NPS S3 Scheme Preference change Form - Summary
Please note:
- Up to the age of 50 years, you can invest a maximum of 75% in Equity from your total asset allocation.
- For those aged 51 years and above, the maximum allowed Equity Investment will follow the equity allocation matrix found in the Annexure.
- The reduction in equity allocation will be done based on the matrix according to your date of birth.
- The total investment across the E, C, G, and A asset classes must always sum up to 100%. If any allocation is left blank or does not equal 100%, your application will be rejected.
The NPS S3 Scheme Preference change Form is crucial for adjusting your investment preferences within the National Pension System (NPS). It’s important to follow the instructions mentioned below carefully to prevent any rejection of your application. Please remember to download the PDF for detailed guidelines to ensure your submission is processed efficiently.
Important Instructions for Filling the Form
- All fields marked with (*) are required. Please write all dates in DDMMYYYY format.
- Subscribers must submit the form to the POP-SP through which they registered with CRA.
- For additional information on switching schemes, visit the CRA website at www.npscra.nsdl.co.in.
- You need to fill out separate forms for Tier I and Tier II.
Why Change Your Preferences?
Changing your investment preferences in the NPS can assist you in aligning your savings with your future plans. By adjusting your equity allocation as per your age, you ensure that your investments can grow while effectively managing risks. Remember, reviewing your investment strategy can lead to better financial stability for your retirement. Don’t forget to click below to download the PDF to explore more detailed information on the NPS S3 Scheme Preference change!
🚀 Stay informed and keep your investments on track!