Can I change Pension Fund Manager and/or Investment choice for my NPS account?
Scheme preference change option can be exercised only twice in FY which includes:
- Pension Fund Manager can be changed only once in FY.
- Investment Option & Asset Allocation can be changed four times in FY
Where can I view my Unit holdings in NPS Tier 1 & Tier 2 account?
I had not made any nomination at time of registration. Can I nominate subsequently or can I change nominees for my NPS account?
- Login to www.icicidirect.com — Click on NPS —Services drop down— Click on Place Service Request — Select Account Type: Tier 1 or Tier 2 — Click on Change Nominee Request-
ICICI Securities Ltd,
NPS Operations Dept UNIT NO.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
Which service request I can place online through www.icicidirect.com ?
You can place following service request online by login to www.icicidirect.com — NPS— Holding & Services — Place Service Request
- Change of PFM
- Change of Investment option(Active/Auto) and allocation
- Opt out of Swavalamban Scheme
- NPS Tier II withdrawal
Other service requests are available in the offline/semi offline mode:
- Registration / Change of Nominee (form No.UOS-S2)
- ssuance of IPIN/TPIN Issuance and Re-issue of PRAN Card (Form No. UOS-S2)
- Photo signature modification (Form No. UOS-S7)
- Address updation (Form No. UOS-S2)
- Bank account updation (Form No. UOS-S2)
What is the process to change details in NPS account?
Duly filled subscriber details change form –UOS-S2, self-attested PRAN card copy, & self-attestation & Original & Signature Verification by ICICI Securities official on necessary documents supporting the change eg: address change proof for change in address, cancelled cheque in case of bank details change, identity proof in case of name change etc. to be sent at below mentioned address: In case customer wants to re-issue PRAN card then he needs to tick the box as mentioned in the form. PRAN and details to be changed should only be filled in the form with signature wherever applicable.
ICICI Securities Ltd. NPS Operations Dept UNIT NO.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
(Incase client does not have PRAN card, he needs to submit PRAN allotment letter received from I- Direct in his registered email-id)
Path to avail subscriber details change form is
- Non-login sectionCustomer service---Important Links---Download forms--- Request For Change/Correction in Subscriber Master details And/Or Reissue of I-Pin/T-Pin/PRAN Card
- Login sectionTrade & Invest---NPS—Services—Forms-- Subscriber Request For Change/Correction in Subscriber Master details And/Or Reissue of I-Pin/T-Pin/PRAN Card
What is required to be done in case your status changes from RI to NRI?
In case your status changes from RI to NRI then NPS account has to be shifted to NPS-UOS offline model by submitting duly filled Sector shifting form: ISS-1.
Documents to be submitted along with form
- Cancelled cheque (Mentioned bank account in the form)
- Proof of Identity (Self attestation & OSV by RM)
- Proof of address (Self attestation & OSV by RM)
- Photocopy of PRAN card. (Self-attestation & OSV by RM)
Request you to visit our nearest ICICI Securities branch for the same
For further investment in NPS, client will have to submit NCIS form, self-attested PRAN card copy, and cheque of NRO account (Third party cheque not accepted) for contribution. Cheque should be in name of;
- NSDL Subscriber – “ICICI Securities Ltd – Collection Account – National Pension System Trust – NUOS”
- KARVY Subscriber – “ICICI Securities Ltd – Collection Account – National Pension System Trust – KUOS”
Duly filled form & documents to be sent at below mentioned address
ICICI Securities Ltd, NPS Operations Dept UNIT NO.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
You can avail the form by following below mentioned path (i)www.icicidirect.com —Customer service ---Important Links---Download forms —NPS Or Login in I-Direct account— Trade & Invest---NPS---Holding & Services---Forms
What is the process to shift NPS account from other POP to ICICI Securities Ltd.?
You would have to shift to NPS-UOS offline model by submitting duly filled Sector shifting form: ISS-1 and self-attested PRAN card copy at below mentioned address. For Target POP name is ICICI Securities Ltd. & POP no. is 6036004
For further investment in NPS, client will have to submit NCIS form, self-attested PRAN card copy, and cheque (Third party cheque not accepted) for contribution. Cheque should be in name of;
- NSDL Subscriber – “ICICI Securities Ltd – Collection Account – National Pension System Trust – NUOS”
- KARVY Subscriber – “ICICI Securities Ltd – Collection Account – National Pension System Trust – KUOS”
Duly filled form & documents to be sent at below mentioned address ICICI Securities Ltd, NPS Operations Dept UNIT NO.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
You can avail the form by following below mentioned path
(ii)www.icicidirect.com —Customer service —Important Links---Download forms —NPS Or (iii)Login in I-Direct account— Trade & Invest---NPS---Holding & Services---Forms
What is required to be done in case of Inter CRA(NSDL CRA to KARVY CRA & vice versa) Subscriber Shifting?
Duly filled Inter Subscriber shifting (ICSS) form needs to be sent along with copy of PRAN card to below mentioned address;
ICICI Securities Ltd, NPS Operations Dept UNIT NO.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
What are POP-SP’s and how do I reach out to them?
POP-SP's are network of branches empanelled to assist subscribers in opening NPS Tier 1 and 2 a/c's and other service related requests under NPS. Please click the below link to check details of POP-SP's.