NPS Forms

The National Pension System (NPS) is a government-backed retirement savings scheme designed to ensure financial stability during old age. To manage your NPS account effectively, you need to understand the various forms associated with it. NPS forms are essential documents that help subscribers with registration, account updates, withdrawals, and other processes. These forms simplify the management of your retirement savings and ensure compliance with regulatory requirements.
 

To enhance your financial security, consider investing in Bajaj Finance Fixed Deposits (FDs). With competitive interest rates of up to 7.30% p.a. and flexible tenure options, Bajaj Finance FD is a reliable way to grow your savings and ensure a stable future. Start your FD journey today!

NPS forms are categorised into registration, account maintenance, and withdrawal forms, each serving a specific purpose.

Registration Forms

1. Common Subscriber Registration Form (CSRF 1):
   This form is used to open Tier I and Tier II accounts. It captures personal details, bank information, nominee preferences, and investment choices. Subscribers can complete this form online using Aadhaar and PAN for faster processing.
2. Annexure I:
   Exclusively for activating Tier II accounts for existing Tier I account holders.
3. Annexure II:
   Used for additional details such as parent names or printing PRAN cards in Hindi.

Account Maintenance Forms

1. Form S2 (Subscriber Details Change Form):
   This form allows subscribers to update personal details, address, bank information, or nominee details. It can also be used to request a reissue of PRAN cards or reset I-PIN/T-PIN credentials.
2. Form S3 (Scheme Preference Change Form):
   Subscribers can modify investment preferences or switch Pension Fund Managers (PFMs) using this form.

Withdrawal and Exit Forms

1. Form 601 (Partial Withdrawal Form):
   Used for withdrawing up to 25% of contributions after three years for specific purposes such as education, marriage, or medical emergencies.
2. Form 301 (Superannuation/Retirement Exit Form):
   Enables retirees to withdraw up to 60% of the corpus tax-free while using the remaining 40% for annuity purchase.
3. Form 102-GP (Premature Exit Form):
   For subscribers exiting NPS before 60 years of age, allowing 20% lump sum withdrawal with 80% allocated for annuity purchase.
4. Form 503 (Withdrawal by Claimant due to Death):
   Nominees can claim the corpus by submitting this form along with supporting documents like the death certificate and PRAN card.

Understanding these forms ensures smooth NPS account management, enabling you to maximise your retirement savings effectively. Additionally, complement your NPS savings with Bajaj Finance FDs to enjoy assured returns of up to 7.30% p.a. and build a financially secure future. Book FD. 

Downloading NPS forms online is a straightforward process. Follow these steps:

1. Visit the official NPS portal or Central Recordkeeping Agency (CRA) websites such as Protean eGov or NSDL.
2. Navigate to the forms section.
3. Select the required form based on your purpose (e.g., registration, withdrawal, or account update).
4. Download the form in PDF format.

These forms are accessible free of cost, ensuring convenience for subscribers. With digital tools, managing your NPS account has never been easier. 

Bajaj Finance also offers a unique FD proposition requiring a minimum deposit of just Rs. 15,000, making it accessible for subscribers looking to start small while enjoying predictable returns. Check eligibility. 

Filling out an NPS application form requires attention to detail to avoid errors. Here is a step-by-step guide:

1. Personal Information: Enter your full name, date of birth, and contact details as per your official documents.
2. Bank Details: Provide accurate account information, including IFSC code and account number.
3. Nominee Details: Mention nominee names, relationships, and allocation percentages.
4. Investment Choices: Select your preferred investment option—Active or Auto.
5. Documentation: Attach required documents, such as identity proof, address proof, and a cancelled cheque.
6. Signature: Ensure your signature matches official records.

Double-check all details before submission to avoid delays in processing.

NPS forms play a critical role in simplifying the management of your retirement savings. From registration to withdrawals, these forms ensure compliance and enable smooth transactions. Whether you are opening an account, updating information, or planning retirement withdrawals, understanding these forms is essential.

For retirees seeking additional financial security, consider diversifying your portfolio with Bajaj Finance Fixed Deposits (FDs). Offering assured returns of up to 7.30% p.a. for senior citizens and flexible tenures ranging from 12–60 months—start an FD with just Rs. 15,000 and enjoy predictable returns.