Nps Transfer Form – Fill Out and Use This PDF

Form-ISS-1

National Pension System (NPS)

Subscriber Shifting

(Please fill all the details in CAPITAL LETTERS & in BLACK INK only. All fields / sections marked in * are mandatory.)

(Please tick the respective block which is applicable to you)

A. General Information:

I) NAME *

IV) Target PRAN association (refer Instruction no. II)

b)DDO / CBO / POP-SP Reg No: *

c)DDO / CBO / POP-SP Name: *

B. Additional information for subscribers shifting to All Citizens of India - UOS

V. Subscriber Scheme Preference

a) PFM (Name in alphabetical order)

Please tick only one

(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).

b) Investment Option (refer Instruction no. VI & VII)

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 (V.c) below relating to Asset Allocation. In case you do, the Asset Allocation instructions will be ignored and investment will be made as per Auto Choice.

c) Asset Allocation table (to be filled up only in case you have selected the ‘Active Choice’ investment option)

		E	C	G	Total
	Asset Class	(Cannot exceed 50%)
	% share				100%

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.

VI. KYC details (Applicable only if subscriber is shifting from Government Sector)(Refer instruction no. X)

a) KYC document accepted for identify proof : _____________________________________

b) KYC document accepted for address proof : _____________________________________

c) Document accepted for Date of birth proof : _____________________________________

C. Additional information for subscribers shifting to Central Government or State Government (to be filled by target DDO) (Please refer to instruction No. VIII & IX)

VII. Subscribers Employment Details to be filled and attested by DDO (All Details are Mandatory)

a) Date of Joining:

b) Date of Retirement:

D D M M Y Y Y Y

D D M M Y Y Y Y

c) Group of the Employee

A

B

C

D

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d) Office

e) Department

f) Ministry

g) Basic Salary

h) Pay Scale

Certified that the above declaration has been signed / thumb impressed 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 Department.

Signature of the Authorised Person		.
Designation of the Authorised Person				Rubber Stamp of the DDO
				Name of the DDO ______________________
Date :
				Department / Ministry _______________________

D. Additional information for subscribers shifting to Corporate Sector (to be verified by the Corporate Office of the subscriber concerned)

c) Employee ID* :

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.

Signature of the Authorised Person		.
Designation of the Authorised Person				Rubber Stamp of the Corporate
				Rubber Stamp of the Corporate

IX. Subscriber's Bank Details (The subscribe shall provide a cancelled cheque, the details of which should match the bank details provided)

a) Bank A/c Number

b) Bank Name

c) Bank Branch

d) Bank Address

e) Pin Code

f) Bank MICR Code

g) IFS code (Wherever applicable)

X. Subscriber Scheme Preference (Applicable only if the target Corporate has given the option of selecting scheme preference to the associated employees)

(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).

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b) Investment Option (refer Instruction no. VI & VII)

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 (V.c) below relating to Asset Allocation. In case you do, the Asset Allocation instructions will be ignored and investment will be made as per Auto Choice.

c) Asset Allocation table (to be filled up only in case you have selected the ‘Active Choice’ investment option)

Asset Class	E	C	G	Total
% share				100%

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.

XI. KYC details (Applicable only if subscriber is shifting from State / Central Government Sector)

(Refer instruction no. X)

a)KYC document accepted for identify proof : _____________________________________

b)KYC document accepted for address proof : _____________________________________

c)Document accepted for Date of birth proof : _____________________________________

Declaration (Applies to subscribers across all sectors):

I agree to be bound by the terms and conditions for the target sector (in which my PRAN will belong after processing of this Intersector Shifting request) and understand that CRA may, as approved by PFRDA, amend any of the services completely or partially without any new Declaration / Undertaking being signed. Further, I agree to pay all the necessary charges, as applicable, of the target sector.

Date _______________

Signature/Left Thumb impression of Subscriber*________________________________________

For Officie use only (To be filled up by the officer accepting the form)

Received by:

PAO/POP –SP Registration Number:

Received at:

Date: ______________ Time Stamp: __________________

Details verified by:

Date: ______________ Time stamp:__________________

Receipt Number Issued by the receiving office (only for POP-SP)

XXXXXXXXXXXXXXXXXXXXXXXX

Instructions for filling the form

I. Details of the DDO / POP-SP with which the PRAN is currently associated.

II.Details of the DDO / POP-SP with which the PRAN will be associated.

III. Please quote the correct PRAN and attach a copy of the PRAN Card IV. This form is to be used by the subscriber only

V. Sector for 'Existing PRAN association' and 'Target PRAN association' can be the same only if a subscriber is shifting from one State Governemnt to another State

VI. Active choice - Under Active choice, subscribers have an option to choose a fund manager and provide the ratio in which his / her funds are to be invested among asset

classes.
a PFM selection is mandatory. The form shall be rejected f				PFM is not opted for.
c. A subscriber opting for active choicemay select the		available			asset classes E ,			G , & C . (owever, the sum of percentage allocation across all the selected asset
b. llocation under Equity (E) cannot xceed 50%
classes must equal 100. If the sum of percentage allocations is not equal to 100%, or the asset allocation table is left blank, the application shall be rejected.
VII. Auto choice - Under Auto choice investment will be m de in						lifecycle fund in th schemes of PFM chosen by Subscriber.
)n case both investment option and the asset	allocation		table	are		left blank, the	subscriber’s		funds will be invested as per Auto Choice
A subscriber opting for Auto Choice must also select		PFM. The applic tion shall						e rejected if the subscriber does not indicate his/her choice of PFM.

For more details on investment options and asset classes, please refer to the Offer Document..

VIII. Employment details are to be captured in CRA system by the target PAO/DTO along with other details, if the subscriber is shiifting from UOS to Central / State Governemnt sector

IX. PAO/DTO have to modify the employment details of the subscriber after the shifting of the PRAN, in case of subscriber shifting from Central Government to State Government or vice versa or across two State Governments, i.e, both existing and new PRAN association are Government Sectors

X. Illustrative list of documents acceptable as proof of identity and address

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