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Numbers Sheet Name Numbers Table Name

Form
Table 1
Instructions
Table 1
as converted to an Excel worksheet. All other
worksheets. Please be aware that formula

Excel Worksheet Name

Form

Instructions
 Date of Birth
PAN (as per
S. No PRAN Subscriber's Name (as per CRA Gender
CRA records)
Murali Manohar records)
1 400090563041 1-4-91 BQAPG6900J Male
Krishna Gopalachar

Kindly refer to Instructions Sheet for filling in this form

3
 Employment Details
Target CBO Subscriber's Date of Subscriber's Date of
Target CBO Name EMP ID
Reg. No. Joining Retirement
Salesforce.com India
1633320 816112 11-9-21 1-4-51
Private Limited

4
 Active Choice (Total should be 100)
Investment Scheme C Scheme G Scheme A
Scheme E (not
PFM Option (not more (not more (not more
more than 75%)
(Active/Auto) than 100%) than 100%) than 5%)
HDFC Pension Auto

5
 Auto Choice (LC to be selected)
LC 75 LC 50 LC 25
Selected

6
 Instructions List of Pension Fund Managers
1 All fields are mandatory HDFC Pension
2 DOR is Date SBI Pension
Pension fundofManager
Retirement
and-Investment
which is your DOB (Auto
Option + 60 years. Kindly
or Active mention
Choice) can the same
be the same as on the existing
3 NPS A/c or can be changed by mentioning your choice above(Existing details can get from your account
statement). ICICI Prudential Pension
4 If you are changing the PFM or Asset Class choice - Your entire Existing fund will be shifted as per the new
selection Kotak Pension
5 To understand more about PFM/Asset Class Choices, refer to Slides 6 & 7 on Benefits of NPS Deck LIC Pension
UTI Pension
Aditya Birla Sun Life Pension