Sr No. | Change Type | Form No. | To be Submitted to |
---|---|---|---|
1 | Change in PFM/Scheme (only for Tier II) | Form (AC)S3 (to be submitted along with a copy of the PRAN) | The POP/POP-SP with which the Tier II account of the subscriber is registered |
2 | Change in Investment Option (only for Tier II) | ||
3 | Change in Asset allocation % (only for Tier II) | ||
4 | One Way switch request | ||
5 | Change of POP (only for Tier II) | Form (AC)S5 | To the Target POP/POP-SP |
6 | Change of POP-SP (only for Tier II) | Form (AC)S5 | To the Target POP/POP-SP |
7 | Change in personal or nomination details or request for Reprint of PRAN card | From S2 | To the associated DDO/DTO/PAO |
8 | Change in Photograph and /or Signature | Form S7 | To the associated DDO/DTO/PAO |
Sr No. | Proof of Identity (Copy of any one of the given below document) | Proof of Address (Copy of any one of the given below document) |
---|---|---|
1 | KYC Certification - Annexure I [only for Govt. employees and in NPS Lite -GDS subscribers (Department of Posts] | KYC Certification - Annexure I [only for Govt. employees and in NPS Lite -GDS subscribers (Department of Post] |
2 | Passport issued by Government of India | Passport issued by Government of India |
3 | Ration card with Photograph | Ration card with Photograph and residential address |
4 | Bank Passbook or certificate with photograph | Bank Passbook or certificate with photograph and residential address |
5 | Voter identity card with photograph and residential address | Voter identity card with photograph and residential address |
6 | Valid driving license with photograph | Valid driving license with photograph and residential address |
7 | PAN Card issued by Income tax department | Letter from any recognized public authority at the level of Gazette officer District Magistrate, Divisional commissioner, BDO, Tehsildar, Mandal Revenue Officer, Judicial Magistrate etc. |
8 | Certificate of Identity with photograph signed by a Member of Parliament or Member of Legislative assembly | Certificate of Address with photograph signed by a Member of Parliament or Member of Legislative assembly |
9 | Aadhaar card / letter issued by Unique Identification Authority of India | Aadhar card / letter issued by Unique Identification Authority of India clearly showing the address |
10 | Job cards issued by NREGA duly signed by an officer of State Government | Job cards issued by NREGA duly signed by an officer of State Government |
11 | Photo Identity card issued by Government, Defence, Parliamentary and Police Departments | Latest Electricity/ water bill in the name of the Subscriber/ Claimant and showing the address (less than 6 months old) |
12 | Ex-Service man card issued by Ministry of Defence to their employees | Latest Telephone bill in the name of the Subscriber / Claimant showing the address (less than 6 months old) |
13 | Photo Credit card | Latest Property/ house tax receipt (not more than 1 year old) |
14 | Identity card issued by Central/ State Government and its Departments, Statutory / Regulatory Authorities, Public Sector Undertakings, Scheduled Commercial Banks, Public Financial Institutions, Colleges affiliated to Universities and Professional Bodies such as ICAI, ICWAI, ICSI, Bar Council etc. | Existing valid registered lease agreement of the house on Stamp paper (in case of rented / leased accommodation) |
15 | - | Central/ State Government and its Departments, Statutory / Regulatory Authorities, Public Sector Undertakings, Scheduled Commercial Banks, Public Financial Institution for their employees |
Intermediary | Charge head | Service Charges |
---|---|---|
KFintech CRA | PRA Opening charges | Rs 39.36 |
Annual PRA Maintenance cost per account | PRs 57.63 | |
Charge per transaction | Rs 3.36 | |
Custodian | Asset Servicing charges | 0.0032% p.a for Electronic segment & Physical segment |
PF charges | Investment Management Fee | 0.01% p.a. |
NPST | Reimbursement of Expenses | 0.005% p.a |
Sr No. | Change Type | Form No. | To be Submitted to |
---|---|---|---|
1 | Change in PFM/Scheme (only for Tier II) | Form (AC)S3 (to be submitted along with a copy of the PRAN) | The POP/POP-SP with which the Tier II account of the subscriber is registered |
2 | Change in Investment Option (only for Tier II) | ||
3 | Change in Asset allocation % (only for Tier II) | ||
4 | One Way switch request | ||
5 | Change of POP (only for Tier II) | Form (AC)S5 | To the Target POP/POP-SP |
6 | Change of POP-SP (only for Tier II) | Form (AC)S5 | To the Target POP/POP-SP |
7 | Change in personal or nomination details or request for Reprint of PRAN card | From S2 | To the associated DDO/DTO/PAO |
8 | Change in Photograph and /or Signature | Form S7 | To the associated DDO/DTO/PAO |
Sr No. | Proof of Identity (Copy of any one of the given below document) | Proof of Address (Copy of any one of the given below document) |
---|---|---|
1 | KYC Certification - Annexure I [only for Govt. employees and in NPS Lite -GDS subscribers (Department of Posts] | KYC Certification - Annexure I [only for Govt. employees and in NPS Lite -GDS subscribers (Department of Post] |
2 | Passport issued by Government of India | Passport issued by Government of India |
3 | Ration card with Photograph | Ration card with Photograph and residential address |
4 | Bank Passbook or certificate with photograph | Bank Passbook or certificate with photograph and residential address |
5 | Voter identity card with photograph and residential address | Voter identity card with photograph and residential address |
6 | Valid driving license with photograph | Valid driving license with photograph and residential address |
7 | PAN Card issued by Income tax department | Letter from any recognized public authority at the level of Gazette officer District Magistrate, Divisional commissioner, BDO, Tehsildar, Mandal Revenue Officer, Judicial Magistrate etc. |
8 | Certificate of Identity with photograph signed by a Member of Parliament or Member of Legislative assembly | Certificate of Address with photograph signed by a Member of Parliament or Member of Legislative assembly |
9 | Aadhaar card / letter issued by Unique Identification Authority of India | Aadhar card / letter issued by Unique Identification Authority of India clearly showing the address |
10 | Job cards issued by NREGA duly signed by an officer of State Government | Job cards issued by NREGA duly signed by an officer of State Government |
11 | Photo Identity card issued by Government, Defence, Parliamentary and Police Departments | Latest Electricity/ water bill in the name of the Subscriber/ Claimant and showing the address (less than 6 months old) |
12 | Ex-Service man card issued by Ministry of Defence to their employees | Latest Telephone bill in the name of the Subscriber / Claimant showing the address (less than 6 months old) |
13 | Photo Credit card | Latest Property/ house tax receipt (not more than 1 year old) |
14 | Identity card issued by Central/ State Government and its Departments, Statutory / Regulatory Authorities, Public Sector Undertakings, Scheduled Commercial Banks, Public Financial Institutions, Colleges affiliated to Universities and Professional Bodies such as ICAI, ICWAI, ICSI, Bar Council etc. | Existing valid registered lease agreement of the house on Stamp paper (in case of rented / leased accommodation) |
15 | - | Central/ State Government and its Departments, Statutory / Regulatory Authorities, Public Sector Undertakings, Scheduled Commercial Banks, Public Financial Institution for their employees |
Intermediary | Charge head | Service Charges |
---|---|---|
KFintech CRA | PRA Opening charges | Rs 39.36 |
Annual PRA Maintenance cost per account | PRs 57.63 | |
Charge per transaction | Rs 3.36 | |
Custodian | Asset Servicing charges | 0.0032% p.a for Electronic segment & Physical segment |
PF charges | Investment Management Fee | 0.01% p.a. |
NPST | Reimbursement of Expenses | 0.005% p.a |
Sr No. | Change Type | Form No. | To be Submitted to |
---|---|---|---|
1 | Change in PFM/Scheme (only for Tier II) | Form (AC)S3 (to be submitted along with a copy of the PRAN) | The POP/POP-SP with which the Tier II account of the subscriber is registered |
2 | Change in Investment Option (only for Tier II) | ||
3 | Change in Asset allocation % (only for Tier II) | ||
4 | One Way switch request | ||
5 | Change of POP (only for Tier II) | Form (AC)S5 | To the Target POP/POP-SP |
6 | Change of POP-SP (only for Tier II) | Form (AC)S5 | To the Target POP/POP-SP |
7 | Change in personal or nomination details or request for Reprint of PRAN card | From S2 | To the associated DDO/DTO/PAO |
8 | Change in Photograph and /or Signature | Form S7 | To the associated DDO/DTO/PAO |
Sr No. | Proof of Identity (Copy of any one of the given below document) | Proof of Address (Copy of any one of the given below document) |
---|---|---|
1 | KYC Certification - Annexure I [only for Govt. employees and in NPS Lite -GDS subscribers (Department of Posts] | KYC Certification - Annexure I [only for Govt. employees and in NPS Lite -GDS subscribers (Department of Post] |
2 | Passport issued by Government of India | Passport issued by Government of India |
3 | Ration card with Photograph | Ration card with Photograph and residential address |
4 | Bank Passbook or certificate with photograph | Bank Passbook or certificate with photograph and residential address |
5 | Voter identity card with photograph and residential address | Voter identity card with photograph and residential address |
6 | Valid driving license with photograph | Valid driving license with photograph and residential address |
7 | PAN Card issued by Income tax department | Letter from any recognized public authority at the level of Gazette officer District Magistrate, Divisional commissioner, BDO, Tehsildar, Mandal Revenue Officer, Judicial Magistrate etc. |
8 | Certificate of Identity with photograph signed by a Member of Parliament or Member of Legislative assembly | Certificate of Address with photograph signed by a Member of Parliament or Member of Legislative assembly |
9 | Aadhaar card / letter issued by Unique Identification Authority of India | Aadhar card / letter issued by Unique Identification Authority of India clearly showing the address |
10 | Job cards issued by NREGA duly signed by an officer of State Government | Job cards issued by NREGA duly signed by an officer of State Government |
11 | Photo Identity card issued by Government, Defence, Parliamentary and Police Departments | Latest Electricity/ water bill in the name of the Subscriber/ Claimant and showing the address (less than 6 months old) |
12 | Ex-Service man card issued by Ministry of Defence to their employees | Latest Telephone bill in the name of the Subscriber / Claimant showing the address (less than 6 months old) |
13 | Photo Credit card | Latest Property/ house tax receipt (not more than 1 year old) |
14 | Identity card issued by Central/ State Government and its Departments, Statutory / Regulatory Authorities, Public Sector Undertakings, Scheduled Commercial Banks, Public Financial Institutions, Colleges affiliated to Universities and Professional Bodies such as ICAI, ICWAI, ICSI, Bar Council etc. | Existing valid registered lease agreement of the house on Stamp paper (in case of rented / leased accommodation) |
15 | - | Central/ State Government and its Departments, Statutory / Regulatory Authorities, Public Sector Undertakings, Scheduled Commercial Banks, Public Financial Institution for their employees |
Intermediary | Charge head | Service Charges |
---|---|---|
KFintech CRA | PRA Opening charges | Rs 39.36 |
Annual PRA Maintenance cost per account | PRs 57.63 | |
Charge per transaction | Rs 3.36 | |
Custodian | Asset Servicing charges | 0.0032% p.a for Electronic segment & Physical segment |
PF charges | Investment Management Fee | 0.01% p.a. |
NPST | Reimbursement of Expenses | 0.005% p.a |