Form 103 Gd PDF Details

In the intricate world of financial planning and security post-retirement, the National Pension System (NPS) serves as a cornerstone for many, providing a safety net for the future. However, the untimely demise of a subscriber brings forth the critical task of withdrawing the accumulated pension wealth, a process meticulously outlined in the Form 103-GD. This form is specifically designed for claimants in the event of a subscriber's death, facilitating the transfer of accumulated pension wealth. The procedure, catering to various scenarios such as the presence or absence of a valid nomination, the role of legal heirs, or the delineation of family members eligible to claim, underscores the importance of a systematic approach to handling the financial aftermath of a subscriber's passing. Meant to be filled with precision in black ink, the form demands attention to detail across sections delineating subscriber information, claimant particulars, and crucial bank details for the transfer of funds. Moreover, it embodies a declaration segment where claimants verify the authenticity of the information provided, ensuring a transparent and secure transaction. The ensemble of supporting documents, ranging from death certificates to legal heir certificates, further solidifies the claim, paving the way for a seamless transition of the pension wealth to the rightful claimant. Within this framework, Form 103-GD emerges not only as a document but as a pivotal tool ensuring the financial security of those left behind, aiming to alleviate the procedural complexities in the face of loss.

QuestionAnswer
Form NameForm 103 Gd
Form Length5 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min 15 sec
Other namesform 103 gd in hindi, form nps death, form 103 gd, nps death claim form

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Form 103-GD

Page 1

National Pension System (NPS)

Withdrawal of Accumulated Pension Wealth by Claimant due to the death of the subscriber

(Please fill all the details in CAPITAL LETTERS & in BLACK INK only.)

This application should be filled by:-

If a valid nomination subsists:By the Nominee (s), if the nominee (s) is/are minor (s) guardian of the minor(s)

If no nomination subsists: By the family members (family includes posthumous child if any) except major sons and married daughters whose husbands are live, of the deceased family member duly supported by a list of surviving family members furnished by Executive Magistrate indicating complete particulars such as name, relationship with the deceased member (in case of parents whether dependent or not) age, marital status. Also, if any family member is minor by the guardian of the minor.

If both 1 & 2 above are not applicable, By legal heir (s) duly supported by a ‘legal heir certificate’ from the appropriate sate

authority.

In case of multiple claimants, separate forms need to be filled and submitted.

(FOR OFFICE PURPOSE ONLY-NOT TO BE FILLED IN BY THE CLAIMANTS)

Date :

Acknowledgement Number :

(DD/MM/YYYY)

(Generated by CRA)

DDO Registration No.:___________________

PAO/DTO/POP/POP-SP Registration No.:___________________

Receipt Number issued by receiving office:

Entered By: ___________________ Date: ________________ Verified By: ___________________ Date: ______________

Sir/Madam,

I/We being a nominee(s)/legal heir(s)/guardian of minor nominee(s) or minor heir(s)of the deceased subscriber apply for the payment of the accumulated pension wealth of the deceased subscriber under the NPSfor both Tier-I / Tier-II (please tick as applicable). I / we understand further that the entire accumulated pension wealth in both Tier I and Tier II (as applicable) would be settled as per the NPS scheme and hereby give below the necessary details:

Section A – Subscriber’s Details:

1. PRAN *:

2.Full Name (As in PRAN Card) *: First Name*

Middle Name

Last Name

3.Father’s name/Spouse’ Name*: First Name*

Middle Name

Last Name

4. Date of Birth of the deceased subscriber *(As in PRAN Card):

(DDMMYYYY)

5. Date of subscriber’s death (DDMMYYYY)

 

 

Form 103-GD

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page 2

Section B – Details of the Claimant (person entitled to receive claim proceeds under the policy):

1. Name of the Claimant

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First Name*

 

Middle Name

 

Surname/last name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.Claimant’s current communication Address:

Flat/Unit No, Block no*_____________________________________________________________________

Name of Premise/Building/Village ____________________________________________________________

Area/Locality/Taluka___________________________ ____________________________________________

District/Town/City*________________________________________________________________________

State / Union Territory*_____________________________________________________________________

Country*______________ Pin Code*______________ Email ID:____________________________ Mobile No.________

3. Date of Birth of the Claimant (DDMMYYYY):

4.Relationship with the Subscriber*:

(e.g. If claimant is son, claimant should fill the relationship as ‘Son’)

5.Claimant’s Guardian Details*(only in case of a minor):

First Name*

Middle Name

Last Name

Section C – Claimant’s Bank Details(Please refer General Instruction no.6):

I. Bank Details of the Claimant:

1. For Electronic transfer or Direct Credit through ECS/NEFT/RTGS, Proof attached for Bank Details*:

 

 

 

Cancelled Cheque

 

 

 

 

Bank Certificate

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2. Type of Bank Account*:

 

 

 

 

Savings A/c

 

 

 

 

Current A/c

 

 

3.

 

Bank A/c Number*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4. Bank Name*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5.

Bank Branch*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6.

Bank Address*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

7.

Pin Code *

 

 

 

 

 

 

8. Bank IFS Code*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9.

Bank MICR Code

(Wherever applicable)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 103-GD

Page 3

Declaration:

 

I/We (as mentioned below), the nominee(s)/legal heir(s)/guardian of minor nominee(s) or minor heir(s)of NPS SubscriberShri/Smt./Ms._______________________________________________do hereby declare that the information provided

above is true to the best of my/our knowledge and belief.

Claimants Signature (Signature of guardian in case the claimant is a minor)

Signature/Left Thumb

Impression*

Name of the Claimant or of guardian

______________________________________

Date :

D D M M Y Y Y Y

Self attested photograph of

the Claimant /guardian

TO BE FILLED/ATTESTED BY DDO/POP-SP

Certified that the above declaration and details has been signed / thumb impressed before me by Sh./Smt/Ms._____________________________

____________________________after the nominee(s)/legal heir(s)/guardian of minor nominee(s) or minor heir(s) has read the entries / entries have

been read over to him / her by me and got confirmed by him / her.

Rubber Stamp of the DDO/POP-SP

DDO/POP-SP Registration Number __________________

(Allotted by CRA)

Date :

D D M M Y Y Y Y

Signature of the Authorised Person

Designation of the Authorised Person : __________________________________

DDO/POP-SP Office Name : _________________________________________

TO BE FILLED/ATTESTED BY PAO/DTO/POP/POP-SP

PAO/DTO/POP/POP-SP Registration Number (Allotted by CRA):

___________________________________________________________

Rubber Stamp of the PAO/DTO/POP/POP-SP

Signature of the Authorised Person

=========================================================================================

CLAIM FOR THE WITHDRAWAL OF ACCUMULATED PENSION WEALTH BY CLAIMANTS –

DUE TO THE DEATH OF THE SUBSCRIBER UNDER NATIONAL PENSION SYSTEM

Advanced Stamped Receipt

Claimant / Guardian of the Claimant (if the claimant is minor)

Received a sum of Rs. /- (Rupees………………………………………………………………...……...…….Only)from

National Pension System / National Pension System Trust by deposit in my Saving Bank / Current account towards the settlement of National Pension System account of late Shri/Smt…………………………………………………………….with

PRAN Number ………………………………

Affix 1 Rupee

Revenue Stamp

and sign across

Signature or Left/ Right hand thumb impression of the Nominee/Guardian*

Form 103-GD

Page 4

 

 

Requirements submitted along with this form

Yes / No

Original PRAN Card

In the absence of PRAN card, notarized affidavit

Death certificate in original issued by local authorities

Photo ID

Address proof of the Claimant

Date of birth proof of claimant

Legal heir certificate

Certified copy of family member’s certificate issued by Executive Magistrate

Cancelled cheque (containing nominee Name, Bank

Account Number and IFS Code) or Bank

Certificate

Discharge Certificate from the employer (in case claim is lodged through a POP/POP-SP)

Note: PFRDA reserves the right to call for additional requirements, if needed for establishing a valid claim under National Pension System.

DECLARATION & AUTHORIZATION

I hereby declare that the information given on this death claim application form is true and complete to the best of my knowledge and belief. I hereby declare and agree that any personal information collected or held by the National Pension System (NPS) (whether contained in this application or otherwise obtained) is provided andmay be held, used, and disclosed by the Company to individuals/organisations associated with the NPS or any selected third party (within or outside of India) for the purposes of processing this application.

Witness Signature ________________________

Claimant Signature _______________________

Name of the Witness ______________________

Name of Claimant________________________

(in block letters, family name first)

Address of Witness: _________________________ Date: ____/____/_________

DD M M Y YYY

Date: ___/____/_________

D D M M Y YYY

===========================================================================

ACKNOWLEDGMENT RECEIPT

Acknowledgment slip to the Claimant on receipt of completed application form for Withdrawal due to death of the subscriber

(To be filled by PAO/DTO/POP/POP-SP)

Received from PRAN :

PAO/DTO/POP/POP-SP Registration Number: _______________________ PAO/DTO/POP/POP-SP Office Name : __________________________

 

Received at: _________________________ Date : ____________________________

Time: __________________

 

 

Acknowledgement Number :

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Generated by CRA)

 

 

Form 103-GD

Page 5

INSTRUCTIONS FOR FILLING UP THE FORM

1.All the columns in the form should be filled with black ink pen without any overwriting

2.Fields marked with (*) are mandatory.

3.The day on which CRA receives the confirmation of funds transferred to Subscriber’s accounts; the PRAN will be deactivated in the CRA System.

4.Correct postal address, including the pin code should be provided

5.The literate claimant should sign the application form. In case of the claimant being illiterate, Left hand thumb impression by illiterate male claimant and Right hand thumb impression by illiterate female should be affixed in the claim form.

6.If the Nominee/ legal heir is minor, Bank account number should be in the name of nominee/ legal heir. Bank account’s guardian should be same as mentioned in the withdrawal form.

Documents to be enclosed with the application:-

1.Death certificate in original of the deceased subscriber.

2.PRAN card in original. In case PRAN card is not available, a duly notarized affidavit as to the reasons of non-submission of the PRAN card is needs to be submitted.

3.Certified copy of family member’s certificate issued by Executive Magistrate for cases where no nomination was registered with us.

4.Legal heir certificate when the claim is being made by.

5.Cancelled cheque (containing nominee Name, Bank Account Number and IFS Code) or Bank Certificate containing Name, Bank Account Number and IFSC code, for direct or electronic transfer.

6.A pre-signed receipt acknowledging the receipt of the proceeds by nominee/nominees/legal heir (as applicable)

1.Identification and address proof of the nominee or nominees, in case of multiple nominees. The photocopies of documents (Sr. No. a to h) and original document (Sr. No. i) that can be provided as identification and address proof are as mentioned below:

a)Ration Card with photograph and residential address

b)Bank Passbook with photograph and residential address

c)Credit Card with photograph, any other address proof like latest telephone bill, electricity bill in the name of the nominee.

d)Passport

e)Aadhar Card issued by UIAD

f)Voter’s Photo Identity Card with residential address

g)Driving license with photograph and residential address

h)PAN card and any other address proof like latest telephone bill, electricity bill in the name of the nominee.

i)Certificate of identity with photograph signed by a Member of Parliament or Member of Legislative Assembly or Municipal Councilor or a Gazetted Officer and any other address proof like latest telephone bill, electricity bill in

the name of the nominee (to be provided original)

In case if the address is not present on any of the above documents or differs with address provided in this form, proof in respect of current residential address like latest telephone bill, electricity bill in the name of the nominee should be submitted.

For the purpose of this document Pension Wealth means: The total amount of contributions made by the subscriber in the scheme plus the investment income derived from the investment of the contributions made by the subscriber from the date of joining of National Pension System till the date of execution of withdrawal request in the CRA System.

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