Subscriber Maintenance NSDL ® Session III Subscriber Maintenance CRA-NPS

Session Snapshot Types of Subscriber request Process flow NSDL ® Types of Subscriber request Process flow Checklist for verification Capture, Confirm and Authorisation of request Control Mechanism Central Grievance Management System CRA-NPS

Types of Subscriber request NSDL ® Changes in Subscribers Details Personal, Nomination, Employment Scheme Preference (proposed) Transactions Requests for Switch (proposed) Request for Withdrawal Request for Reissue of T-PIN/I-PIN and PRAN Card Change in Subscriber photograph & signature CRA-NPS

1. Change details Request Process flow NSDL ® Subscriber 1. Change details Request NCDDO 2. Verify and forward Intimation through Email PAO/CDDO 4. Acknowledgement Number through e-mail/web access 3. Request capture/authorise NPSCAN 5. Data Updation CRA 6. On successful transaction CRA-NPS

Change in Subscribers’ Details NSDL ® Type of Request Maker Authoriser Change in Personal & Bank details (other than Core Data) Yes No Change in Core data Change in Nomination Details Change in Employment Details Withdrawal Request Re-issue of I-Pin/T-Pin Reprint of PRAN card CRA-NPS

Enter PRAN NSDL ® CRA-NPS

Capture the request NSDL ® CRA-NPS

The Confirmation Screen NSDL ® CRA-NPS

The Acknowledgement Number NSDL ® CRA-NPS

Authorisation of the Request NSDL ® CRA-NPS

Authorisation of the Request NSDL ® CRA-NPS

Withdrawal Request Withdrawal due to: Retirement, Death or Resignation NSDL ® Withdrawal due to: Retirement, Death or Resignation Minimum amount to be transferred to Annuity Retirement - Minimum 40% Resignation - Minimum 80% Death - Nil Date of retirement should be matching with details registered at CRA No further request (except nomination) will be allowed in CRA The percentage share of annuity may change once the rules for the same have been finalised by Government of India CRA-NPS

Miscellaneous Statement of Transaction (SOT) : NSDL ® Statement of Transaction (SOT) : PAO can print SOT for subscriber Other request: Re-issue of T-Pin and/or I-Pin Reprint of PRAN card PIN/PRAN card will be sent to PAO/CDDO office Re-issue/Reprint will be chargeable CRA-NPS

CGMS – An Overview In case of call center and online request, token no. will also be given immediately NSDL ® Entity Raising the Grievance by email also CGMS DATABASE Intimation Of Token no. Grievance against CRA Grievance against Other entities Forwarded to Respective Entity Resolved by CRA Resolved by respective Entity Intimation sent & Grievance status closed by CRA by email CRA-NPS

Grievance Management Raising Grievance: Mode of raising the grievance NSDL ® Raising Grievance: Mode of raising the grievance CRA website – www.cra-nsdl.co.in using I-Pin CRA call centre – 1800 222 080 using T-Pin PAO/CDDO can raise grievance on behalf of Itself NCDDO Subscriber PAO/CDDO can raise grievance Against CRA Against Trustee Bank Resolving Grievance: PAO to resolve grievance raised against it and to post resolution details in CRA system CRA-NPS

Central Recordkeeping Agency, NSDL Trade World, ‘A Wing’, 4th Floor Contact at: Central Recordkeeping Agency, NSDL Trade World, ‘A Wing’, 4th Floor Kamala Mills Compound, S. B. Marg Lower Parel, Mumbai 400 013 Tel. No. 2499 4200 Fax No. 2499 4974 Email id : info.cra@nsdl.co.in Website: www.npscra.nsdl.co.in CRA-NPS