How can I make further contribute/invest in NPS account?

To make contribution to your NPS account, you need to follow below mentioned path : Login to www.icicidirect.com account —

Click on Trade & Invest — Click on NPS — Click on Transact — Click on Place Contribution or Systematic Investment Plan

In case you are required to allocate funds then you can allocate funds by following below mentioned path

Login to www.icicidirect.com account — Click on Trade & Invest — Click on Allocate Funds — Click on Add amount under “Mutual Fund, Corporate Bonds, ICICI direct Centre for Financial Learning, IPO, Tax, Insurance, Credit Score, NPS & Others” section

How will I get tax receipt/statement for my investment in NPS account (Tier 1)?

  • You will receive NPS tax receipt from ICICIdirect.com in your registered email-id within T+3 working days of contribution done through www.icicidirect.com
  • You can also download tax statement by following below mentioned path Login to www.icicidirect.com account — Click on Trade & Invest — Click on NPS — Click on Holding & Services — Click on Tax Statement
  • You may also be able to download Statement of Transaction from CRA’s website by following below mentioned path: Login to https://cra-nsdl.com/CRA/— Click on Transaction statement — Click on Statement of transaction — Click on Generate statement

You can view Statement of transaction on CRA-KFintech website by following below mentioned path Path: Login to https://nps.kfintech.com/ — Transaction Statement

Can I register a SIP request for making investment in my NPS account? How will the SIP request work?

Yes, ICICI Securities offers you a facility to place a SIP request for making periodical investment in your NPS account on www.icicidirect.com after T+3 working days of online NPS subscription.

How can I register a SIP for my NPS investment?

You can register for SIP by following below mentioned path: Login to www.icicidirect.com account — Click on NPS — Click on Transact — Click on Systematic Investment Plan Please note that if a SIP trigger is on the 31st and the month has only of 30 days, the contribution request will be processed on the next business day after the 30th.

Can I cancel my SIP request? What is the process for cancelling my SIP request?

Yes, you can cancel the SIP request anytime as desired. To cancel your SIP request, you need follow below mentioned path Login to www.icicidirect.com account — Click on NPS — Click on Transact — Click on SIP order book — Click on cancel

Can I modify my SIP request? What is the process for modifying the request?

Yes, you can modify your existing SIP. You may follow below mentioned path to modify SIP. Login to www.icicidirect.com account — Click on NPS — Click on Transact —SIP book — Modify SIP

How can I make lump contribution in NPS through www.icicidirect.com?

You can make Lump sum contribution by following below mentioned path: Login to www.icicidirect.com account — Click on NPS — Click on Transact — Click on Place contribution

What is step-up SIP? How is it useful?

Step up SIP is a process that will increase your NPS SIP amount periodically by an amount at a set interval as defined by you. Minimum interval at which you can increase the SIP Installment is 6 months and minimum amount by which you can increase the SIP Installment amount is ₹ 100.00

How can I make contribution/investment in NPS account through payment gateway facility on www.icicidirect.com?

You can place contribution through Payment gateway from your registered bank account other than ICICI bank. You need to add bank account first. Path: Login—Trade & Invest—Mutual Fund—Add bank account

Ensure, that you have required funds in registered bank account while placing order.

How can I make contribution/investment in NPS account through One Time Mandate on www.icicidirect.com?

You can place contribution through One Time Mandate from your registered bank account other than ICICI bank. You need to add bank account first. Path: Login—Trade & Invest—Mutual Fund—Add bank account

Ensure, that you have required funds in registered bank account while placing order.

Can I transfer my savings amount from NPS Tier II account to NPS Tier I account or vice versa?

Yes, you can transfer funds from Tier II to Tier 1 account as mentioned below.

  • Online process: Redeem funds from Tier II account. On receipt of the funds in linked ICICI bank account, place contribution or SIP in Tier I account. Path to redeem Tier II funds: Login to www.icicidirect.com —Trade & Invest—NPS—Holdings— Unit holdings—Tier 2—Redeem
  • Offline Process: By submitting duly filled UOS-S13 form & self-attested PRAN card copy at below mentioned address
    ICICI Securities Ltd NPS operations dept, unit no.401,501, 601,701,801, 901, building no.3, at: Mindspace Juinagar, plot nos. gen-2/1/d, gen-2/1/e (part) and gen-2/1/f (part) Trans Thane creek, at MIDC TTC Industrial area, Juinagar, Navi mumbai 400706
    Path to avail form : www.icicidirect.com—Customer service—Download forms—NPS— Subscriber request for one way switch from Tier II to Tier 1