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    Form ISS PDF

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    satisch
    This document is a form for subscribers of the National Pension System (NPS) to shift their PRAN (Permanent Retirement Account Number) association from one sector to another. It requests information about the subscriber's existing and target PRAN associations, including sector, DDO/CBO/POP details. It also requests additional information depending on the target sector such as employment details, KYC documents, bank details, and scheme preferences. Instructions are provided on how to fill the form correctly depending on the sectors involved in the subscriber shift. The form must be certified and submitted to process the intersector shifting request.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Form ISS PDF

    Uploaded by

    satisch
    355 views4 pages
    This document is a form for subscribers of the National Pension System (NPS) to shift their PRAN (Permanent Retirement Account Number) association from one sector to another. It requests information about the subscriber's existing and target PRAN associations, including sector, DDO/CBO/POP details. It also requests additional information depending on the target sector such as employment details, KYC documents, bank details, and scheme preferences. Instructions are provided on how to fill the form correctly depending on the sectors involved in the subscriber shift. The form must be certified and submitted to process the intersector shifting request.

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    Form-ISS.pdf

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    This document is a form for subscribers of the National Pension System (NPS) to shift their PRAN (Permanent Retirement Account Number) association from one sector to another. It requests information about the subscriber's existing and target PRAN associations, including sector, DDO/CBO/POP details. It also requests additional information depending on the target sector such as employment details, KYC documents, bank details, and scheme preferences. Instructions are provided on how to fill the form correctly depending on the sectors involved in the subscriber shift. The form must be certified and submitted to process the intersector shifting request.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    355 views4 pages

    Form ISS PDF

    Uploaded by

    satisch
    This document is a form for subscribers of the National Pension System (NPS) to shift their PRAN (Permanent Retirement Account Number) association from one sector to another. It requests information about the subscriber's existing and target PRAN associations, including sector, DDO/CBO/POP details. It also requests additional information depending on the target sector such as employment details, KYC documents, bank details, and scheme preferences. Instructions are provided on how to fill the form correctly depending on the sectors involved in the subscriber shift. The form must be certified and submitted to process the intersector shifting request.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 4

    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 *

    II) PRAN (Permanent Retirement Account Number) *

    III) Existing PRAN association (refer Instruction no. I)


    a) Sector: *

    Central Government

    State Government

    All Citizens of India (UOS)

    Corporate Sector

    All Citizens of India (UOS)

    Corporate Sector

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


    c) DDO / CBO / POP-SP Name: *
    IV) Target PRAN association (refer Instruction no. II)
    a) Sector:*

    Central Government

    State Government

    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)
    1
    2
    3
    4

    Please tick only one

    DSP BlackRock Pension Fund Managers Private Limited


    HDFC Pension Management Company Limited
    ICICI Pension Fund Management Company Limited
    Kotak Mahindra Pension Fund Limited

    5
    6
    7
    8

    LIC Pension Fund Limited


    Reliance Capital Pension Fund Limited
    SBI Pension Funds Private Limited
    UTI Retirement Solutions Limited

    (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)
    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
    % share

    E
    (Cannot exceed 50%)

    Total
    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

    c) Group of the Employee

    M M
    A

    D
    B

    Page 1 of 4

    M M Y

    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 _______________________

    VIII. 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)

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

    IX. Subscribers Employment and PAN Details


    a) Date of Joining* :

    b) Date of Retirement* :
    D

    M M Y

    M M Y

    c) Employee ID*
    d) CHO Reg No*:

    e) PAN :

    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

    X. 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)

    Page 2 of 4

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

    a) PFM (Name in alphabetical order)


    1
    2
    3
    4

    Please tick only one

    DSP BlackRock Pension Fund Managers Private Limited


    HDFC Pension Management Company Limited
    ICICI Pension Fund Management Company Limited
    Kotak Mahindra Pension Fund Limited

    5
    6
    7
    8

    LIC Pension Fund Limited


    Reliance Capital Pension Fund Limited
    SBI Pension Funds Private Limited
    UTI Retirement Solutions Limited

    (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)
    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)
    C
    G
    Total
    Asset Class
    E
    % 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.
    XII. 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

    Page 3 of 4

    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
    Government
    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 if a PFM is not opted for.
    b. Allocation under Equity (E) cannot exceed 50%
    c. A subscriber opting for active choice may select the available asset classes (E, G, & C). However, the sum of percentage allocation across all the selected asset
    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 made in a lifecycle fund in the schemes of PFM chosen by Subscriber.
    A subscriber opting for Auto Choice must also select a PFM. The application shall be rejected if the subscriber does not indicate his/her choice of PFM.
    In case both investment option and the asset allocation table are left blank, the subscribers funds will be invested as per Auto Choice
    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
    No.
    Proof of Identity (Copy of any one)
    i) School Leaving Certificate
    ii) Matriculation Certificate
    iii) Degree of Recognized Educational Institution
    iv) Depository Account Statement
    v) Bank Account Statement / Passbook
    vi) Credit Card
    vii) Water Bill
    viii) Ration Card
    ix) Property Tax Assessment Order
    x) Passport
    xi) Voter's Identity Card
    xii) Driving License
    xiii) PAN Card
    Certificate of identity signed by a Member of
    xiv) Parliament or Member of Legislative Assembly
    or Municipal Councillor or a Gazetted Officer.

    No.
    Proof of Address (Copy of any one)
    i) Electricity bill^
    ii) Telephone bill^
    iii) Depository Account Statement^
    iv) Credit Card Statement^
    v) Bank Account Statement / Passbook^
    vi) Employer Certificate^
    vii) Rent Receipt^
    viii) Ration Card
    ix) Property Tax Assessment Order
    x) Passport
    xi) Voter's Identity Card
    xii) Driving License
    Certificate of address signed by a Member of
    Parliament or Member of Legislative Assembly or
    xiii) Municipal Councillor or a Gazetted Officer.

    Page 4 of 4

    Note:
    1) Proof of Address mentioned in Sr. No. i) to vii) (^)
    should not be more than six months old on the date
    of application.
    2) You are required to bring original documents &
    two self-attested photocopies (Originals will be
    returned over-thecounter after verification)

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