Investment needs are unique to each and every Individual. No single financial plan would be suitable to everyone. It is necessary, that awareness is created. Such awareness ,created and understood , is the Individual’s responsibility, who undertake decisions and apply the same to their situations. This website or any Individual or entity related with this website , would not take or assume any liability towards the decisions undertaken by such individuals. Individuals are encouraged to make inquiries, validate such information, from available resources on both online and offline content , before undertaking any financial decisions.       This website does not charge any fees for such services rendered. Information sought and sharing of such information is permissions based . The website focuses only on the NPS All Citizen model and the Corporate model only as more awareness needs to be created on this models. Government model and the erstwhile NPS swavalamban model (Now Atal Pension Yojana ) are already being undertaken by the Government agencies through their own network and marketing channels.

Forms , Situations and the applicability of correct form to that situation.

Common account opening form across all models


Sr.no Name of the form issued by PFRDA Purpose and comments Form specific to Unorganised sector (UOS) Form specific to Corporate model Common Reference NAME of the file attached
1 CSRF This is the soft copy PDF form for opening a PRAN account for Indian Resident Citizen for all types of subscribers
2 NSRF This is the soft copy PDF form for opening a PRAN account for Indian Non- Resident Citizen for all types of subscribers
3 Annexure S10 Request for Activation of Tier-II account under National Pension System (NPS)
4 CSRF Annexure I Subscriber Registration Form-CSRF_Annexure I. This is to be used with Sr.no .1 for opening Tier 2 account
5 CSRF_Annexure II This annexure is for adding mother’s name and also displaying the PRAN card in Hindi
6 Annexure III to CSRF This annexure is for provision of more than one nominee
7 Annexure I to NRSF NRI Subscriber Registration Form-CSRF_Annexure I. This is to be used with Sr.no .1 for opening Tier 2 account
8 Annexure II to NRSF NRI This annexure is for adding mother’s name and also displaying the PRAN card in Hindi
9 Annexure III to NRSF NRI This annexure is for provision of more than one nominee
10 Annexure_NCIS This is the challan slip to be submitted by UOS subscriber when he submits his contribution cheque details
11 Form-UOS-S5-Shifting-of-Subscriber_NPS-AM This is the Form to be submitted by subscriber for changing his current POPSP
12 Annexure-UOS-S6 This is the Form to be submitted by subscriber for changing his current POP
13 Annexure GoS-S3 This is the form to be submitted by Subscriber for changing his scheme in TIER 2
14 Form ISS-1 This is the form to shift between various models of the NPS ie from UOS to Corporate or vice versa
15 PAN & Aadhaar Updation Form This is to update the Pan and Aadhaar number into the PFRDA account number
16 Annexure S12 This form is to be used to withdraw funs from TIER 2
17 Annexure UOS - S13 This form allows for transfer of corpus from TIER 2 to TIER 1 account
18 Annexure UOS-S2 This form is used for the request for changes in subscriber details and for reissue of PIN and PRAN card
19 Annexure UOS-S3 This form is to be used for scheme change preference and switch
20 Annexure UOS-S7 This form is for the change in Photograph and signature
21 Annexure UOS-S10-A This form is for unfreezing of the PRAN
22 CHO-1 This is the application form for Corporate Registration
23 CHO-2 This is the form to be submitted by Corporate to change the scheme preference details of NPS which it has selected for it’s employees
24 CS-S3 This is the form to be submitted by a Corporate Subscriber employee for changing scheme preference details
25 Annexure CHO-3 This is the form to be submitted by the Corporate to change it’s current POP to another POP
26 Annexure CS-S2 This is the form to be submitted by a Corporate subscriber Employee for effecting changes in Card and reissue of Pran card / TPIN /IPIN changes
27 Form 301 This is the form for withdrawal of corpus on or after reaching retirement age
28 Form 302 This is the form for withdrawal of corpus before reaching retirement age
29 Form 303 This is the form for withdrawl on account of Death
30 Form 401-AN Death This is the form to be used for withdrawal in cases where the withdrawal has been requested but not paid
31 Annexure III This is the affidavit to be filed in case of loss of PRAN card at the time of withdrawal by subscriber
32 Annexure II Death: This is the affidavit to be filed in case of loss of PRAN card at the time of withdrawal by Claimant
33 Annexure B Documents to be submitted by subscriber along with form for claiming corpus
34 No number Death: Translation of death certificate by POP when received in vernacular language
35 Undertaking Annexure II Undertaking /withdrawal form where the corpus is less than Rs 1 lakh
36 Undertaking Annexure II Undertaking /withdrawal form where the corpus is less than Rs2 lakh
37 Indemnity bond Death: Indemnification of intermediaries by Legal heir
38 Relinquishment deed Death : Relinquishment by existing heir relinquishing in favour of another heir for settlement


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