Sample NPS Form
Sample NPS Form
Sample NPS Form
Sir/Madam,
I hereby request that a NPS account to be opened in my name and Permanent Retirement Account number (PRAN) be allotted as per particulars given below:
Section A Subscriber's Personal Details
1. Full Name (Full expanded name: Initials are not permitted)
Please Tick as applicable Shri Smt Kumari
First Name *
S A U M I N D R A
Middle Name
Last Name
B H A T T A C H A R Y A
I would like my PRAN card to be printed in HINDI: Yes No (If Yes, please provide the details in the annexure CS-S1on Page No9)
2.Gender* Male Female
Pin Code* 7 0 0 0 6 8
7. Permanent Address*:If same as above, Please Tick else, {Fields marked with* are mandatory}:
Flat/Unit No, Block no.*
6 B ,
Name of Premise/Building/Village
T O W E R - 4
Area/Locality/Taluka
3 7 5 P . A . R O A D
District/Town/City*
K O L K A T A
Annexure CS-S1 Page 2
Pin Code* 7 0 0 0 6 8
8.Phone No.
9. Mobile No. + 9 1 9 9 0 3 0 3 3 5 6 5
10. Email ID
S O M U _ B H A T T A C H A R Y A @ Y A H O O . C O M
12. Subscriber's Bank Details : (please refer to Sr. No. 6 of the instructions)
Savings A/c Current A/c
Bank Name
S T A T E B A N K O F I N D I A
Bank Branch
J O D H P U R P A R K
Bank Address
3 9 4 A G A R I A H A T R O A D ( S O U T H ) K O L
K A T A
7 0 0 0 6 8
Pin Code
7 0 0 0 0 2 3 3 4
Bank MICR Code
S B I N 0 0 1 1 5 3 9
IFS code (Wherever
Section B - Subscribers Employment Details to be filled and attested by Corporate (All Details are Mandatory)
0 7 0 1 2 0 1 3 0 1 1 0 2 0 2 6
1. Date of Joining* 2. Date of Retirement *:
D D M M Y Y Y Y D D M M Y Y Y Y
3. Employe ID* : V N 0 0 2 8 0 9
allotted by CRA
Annexure CS-S1 Page 3
Section C - Subscriber's Nomination Details(OPTIONAL -please refer to Sr.No 7&8 of the instructions)
1. Name of the Nominee:
1st Nominee 2nd Nominee 3rd Nominee
First Name* First Name* First Name*
M A L L I K A
4.Percentage Share:
1st Nominee 1 0 0 % 2nd Nominee % 3rd Nominee %
Section D- Subscriber Scheme Preference (Please refer the instructions of Section D Page No. 8 for further details):
(Applicable, only if your corporate has given option to the subscriber to select the scheme details. Kindly Contact your Employer for further details)
(Selection of PFM is mandatory both in Active and Auto Choice. In case you do not indicate a choice of PFM, your
application form shall be summarily rejected).
Annexure CS-S1 Page 4
(ii). Investment Option
(iii) Asset Allocation (to be filled up only in case you have selected the 'Active Choice' investment option)
E
Asset Class C G Total
(Cannot exceed 50%)
% share 100%
Note:-
The allocation across E, C and G asset classes must equal 100%. In case, the allocation is left blank and/or does
not equal 100%, the application shall be rejected.
Annexure CS-S1 Page 5
TIER II DETAILS
I hereby submit the following details for activation of Tier – II account under NPS.
Bank Name*
Bank Branch*
Bank Address*
Pin Code*
2. Subscriber’s Nomination Details (OPTIONAL - please refer to Sr. No. 7 & 8 of the instructions)
Percentage Share:
1st Nominee % 2nd Nominee % 3rd Nominee %
Subscriber Scheme Preference (Please refer the Section D on Page No. 8 for further details):
If same as Tier I, Please Tick else,
Annexure CS-S1 Page 6
i). PFM Selection for Active and Auto Choice (Select only one PFM)
(Selection of PFM is mandatory both in Active and Auto Choice. In case you do not indicate a choice of PFM, your application form shall be
summarily rejected).
(ii). Investment Option
Active Choice Auto Choice ( (For details on Auto Choice, please refer to the Offer Document)
Note:-
In case you do not indicate any investment option, your funds will be invested in Auto Choice
In case you have opted for Auto Choice, DO NOT fill up section (iii) below relating to Asset Allocation. In case you do, the Asset
Allocation instructions will be ignored and investment made as per Auto Choice.
(iii). Asset Allocation (to be filled up only in case you have selected the ‘Active Choice’ investment option)
E
Asset Class C G Total
(Cannot exceed 50%)
% share 100%
Note:- The allocation across E, C and G asset classes must equal 100%. In case, the allocation is left blank and/or does not equal 100%, the
application shall be rejected by the POP.
I hereby declare and agree that (a) I have read and understood the Offer Document, terms & conditions or the same was
interpreted to me, and the answers entered in the application are mine. (b) I am a Citizen of India. (c) I have not been found or
declared to be of an unsound mind under any law for the time being in force. (d) I am not an undischarged insolvent. (e) I do
not hold any pre-existing account under NPS.
I understand that there would be PFRDA approved Terms and Conditions for subscribers on the CRA website governing I-pin
(to access CRA/NPSCAN and view details) & T-pin. I agree to be bound by the said terms and conditions and understand that
CRA may, as approved by PFRDA, amend any of the services completely or partially without any new
Declaration/Undertaking being signed.
Declaration for availing of Swavalamban benefit (Please strike off if not applicable)
I have read the Swavalamban guidelines and I meet the prescribed eligibility criteria for assistance under the scheme. I also
undertake to adhere to the prescribed contribution limit of minimum Rs. 1000/- and maximum of Rs. 12000/-, failing which the
Central Government contribution credited to my account may be forfeited along with such interest rates as may be prescribed.
a) Form to be filled legibly in BLOCK LETTERS and in BLACK INK only. Please fill the form in legible handwriting so as to avoid errors in your
application processing. Please do not overwrite. Corrections should be made by cancelling and re-writing and such corrections should be counter-signed
by the applicant.
b) Each box, wherever provided, should contain only one character (alphabet/number/punctuation mark) leaving a blank box after each word.
c) The subscriber should affix a recent color photograph (size 3.5 cm x 2.5 cm) in the space provided on the form. The photograph should not be stapled or
clipped to the form. (The clarity of image on PRAN card will depend on the quality and clarity of photograph affixed on the form.)
d) Signature /Thumb impression (LTI in case of males and RTI in case of females) should only be within the box provided in the form. The subscriber
should not sign across the photograph. If there is any mark on the photograph such that it hinders the clear visibility of the face of the subscriber, the
application shall not be accepted.
e) Applications incomplete in any respect and/or not accompanied by required documents are liable to be rejected. The application is liable to be rejected if
mandatory fields are left blank or the application form is printed back to back.
f) The subscriber’s thumb impression should be verified by the designated officer of the employer accepting the form.
g) Subscribers are advised to retain the acknowledgement slip signed / stamped by the employer where they submit the application.
Sr.
Item No. Item Details Guidelines for Filling the Form
No.
Subscriber’s Personal Details
Please state your name as mentioned in the Proof of Identity failing which the application is liable to be rejected.
If the Proof of identity has a name by which the applicant has been known differently in the past, than the one
1. 1 Full Name
provided in this application form, then requisite proof should be provided e.g. marriage certificate, or gazetted
copy of name change.
2. 3 Date of Birth Please ensure that this matches with the Date of Birth as indicated in the document provided in support.
3. 4 PAN Please provide copy of the your PAN card.
For Tier I, bank details are optional, however, if a subscriber mentions any of the bank details(except MICR
Code), all the bank details shall mandatory.
6. 12 Bank Details
For activation of Tier II, bank details are mandatory. The subscribers shall provide a cancelled cheque, the
details of which should match the bank details provided for Tier II
Auto choice
4. A subscriber opting for Auto Choice must also select a PFM from “Option A” of PFM Selection. The application shall be rejected if the
subscriber does not indicate his/her choice of PFM
5. In case both investment option and the asset allocation at Sr. No. (ii) and Sr. No. (iii) are left blank, the subscriber’s funds will be invested as per
Auto Choice
For more details on investment options and asset classes, please refer to the PFRDA website www.pfrda.org.in’
*