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Operational Process

National pension trust

Enrolment

  • Form A1: For new recruits.
  • Form A2: For existing NPS subscribers opting for UPS.

 

Claim Forms

  • B1–B6: Depending on subscriber status and whether benefits were availed.

 

UPS Payout Order (UPO)

  • Issued by PAO.
  • Includes details of subscriber, spouse, corpus values, payouts, and bank details.
  • Sent to NPS Trust for benefit release.

 

Partial Withdrawals

  • Up to 25% of self-contribution (excluding returns).
  • Allowed 3 times (including NPS withdrawals).
  • For specific purposes: education, marriage, housing, medical, disability, skill development.
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