NPS /CPS Changes in Name, Date of Birth, Date of Joining for Govt Employees - Detailed Guidelines

NPS /CPS Changes in Name, Date of Birth, Date of Joining for Govt Employees - Detailed Guidelines 
Cir. Memo. No. FIN02-14056/2/2021-F SEC-DTA Dated: 01/11/2024

Sub:National Pension System - Functionality for updation of - Name, DOB, DOJ, and DOR for Govt. Subscriber in the PRAN Account are enabled at nodal office level in the CRA system - Procedural instructions issued - Reg.

 
NPS /CPS Changes in Name, Date of Birth, Date of Joining for Govt Employees - Detailed Guidelines


Ref: 
1. Cir. Memo.No FIN02-14056/2/2021-F SEC- DTA,Dated:09/08/2023 of the DTA.
2. Lr. No. FIN02-14056/2/2021-F SEC-DTA , Dated: 11/01/2024 of the DTA.
3. Mail received from Protean-CRA, Dated 03/09/2024.

Attention of all the District Treasury and Accounts Officers of District Treasuries in the State is invited to the reference in 1st cited, where this office has issued procedural instructions for modifying Name, Date of Birth, Date of Joining and Date of Retirement details of the NPS subscribers PRAN Accounts under GoAP. However, the said procedure was stopped by the Protean-CRA.

Further, the ProCRA vide reference 3rd cited has informed this ofce that, the functionality for updation/modification of Name, DOB, DOJ, and DOR of Government employees was enabled in the CRA system and the said facility can be utilized by referring to Standard Operating Procedure (SOP).

NPS /CPS Changes in Name, Date of Birth, Date of Joining for Govt Employees - Detailed Guidelines 

The process flow of new functionality enabled in the CRA system is as follows based on type of the request.

1 . Name Change Request

i). Type of Request : Name Change (Ex: Name Change from XXXXX to YYYYY)

The DDOs / Treasury Officers / PAOs are allowed to initiate the name change request duly uploading the following supporting documents at respective fields enabled.
  • a). Self-attested gazette copy
  • b). Self-attested POI (Proof of Identity) in old name
  • c). Self-attested POI (Proof of Identity) in new name
  • d). Extract of service register / records with new name
  • e). Proof of bank account with new name 
  • f). S2 Form
ii). Type of Request: Name change after Marriage

The DDOs / Treasury Officers / PAOs are allowed to initiate the name change request duly uploading the following supporting documents at respective fields enabled.
  • a). Self-attested gazette copy/Marriage Certificcate
  • b). Self-attested POI (Proof of Identity) in old name c). Self-attested POI (Proof of Identity) in new name
  • d). Extract of service register / records with new name
  • e). Proof of bank account with new name 
  • f). S2 Form.

iii). Type of Request : Corrections and other

The DDOs / Treasury Officers / PAOs are allowed to initiate the name change request duly uploading the following supporting documents at respective fields enabled.
  • a). Self-attested POI (Proof of Identity)
  • b). Extract of service register / records
  • c). S2 Form
Name Change Request can be authorized accordingly; (a) In case of Subscriber name change request is initiated by the DDO, the Treasury office / PAO office has to verify and after accepting the request, it has to be authorized at the DTA office. (b) In case PAO/DTO nodal office has initiated change request directly, the DTA office has to authorize the same. If the uploaded supporting documents are not satisficed, the Treasury Office/PAO Office/DTA office can reject such request.

2. Modification in Date of Birth (DoB), Date of Joining (DoJ) and Date of Retirement (DoR)

The Treasury Officers/PAOs are further informed that, without Authorization at the DTA office, the CRA facilitates for modifying the following change requests .

The DDOs / Treasury Officers / PAOs are allowed to initiate DoB /DoJ /DoR change request duly uploading anyone of the below said documents as proof.

Request Type Modifcation in Date of Birth (DoB) Modifcation in Date of Joining (DoJ) Modifcation  in Date of Retirement (DoR)
Documents to be uploaded as proof i). Aadhaar Card   (Containing DoB) 
ii). Voters Identity Card.
iii). High School Mark Sheet (SSC Certificcate)  
iv). Passport v). Driving License
vi). PAN Card.
I).Appointment Letter/Officer Letter
II) Employee  ID card
I).Appointment Letter/Officer  Letter
II). Employee ID card

If change request is initiated by the DDO, the Treasury office / PAO office has to verify and authorize the request in their logins. In case PAO/DTO office has initiated change request in maker login, the checker user of same office will take authorize the request.

In this regard, all Treasury Officers are instructed to follow the above said procedure for modifying/changing Name, DoB, DoJ and DoR details in PRAN Account of the subscriber.

Therefore, all DTAOs in the State are requested to take necessary action to communicate these instructions to all the Divisional Sub Treasuries / Sub Treasuries / Drawing and Disbursing Officers under their jurisdiction.

STANDARD OPERATING PROCEDURE (SOP) -Change in Subscriber’s Personal Details by Nodal Office Version 1.1
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