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Afx
recent photograph of
3.5 cm × 2.5 cm size /
Passport size
NATIONAL PENSION SYSTEM (NPS) – SUBSCRIBER REGISTRATION FORM
Central Recordkeeping Agency (CRA) - NSDL e-Governance Infrastructure Limited
Please select your category
[ Please tick() ]
Central Govt.
Central Autonomous Body
All Citizen Model
NPS Lite (GDS)
State Govt.
State Autonomous Body
Corporate Sector
To,
National Pension System Trust.
Dear Sir/Madam,
I hereby request that an NPS account be opened in my name as per the particulars given below:
* indicates mandatory fields. Please fill the form in English and BLOCK letters with black ink pen. (Refer general guidelines at instructions page)
KYC Number, Retirement Adviser Code and Spouse Name fields are not applicable for Government & NPS Lite Subscribers
KYC Number (if applicable)
Generated from Central KYC Registry
Retirement Adviser Code (If applicable)
1. PERSONAL DETAILS: (Please refer to Sr. No.1 of the instructions)
Name of Applicant in full Shri Smt. Kumari
First Name*
Middle Name
Last Name
Subscriber’s Maiden Name (if any)
Father's Name* F i r s t M i d d l e L a s t
(Refer Sr. No. 1 of instructions)
Mother’s Name* F i r s t M i d d l e L a s t
(Refer Sr. No. 1 of instructions)
Father’s name will be printed on PRAN card. In case, mother’s name to be printed instead of father’s name
[ Please tick () ]
Date of Birth* d d / m m / y y y y
(Date of Birth should be supported by relevant documentary proof)
City of Birth*
Country of Birth*
Gender* [ Please tick () ]
Male Female Others
Nationality*
Indian
Marital Status*
Married Unmarried Others
Spouse Name* F i r s t M i d d l e L a s t
(Refer Sr. No. 1 of instructions)
Residential Status*
Indian
2. PROOF OF IDENTITY (Pol)* (Any one of the documents need to be provided along with the identification number)
Passport Passport Expiry Date d d / m m / y y y y
Voter ID Card PAN Card
Driving License Driving License Expiry Date d d / m m / y y y y
NREGA JOB Card
Others Name of the ID I D N u m b e r
Please refer Sr. No. 2 of the instructions.
UID (Aadhaar) (UIDI [ Aadhaar] number not required.)
As per the amendments made under Prevention of Money-Laundering (Maintenance of Records) Second Amendment Rules, 2019, PAN or Form 60 is mandatory under NPS.If you do not have PAN
at present, please ensure that these details are provided within six months of submission of this Subscriber Registration Form.
3. PROOF OF ADDRESS (PoA)*
Correspondence Address Permanent Address
[ Please tick (), as applicable ]
#Not more than 2 months old.
Please refer Sr. No. 2 of the instructions
Passport /Driving License/UID (Aadhaar)/Voter ID card/NREGA Job
Card/Ration Card/Others
Passport /Driving License/UID (Aadhaar)/Voter ID card/NREGA Job
Card/Ration Card/Others
Registered Lease/Sale agreement of residence/Municipal Tax
Receipt
Registered Lease/Sale agreement of residence/Municipal Tax
Receipt
#Latest Piped Gas/Water/Electricity/Telephone[Landline or postpaid
mobile] Bill
#Latest Piped Gas/Water/Electricity/Telephone[Landline or postpaid
mobile] Bill
4.1 CORRESPONDENCE ADDRESS DETAILS*
Address Type* Residential/Business Residential Business Registered Ofce Unspecied
Flat/Room/Door/Block no. Landmark
Premises/Building/Village
Road/Street/Lane
Area/Locality/Taluk
City/Town/District PIN Code
State/U.T. C o u n t r y
4.2 PERMANENT ADDRESS DETAILS* Tick () in the box in case the address is same as above.
Address Type* Residential/Business Residential Business Registered Ofce Unspecied
Flat/Room/Door/Block no. Landmark
Premises/Building/Village
Road/Street/Lane
Area/Locality/Taluk
City/Town/District PIN Code
State/U.T. C o u n t r y
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5. CONTACT DETAILS
Tel. (Off) (with STD code)
+
Tel. (Res): (with STD code)
+
Mobile* (Mandatory) + 9 1
(Mobile Number is required for communication and to get SMS alerts)
Email ID
6. OTHER DETAILS ( Please refer to Sr no. 3 of the instructions )
Occupation Details* [ please tick() ]
Private Sector Public Sector Government Sector Professional
Self Employed Homemaker Student Others (Please Specify)
Income Range (per annum) Upto 1 lac
1 lac to 5 lac
5 lac to 10 lac 10 lac to 25 lac 25 lac and above
Educational Qualifications
Below SSC
SSC HSC Graduate Masters
Professionals ( CA, CS, CMA, etc.)
Please Tick If Applicable Politically exposed person Related to Politically exposed Person (Please refer instruction no.3)
7. SUBSCRIBER BANK DETAILS* ( Please refer to Sr no. 4 of the instructions )
(All the bank details are mandatory except MICR Code.)
Account Type [ please tick() ] Savings A/c Current A/c
Bank A/c Number
Bank Name
Branch Name
Branch Address PIN Code
State/U.T. C o u n t r y
Bank MICR Code IFS Code
8. SUBSCRIBERS NOMINATION DETAILS* (Nomination details are mandatory. Please refer to Sr. No . 5 of the instructions)
Name of the Nominee (You can nominate up to a maximum of 3 nominees and if you desire so please ll in Annexure III (Additional Nomination Form) provided separately)
First Name Middle Name Last Name
Relationship with the Nominee
Date of Birth (In case of Minor) d d / m m / y y y y
Nominee’s Guardian Details (in case of a minor)
First Name Middle Name Last Name
9. NPS OPTION DETAILS (Please tick () as applicable)
I would like to subscribe for Tier II Account also YES NO
If Yes, please submit details in Annexure I.
(If you wish to activate Tier II account subsequently, you may submit separate application (Annexure S10) to the associated Nodal Ofce or to POP/POP-SP of your choice. The list of POP/
POP-SPs rendering services under NPS and Annexure S10 is available on CRA website)
I would like my PRAN to be printed in Hindi YES NO If Yes, please submit details on Annexure II
10. PENSION FUND (PF) SELECTION AND INVESTMENT OPTION* ( Please refer to Sr no. 6 of the instructions )
(i) PENSION FUND SELECTION (Tier I) : Please read below conditions before opting for the choice of Pension Funds:
1. Government Sector: The following Pension Funds (PFs) will act jointly as default PFs, if choice is not exercised by the government employee/subscriber
(a) LIC Pension Fund Limited (b) SBI Pension Funds Pvt. Limited (c) UTI Retirement Solutions Ltd. In case of Central Autonomous Bodies (CAB)/ State Government
(SG)/State Autonomous Bodies (SAB) employees, selection made under this section will be ignored, if choice to employees is not notied by the respective State
Govt/Ministry.
2. All Citizen Model: Subscribers under All Citizen model have the option to choose the available PFs as per their choice in the table below.
3. Corporate Model: Subscribers shall have the option to choose the available PFs as per the below table in consultation with their respective Employer.
4. NPS Lite: NPS Lite is a group choice model where subscriber has a choice of PF and investment option as available with Aggregator.
Name of the Pension Fund (Please select only one)
Please Tick ()
Default Choice of Pension Funds
LIC Pension Fund Limited
Available in Government sector, if employee/subscriber does not exercise
choice of PF
SBI Pension Funds Private Limited
UTI Retirement Solutions Limited
ICICI Prudential Pension Funds Management Company Limited
Kotak Mahindra Pension Fund Limited
HDFC Pension Management Company Limited
Aditya Birla Sun Life Pension Management Limited
* Selection of 01 Pension Fund is mandatory for All Citizen subscriber
(ii) INVESTMENT OPTION
(Please Tick () in the box given below showing your investment option).
Active Choice Auto Choice
Please note:
1. In case you select Active Choice ll up section (iii) below and if you select Auto Choice ll up section (iv) below.
2. In case you do not indicate any investment option, your funds will be invested in Auto Choice (LC 50).
3. In case you have opted for Auto Choice and ll up section (iii) below relating to Asset Allocation, the Asset Allocation instructions will be ignored and investment will
be made as per Auto Choice (LC 50).
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(iii) ACTIVE CHOICE – ASSET ALLOCATION (to be lled up only in case you have selected ‘Active Choice’ the investment option)
Asset Class
E
(Cannot
exceed 75%)
C
(Max up to
100%)
G
(Max up to
100%)
A
(Cannot
exceed 5%)
Total
Asset class E-Equity and related instruments; Asset class C-Corporate debt and related
instruments; Asset class G - Government Bonds and related instruments; Asset Class
A-Alternative Investment Funds including instruments like CMBS, MBS, REITS, AIFs, Invlts etc.
Specify % 100%
Choices in
Govt sector
Not available Available
Not
available
In case of Government employee/subscriber the Active choice of Asset Allocation is restricted to Asset
Class ‘G’ only
Please note:
1. Upto 50 years of age, the maximum permitted Equity Investment is 75% of the total asset allocation.
2. From 51 years and above, maximum permitted Equity Investment will be as per the equity allocation matrix provided in Annexure A. The tapering off of equity
allocation will be carried out as per the matrix on date of birth.
3. The total allocation across E, C, G and A asset classes must be equal to 100%. In case, the allocation is left blank and/or does not equal 100%, the application shall
be rejected.
(iv) AUTO CHOICE OPTION (to be lled up only in case you have selected the ‘Auto Choice’ investment option). In case, you do not indicate
a choice of LC, your funds will be invested as per LC 50.
Life Cycle (LC)
Funds
Please Tick ()
Only One
Choices in Govt
sector
Note: 1. LC 75- It is the Life cycle fund where the Cap to Equity investments is 75% of the total asset
2. LC 50- It is the Life cycle fund where the Cap to Equity investments is 50% of the total asset
3. LC 25- It is the Life cycle fund where the Cap to Equity investments is 25% of the total asset
4. Govt. employee can exercise Auto Choice of Asset Allocation for LC 25 & LC 50 only
LC 75 Not available
LC 50
Available
LC 25
11. DECLARATION ON FATCA* (Foreign Account Tax Compliance Act) COMPLIANCE (Please refer to Sr no. 7 of the instructions):
Section I *
US Person*
Yes No
Section II *
For the purposes of taxation, I am a resident in the following countries and my Tax Identication Number (TIN)/functional equivalent in each country is set
out below or I have indicated that a TIN/functional equivalent is unavailable (kindly ll details of all countries of tax residence if more than one):
Particulars Country (1) Country (2) Country (3)
Country/countries of tax residency
Address in the jurisdiction for Tax
Residence
Address Line 1
City/Town/Village
State
ZIP/Post Code
Tax Identication Number (TIN)/Functional equivalent Number
TIN/ Functional equivalent Number Issuing Country
Validity of documentary evidence provided (Wherever applicable)
dd / mm / yyyy dd / mm / yyyy dd / mm / yyyy
“I certify that:
a) It shall be my responsibility to educate myself and to comply at all times with all relevant laws relating to reporting under section 285BA of the Act read with the
Rules 114F to 114H of the Income tax Rules, 1962 thereunder and the information provided in the Form is in accordance with the aforesaid rules,
b) the information provided by me in the Form, its supporting Annexures as well as in the documentary evidence are, to the best of my knowledge and belief, true,
correct and complete and that I have not withheld any material information that may affect the assessment/categorization of the account as a Reportable account
or otherwise.
c) I permit/authorise the NPS Trust to collect, store, communicate and process information relating to the Account and all transactions therein, by the NPS Trust
and any of NPS intermediaries wherever situated including sharing, transfer and disclosure between them and to the authorities in and/or outside India of any
condential information for compliance with any law or regulation whether domestic or foreign.
d) I undertake the responsibility to declare and disclose within 30 days from the date of change, any changes that may take place in the information provided in
the Form, its supporting Annexures as well as in the documentary evidence provided by me or if any certication becomes incorrect and to provide fresh self-
certication along with documentary evidence,
e) I also agree that in case of my failure to disclose any material fact known to me, now or in future, the NPS Trust may report to any regulator and/or any authority
designated by the Government of India (GOI) /RBI/IRDA/PFRDA for the purpose or take any other action as may be deemed appropriate by the NPS Trust if the
deciency is not remedied by me within the stipulated period.
f) I hereby accept and acknowledge that the NPS Trust shall have the right and authority to carry out investigations from the information available in public domain
for conrming the information provided by me to the NPS Trust
g) I also agree to furnish such information and/or documents as the NPS Trust may require from time to time on account of any change in law either in India or
abroad in the subject matter herein.
h) I shall indemnify NPS Trust for any loss that may arise to the NPS Trust on account of providing incorrect or incomplete information.
Date d d / m m / y y y y
Place :
Signature/Thumb Impression* of Subscriber in black ink
(* LTI in case of male and RTI in case of females)
Name of subscriber
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12. DECLARATION BY SUBSCRIBER* ( Please refer to Sr no. 8 of the instructions )
Declaration & Authorization by all subscribers
I have read and understood the terms and conditions of the National Pension System and hereby agree to the same along with the PFRDA Act, regulations framed thereunder
and declare that the information and documents furnished by me are true and correct, to the best of my knowledge and belief. I undertake to inform immediately the Central
Record Keeping Agency/National Pension System Trust, of any change in the above information furnished by me. I do not hold any pre-existing account under NPS. I
understand that I shall be fully liable for submission of any false or incorrect information or documents.
I further agree to be bound by the terms and conditions of provision of services by CRA, from time to time and any amendment thereof as approved by PFRDA, whether
complete or partial without any new declaration being furnished by me. I shall be bound by the terms and conditions for the usage of I-PIN (to access CRA website and view
details) & T-PIN.
Declaration under the Prevention of Money Laundering Act, 2002
I hereby declare that the contribution paid by me/on my behalf has been derived from legally declared and assessed sources of income. I understand that NPS Trust has
the right to peruse my nancial prole or share the information, with other government authorities. I further agree that NPS Trust has the right to close my PRAN in case I am
found violating the provisions of any law relating to prevention of money laundering.
Date d d / m m / y y y y
Place :
Signature/Thumb Impression* of Subscriber in black ink
(* LTI in case of male and RTI in case of females)
13. DECLARATION BY EMPLOYER
Applicable to Government Subscribers only
(Subscribers Employment Details to be filled and attested by the Deptt. (All Details are Mandatory)
Date of Joining
d d / m m / y y y y
Date of Retirement
d d / m m / y y y y
Employee Code/ID (If applicable)
PPAN (If applicable)
Employee Code/ID and PPAN are optional. If you intend
to provide, mention any one.
Group of Employee (Tick as applicable) Group A Group B Group C Group D
Ofce
Department
Ministry
DDO Registration Number
DTO/PAO/CDDO/DTA/PrAO Registration Number
Basic Pay
Pay Scale
It is certified that the details provided in this subscriber registration form by ___________________________________ employed with us, including
the address and employment details provided above are as per the service record of the employee maintained by us. Also, it is further certified that
he/she has read entries/entries have been read over to him/her by us and got confirmed by him/her.
Signature of the Authorised person
(In the box above)
Rubber Stamp of the DDO
(In the box above)
Signature of the Authorised person
(In the box above)
Rubber Stamp of the DTO/PAO/CDDO/
DTA/PrAO (In the box above)
Designation of the Authorised Person
Name of the DDO
Deptt/Ministry
Designation of the Authorised Person
Name of DTO/PAO/CDDO/DTA/PrAO
Date d d / m m / y y y y
14. DECLARATION BY EMPLOYER/ CORPORATE
Applicable to Corporate Subscribers only
(Subscribers Employment Details to be lled and attested by Corporate (All Details are Mandatory))
Date of Joining
d d / m m / y y y y
Date of Retirement
d d / m m / y y y y
Employee Code/ID
Corporate Regd. Number (CHO No.) Allotted by CRA
CBO No. allotted by CRA
Certied that the details provided in this subscriber registration form by ___________________________________ employed with us, including the
employment details provided above are as per the service record of the employee maintained by us. Also, it is further certied that he / she has read the
entries / entries have been read over to him / her by us and got conrmed by him / her.
Date d d / m m / y y y y
Place
Signature of the Authorised person (In the box above)
Designation of the Authorised Person
Rubber Stamp of the Corporate (In the box above)
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15. DECLARATION BY THE AGGREGATOR
Applicable to NPS Lite Subscribers
Authorisation by Aggregator’s office (NL - AO)
Certified that the subscriber is registered with the aggregator and he/she has opted to join NPS. I hereby declare that the subscriber is eligible to join NPS
and the above declaration has been signed /thumb impressed before me by ...................................................after (s)he has read the entries/ entries have
been read over to her/him by me.
Signature of the Authorised person (In the box above) Rubber Stamp of the Aggregator (In the box above)
Name of the Aggregator
NPS Lite Account Office (NL-AO) Registration Number
NPS Lite - Collection Centre (NL - CC) Registration Number
Membership No. allotted by Aggregator (if any)
Place Date d d / m m / y y y y
16. TO BE FILLED BY POP-SP
Receipt No. (17 digits)
POP-SP Registration Number
Document accepted for date of Birth Proof:
Copy of PAN card submitted YES NO KYC Compliance YES NO
Documents Received: (Originals Veried) Self Certied (Attested) True Copies
Identity Verication : Done
Existing Customer:
I/we hereby certify/confirm that Shri/Smt/Kum ......................... is an existing KYC verified customer The above applicant is having an operative Bank/
Demat/Folio/.......................account (specify nature of the account) having account number/client ID.......................maintained at..............branch/office.
The KYC documents available with us for this customer/client matches the requirement for opening NPS account and are in compliance with PMLA
Rules. I / We further confirm that the Savings Bank a/c of Sh/Smt/Kum ...................... is not a ‘Basic Savings Bank Deposit Account (applicable in case
of Bank PoP)
To be filled by POP-SP
Name:
Designation: Place:
POP-SP Seal Signature of Authorized Signatory Date d d / m m / y y y y
[To be filled by CRA - Facilitation Centre (CRA-FC)]
Received by CRA-FC Registration Number
Received at Date d d / m m / y y y y
Acknowledgement Number (by CRA-FC)
PRAN Allotted
ACKNOWLEDGEMENT
Name of the Subscriber:
Contribution Amount Remitted: `
Date of Receipt of Application and Contribution Amount: d d / m m / y y y y
Stamp and Signature of the Employer/PoP:
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INSTRUCTIONS FOR FILLING THE SUBSCRIBER REGISTRATION FORM
General Guidelines
(a) Please ll 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 countersigned by the applicant. Each box, wherever provided, should contain only one character (alphabet / number / punctuation mark) leaving
a blank box after each word.
(b) In case, you mention the KYC number submission of proof for the same is necessary.
(c) 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 elds are
left blank or the application form is printed back to back
(d) The subscriber should not sign across the photograph. The photograph should not be stapled or clipped to the form. 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) Copies of all the documents submitted by the applicant should be self-attested and accompanied by originals for verication by the nodal ofce.
(f) Name and Address of the applicant mentioned on the form, should match with the documentary proof submitted.
(g) The subscriber’s thumb’s impression should be veried by the designated ofcer of POP-SP / Nodal Ofce.
S.
No
Item
No.
Item Details Instructions
1 1
Personal Details
i. This Form is applicable only for Resident Indians. There is a separate Form for Non Resident Indians & Overseas Citizen of India.
ii. Currently, Foreign Nationals / Other Country Individuals (OCI) and Persons of Indian Origin (PIO) are not allowed to open PRAN.
iii. The applicant shall mention father’s name and mother’s name and shall select the option to be printed on PRAN Card.
Spouse Name
If married, spouse name is mandatory.
Father’s Name
i. Father’s name is mandatory.
ii. If Father’s name has more than 30 digits, you may ll Annexure II for the same.
Mother’s Name
i. Mother’s name is mandatory
ii. If Mother’s name has more than 30 digits, you may ll Annexure II for the same.
Date of Birth
Please ensure that the date of birth matches as indicated in the document provided in the support.
2 2, 3 & 4
Identity,
Correspondence &
Permanent address
details
S.No Proof of Identity (Copy of any one) S.No Proof of Address (Copy of any one)
1 Passport issued by Government of India. 1 Passport issued by Government of India
2 Ration card with photograph. 2 Ration card with photograph and residential address
3 Bank Pass book or certicate with Photograph. 3 Bank Pass book or certicate with photograph and residential
address
4 Certicate of the POP for an existing customer. 4 Certicate of the POP for an existing customer.
5 Voters Identity card with photograph and residential address. 5 Voters Identity card with photograph and residential address
6 Valid Driving license with photograph 6 Valid Driving license with photograph and residential address
7 Certicate of identity with photograph signed by a Member of
Parliament or Member of Legislative Assembly
7 Letter from any recognized public authority at the level of
Gazetted ofcer like District Magistrate, Divisional commissioner,
BDO, Tehsildar, Mandal Revenue Ofcer, Judicial Magistrate etc.
8 PAN Card issued by Income tax department 8 Certicate of address with photograph signed by a Member of
Parliament or Member of Legislative Assembly
9 Aadhar Card / letter issued by Unique Identication Authority
of India
9 Aadhar Card / letter issued by Unique Identication Authority of
India clearly showing the address
10 Job cards issued by NREGA duly signed by an ofcer of the
State Government
10 Job cards issued by NREGA duly signed by an ofcer of the
State Government
11 Identity card issued by Central/State government and its
Departments, Statutory/ Regulatory Authorities, Public Sector
Undertakings, Scheduled commercial Banks, Public Financial
Institutions, Colleges afliated to universities and Professional
Bodies such as ICAI, ICWAI, ICSI, Bar Council etc.
11 The identity card/document with address or letter of allotment
of accommodation issued by any of the following: Central/
State Government and its Departments, Statutory/Regulatory
Authorities, Public Sector Undertakings, Scheduled Commercial
Banks, Financial Institutions and listed companies for their
employees. Pension or Family Pension Payment Orders issued
by Govt. Departments or PSU containing address.
12 Photo. Identity Card issued by Defence, Paramilitary and
Police department’s
12
Latest Electricity/water/piped gas bill in the name of the Subscriber
/ Claimant and showing the address (less than 2 months old)
13 Ex-Service Man Card issued by Ministry of Defence to their
employees.
13 Latest Telephone bill (landline & postpaid mobile) in the name of
the Subscriber / Claimant and showing the address (less than 2
months old)
14 Photo Credit card. 14 Latest Property/house Tax receipt (not more than one year old)
15 Existing valid registered lease agreement of the house on stamp
paper ( in case of rented/leased accommodation)
Note:
(i) If the address on the document submitted for identity proof by the prospective customer is same as that declared by him/her in the account
opening form, the document may be accepted as a valid proof of both identity and address.
(ii) If the address indicated on the document submitted for identity proof differs from the current address mentioned in the account opening
form, a separate proof of address should be obtained. All future communications will be sent to correspondence address. If correspondence
& Permanent address are different, then proof for both have to be submitted.
(iii) The KYC documents may be submitted within a period of 30 days after generation of PRAN. (Only for Government Subscribers)
3 6
Politically Exposed
Person
Politically Exposed Persons’ (PEPs) are individuals who are or have been entrusted with prominent public functions in a foreign country, for
example heads of state or of the government, senior politicians, senior government, judicial or military ofcials, senior executives of state-
owned corporations, important political party ofcials.
4 7
Subscriber’s Bank
Details
For Tier I & Tier II account, bank details are mandatory and it should be supported by a documentary proof. Please attach a cancelled cheque
containing Subscriber Name, Bank Name, Bank Account Number and IFS Code. If cheque is not available or cheque is not preprinted with
Subscriber name, a copy of bank passbook or bank statement or bank certicate or letter from Bank mentioning Subscriber Name, Bank
Name, Bank Account No. and IFS Code should be submitted.
5 8
Subscriber’s
Nomination Details
Nomination details are mandatory. In case of more than one nominee, percentage share value for all the nominees must be integer. Decimals/
Fractional values shall not be accepted in the nomination(s). 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.
6 10
Pension Fund (PF)
Selection and
Investment Option
Government employee/subscribers can exercise choice of Pension Funds and allocate their investments either in Asset Class‘G’ under’
Actice Choice’ and in Life Cycle Funds - LC 50 or LC 25 under ‘Auto Choice’. In case a Government employee/subscribers does not exercises
the choices of Pension Fund, their contributions will be allocated among 03 Pension Funds namely (i) LIC Pension Fund Limited (ii) SBI
Pension Funds Pvt. Limited (iii) UTI Retirement Solutions Ltd.
7 11
Declaration by
subscriber on FATCA
Compliance
Clarication / Guidelines on lling details if applicant residence for tax purposes in jurisdiction(s) outside India
• Jurisdiction(s) of Tax Residence: Since US taxes the global income of its citizen, every US citizen of whatever nationality, is also a resident
for tax purpose in USA.
• Tax identication Number (TIN): TIN need not be reported if it has not been issued by the jurisdiction. However, if the said jurisdiction has
issued a high integrity number with an equivalent level of identication (a “Functional equivalent”), the same may be reported. Examples
of that type of number for individual include, a social security/insurance number, citizen/personal identication/services code/number and
resident registration number)
•
If applicant residence for tax purpose in jurisdiction(s) within India, Permanent Account Number (PAN) to be provided as Tax Identication Number (TIN)
• In case applicant is declaring US person status as ‘No’ but his/her Country of Birth is US, document evidencing Relinquishment of
Citizenship should be provided or reasons for not having relinquishment certicate is to be provided
8 12
Declaration by
Subscriber
Signature / Thumb impression should only be within the box provided in the form. Thumb impression, if used, should be attested by the
designated ofcer of POP/POP-SP/Nodal ofce with the ofcial seal and stamp. Left Thumb Impression in case of males and Right Thumb
Impression in case of females.
General Information for Subscribers
a) The Subscriber can obtain the status of his/her application from CRA and their designated nodal ofcer.
b) Subscribers are advised to retain the acknowledgement slip signed/ stamped by the designated nodal ofcer where they submit the application.
c) For more information / clarications, contact CRA:
Website: https://www.npscra.nsdl.co.in
Call: 022-4090 4242
Address: Central Recordkeeping Agency (CRA)
NSDL e-Governance Infrastructure Limited
1st Floor, Times Tower, Kamala Mills Compound, Senapati Bapat Marg,
Lower Parel (W), Mumbai - 400013
Equity Allocation Matrix for Active Choice
Age (years) Max. Equity Allocation
Upto 50 75%
51 72.50%
52 70%
53 67.50%
54 65%
55 62.50%
56 60%
57 57.50%
58 55%
59 52.50%
60 & above 50%
Please note:
1. Upto 50 years of age, the maximum permitted Equity Investment is 75% of the total asset allocation.
2. From 51 years and above, maximum permitted Equity Investment will be as per the equity allocation matrix provided above. The tapering off of equity
allocation will be carried out as per the matrix on date of birth.
Annexure A to CSRF
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