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INSTRUCTIONS FOR FILLING THE SUBSCRIBER REGISTRATION FORM
General guidelines
(a) Please ll in legible handwriting to avoid errors. Do not overwrite. Corrections should be countersigned by the applicant. Applications incomplete in any
aspect (or) if mandatory elds are left blank (or) with unclear photograph (or) not accompanied by required documents (or) not authenticated by the
Nodal Ofce are liable to be rejected.
(b) Copies of documents submitted by the applicant should be self-attested.
(c) Applicant is advised to retain the acknowledgement slip signed / stamped by the designated nodal ofcer where they submit the application.
SI
Item
No
Item Details Instructions
1 1
Fathers Name,
Mother’s Name
(a) If the name has more than 30 digits, ll Annexure II for the same.
(b) If the applicant is an Orphan, he/she may leave the elds blank. However, an ofcial document to support the status to be submitted.
Politically Exposed
Person
Politically Exposed Person’s (PEPs) are individuals who are or have been entrusted with prominent public functions such as 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.
2 2 Proof of Idenity
If the applicant is submitting Aadhaar as proof of Identity, the rst 8 digits of the Aadhaar number should be redacted / masked on the submitted
copy.
3 5
Bank Details
For Tier I & Tier II account, bank details and documentary proof are mandatory. Please submit a cancelled cheque / copy of bank passbook /
bank statement / bank certicate / letter from Bank containing applicant’s Name, Bank Name, Bank Account Number and IFS Code.
4 6 Nomination Details
(a) If a subscriber has family at the time of making a nomination, the nomination shall be in favour of one or more persons belonging to his/
her family. Any nomination made in favour of a person not belonging to family shall be invalid; A fresh nomination shall be made by the
subscriber upon marriage and any nomination made before such marriage shall deemed to be invalid; If at the time of making a nomination
the subscriber has no family, the nomination may be in favour of any person or persons but if the subscriber subsequently acquires a family,
such nomination shall forthwith be deemed to be invalid and the subscriber shall make a fresh nomination in favour of one or more persons
belonging to his family.
(b) In case of more than one nominee, the percentage share for each nominee should be in whole numbers and must be equal to 100.
(c) Please refer nomination relationship matrix provided below.
5 7
Selection of
Pension Fund
(PF) & Investment
Choice
Government employee/subscribers can exercise choice of Pension Funds and allocate their investments either in Asset Class ‘G’ under ‘Active
Choice’ or in Life Cycle Funds - LC 50 / LC 25 under ‘Auto Choice’. The choices exercised by applicants from State Government/Autonomous
body shall be ignored if the choice is not extended by the respective employer and the contributions shall be invested as per the default choice.
If no choice is provided, the contributions will be distributed among the three default Pension Funds (SBI/UTI/LIC) selected by the Government.
6 9
FATCA & CRS
Declaration
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).
• 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.
• In case applicant is declaring US person status as ‘Yes’, provide PAN and 'father name' in addition to details required under section 9 of form.
7 9 & 10
Declaration /
Signature by
Applicant
In case the applicant is unable to afx signature, Left Thumb Impression in case of male and Right Thumb Impression in case of female should
be afxed and in case there is no hands, toe impression of the applicant to be provided. The thumb / toe impression should be attested by two
persons, one of whom should be the designated nodal ofcer attesting the same under his/her ofcial seal and stamp.
Nomination Relationship Matrix (Please mention relationship as per details given below)
Marital Status Male Female Transgender
Unmarried
1. Mother
2. Father
3.
Please specify the relationship
if any other person
1. Mother
2. Father
3.
Please specify the relationship
if any other person
1. Mother
2. Father
3.
Please specify the relationship
if any other person
Married
1. Spouse
2. Son
3. Daughter
4. Mother
5. Father
6. Daughter in Law
7. Grandson
8. Granddaughter
1. Spouse
2. Son
3. Daughter
4. Mother
5. Father
6. Mother in Law
7. Father in Law
8. Daughter in Law
9. Grandson
10. Granddaughter
1. Spouse
2. Son
3. Daughter
4. Mother
5. Father
6. Mother in Law
7. Father in Law
8. Daughter in Law
9. Grandson
10. Granddaughter
Widow/
Widower
1. Son
2. Daughter
3. Mother
4. Father
5. Daughter in Law
6. Grandson
7. Granddaughter
1. Son
2. Daughter
3. Mother
4. Father
5. Mother in Law
6. Father in Law
7. Daughter in Law
8. Grandson
9. Granddaughter
1. Son
2. Daughter
3. Mother
4. Father
5. Mother in Law
6. Father in Law
7. Daughter in Law
8. Grandson
9. Granddaughter
Divorcee
1. Son
2. Daughter
3. Mother
4. Father
5. Daughter in Law
6. Grandson
7. Granddaughter
1. Son
2. Daughter
3. Mother
4. Father
5. Mother in Law
6. Father in Law
7. Daughter in Law
8. Grandson
9. Granddaughter
1. Son
2. Daughter
3. Mother
4. Father
5. Mother in Law
6. Father in Law
7. Daughter in Law
8. Grandson
9. Granddaughter
General Information for Subscribers
a) The Subscriber can obtain the status of his/her application from CRA and respective Nodal Office.
b) Subscribers are advised to retain the acknowledgement slip signed/ stamped by the designated respective nodal ofce 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)
Protean eGov Technologies Limited
(formerly NSDL e-Governance Infrastructure Limited)
1st Floor, Times Tower, Kamala Mills Compound, Senapati Bapat Marg,
Lower Parel (W), Mumbai - 400013