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NSDL ® Session III Subscriber Maintenance 1 Session Snapshot NSDL ® Types of Subscriber request Process flow Checklist for verification Capture, Confirm and Authorisation of request Control Mechanism Central Grievance Management System 2 Types of Subscriber request NSDL ® Changes in Subscribers Details Personal, Nomination, Employment Scheme Preference (proposed) Transactions Requests for Switch (proposed) Request for Withdrawal Request for Reissue of T-PIN/I-PIN and PRAN Card Change in Subscriber photograph & signature 3 Process flow 1. Change details Request DDO 2. Verify and forward PAO 4. Acknowledgement Number through e-mail/web access 3. Request capture/authorise Intimation through Email Subscriber NSDL ® NPSCAN 5. Data Updation CRA 6. On successful transaction 4 Change in Subscribers’ Details NSDL ® Type of Request Maker Authoriser Change in Personal & Bank details (other than Core Data) Yes No Change in Core data Yes Yes Change in Nomination Details Yes Yes Change in Employment Details Yes Yes Withdrawal Request Yes Yes Re-issue of I-Pin/T-Pin Yes Yes Reprint of PRAN card Yes Yes 5 Enter PRAN NSDL ® 6 Capture the request NSDL ® 7 The Confirmation Screen NSDL ® 8 The Acknowledgement Number NSDL ® 9 Authorisation of the Request NSDL ® 10 Authorisation of the Request NSDL ® 11 Withdrawal Request NSDL ® Withdrawal due to: Retirement, Death or Resignation Minimum amount to be transferred to Annuity Retirement - Minimum 40% Resignation - Minimum 80% Death - Nil Date of retirement should be matching with details registered at CRA The percentage share of annuity may change once the rules for the same have been finalised by Government of India No further request (except nomination) will be allowed in CRA 12 Miscellaneous NSDL ® Statement of Transaction (SOT) : PAOcan print SOT for subscriber Other request: Re-issue of T-Pin and/or I-Pin Reprint of PRAN card PIN/PRAN card will be sent to PAO office Re-issue/Reprint will be chargeable 13 In case of call center CGMS – An Overview and online request, NSDL Entity Raising the Grievance by email also CGMS DATABASE Grievance against CRA token no. will also be given immediately Intimation Of Token no. Grievance against Other entities Forwarded to Respective Entity Resolved by CRA by email Resolved by respective Entity Intimation sent & Grievance status closed by CRA Worshop for J & K Government 14 ® Grievance Management NSDL ® Raising Grievance: Mode of raising the grievance CRA website – www.cra-nsdl.co.in using I-Pin CRA call centre – 1800 222 080 using T-Pin PAO can raise grievance on behalf of Itself DDO Subscriber PAO can raise grievance Against CRA Against Trustee Bank Resolving Grievance: PAO to resolve grievance raised against it and to post resolution details in CRA system 15 Contact at: Central Recordkeeping Agency, NSDL Trade World, ‘A Wing’, 4th Floor Kamala Mills Compound, S. B. Marg Lower Parel, Mumbai 400 013 Tel. No. 2499 4200 Fax No. 2499 4974 Email id : [email protected] Website: www.npscra.nsdl.co.in 16