Ver 1.0 Mar.
2025 FORM A2
UNIFIED PENSION SCHEME (UPS) – SUBSCRIBER MIGRATION FORM - Government Sector
[See Regulation 4 ]
Exercise of Option by an eligible Central Government employee presently subscribed to National Pension System (NPS) For
being covered under Unified Pension Scheme (UPS)
Protean eGov Technologies Limited (formerly NSDL e- Governance Infrastructure Ltd.)
I,............................................................... Son/ Daughter of Mr/Mrs. ...................................................................... being a
subscriber of NPS as on 01/04/2025 with permanent retirement account number (PRAN) ..........................................................,
having read and fully understood the provisions of Unified Pension Scheme (UPS) as notified by Central Government vide
notification [Link]. FX-1/3/2024-PR dated 24/01/2025 and PFRDA (Operationalisation of Unified Pension Scheme under
National Pension System) Regulations, 2025 as amended from time to time, and being eligible to opt for Unified Pension
Scheme, do hereby exercise the option to be covered under Unified Pension Scheme (UPS).
Further, I hereby acknowledge that this option exercised by me shall be final and irrevocable.
I authorize the CRA, NPS Trust or any other entity connected with UPS to collect and share data / details of my necessary
personal information for the purpose of the said scheme regulated under the PFRDA Act, 2013 and the relevant regulations
notified thereunder.
Signature / Thumb Impression* of Applicant
(*LTI in case of males and RTI in case of females to be
provided. Toe impression in case no hands)
Place : _______________________________ Date D D M M Y Y Y Y
(To be filled and certified by the DDO based on Service records)
Employment Details (At the time of exercise of UPS option)
Employee Code/ID
Date of commencement of qualifying service
(Qualifying Service as defined in Regulation 2(k) read with D D M M Y Y Y Y
Regulation13)
Current Month Basic Pay
Non-Practicing Allowance (NPA), if applicable
Schedule date for next increment D D M M Y Y Y Y
Signature & Name of DDO Signature & Name of PAO
DDO Reg. No. PAO Reg. No.
Date : Place : Date : Place :
Note/Instruction:
• The duly signed copy of this Form shall be kept DDO in employee’s service record and a copy of the same shall be
provided to the employee for his record.
• DDO shall input the Head of Office verified data in the Central Record Keeping System and in case of physical submission
of form by the subscriber, the DDO shall upload a copy of this duly signed option form. PAO shall authorise and approve
the option exercised by the subscriber in the CRA system through their login.
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Ver 1.0 Mar. 2025 FORM A1
UNIFIED PENSION SCHEME (UPS) – SUBSCRIBER REGISTRATION FORM - Government Sector
Exercise of Option to be covered under Unified Pension Scheme (UPS) and to avail its Benefits
Protean eGov Technologies Limited (formerly NSDL e- Governance Infrastructure Ltd.)
Paste
recent
Print my PRAN in Hindi Yes No If yes, please submit details as per Annexure I
photograph of
Central Government 3.5 cm × 2.5 cm size /
Select your category [Please tick (√)]
passport size
(Do not sign across /
stapple / clip)
To,
National Pension System Trust
Dear Sir/Madam,
I,............................................................................................. Son/Daughter of Mr/Mrs. ............................................................................................. having
joined Central Government service on ......................................................... and having read and fully understood the provisions of the Unified Pension
Scheme (UPS) as notified by the Central Government vide notification F. No. FX-1/3/2024-PR, dated 24/01/2025 and PFRDA (Operationalisation of Unified
Pension Scheme under National Pension System) Regulations, 2025,as amended from time to time, and being eligible to opt for Unified Pension Scheme;
do hereby exercise the option to be covered under Unified Pension Scheme (UPS). Further, I hereby acknowledge that this option exercised by me, shall be
final and irrevocable. I hereby request that an UPS account be opened in my name as per the particulars given below:
* indicates mandatory fields. Please fill the form in English and BLOCK letters (Refer general guidelines at instructions page.)
1. PERSONAL DETAILS: (Refer Sr. No. 1 of the instructions) Use Annexure II if name exceeds the space provided below
Salutation* Shri Smt. Kumari
Applicant Name* F i r s t M i d d l e L a s t
Father’s Name F i r s t M i d d l e L a s t
Mother’s Name F i r s t M i d d l e L a s t
Orphan Status* Yes No
Either Father’s or Mother’s name is mandatory* Select the name to appear on PRAN Card* Father’s Name Mother’s Name
Date of Birth* d d m m y y y y
Place of Birth*
Country of Birth*
PAN* Nationality*
Applicant Gender* Male Female Transgender Marital Status* Unmarried Married
Legally wedded Spouse Gender (if married)* Male Female Transgender Legally wedded Spouse DOB (if married)* d d m m y y y y
Legally wedded Spouse Name (if married)*
Income Range (per annum)* Below 1 lac 1 lac to 5 lac 5 lac to 10 lac 10 lac to 25 lac 25 lac to 1 Cr Above 1 Cr
Please Tick if Applicable Politically exposed person Related to Politically exposed person (Refer instruction no. 1)
2. PROOF OF IDENTITY and ADDRESS (POI / POA)* (Any one of the following to be submitted)
Passport Passport Expiry Date d d m m y y y y
Driving License Driving License Expiry Date d d m m y y y y
Government ID Card Voter ID Card
CKYC Number
National Population Register
Proof of possession of Aadhaar Provide last Four Digits. Redact or black-out first 8 digits of the Aadhaar number on submitted copy (Refer Sr. No. 2 of the instruction)
3. ADDRESS DETAILS*
Line 1
Line 2 V i l l a g e / C i t y
District State/U.T.
Country PIN Code
4. CONTACT DETAILS*
Mobile* 9 1 Telephone with STD code
Email ID*
5. BANK DETAILS* (Proof to be submitted - Refer Sr. No. 3 of the instructions)
Account Type Saving A/c Current A/c
Bank A/c Number
Bank Name IFS Code
I hereby declare that, the bank account detail provided are salary bank account.
6. SELECTION OF PENSION FUND (PF) AND INVESTMENT CHOICE* (Refer Sr no. 4 of the instructions )
Default Pattern (Pension Funds and Investment Pattern as determined by the Authority)
Please Tick (√) one
I would like to choose my Pension Fund and investment choice (Please select below)
Pension Fund (Please Tick (√) one) Investment Choice (Please Tick (√) one)
Aditya Birla Sunlife Pension Mgmt Ltd Axis Pension Fund Management Limited
Active Choice (i.e. 100% in Govt Securities)
DSP Pension Fund Managers Private Ltd HDFC Pension Fund Mgmt Ltd
Or
ICICI Prudential Pension Funds Mgmt Co Ltd Kotak Mahindra Pension Fund Ltd
Conservative (LC25)
Auto Choice
LIC Pension Fund Limited TATA Pension Management Private Limited Moderate (LC50)
SBI Pension Funds Private Limited UTI Pension Fund Limited
If no Pattern is chosen, the contributions will be invested as per default Pattern
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Ver 1.0 Mar. 2025 FORM A1
7. FATCA* (Foreign Account Tax Compliance Act) & CRS DECLARATION (Refer Sr no. 5 of the instruction):
I am a tax resident of India and not resident of any other country I am a tax resident of the country/ies mentioned below
US Person Yes No
Particulars Country (1) Country (2) Country (3)
Country/countries of Tax Residency
Address Line 1
City/Town/Village
Address in the jurisdiction for Tax
Residence State
ZIP/Post Code
Tax Identification Number (TIN)/Functional equivalent Number
TIN/ Functional equivalent Number Issuing Country
Validity of documentary evidence provided (Wherever applicable) ddmmyyyy ddmmyyyy ddmmyyyy
I have understood the information requirement of the Form (read along with the FATCA / CRS Instructions and Terms & Conditions) and
hereby confirm that the information provided by me/us on this Form is true, correct and complete and hereby accept the same.
Signature / Thumb Impression* of
Applicant (refer instructions)
8. DECLARATION BY APPLICANT* (Refer Sr no. 6 of the instructions)
I have read and understood the terms and conditions of the Unified Pension Scheme (UPS). The information and documents
furnished by me are true and correct, to the best of my knowledge. Any changes in the information furnished by me shall be
informed to CRA / NPS Trust. I understand that I shall be fully liable for submission of any false or incorrect information or
documents.
I authorize the CRA, NPS Trust or any other entity connected with UPS to collect and share data/ details of my necessary
personal information for the purpose of the said scheme regulated under the PFRDA Act. 2013 and the relevant regulations
notified thereunder.
Declaration under the Prevention of Money Laundering Act, 2002
I hereby declare that the contribution paid by me/on my behalf has been derived from legally declared and assessed sources
of income. I understand that NPS Trust has the right to peruse my financial profile or share the information, with other
government authorities. I further agree that NPS Trust has the right to close my PRAN in case I am found violating the
provisions of any law relating to prevention of money laundering. Signature / Thumb Impression* of Applicant
(*LTI in case of males and RTI in case of females to be
Date: d d m m y y y y Place: provided. Toe impression in case no hands)
9. DECLARATION BY NODAL OFFICER (All * Mark field are Mandatory)
Employment Details (At the time of exercise of UPS option)
Date of Joining* d d m m y y y y Date of Superannuation* d d m m y y y y
Date of Commencement of qualifying service* d d m m y y y y
Employee Code/ID*
Post (Optional)
Group (Optional) A B (Gazetted) B (Non-Gazette) C D E Other
Service (Optional) IAS IPS IFS Group A Group B Other
Basic Pay*
Pay Scale (Optional)
Name of the office*
Department*
Ministry*
DDO Registration Number* PAO / CDDO / PrAO Registration Number*
*Qualifying Service as defined in Regulation 2(k) read with Regulation 13 of PFRDA (Operationlisation of Unified Pension Scheme under NPS) Regulation, 2025
It is certified that Shri./Smt./Kumari _________________________ is employed in this office and the details provided in this subscriber registration form have been verified as per
service record. The given address and officially valid documents (OVDs) of KYC are verified by this office. Also, it is further certified that he/she has read entries/entries have been
read over him/her by us and got confirmed by him/her.
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Ver 1.0 Mar. 2025 FORM A1
Name of DDO Name of PAO
Signature of DDO Signature of PAO
PAO Code No.
DDO Code No. (As per record in
(As per record in
CRA System)
CRA System)
Seal of DDO Seal of PAO
Date Date
Place Place
ACKNOWLEDGEMENT
Name of the Subscriber
Date of Receipt of Application : d d m m y y y y
INSTRUCTIONS FOR FILLING THE SUBSCRIBER REGISTRATION FORM
General guidelines
(a) Please fill in legible handwriting to avoid errors. Do not overwrite. Corrections should be countersigned by the applicant. Applications incomplete in any
aspect (or) if mandatory fields are left blank (or) with unclear photograph (or) not accompanied by required documents (or) not authenticated by the
Nodal Office are liable to be rejected.
(b) Copies of documents submitted by the applicant should be self-attested.
(c) Applicant is advised to retain the acknowledgement slip signed / stamped by the designated nodal officer where they submit the application.
Item
SI Item Details Instructions
No
Fathers Name, (a) If the name has more than 30 digits, fill Annexure II for the same.
Mother’s Name (b) If the applicant is an Orphan, he/she may leave the fields blank. However, an official document to support the status to be submitted.
1 1 Politically Exposed Person’s (PEPs) are individuals who are or have been entrusted with prominent public functions such as heads of state or
Politically Exposed
of the government, senior politicians, senior government, judicial or military officials, senior executives of state-owned corporations, important
Person
political party officials.
If the applicant is submitting Aadhaar as proof of Identity, the first 8 digits of the Aadhaar number should be redacted / masked on the submitted
2 2 Proof of Identity
copy.
For UPS account opening through physical form (FORM A1) bank details and documentary proof are mandatory. Please submit a cancelled
3 5 Bank Details cheque / copy of bank passbook / bank statement / bank certificate / letter from Bank containing applicant’s Name, Bank Name, Bank Account
Number and IFS Code.
Selection of Government employee/subscribers can exercise choice of Pension Funds and allocate their investments either in Asset Class ‘G’ under ‘Active
Pension Fund
4 6 Choice’ or in Life Cycle Funds - LC 50 or LC 25 under ‘Auto Choice’.
(PF) & Investment
Choice If no choice is provided, the contributions will be distributed among the default Pension Funds and investment pattern selected by the Government.
Clarification / Guidelines on filling details if applicant residence for tax purposes in jurisdiction(s) outside India:
• Jurisdiction(s) of Tax Residence : Since US taxes the global income of its citizen, every US citizen of whatever nationality, is also a resident
for tax purpose in USA.
• Tax identification Number (TIN) : TIN need not be reported if it has not been issued by the jurisdiction. However, if the said jurisdiction has
issued a high integrity number with an equivalent level of identification (a “Functional equivalent”), the same may be reported. Examples of that
FATCA & CRS
type of number for individual include, a social security/insurance number, citizen/personal identification/services code/number and resident
Declaration /
5 7&8 registration number).
Signature by
Applicant • In case applicant is declaring US person status as ‘No’ but his/her Country of Birth is US, document evidencing Relinquishment of Citizenship
should be provided or reasons for not having relinquishment certificate is to be provided.
• In case applicant is declaring US person status as ‘Yes’, provide PAN and 'father name' in addition to details required under section 9 of form.
• In case the applicant is unable to affix signature, Left Thumb Impression in case of male and Right Thumb Impression in case of female should
be affixed and in case there is no hands, toe impression of the applicant to be provided. The thumb / toe impression should be attested by two
persons, one of whom should be the designated nodal officer attesting the same under his/her official seal and stamp.
General Information for Subscribers
a) The Subscriber can obtain the status of his/her application from CRA and respective Nodal Office.
b) Subscribers are advised to retain the acknowledgement slip signed/ stamped by the designated respective nodal office where they submit the application.
c) For more information / clarifications, contact CRA:
Website: [Link]
Call: 020 6906 6906
Address: Central Recordkeeping Agency (CRA)
Protean eGov Technologies Limited
(formerly NSDL e-Governance Infrastructure Limited)
1st Floor, Times Tower, Kamala Mills Compound, Senapati Bapat Marg,
Lower Parel (W), Mumbai - 400013
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Ver 1.0 Mar. 2025 FORM A1
Annexures - Subscriber Registration Form for Government Sector applicants (Tick and fill applicable annexures below)
Annexure I - Print PRAN Card in Hindi (Fill the details in Devnagri script)
Applicant’s First Name
Middle Name
Last Name
Father / Mother’s First Name
Middle Name
Last Name
Annexure II - If Alphabets of name exceeded the space provided on page 1 of the application form
Applicant’s First Name
Middle Name
Last Name
Father’s First Name
Middle Name
Last Name
Mother’s First Name
Middle Name
Last Name
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