S1Form
S1Form
S1Form
16/10/1988
110117820078
NATIONAL PENSION SYSTEM (NPS) - SUBSCRIBER REGISTRATION FORM - Private Sector
How did you hear about NPS Friend/ family Social media Newpaper/magazines TV / Radio Financial advisor Employer
PRAN Card & Kit* i. PRAN Card & Kit* (please tick()) ii. Account Opening Kit (please tick())
(refer sl no.1 of
instructions) ePRAN Card Physical PRAN Card Through Email Physical Kit (Courier)
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 (Refer general guidelines at instructions page).
1. PERSONAL DETAILS: (Refer Sl no. 1 of instructions) Use Annexure II if name exceeds the space provided below
Either Father's or Mother's name is mandatory* Select the name to appear on PRAN Card √ Father's Name Mother's Name
Income Range (per annum) Below 1 lac 1 lac to 5 lac 5 lac to 10 lac 10 lac to 25 lac 25 lac to 1 Cr Above 1 Cr
Occupation Details* Public Sector √ Private Sector Professional Self Employed Homemaker Others
Please Tick If Applicable Politically exposed person Related to Politically exposed person (Refer instruction no. 1)
4. CONTACT DETAILS
Mobile* +919096239312 Telephone (with STD code)
A. The nomination shall be in favour of one or more persons belonging to his/her family. For nominating more than one person, submit Annexure III
B. A fresh nomination shall be made by the subscriber on his/her marriage.
Aditya Birla Sunlife Pension Management HDFC Pension Mgmt Co Ltd Active Choice mention the % share in each asset
E(Upto75%) C (Upto 100%) G (Upto 100%) A (Upto 5%) Total
√ ICICI Prudential Pension Funds Mgmt Co Kotak Mahindra Pension Fund Ltd
50 30 20 100%
SBI Pension Funds Private Limited LIC Pension Fund Limited
√ Auto Choice select one life cycle fund below
UTI Retirement Solutions Limited Any other (please write and tick)
Conservative (LC25) Moderate (LC50) √ Aggressive (LC75)
8. Activate my Tier- II account (Please tick () to activate) - refer Sr no 7 of instructions Providing PAN is mandatory
with the same bank, nominee & investment details with different bank/nominee/investment details as per Annexure IV
9. FATCA* (Foreign Account Tax Compliance Act) & CRS DECLARATION (Refer Sr no. 6 of instructions)
I am a tax resident of India and not resident of any other country I am a tax resident of the country/ies mentioned below
US Person Yes √ No
I have understood the information requirements of this Form (read along with the FATCA/CRS Instructions
and Terms & Conditions) and hereby confirm that the information provided by me/us on this Form is true,
correct, and complete and hereby accept the same.
Signature/Thumb Impression* of Applicant (refer
instructions)
I have read and understood the terms and conditions of the National Pension System. The information and
documents furnished by me are true and correct, to the best of my knowledge. Any changes in the
information furnished by me shall be informed to CRA / NPS Trust. 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
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 financial profile or
share the information, with other government authorities. I further agree that NPS Trust has the right to close Signature/Thumb Impression* of Applicant
my PRAN in case I am found violating the provisions of any law relating to prevention of money laundering.
(*LTI in case of males and RTI in case of females to
Date: 16/11/2022 Place: be provided. Toe impression in case no hands)
11.DECLARATION BY EMPLOYER - Only for Corporate sector (All Details are Mandatory)
Date of Retirement 31/12/9999
Employee Code/ID Non-mandatory if not available
CHO Registration Number CBO Registration Number
in this subscriber registration form including the address and employment details provided above are as per the service record of the employee maintained with us.
The given address and the documents are verified by this office. 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.
Date
Documents Received:
Date
ACKNOWLEDGEMENT
(a) Please fill in legible handwriting to avoid errors. Do not overwrite. Corrections should be countersigned by the applicant. Applications incomplete in any
aspect (or) if mandatory fields are left blank (or) with unclear photograph (or) not accompanied by required documents (or) not authenticated by PoP/PoP-SP
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 PoP/PoP-SP office.
1 1
Father's Name, (a) If the name has more than 30 digits, fill Annexure II for the same. (b) If the applicant is an orphan, he/she may
Mother's Name leave the fields blank. However, an official document to support the status to be submitted
Politically Exposed Persons’'(PEPs) are individuals who are or have been entrusted with prominent public functions
Politically Exposed
such as heads of state or of the government, senior politicians, senior government, judicial or military officials, senior
Person
executives of state-owned corporations, important political party officials.
2 2 Proof of Identity and If the applicant is submitting Aadhaar as proof of Identity and Address, the first 8 digits of the Aadhaar number should
Address be redacted / masked on the submitted copy
For Tier I & Tier II account, bank details and documentary proof are mandatory. Please submit a cancelled cheque /
3 5 Bank Details copy of bank passbook / bank statement / bank certificate / letter from Bank containing applicant's Name, Bank Name,
Bank Account Number and IFS Code.
(a) If a subscriber has family at the time of making a nomination, the nomination shall be in favor 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
4 6 Nomination Details shall deemed to be invalid; If at the time of making a nomination the subscriber has no family, the nomination may be
in favor 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.
In active choice the maximum allocation in Equity can be upto 75% for Tier 1
Selection of Pension
5 7
Fund (PF) & Investment
Choice Corporate applicants may exercise these choices if the option is extended to them by the employer or else may be
ignored
Clarification / Guidelines on filling 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 identification 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 identification (a "Functional
FATCA & CRS
6 9 equivalent"), the same may be reported. Examples of that type of number for individual include, a social
Declaration
security/insurance number, citizen/personal identification/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 certificate 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
Asset Class A is not available under Tier-II. In case Subscriber has selected to activate Tier-II Account with Same
7 8 Tier-II activation Bank, Nominee and Investment details that of Tier-I whereas he/she has chosen allocation in Asset Class A for Tier-I
account, the applicant would be required to submit the Annexure IV for TierII mentioning the asset allocations
In case the applicant is unable to affix signature, Left Thumb Impression in case of male and Right Thumb Impression
Declaration / Signature in case of female should be affixed and in case there is no hands, toe impression of the applicant to be provided. The
8 9 & 10
by Applicant thumb / toe impression should be attested by two persons, one of whom should be the designated nodal officer
attesting the same under his/her official seal and stamp.
Annexure I - Print PRAN Card in Hindi (Fill the details in Devnagri script)
Middle Name
Last Name
Middle Name
Last Name
Annexure II - If alphabets of name exceeded the space provided on page 1 of the application form
Applicant's First Name
Middle Name
Last Name
Middle Name
Last Name
Middle Name
Last Name
Annexure III - Additional Nomination For Tier-I For Tier-II For both Tier-I & Tier-II
Percentage Share Nominee I Nominee II Nominee III Total should be equal to 100%
Nominee I - Name
Nominee I
Nominee II - Name
Nominee II
Annexure IV - Activate Tier-II with Different Bank/Nomination/Investment Details - tick and fill as applicable
In case you desire to nominate more than one person, fill Annexure III above
No change in Investment details Investment details for Tier-II are as under: #only selection of PF is required
Pension Fund* (Please Tick () one) Investment Choice (Please Tick () one)
Active Choice mention the % share in each asset class
Aditya Birla Sunlife Pension Mgmt Ltd HDFC Pension Mgmt Co Ltd
E(Upto100%) C (Upto 100%) G (Upto 100%) Total
ICICI Prudential Pension Funds Mgmt Co Kotak Mahindra Pension Fund Ltd 100%
SBI Pension Funds Private Limited LIC Pension Fund Limited Auto Choice Select one life cycle fund below
UTI Retirement Solutions Limited Any other (please mention) Conservative (LC25) Moderate (LC50) Aggressive (LC75)
Place
Date 16/11/2022