Section A – Swavalamban under NPS Lite
Annexure 1 – Offer Document
Abbreviations and Definitions
About NPS- Lite
Benefits of joining NPS Lite?
Functions of NPS Trust
Central Recordkeeping Agency (CRA)
Services provided by CRA
Functions of Trustee Bank
Pension Funds (PFs)/Pension Fund Managers (PFMs)
Annuity Service Providers (ASPs)
Who are Aggregators?
Functions of Aggregators under NPS Lite Architecture:
Choice of PFMs available?
Who can join?
Who cannot join?
How much does a subscriber need to contribute?
When can a subscriber withdraw the amount?
Subscriber Grievance Redressal Mechanism
Power to make guidelines and give directions
Annexure 2 – Regulation for Aggregators
Annexure 3 – Supplementary Guidelines
Annexure 4 – Support Scheme for Aggregator
Annexure 5 - Enlistment Procedure
Annexure 6 - Letter of Consent for Government Entities
I. Letter of Consent
II. Aggregator Compliance Sheet for Government or Government Sponsored Agencies
Annexure 2: Commercial Undertaking
Annexure-3: Declaration of Details of Consortium Partner
Annexure 7 - Letter of Consent for Non Government
II. Aggregator Compliance Sheet
Annexure 2: Legal Undertaking
Annexure 3: Commercial Undertaking
Annexure 4: Format for providing Governance Structure
Annexure 5: Technical & Manpower Capacity Undertaking
Annexure-6: Format for seeking exemption/relaxation of any eligibility criteria
Annexure-7: Declaration of Details of Consortium Partner
Annexure 8 - Operating Guidelines
2. The Roles & Responsibilities of Aggregator
3. Registration of designated offices of the Aggregator
4.1. Receiving filled forms from Subscribers:
4.3. Checklist for Aggregator related to Subscriber Registration Forms
Annexure 9 - Standard Operating Procedures