TOPIC

FILLING A Personal Travel Allowance (PTA)FORM

PURPOSE

This form is used by an individual to apply for foreign exchange personally, only one person can apply for this at a time.

 

PROCESS

  1. Applicants login into the applicant portal.
  2. Applicant clicks on the Public sector and selects PTA on the Trade service Tab.
  3. Applicant selects transaction purpose.
  4. The individual is subjected to the quarterly limit.
  5. Applicants must fill all the required fields properly before moving to the next stage.
    1. Select Valid for FOREX as YES
    2. Fill out Bank Details
    3. Attach Documents

              6. After Applicant fills all the fields he/she submits a Form.

 

USE CASE SCENARIO

  • An individual wants to travel for business to France.
  • The individual logs into the TRMS portal and clicks on Form A to start an application
  • Individual clicks on PTA.
  • The individual input all the required information.
  • Once submitted the individual receives an email notifying him/her that their form has been submitted.
  • The bank processes the application or rejects.