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Nomination Forms and Declaration Form (Form 9)

User-Manual

Copyright © 2014 Tata Consultancy Services Limited


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Table of Contents

Sr. No. Topic Page No.


1 GRS Homepage and Login Navigation 3-8
2 Gratuity Nomination Form 9 – 17
3 Superannuation Nomination Form 18 - 25
3 Provident Fund and Pension Scheme Nomination Form 26 - 36
4 Declaration Form (Form 9) 37 - 45
5 Group Life Insurance Nomination Form 46 - 51
6 Checkpoints 52 - 53

2
GRS Homepage

3
TCS Careers Portal Homepage

Click on ‘Experienced
Professional’

4
Candidate’s Login

Enter your Reference ID


and password to login

5
Initiate Onboarding

Click on ‘Initiate Onboarding’


and re-enter your password

6
Onboarding Homepage

Click on the Forms to


fill the details

7
Definition of Family

Gender Marital Status Nominee Type-Family Nominee Type-Others


Male/Female Single Father Uncle Niece
Mother Aunt Nephew
Brother Others
Sister

Male Married/Do not wish to disclose Father Deceased son's son N/A
Mother Deceased son's
Spouse daughter
Son Deceased son's widow
Daughter
Female Married/Do not wish to disclose Father Son N/A
Mother Daughter
Father-in-law Deceased son's son
Mother-in-Law Deceased son's
Spouse daughter
Deceased son's widow
Male/Female Divorce/Cohabitation/Widowed Father Deceased son's son Uncle Niece
Mother Deceased son's Aunt Nephew
Son daughter Brother Others
Daughter Deceased son's widow Sister

8
Gratuity Nomination Form

9
Gratuity Nomination Form

Pending

Enter Click on ‘Enter’

10
Gratuity Nomination Form

Select your
Marital Status

Select ‘Others’
only if you do not
have a family
Select your
Religion

11
Gratuity Nomination Form

Enter Nominee
Name

Select
Relationship with
the Nominee
Enter Nominee
Address

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Gratuity Nomination Form

Enter the share of money


payable to the nominee.

Note: The total share


should not exceed 100%

Enter Nominee Date of Birth.

Note: The difference


between DOB of employee
and DOB of parents should
Click Add Row to add another nominee. not be less than 15 years.

Note: The total share of money payable


to all the nominee should not be more /
less than 100%

13
Gratuity Nomination Form

Select whether your


father / mother / spouse’s
father / spouse’s mother
is dependent on you

Click on ‘Save & Continue’

14
Gratuity Nomination Form

Fill Guardian details


only if the nominee is a
minor

Note: The employee


himself / herself cannot
be the guardian of the
Minor nominee.

Click on ‘Save’

15
Gratuity Nomination Form

Click on ‘View Form’ and


print the PDF version of
the form

You have successfully submitted your Gratuity Nomination Form

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Gratuity Nomination Form
You are required to sign at the below mentioned places on page 2 of the Gratuity Nomination Form and submit the duly signed hardcopy of the form to the Induction SPOC.

Mention the date and Sign here


place

Sign here
Mention the date

17
Superannuation Nomination Form

18
Superannuation Nomination Form

Click on ‘Enter’

19
Superannuation Nomination Form

Select your
Marital Status

Select ‘Others’
only if you do not
have a family

20
Superannuation Nomination Form

Enter Nominee
Name

Select
Relationship with
the Nominee
Enter Nominee
Address

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Superannuation Nomination Form

Enter the share of money


payable to the nominee.

Note: The total share


should not exceed 100%

Enter Nominee Date of Birth.


Click Add Row to add another nominee.
Note: The difference
Note: The total share of money payable between DOB of employee
to all the nominee should not be more / and DOB of parents should
less than 100% not be less than 15 years.

22
Superannuation Nomination Form

Fill Guardian details


only if the nominee is a
minor.

Note: The employee


himself / herself cannot
be the guardian of the
Minor nominee.

Click on ‘Save’

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Superannuation Nomination Form

Click on ‘View Form’ and


print the PDF version of
the form

You have successfully submitted your Superannuation Nomination Form

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Superannuation Nomination Form
You are required to sign at the below mentioned places on page 1 or 2 of the Superannuation Nomination Form and submit the duly signed hardcopy of the form to the Induction
SPOC.

Mention the date and Sign here


place

25
Provident Fund and Pension Scheme Nomination Form

26
Provident Fund and Pension Scheme Nomination Form

Pending

Enter Click on ‘Enter’

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Provident Fund and Pension Scheme Nomination Form

Select your
Marital Status

Select ‘Others’
only if you do not
have a family

Select ‘Yes’ only if you


have withdrawn your PF /
Pension from all the
previous PF accounts

If you select Yes or NA the system will automatically populate the Date of joining EPF scheme, 1952 and the Date of joining E.P. scheme, 1995 fields
with your TCS joining date.

If you select No, you are required to enter the date since which you have started contributing towards PF and Pension in your previous organization/s.

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Provident Fund and Pension Scheme Nomination Form

Enter Nominee
Name

Select
Relationship with
the Nominee
Enter Nominee
Address

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Provident Fund and Pension Scheme Nomination Form

Enter the share of money


payable to the nominee.

Note: The total share


should not exceed 100%

Enter Nominee Date of Birth.

Note: The difference between


Click Add Row to add another nominee. DOB of employee and DOB of
parents should not be less
Note: The total share of money payable to all the than 15 years.
nominee should not be more / less than 100%

Click on ‘Save & Continue’

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Provident Fund and Pension Scheme Nomination Form

Fill Guardian details


only if the nominee is a
minor.

Note: The employee


himself / herself cannot
be the guardian of the
Minor nominee.

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Provident Fund and Pension Scheme Nomination Form

This table is to be filled only


by married employees.

Note: The table is enabled


only if the Marital status is
selected as ‘Married’

Note: For married employees, nominee should mandatorily be spouse and/or children.

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Provident Fund and Pension Scheme Nomination Form

Enter Nominee
Name

Enter Nominee Date of Birth.

Note: The difference between


Enter Nominee
DOB of employee and DOB
Address
of parents should not be less
than 15 years.

Note: Married employees can also nominate their parents in the above table in addition to spouse and / or children.

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Provident Fund and Pension Scheme Nomination Form

Select
Relationship with
the Nominee

Click Add Row to add another nominee.

Note: The total share of money payable


to all the nominee should not be more /
less than 100%

Click on ‘Save’

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Provident Fund and Pension Scheme Nomination Form

Click on ‘View Form’ and


print the PDF version of
the form

You have successfully submitted your Provident Fund and Pension Scheme Nomination Form

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Provident Fund and Pension Scheme Nomination Form
You are required to sign at the below mentioned places on page 1 and 2 of the Provident Fund and Pension Scheme Nomination Form and submit 2 duly signed hardcopies of
the form to the Induction SPOC.
Page #1 Page #2

Sign here
Mention the date

Sign here

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Declaration Form (Form 9)

37
Declaration Form (Form 9)

Pending

Enter Click on ‘Enter’

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Declaration Form (Form 9)

Select your
Marital Status

Select ‘No’ only if you have never


been a member of the Provident
Fund

Select ‘No’ only if you have never


been a member of the Pension
Scheme

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Declaration Form (Form 9)
Enter your UAN (if any) Select ‘Yes’ if you have a UAN provided by your previous
employer.

Enter your Aadhaar Note: You may check your UAN on your payslip or You
and/or NPR (if any) may contact your previous employer to obtain your UAN or
visit
http://uanmembers.epfoservices.in/check_uan_status.php

Enter your previous PF / Pension account number


Enter details of your bank
account linked with your UAN.
Note: If your previous PF and Pension numbers
are different then enter your Pension number
Note: If you want your TCS
salary account to be linked with
your UAN, select accordingly.

Enter the period of your PF/Pension


membership during which you have
contributed towards PF and Pension
Select ‘Yes’ only if in your previous employment/s
you have withdrawn
PF from all your
previous PF
account/s

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Declaration Form (Form 9)
Select ‘Yes’ only if you have withdrawn
Pension from all your previous
Pension account/s
Select ‘Yes’ only if you are currently
drawing Pension under the
Employee’s Pension Scheme

Enter your International Work


Experience details (if any)

Click on ‘Save’

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Declaration Form (Form 9)

Click on ‘View Form’ and


print the PDF version of
the form

You have successfully submitted your Declaration Form (Form 9)

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Declaration Form (Form 9)
You are is required to sign at the below mentioned places on page 1 or 2 of the Declaration Form (Form 9) and submit a duly signed hardcopy of the form to the Induction SPOC.

Mention the date Sign here

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How to find Previous employer’s new establishment code?
Go to: http://search.epfoservices.in/

Select your old establishment


code from the dropdown list
OR
Enter the RPFC Office name
under which your previous
employer was registered.

OR
Enter the PIN code where your
establishment is located

Enter your previous


establishment code

Enter the name of your


previous establishment

Click on ‘Search’

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How to find Previous employer’s new establishment code?

The region/establishment code


for your previous employer will be
reflected here

45
Group Life Insurance Nomination Form

46
Group Life Insurance Nomination Form

Pending

Enter Click on ‘Enter’

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Group Life Insurance Nomination Form
Select your
Marital Status

Select ‘Others’
only if you do not
have a family

Enter Nominee
Name

Select
Relationship with
Enter Nominee the Nominee
Address

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Group Life Insurance Nomination Form

Enter the share of money


payable to the nominee.

Note: The total share


should not exceed 100%

Enter Nominee Date of Birth.

Note: The difference between


Click Add Row to add another nominee. DOB of employee and DOB of
Click on ‘Save & parents should not be less
Continue’ Note: The total share of money payable to all the than 15 years.
nominee should not be more / less than 100%

49
Group Life Insurance Nomination Form

Fill Guardian details


only if the nominee is a
minor.

Note: The employee


himself / herself cannot
be the guardian of the
Minor nominee.

Click on ‘Save’

50
Group Life Insurance Nomination Form

You have successfully submitted your Group Life Insurance Nomination Form and the same will be system approved.
Note: You are not required to submit a duly signed hardcopy of Group Life Insurance Nomination Form.

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Checkpoints

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Checkpoints
Form Checkpoints
1. If employee’s marital status is married, in Part B, employee should mandatorily nominate spouse and
/ or children. In addition to spouse and / or children the employee can additionally nominate parents etc.
2. DOB of the nominee should be same in Part A and Part B
PF Nomination
3. Nominee name and relationship with the nominee in Part A and Part B should be correct
4. Associate has to sign at 2 places i.e. on Part A & Part B
5. Part A and Part B should be attached together

GF Nomination 1. Associate has to sign at 2 places i.e. at statement table and acknowledgement table.

SF Nomination 1. Employee should sign only where “Signature of the member” is mentioned

1. If employee’s marital status is single the employee can only nominate his/her parents
2. If employee’s marital status is single and the employee nominates other than parents, reason for the
same should be mentioned on the form
3. Same nominee details should not be updated multiple times in the table.
Miscellaneous 4. Employee himself / herself cannot be the guardian for any minor nominee
5. In the guardian table the relationship should be the guardian's relation with the minor nominee
6. Manual correction of any type in the printed form is not permitted.
7. Share of Money added for all the nominees should be 100% and cannot be < or > than 100%.

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Thank You!

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