0% found this document useful (0 votes)
179 views9 pages

Form For Registratio of Subscribers CS S1

This document contains an application form for opening a NPS (National Pension System) account. It requests personal details of the subscriber like name, gender, date of birth, address, employment details, bank account information, and nominee details. It also contains sections for scheme preference, including selection of Pension Fund Manager (PFM) and investment option of either Active or Auto Choice. The subscriber needs to provide all mandatory information in the application, get it certified by their corporate, and submit to open an NPS account.

Uploaded by

sanjeetverma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
179 views9 pages

Form For Registratio of Subscribers CS S1

This document contains an application form for opening a NPS (National Pension System) account. It requests personal details of the subscriber like name, gender, date of birth, address, employment details, bank account information, and nominee details. It also contains sections for scheme preference, including selection of Pension Fund Manager (PFM) and investment option of either Active or Auto Choice. The subscriber needs to provide all mandatory information in the application, get it certified by their corporate, and submit to open an NPS account.

Uploaded by

sanjeetverma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 9

Annexure CS-S1 Page 1

Section A - Subscribers Personal Details


1. Full Name (Full expanded name: Initials are not permitted)
Please Tick as applicable Shri Smt. Kumari
First Name *
Middle Name
Last Name

I would like my PRAN card to be printed in HINDI: Yes No (If Yes, please provide the details in the annexure CS-SH1on Page No9)

2. Gender * Male Female

3. Date of Birth * 4. PAN

D D M M Y Y Y Y (for PAN, please refer to Sr. No. 3 of the instructions)

5. Fathers Full Name:
First Name *
Middle Name
Last Name

6. Present Address* (Fields marked with* are mandatory):
Flat/Unit No, Block no.*
Name of Premise/Building/Village
Area/Locality/Taluka
District/Town/City*
State / Union Territory*
Country*

Pin Code*

7. Permanent Address*:If same as above, Please Tick else,{Fields marked with* are mandatory}:
Flat/Unit No, Block no.*
Name of Premise/Building/Village
Area/Locality/Taluka
District/Town/City*


APPLICATION FORM FOR SUBSCRIBER REGISTRATION
( * Indicates Mandatory Field)
(To avoid mistake(s), please follow the accompanying instructions before filling up the form)

Acknowledgement.

Number (by CRA-FC)

Permanent Retirement Account Number :
(To be filled by CRA-FC after PRAN generation)




To affix recent
Coloured photograph
(3.5 cm 2.5 cm)





Note: This form is to be used by a subscriber working for a Organization registered under Corporate model of NPS for the
opening up of a Tier I & Tier II account

Sir/Madam,
I h
I hereby request that a NPS account be opened in my name and Permanent Retirement Account number (PRAN) be allotted
as per particulars given below:







Signature/Thumb Impression* of Subscriber
in black ink



















Annexure CS-S1 Page 2

State / Union Territory *
Country *

Pin Code*

8. Phone No.


STD Code Phone No.

9. Mobile No.

10. Email ID

11. Do you want to subscribe to SMS Alerts Yes No

12. Subscribers Bank Details : (please refer to Sr. No. 6 of the instructions)

Savings A/c Current A/c

Bank A/c Number
Bank Name
Bank Branch
Bank Address

Pin Code

Bank MICR Code

IFS code (Wherever applicable)


Section B - Subscribers Employment Details to be filled and attested by Corporate (All Details are Mandatory)

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* :



4. Corporate Regd. No. 5. CBO No. allotted by CRA*:
allotted by CRA
























Certified that the above declaration has been signed before me by _______________________________________________________
after he / she has read the entries / entries have been read over to him / her by me and got confirmed by him / her. Also certified that the date of birth and employment
details is as per employee records available with the Corporate.


Rubber Stamp of the Corporate


Signature of the Authorized Person
Designation of the Authorized Person : _________________________________
Name of the Corporate ______________________
Date :


D D M M Y Y Y Y

Annexure CS-S1 Page 3

Section C - Subscribers 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*


Middle Name


Middle Name


Middle Name


Last Name




Last Name




Last Name



2. Date of Birth (In case of a minor):
1st Nominee 2nd Nominee 3rd Nominee

3. Relationship with the Nominee:
1st Nominee 2nd Nominee 3rd Nominee







4. Percentage Share:
1st Nominee % 2nd Nominee % 3rd Nominee %

5. Nominees Guardian Details (in case of a minor Nominee):
1st Nominees Guardian Details 2nd Nominees Guardian Details 3rd Nominees Guardian Details
First Name* First Name* First Name*


Middle Name


Middle Name


Middle Name


Last Name




Last Name




Last Name




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)


(i). PFM Selection for Active and Auto Choice*

PFM Name (in alphabetical order)

Please tick only one
(Select only one PFM)
DSP Blackrock Pension Fund Managers Private Limited

HDFC Pension Management Company Limited

ICICI Prudential Pension Funds Management Company Limited

Kotak Mahindra Pension Fund Limited

LIC Pension Fund Ltd

Reliance Capital Pension Fund Limited

SBI Pension Funds Private Limited

UTI Retirement Solutions Limited


(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

Active Choice Auto Choice

(For details on Auto Choice, please refer to the PFRDA website www.pfrda.org.in)

Note:-
1. In case you do not indicate any investment option, your funds will be invested in Auto Choice
2. 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)






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.


































Asset Class
E
(Cannot exceed 50%)
C G Total
% share

100%

Annexure CS-S1 Page 5

TIER II DETAILS

I hereby submit the following details for activation of Tier II account under NPS.

1. Subscribers Bank Details*:(MANDATORY - please refer to Sr. No. 6 of the instructions)

If same as Tier I, Please Tick else, fill in the details below:

Savings A/c Current A/c

Bank A/c Number*
Bank Name*
Bank Branch*
Bank Address*

Pin Code*

Bank MICR Code *

IFS code (Wherever applicable)

2. Subscribers Nomination Details (OPTIONAL - please refer to Sr. No. 7 & 8 of the instructions)

If same as Tier I, Please Tick else,
Name of the Nominee:
1st Nominee 2nd Nominee 3rd Nominee
First Name* First Name * First Name*


Middle Name


Middle Name


Middle Name


Last Name




Last Name




Last Name



Date of Birth (In case of a minor)*:
1st Nominee * 2nd Nominee * 3
rd
Nominee *

Relationship with the Nominee:
1st Nominee 2nd Nominee 3
rd
Nominee







Percentage Share:
1st Nominee % 2nd Nominee % 3rd Nominee %

Nominees Guardian Details (in case of a minor):
1st Nominees Guardian Details 2nd Nominees Guardian Details 3rd Nominees Guardian Details
First Name* First Name * First Name*


Middle Name


Middle Name


Middle Name


Last Name




Last Name




Last Name




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)
PFM Name (in alphabetical order) Please tick only one
DSP Blackrock Pension Fund Managers Private Limited

HDFC Pension Management Company Limited

ICICI Prudential Pension Funds Management Company Limited

Kotak Mahindra Pension Fund Limited

LIC Pension Fund Ltd

Reliance Capital Pension Fund Limited

SBI Pension Funds Private Limited

UTI Retirement Solutions Limited

(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:-
1. In case you do not indicate any investment option, your funds will be invested in Auto Choice
2. 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)



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.

Section D Declaration & Authorization (Tier I & II)

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 under the Prevention of Money Laundering Act, 2002
I hereby declare that:
1. The contribution paid has been derived from legally declared and assessed sources of income.
2. I understand that the PFRDA/NPS Trust has the right to peruse my financial profile and also agree that the
PFRDA/NPS Trust has the right to close the NPS account in case I am found guilty of violating the provisions of any
Law, directly or indirectly, by any Competent Court of Law, having relation to the laws governing prevention of
money laundering in the country.

I _________________________________________________________________, the applicant, do
hereby declare that the information provided above is true to the best of my knowledge & belief.

Date : (DD/MM/YYYY)


Signature/Thumb
Impression* of Subscriber


Asset Class
E
(Cannot exceed 50%)
C G Total
% share

100%



To be
Filled by POP

A. POP Registration No.

B. KYC Compliance: Yes No

C. KYC document accepted for identity proof: __________________________________________

D. KYC document accepted for address proof: __________________________________________

E. Document accepted for date of birth proof: __________________________________________

F. PAN Compliance: Yes No

G. Copy of PAN Card Submitted: Yes No

H. Submitted Cancelled Cheque: Yes No






Signature of Authorized Signatory

Name : ___________________________________ Place : __________________

Designation : ________________________________ Date : - -
D D M M Y Y
Department : ________________________________

POP Seal


[To be filled by CRA /CRA-FC)]

Received by: __________________________________ CRA-FC Registration Number: _______________________

Received at:_____________________________________ Date:______________

Acknowledgement Number (by CRA-FC)



INSTRUCTIONS FOR FILLING THE FORM


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 subscribers 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.
No.
Item No. Item Details Guidelines for Filling the Form
Subscribers Personal Details
1. 1 Full Name
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
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 your PAN card.
4. 6, 7 Present Address

All future communications will be sent to present address.



Annexure CS-S1 Page 7

Annexure CS-S1 Page 8

5.




9, 10, 11



Contact No. &

Email ID
It is advisable to mention either Telephone number or Mobile number or Email ID so that Subscriber can
be contacted in future.
6. 12 Bank Details

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.


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
Subscribers Nomination Details - Section C
7.
Percentag
e Share
1) Subscriber can nominate a maximum of three nominees.
2) Subscriber cannot fill the same nominee details more than once.
3) Percentage share value for all the nominees must be integer. Decimals/Fractional values shall not be accepted in the nomination(s).
4) Sum of percentage share across all the nominees must be equal to 100. If sum of percentage is not equal to 100, entire nomination
will be rejected.
8.
Nominee
s
Guardian
Details
If a nominee is a minor, then nominees guardian details shall be mandatory.
Illustrative list of documents acceptable as proof of identity and address
No
.
Proof of Identity (Copy of any one) No. Proof of Address (Copy of any one)
1 School Leaving Certificate 1 Electricity bill^
2 Matriculation Certificate 2 Telephone bill^
3 Degree of Recognized Educational Institution 3 Depository Account Statement^
4 Depository Account Statement 4 Credit Card Statement^
5 Bank Account Statement / Passbook 5 Bank Account Statement / Passbook^
6 Credit Card 6 Employer Certificate^
7 Water Bill 7 Rent Receipt^
8 Ration Card 8 Ration Card
9 Property Tax Assessment Order 9 Property Tax Assessment Order
10 Passport 10 Passport
11 Voters Identity Card 11 Voters Identity Card
12 Driving License 12 Driving License
13 PAN Card
13
Certificate of address signed by a Member of Parliament or Member
of Legislative Assembly or Municipal Councillor or a Gazetted
Officer.
14
Certificate of identity signed by a Member of Parliament or
Member of Legislative Assembly or Municipal Councillor or a
Gazetted Officer.

Note: 1) Proof of Address mentioned in Sr. No. 1 to 7 (^) should not be more than six months old on the date of application.
2) You are required to bring original documents & two self-attested photocopies (Originals will be returned over-the-
counter after verification)

Subscriber Scheme Preference - Section D
Kindly do not fill this section if your organisation has selected the scheme perference details for its subscribers.
Active choice
1. PFM selection is mandatory. Kindly make a choice from Option A. The form shall be rejected if a PFM is not opted for.
2. Allocation under Equity (E) cannot exceed 50%
3. A subscriber opting for active choice may select the available asset classes (E, G, & C). However, the sum of percentage allocation across all the
selected asset classes must equal 100. If the sum of percentage allocations is not equal to 100%, or the asset allocation table at Sr. No. (iii) is left
blank, the application shall be rejected.

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 subscribers 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

GENERAL INFORMATION FOR SUBSCRIBERS
a) For any further clarification please refer to the PFRDA website www.pfrda.org.in or call on our toll free no. 1800110708
b) The Subscriber can obtain the status of his/her application from the CRA website or through the respective employer.
c) For more information
Visit us at http://www.npscra.nsdl.co.in
Call us at 022-24994200
e-mail us at info.cra@nsdl.co.in
Write to: Central Recordkeeping Agency, NSDL e-Governance Infrastructure Limited, 1
st
Floor, Times Tower, Kamala Mills
Compound, Senapati Bapat Marg, Lower Parel (W), Mumbai - 400 013.

Annexure CS-SH1 Page 9


Details for printing PRAN card in Hindi (please provide the details in Devnagri script):

Please note that the manner in which the names are provided in this annexure will be displayed on the
PRAN card. However, date of birth will be printed in English only.

Subscribers Full Name:

First Name * : __________________________

Middle Name : ___________________________

Last Name : ___________________________


Fathers Full Name:

First Name * : __________________________

Middle Name : ___________________________

Last Name : ___________________________


(* indicates Mandatory Field)






Signature/Thumb
Impression* of Subscriber
________________________________________________

Name of the Subscriber: ____________________________

You might also like

pFad - Phonifier reborn

Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


Alternative Proxies:

Alternative Proxy

pFad Proxy

pFad v3 Proxy

pFad v4 Proxy