Form ISS

Na onal Pension System

Inter Sector Subscriber Shi ing
(Please fill all the details in CAPITAL LETTERS & in BLACK INK only. All fields / sec ons marked in * are mandatory.)
(Please ck the respec ve block which is applicable to you)

A. General Informa on:

I) NAME *

II) PRAN (Permanent Re rement Account Number) *

III) Exis ng PRAN associa on (refer Instruc on no. I)

a) Sector: * Central Government State Government All Ci zens of India Corporate Sector
b) DDO / CBO / POP-SP Reg. No: *

c) DDO / CBO / POP-SP Name: *

IV) Target PRAN associa on (refer Instruc on no. II)
a) Sector: * Central Government State Government All Ci zens of India (UOS) Corporate Sector
b) DDO / CBO / POP-SP Reg. No: *

c) DDO / CBO / POP-SP Name: *

B. Addi onal informa on for subscribers shi ing to All Ci zens

(I). Subscriber Scheme Preference
a) PFM (Name in alphabe cal order) Please tick only one
HDFC Pension Management Company Limited Reliance Capital Pension Fund Limited
ICICI Pension Fund Management Company Limited SBI Pension Funds Private Limited
Kotak Mahindra Pension Fund Limited UTI Re rement Solu ons Limited
LIC Pension Fund Limited Birla Sun life Pension Management Limited
(Selec on of PFM is mandatory both in Ac ve and Auto Choice. In case you do not indicate a choice of PFM, your applica on form shall be rejected).
(ii) INVESTMENT OPTION (Available for All Ci zen Model and Corporate Model Subscribers)
( Please Tick (√) in the box given below showing your investment op on).
Ac ve Choice Auto Choice
For details on Auto Choice, please refer to the Offer Document. Please note:
1. In case you do not indicate any investment op on, your funds will be invested in Auto Choice (LC 50).
2. In case you have opted for Auto Choice and fill up sec on III below rela ng to Asset Alloca on, the Asset Alloca on instruc ons will be ignored and investment
will be made as per Auto Choice.
(iii) ASSET ALLOCATION (to be filled up only in case you have selected the ‘Ac ve Choice’ investment op on)
E C G Note: 1. The total alloca on across E, C and G asset classes must be equal to 100%. In case, the alloca on
Asset Class (Cannot (Max up to (Max up to Total is le blank and/or does not equal 100%, the applica on shall be rejected.
exceed 75%) 100%) 100%) 2. Asset class E-Equity and related instruments; Asset class C-Corporate debt and related instruments;
Asset class G-Goverment Bonds and related instruments; including instruments like CMBS, MBS, REITS,
Specify %
AIFs, Invlts etc.
(iv) Auto Choice Op on (to be filled up only in case you have selected the ‘Auto Choice’ investment op on). In case, you do not indicate a
choice of LC, your funds will be invested as per LC 50.
Life Cycle (LC)Funds Please ck 1. LC 75- It is the Life cycle fund where the Cap to Equity investments is 75% of the total asset
Note:
LC 75
2. LC 50- It is the Life cycle fund where the Cap to Equity investments is 50% of the total asset
LC 50
LC 25 3. LC 25- It is the Life cycle fund where the Cap to Equity investments is 25% of the total asset

C) Asset Alloca on table (to be filled up only in case you have selected the ‘Ac ve Choice’ investment op on)
E A
C G Total
Asset Class (Cannot exceed 75%) (Cannot exceed 5%)
% share 100%

Note:- The alloca on across E, C, G and A asset classes must equal 100%. In case, the alloca on is le blank and/or does not equal 100%,
the applica on shall be rejected by the POP.
II. KYC details (Applicable only if subscriber is shi ing from Government Sector) (Refer instruc on no. X)
a) KYC document for iden fy proof : _____________________________________
b) KYC document for address proof : _____________________________________
c) Document for Date of birth proof : _____________________________________

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 C. Addi onal informa on for subscribers shi ing to Central Government or State Government (to be filled by target DDO)
(Please refer to instruc on No. VIII & IX)
I. Subscribers Employment Details to be filled and a ested by DDO (All Details are Mandatory)
a) Date of Joining: b) Date of Re rement:
D D M M Y Y Y Y D D M M Y Y Y Y

c) Group of the Employee A B C D

d) Office

e) Department

f) Ministry

g) Basic Salary h) Pay Scale

I) Employee ID (if any)

D. Addi onal informa on for subscribers shi ing to Corporate Sector (to be verified by the Corporate Office of the subscriber concerned)
I. Subscribers Employment and PAN Details
a) Date of Joining* : b) Date of Re rement* :
D D M M Y Y Y Y D D M M Y Y Y Y
c) Employee ID*

II. Subscriber Scheme Preference (Applicable only if the target Corporate has given the op on of selec ng scheme preference to the
associated employees)
a) PFM (Name in alphabe cal order) Please tick only one
HDFC Pension Management Company Limited Reliance Capital Pension Fund Limited
ICICI Pension Fund Management Company Limited SBI Pension Funds Private Limited
Kotak Mahindra Pension Fund Limited UTI Re rement Solu ons Limited
LIC Pension Fund Limited Birla Sun life Pension Management Limited
(Selec on of PFM is mandatory both in Ac ve and Auto Choice. In case you do not indicate a choice of PFM, your applica on form shall be
summarily rejected).
(iii) INVESTMENT OPTION (Available for All Ci zen Model and Corporate Model Subscribers)
( Please Tick (√) in the box given below showing your investment op on).
Ac ve Choice Auto Choice
For details on Auto Choice, please refer to the Offer Document. Please note:
1. In case you do not indicate any investment op on, your funds will be invested in Auto Choice (LC 50).
2. In case you have opted for Auto Choice and fill up sec on III below rela ng to Asset Alloca on, the Asset Alloca on instruc ons will be ignored and investment
will be made as per Auto Choice.
(iv) ASSET ALLOCATION (to be filled up only in case you have selected the ‘Ac ve Choice’ investment op on)
E C G Note: 1. The total alloca on across E, C and G asset classes must be equal to 100%. In case, the alloca on
Asset Class (Cannot (Max up to (Max up to Total is le blank and/or does not equal 100%, the applica on shall be rejected.
exceed 75%) 100%) 100%) 2. Asset class E-Equity and related instruments; Asset class C-Corporate debt and related instruments;
Asset class G-Goverment Bonds and related instruments; including instruments like CMBS, MBS, REITS,
Specify %
AIFs, Invlts etc.
(v) Auto Choice Op on (to be filled up only in case you have selected the ‘Auto Choice’ investment op on). In case, you do not indicate a
choice of LC, your funds will be invested as per LC 50.
Life Cycle (LC)Funds Please ck 1. LC 75- It is the Life cycle fund where the Cap to Equity investments is 75% of the total asset
Note:
LC 75
2. LC 50- It is the Life cycle fund where the Cap to Equity investments is 50% of the total asset
LC 50
3. LC 25- It is the Life cycle fund where the Cap to Equity investments is 25% of the total asset
LC 25

c) Asset Alloca on table (to be filled up only in case you have selected the ‘Ac ve Choice’ investment op on)
E A
C G Total
Asset Class (Cannot exceed 75%) (Cannot exceed 5%)
% share 100%

Note:- The alloca on across E, C, G and A asset classes must equal 100%. In case, the alloca on is le blank and/or does not equal 100%,
the applica on shall be rejected by the POP.

vi. KYC details (Applicable only if subscriber is shi ing from Government Sector) (Refer instruction no. X)

a) KYC document for iden fy proof : _____________________________________

b) KYC document for address proof : _____________________________________
c) Document for Date of birth proof : _____________________________________

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 Declara on (Applies to subscribers across all sectors):
I agree to be bound by the terms and condi ons for the target sector (in which my PRAN will belong a er processing of this Intersector Shi ing
request) and understand that CRA may, as approved by PFRDA, amend any of the services completely or par ally without any new Declara on
/ Undertaking being signed. Further, I agree to pay all the necessary charges, as applicable, of the target sector.

Date _______________ Signature/ Thumb impression of Subscriber*___________________________

*Note: Le thumb impression in case of illiterate male claimants and Right thumb impression in case of illiterate female claimants must be obtained.

Cer fied that the above declara on has been signed / thumb impressed before me by _________________________________________________
a er he / she has read the entries / entries have been read over to him / her by me and got confirmed by him / her. Also cer fied that the date
of birth and employment details is as per employee records available with the Department

Signature of the Authorised Person Stamp of the DDO

Designa on of the Authorised Person Name of the DDO ___________________________

Department / Ministry _______________________
Date :

Cer fied that the above declara on has been signed before me by _______________________________________________________a er he /
she has read the entries / entries have been read over to him / her by me and got confirmed by him / her. Also cer fied that the date of birth and
employment details is as per employee records available with the Corporate.

Signature of the Authorised Person

Designa on of the Authorised Person Stamp of the Corporate

Cer fied that the above declara on has been signed before me by _______________________________________________________a er he /
she has read the entries / entries have been read over to him / her by me and got confirmed by him / her.

Signature of the Authorised Person

Designa on of the Authorised Person Stamp of POP/POP-SP

For Officie use only (To be filled up by the officer accep ng the form)

Received by: PAO/POP –SP Registra on Number:

Received at: Date: ______________ Time Stamp: __________________

Details verified by: Date: ______________ Time stamp:__________________

Receipt Number Issued by the receiving office (only for POP-SP)

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 Instruc ons for filling the form

I. Details of the DDO / POP-SP with which the PRAN is currently associated.
II. Details of the DDO / POP-SP with which the PRAN will be associated.
III. Please quote the correct PRAN and a ach a copy of the PRAN Card.
IV. This form is to be used by the subscriber only.
V. Sector for 'Exis ng PRAN associa on' and 'Target PRAN associa on' can be the same only if a subscriber is shi ing from one State Governemnt to
another State.
VI. Ac ve choice - Under Ac ve choice, subscribers have an op on to choose a fund manager and provide the ra o in which his / her funds are to be
invested among asset classes.
a. PFM selec on is mandatory. The form shall be rejected if a PFM is not opted for.
b. Alloca on under Equity (E) cannot exceed 75% & Alterna ve (A) cannot exceed 5%
c. A subscriber op ng for ac ve choice may select the available asset classes ("E", "G", "C" & "A"). However, the sum of
percentage alloca on across all the selected asset classes must equal 100. If the sum of percentage alloca ons is not equal to
100%, or the asset alloca on table is le blank, the applica on shall be rejected.

VII. Auto choice - Under Auto choice investment will be made in a lifecycle fund in the schemes of PFM chosen by Subscriber. A subscriber op ng for Auto
Choice must also select a PFM. The applica on shall be rejected if the subscriber does not indicate his/her choice of PFM. In case both investment op on
and the asset alloca on table are le blank, the subscriber's funds will be invested as per Auto Choice For more details on investment op ons and asset
classes, please refer to the Offer Document.
VIII. Employment details are to be captured in CRA system by the target PAO/DTO along with other details, if the subscriber is shii ing from All Ci zens to
Central / State Governemnt sector.
IX. PAO/DTO have to modify the employment details of the subscriber a er the shi ing of the PRAN, in case of subscriber shi ing from Central
Government to State Government or vice versa or across two State Governments, i.e, both exis ng and new PRAN associa on are Government Sectors.
X. Illustra ve list of documents acceptable as proof of iden ty and address.

No. Proof of Iden ty (Copy of any one) No. Proof of Address (Copy of any one)
i) School Leaving Cer ficate i) Electricity bill^
ii) Matricula on Cer ficate ii) Telephone bill^
iii) Degree of Recognized Educa onal Ins tu on iii) Depository Account Statement^
iv) Depository Account Statement iv) Credit Card Statement^
v) Bank Account Statement / Passbook v) Bank Account Statement / Passbook^
vi) Credit Card vi) Employer Cer ficate^
vii) Water Bill vii) Rent Receipt^
viii) Ra on Card viii) Ra on Card
ix) Property Tax Assessment Order ix) Property Tax Assessment Order
x) Passport x) Passport
xi) Voter's Iden ty Card xi) Voter's Iden ty Card
xii) Driving License xii) Driving License
xiii) PAN Card Cer ficate of address signed by a Member of
Cer ficate of iden ty signed by a Member of Parliament or Member of Legisla ve Assembly or
Parliament or Member of Legisla ve Assembly xiii) Municipal Councillor or a Gaze ed Officer.
xiv)
or Municipal Councillor or a Gaze ed Officer.

Note:
1) Proof of Address men oned in Sr. No. (i) to (vii) (^) should not be more than six months old on the date of applica on.
2) You are required to bring original documents & two self-a ested photocopies (Originals will be returned over-the-counter a er verifica on)

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