

(To be completed by Authorised Dealer)

I/We ____________________________________

(Name of applicant remitter)

authorize __________________________________

(Name of AD branch)

Savings Bank/ Current/ RFC/ EEFC A/c. No. __________________ together with their charges and

* a) Issue a draft : Beneficiary's Name_____________________

Address ______________________

____________________________

* b) Effect the foreign exchange remittance directly –

1) Beneficiary's Name __________________

2) Name and address of the bank ___________________

3) Account No. ______________________

* c) Issue travelers cheques for ____________________

* d) Issue foreign currency notes for _____________________

* (Strike out whichever is not applicable)

for the purpose indicated below

(Remitter should put a tick (√) against an appropriate purpose code. In case of doubt/ difficulty, the AD bank should be consulted ).

Signature

Date :                                                      Name :

Sr. No.

Purpose Group Name

Purpose Code

Description

 

 

 

 

As per the Annex -I

Declaration

(Under FEMA 1999)

I, _______________________ declare that –

*(1) The total amount of foreign exchange purchased from or remitted through, all sources in India during this calendar year including this application is within USD _____________ (USD ______________

_______________________________________ only) the annual limit prescribed by Reserve Bank of India for the said purpose.

*(2) Foreign exchange purchased from you is for the purpose indicated above.

*(Strike out whichever is not applicable )

Signature

Name ______________________

Date:

Annex I: Purpose Codes for Reporting under FETERS

A. Payment Purposes (for use in BOP file)

Gr. No.

Purpose Group Name

Purpose Code

Description

0

Capital Account

S0017

Acquisition of non-produced non-financial assets (Purchase of intangible assets like patents, copyrights, trademarks etc., land acquired by government, use of natural resources) – Government

S0019

Acquisition of non-produced non-financial assets (Purchase of intangible assets like patents, copyrights, trademarks etc., use of natural resources) – Non-Government

S0026

Capital transfers ( Guarantees payments, Investment Grand given by the government/international organisation, exceptionally large Non-life insurance claims) – Government

S0027

Capital transfers ( Guarantees payments, Investment Grand given by the Non-government, exceptionally large Non-life insurance claims) – Non-Government

S0099

Other capital payments not included elsewhere

Financial Account

Foreign Direct Investments

S0003

Indian Direct investment abroad (in branches & wholly owned subsidiaries) in equity Shares

S0004

Indian Direct investment abroad (in subsidiaries and associates) in debt instruments

S0005

Indian investment abroad – in real estate

S0006

Repatriation of Foreign Direct Investment made by overseas Investors in India – in equity shares

S0007

Repatriation of Foreign Direct Investment in made by overseas Investors India – in debt instruments

S0008

Repatriation of Foreign Direct Investment made by overseas Investors in India – in real estate

Foreign Portfolio Investments

S0001

Indian Portfolio investment abroad – in equity shares

S0002

Indian Portfolio investment abroad – in debt instruments

S0009

Repatriation of Foreign Portfolio Investment made by overseas Investors in India – in equity shares

S0010

Repatriation of Foreign Portfolio Investment made by overseas Investors in India – in debt instruments

External Commercial Borrowings

S0011

Loans extended to Non-Residents

S0012

Repayment of long & medium term loans with original maturity above one year received from Non-Residents

Short term Loans

S0013

Repayment of short term loans with original maturity up to one year received from Non-Residents

Banking Capital

S0014

Repatriation of Non-Resident Deposits (FCNR(B)/NR(E)RA etc)

S0015

Repayment of loans & overdrafts taken by ADs on their own account.

S0016

Sale of a foreign currency against another foreign currency

Financial Derivatives and Others

S0020

Payments made on account of margin payments, premium payment and settlement amount etc. under Financial derivative transactions.

S0021

Payments made on account of sale of share under Employee stock option

S0022

Investment in Indian Depositories Receipts (IDRs)

S0023

Remittances made under Liberalised Remittance Scheme (LRS) for Individuals

External Assistance

S0024

External Assistance extended by India. e.g. Loans and advances extended by India to Foreign governments under various agreements

S0025

Repayments made on account of External Assistance received by India.

1

Transport

S0201

Payments for surplus freight/passenger fare by foreign shipping companies operating in India

S0202

Payment for operating expenses of Indian shipping companies operating abroad

S0203

Freight on imports – Shipping companies

S0204

Freight on exports – Shipping companies

S0205

Operational leasing/Rental of Vessels (with crew) –Shipping companies

S0206

Booking of passages abroad – Shipping companies

S0207

Payments for surplus freight/passenger fare by foreign Airlines companies operating in India

S0208

Operating expenses of Indian Airlines companies operating abroad

S0209

Freight on imports – Airlines companies

S0210

Freight on exports – Airlines companies

S0211

Operational leasing / Rental of Vessels (with crew) – Airline companies

S0212

Booking of passages abroad – Airlines companies

S0214

Payments on account of stevedoring, demurrage, port handling charges etc.(Shipping companies)

S0215

Payments on account of stevedoring, demurrage, port handling charges, etc.(Airlines companies)

S0216

Payments for Passenger - Shipping companies

S0217

Other payments by Shipping companies

S0218

Payments for Passenger - Airlines companies

S0219

Other Payments by Airlines companies

S0220

Payments on account of freight under other modes of transport (Internal Waterways, Roadways, Railways, Pipeline transports and others)

S0221

Payments on account of passenger fare under other modes of transport (Internal Waterways, Roadways, Railways, Pipeline transports and others)

S0222

Postal & Courier services by Air

S0223

Postal & Courier services by Sea

S0224

Postal & Courier services by others

2

Travel

S0301

Business travel.

S0303

Travel for pilgrimage

S0304

Travel for medical treatment

S0305

Travel for education (including fees, hostel expenses etc.)

S0306

Other travel (including holiday trips and payments for settling international credit cards transactions)

3

Construction Services

S0501

Construction of projects abroad by Indian companies including import of goods at project site abroad

S0502

Cost of construction etc. of projects executed by foreign companies in India.

4

Insurance and Pension Services

S0601

Life Insurance premium except term insurance

S0602

Freight insurance – relating to import & export of goods

S0603

Other general insurance premium including reinsurance premium; and term life insurance premium

S0605

Auxiliary services including commission on insurance

S0607

Insurance claim Settlement of non-life insurance; and life insurance (only term insurance)

S0608

Life Insurance Claim Settlements

S0609

Standardised guarantee services

S0610

Premium for pension funds

S0611

Periodic pension entitlements e.g. monthly quarterly or yearly payments of pension amounts by Indian Pension Fund Companies.

S0612

Invoking of standardised guarantees

5

Financial Services

S0701

Financial intermediation, except investment banking - Bank charges, collection charges, LC charges etc.

S0702

Investment banking – brokerage, under writing commission etc.

S0703

Auxiliary services – charges on operation & regulatory fees, custodial services, depository services etc.

6

Telecommunication, Computer & Information Services

S0801

Hardware consultancy/implementation

S0802

Software consultancy / implementation

S0803

Data base, data processing charges

S0804

Repair and maintenance of computer and software

S0805

News agency services

S0806

Other information services- Subscription to newspapers, periodicals

S0807

Off-site software imports

S0808

Telecommunication services including electronic mail services and voice mail services

S0809

Satellite services including space shuttle and rockets etc.

7

Charges for the use of intellectual property n.i.e

S0901

Franchises services

S0902

Payment for use, through licensing arrangements, of produced originals or prototypes (such as manuscripts and films), patents, copyrights, trademarks and industrial processes etc.

8

Other Business Services

S1002

Trade related services – commission on exports / imports

S1003

Operational leasing services (other than financial leasing) without operating crew, including charter hire- Airlines companies

S1004

Legal services

S1005

Accounting, auditing, book-keeping services

S1006

Business and management consultancy and public relations services

S1007

Advertising, trade fair service

S1008

Research & Development services

S1009

Architectural services

S1010

Agricultural services like protection against insects & disease, increasing of harvest yields, forestry services.

S1011

Payments for maintenance of offices abroad

S1013

Environmental Services

S1014

Engineering Services

S1015

Tax consulting services

S1016

Market research and public opinion polling service

S1017

Publishing and printing services

S1018

Mining services like on–site processing services analysis of ores etc.

S1020

Commission agent services

S1021

Wholesale and retailing trade services.

S1022

Operational leasing services (other than financial leasing) without operating crew, including charter hire- Shipping companies

S1023

Other Technical Services including scientific/space services.

S1099

Other services not included elsewhere

9

Personal, Cultural & Recreational services

S1101

Audio-visual and related services like Motion picture and video tape production, distribution and projection services.

S1103

Radio and television production, distribution and transmission services

S1104

Entertainment services

S1105

Museums, library and archival services

S1106

Recreation and sporting activities services

S1107

Education (e.g. fees for correspondence courses abroad )

S1108

Health Service (payment towards services received from hospitals, doctors, nurses, paramedical and similar services etc. rendered remotely or on-site)

S1109

Other Personal, Cultural & Recreational services

10

Govt. not included elsewhere (G.n.i.e.)

S1201

Maintenance of Indian embassies abroad

S1202

Remittances by foreign embassies in India

11

Secondary Income

S1301

Remittance for family maintenance and savings

S1302

Remittance towards personal gifts and donations

S1303

Remittance towards donations to religious and charitable institutions abroad

S1304

Remittance towards grants and donations to other governments and charitable institutions established by the governments.

S1305

Contributions/donations by the Government to international institutions

S1306

Remittance towards payment / refund of taxes.

S1307

Outflows on account of migrant transfers including personal effects

12

Primary Income

S1401

Compensation of employees

S1402

Remittance towards interest on Non-Resident deposits (FCNR(B)/NR(E)RA, etc.)

S1403

Remittance towards interest on loans from Non-Residents (ST/MT/LT loans) e.g. External Commercial Borrowings, Trade Credits, etc.

S1405

Remittance towards interest payment by ADs on their own account (to VOSTRO a/c holders or the OD on NOSTRO a/c.)

S1408

Remittance of profit by FDI enterprises in India (by branches of foreign companies including bank branches)

S1409

Remittance of dividends by FDI enterprises in India (other than branches) on equity and investment fund shares

S1410

Payment of interest by FDI enterprises in India to their Parent company abroad.

S1411

Remittance of interest income on account of Portfolio Investment in India

S1412

Remittance of dividends on account of Portfolio Investment in India on equity and investment fund shares

13

Others

S1501

Refunds / rebates / reduction in invoice value on account of exports

S1502

Reversal of wrong entries, refunds of amount remitted for non-exports

S1503

Payments by residents for international bidding

S1504

Notional sales when export bills negotiated/ purchased/ discounted are dishonored/ crystallised/ cancelled and reversed from suspense account

S1505

Deemed Imports (exports between SEZ, EPZs and Domestic tariff areas)

14

Maintenance and repair services n.i.e

S1601

Payments on account of maintenance and repair services rendered for Vessels, ships, boats, warships, etc.

S1602

Payments on account of maintenance and repair services rendered for aircrafts, space shuttles, rockets, military aircrafts, helicopters, etc.

15

Manufacturing services (goods for processing)

S1701

Payments for processing of goods