Request for Activation of Tier-II account under New Pension System (NPS)
INSTRUCTIONS FOR FILLING THE FORM
a) The form is to be filled by the Subscribers having a PRAN card and Tier 1 account under NPS.
b) 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.
c) Each box, wherever provided, should contain only one character (alphabet/number/punctuation mark) leaving a blank box after each word. The details
marked with (*) are mandatory.
d) The Subscriber shall provide copy of PRAN and PAN card along with the application form.
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.
f) Government employees (mandatorily covered under NPS) may submit their application to any POP-SP of their choice. The list of POP-SPs rendering
services under NPS is available on CRA website http://www.npscra.nsdl.co.in
g) Any Indian citizen (other than government employee mandatorily covered under NPS) may submit the application only to the POP-SP through which they
have registered with CRA for Tier 1 account.
h) Subscribers are advised to retain the acknowledgement slip signed/ stamped by the POP-SP where they submit the application.
i) Bank Details :
a. Bank details are mandatory for Tier-II else, account will not be activated. Even if the bank details are same as in Tier II
b. Subscriber shall provide cancelled cheque, the details of which should match with the details provided under Point No.2 on Page 1. . Even if
the bank details are same as in Tier II, the subscriber should provide a „cancelled cheque‟.
j) Subscriber’s Nomination Details
Percentage 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.
Nominee‟s Guardian Details If a nominee is a minor, then nominee‟s guardian details shall be mandatory.
The nomination exercised for Tier I shall not be automatically applicable to Tier II. A subscriber to Tier II is required to make a fresh nomination.
In case, you want to retain the same nomination as in Tier I, please select “YES” by putting tick mark in the box.
k) Subscriber Scheme Preference
Active choice
1. PFM selection is mandatory. 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 Point No. 4 (iii) is left blank, the application shall be rejected.
Auto choice
4. A subscriber opting for Auto Choice must also select a PFM. 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 Point No. 4 (ii) and Point No. 4 (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 Offer Document.
GENERAL INFORMATION FOR SUBSCRIBERS
The Subscriber can obtain the status of his/her application from the CRA website or through the respective POP-SP.
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, National Securities Depository Limited, 4th Floor, „A‟ Wing, Trade World, Kamala Mills
Compound, Senapati Bapat Marg, Lower Parel (W), Mumbai - 400 013.
INSTRUCTIONS FOR FILLING THE FORM
a) The form is to be filled by the Subscribers having a PRAN card and Tier 1 account under NPS.
b) 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.
c) Each box, wherever provided, should contain only one character (alphabet/number/punctuation mark) leaving a blank box after each word. The details
marked with (*) are mandatory.
d) The Subscriber shall provide copy of PRAN and PAN card along with the application form.
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.
f) Government employees (mandatorily covered under NPS) may submit their application to any POP-SP of their choice. The list of POP-SPs rendering
services under NPS is available on CRA website http://www.npscra.nsdl.co.in
g) Any Indian citizen (other than government employee mandatorily covered under NPS) may submit the application only to the POP-SP through which they
have registered with CRA for Tier 1 account.
h) Subscribers are advised to retain the acknowledgement slip signed/ stamped by the POP-SP where they submit the application.
i) Bank Details :
a. Bank details are mandatory for Tier-II else, account will not be activated. Even if the bank details are same as in Tier II
b. Subscriber shall provide cancelled cheque, the details of which should match with the details provided under Point No.2 on Page 1. . Even if
the bank details are same as in Tier II, the subscriber should provide a „cancelled cheque‟.
j) Subscriber’s Nomination Details
Percentage 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.
Nominee‟s Guardian Details If a nominee is a minor, then nominee‟s guardian details shall be mandatory.
The nomination exercised for Tier I shall not be automatically applicable to Tier II. A subscriber to Tier II is required to make a fresh nomination.
In case, you want to retain the same nomination as in Tier I, please select “YES” by putting tick mark in the box.
k) Subscriber Scheme Preference
Active choice
1. PFM selection is mandatory. 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 Point No. 4 (iii) is left blank, the application shall be rejected.
Auto choice
4. A subscriber opting for Auto Choice must also select a PFM. 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 Point No. 4 (ii) and Point No. 4 (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 Offer Document.
GENERAL INFORMATION FOR SUBSCRIBERS
The Subscriber can obtain the status of his/her application from the CRA website or through the respective POP-SP.
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, National Securities Depository Limited, 4th Floor, „A‟ Wing, Trade World, Kamala Mills
Compound, Senapati Bapat Marg, Lower Parel (W), Mumbai - 400 013.
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