How to subscribe & invest in National Pension System through ICICIdirect.com? National Pension System?

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1 How to subscribe & invest in National Pension System through ICICIdirect.com? National Pension System?

2 Welcome to ICICIdirect.com Please click here to login Please login

3 Click on NPS

4 Click on Transact

5 Click on Subscribe NPS (Registration process)

6 Click on OK

7 Step 1 : Personal information Personal details & Present address will be pre-filled

8 Select account type & personal info Click on Proceed

9 Step 2: Enter Nomination details Add nominee 2 & 3 if you wish to

10 Enter nominee for Tier 2 account if integrated Tier 1 & Tier 2 is selected Add nominee 2 & 3 if you wish to Click on Proceed

11 Step 3: Enter Scheme Preference Allocate funds for Tier 1 or Integrated Tier 1 &2 (Include registration fees,service charges & service tax)

12 Enter Scheme preference for Tier 2 account if integrated Tier 1 & Tier 2 is selected Click on Proceed

13 Step 4: Declaration & Authorization

14 Click on Confirm

15 Click on I Accept

16 You will be able to view registration details before giving final confirmation Click on Final Confirm

17 Click on OK This will complete your online registration process

18 Application for PRAN Card (Mandatory) Within 7 to 10 working days after online NPS registration Place Service Request tab will be activated under Services section of NPS account. You need to click on Request for PRAN card and download the pre-populated subscriber registration form. Duly filled form has to be sent to ICICI Securities Turbhe office. Go through the demo for your reference

19 1. Click on Services 2. Click on Place Service Request

20 Click on Request for PRAN Card

21 Click on Save

22 Checklist for form filling (Use of black ink only) Affix recent color photograph of 3.5 cm X 2.5 cm size on Subscribers Registration form. Page 2 Signature on Subscribers Registration form. If applicable: - Signature on Annexure I Tier II details, Page 2. - Signature on Annexure II Printing of Mother s Name on PRAN Card/ Printing of PRAN Card in Hindi, Page 1. - Signature on Annexure III Nomination details, Page 2 for Tier I nomination. - Signature on Annexure III Nomination details, Page 2 for Tier II nomination.

23 Contd Note: Subscriber Registration Form should be sent to ICICI Securities within 30 days of Registration, failing which your NPS account will get deactivated. For issuance of PRAN card, please submit the downloaded application form to: ICICI Securities Ltd, Sales Operations Dept, Shree Sawan Knowledge Park, First Floor, Plot No. D-507, T.T.C Industrial Area, M.I.D.C, Turbhe, Navi Mumbai

24 How can you make additional contribution in NPS? Invest through SIP - Allows to invest regularly - Facilitates disciplined participation Invest by placing contribution

25 1. Click on Transact 2. Click on Systematic Investment Plan or Place Contribution as per your choice

26 Queries on NPS Mail at : npshelpdesk@icicisecurities.com OR Call customer care:

27 Disclaimer ICICI Securities Ltd.( I-Sec). Registered office of I-Sec is at ICICI Securities Ltd. - ICICI Centre, H. T. Parekh Marg, Churchgate, Mumbai , India, Tel No : , PFRDA registration numbers: POP no , POP SP no The contents of this presentation are solely for informational purpose and may not be used or considered as an offer document or solicitation of offer to buy or sell or subscribe for securities or other financial instruments. While due care has been taken in preparing this presentation, I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any inaccurate, delayed or incomplete information nor for any actions taken in reliance thereon. This presentation is not directed or intended for distribution to, or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, where such distribution, publication, availability or use would be contrary to law, regulation or which would subject I-Sec and affiliates to any registration or licensing requirement within such jurisdiction. Please note that there are no guarantees on investment. NPS is a defined contribution plan and the benefits would depend upon the amounts of contributions invested and the investment growth up to the point of exit from NPS. You may seek professional advise to assist you in planning your finances. However, this would be your own decision and PFRDA would not be responsible for any consequences. Past performance of the Fund manager does not guarantee future performance of the investment. Kindly read the offer documents carefully before investing in NPS for full understanding and detail.