Federal Bank National Pension Scheme(NPS)

Federal Bank is a commercial bank in India which has its headquarters at Kerala. The bank was founded in 1931 and since then has grown to 1284 branches spread across the country. Federal Bank offers every banking facility to its customers. If you want to invest in the National Pension Scheme, you can do so through the Federal Bank whether you are a customer of the bank or not.

What is the National Pension Scheme?

The National Pension Scheme (NPS) is a defined contribution pension scheme which was introduced by the Government of India in 2004 and then opened to the public from 2009. The scheme helps you build a retirement corpus during your active working life and then avail pension payments after you retire.

You can invest in the NPS scheme through any financial institution which has been authorized by the Pension Fund Regulatory and Development Authority (PFRDA). Federal Bank has been authorized by the PFRDA to offer the NPS scheme to interested individuals and so you can invest in the scheme through the bank.

Salient Features of Federal Bank NPS

The National Pension Scheme offered by Federal Bank has the following features –

  • For investments into the National Pension Scheme, the Federal Bank has two models – all citizen model and the corporate model. The all-citizen model is where the Federal Bank NPS scheme is allowed to individuals. Under the corporate model, employers contribute to NPS on behalf of their employees.
  • Individuals aged 18-60 years can invest in Federal Bank NPS
  • There are two types of NPS accounts – Tier I and Tier II. Tier I account is mandatory while Tier II is optional
  • There are two types of investment strategies under NPS – Active Choice and Auto Choice. Active Choice is self-managed while Auto Choice is automated 
  • You can choose the pension fund manager for managing your investments
  • You can also choose the annuity provider for your accumulated corpus
  • Investment into the NPS scheme continues till you are 60 years old
  • Partial withdrawals are allowed for specific financial needs
  • On maturity, up to 60% of the corpus can be availed in a lump sum while the remaining corpus is used to pay annuities
  • There are different types of annuity payment options to choose from
  • You can also choose the annuity pay-out frequency under the Federal Bank NPS scheme
  • Tax benefits are available on your investments, partial withdrawals and also on the lump sum amount that you get on maturity of the scheme

How to Invest in the Federal Bank NPS Scheme?

If you want to invest in NPS, Federal Bank gives you two options to do so. The first one is the offline option wherein you can invest in Federal Bank NPS through the bank’s branch. The second one is the online mode wherein you are allowed to invest online.

Let’s understand both these investment modes in detail –

  • Investing in Federal Bank NPS through the Branch

Federal Bank has designated 1069 branches for NPS investments. You can visit any of the nearest designated branches and open an NPS account in your name. The list of the designated branches can be found at the link https://www.federalbank.co.in/documents/10180/5918139/NPS+Empanneled+Branches/fdfce59f-083b-46d9-a040-03c70cdb614e. At the branch, you should avail the subscriber registration form and fill it up. The form would be different for the individual investor, NRI investor and corporate investor. The registration forms are also available online on the following links –

For individual investors https://www.federalbank.co.in/documents/10180/6698916/Registration+of+Subscriber-UOS-S1.pdf/79e73cfa-ce55-4c2a-a403-edcec87b949d?t=1446815001909
For NRI investors  https://www.federalbank.co.in/documents/10180/6698916/Subscriber+Registration+Form+-+NRI+%28SRF_NRI%29.pdf/c92a809d-4e64-49eb-92e9-04f1e97750a9?t=1446815578296 
For corporate investors  https://www.federalbank.co.in/documents/10180/6698916/Form+for+Registration+of+Corporates+%28CHO-1%29.pdf/1b77067c-8217-487b-bdb8-15d2ddeee6e4?t=1446814950624 

Also, fill up the NPS Contribution Instruction Slip and submit the slip with the form. The slip can be downloaded online from the link https://www.federalbank.co.in/documents/10180/6698916/NCIS-Contribution+Form.pdf/06cabe6b-f360-4fa9-a2e3-d36d9480189a?t=1446814980074. Along with the registration form and contribution slip, submit your KYC documents and the amount of subscription required to open the Federal Bank NPS account. Once the application is done, the bank would verify the details and then open your account after successful verification.

  • Investing in Federal Bank NPS online

Federal Bank is a technologically advanced bank and so it allows individuals the ease of investing in NPS online through its website. To invest online, visit the link https://www.federalbank.co.in/national-pension-system and click on ‘Open NPS Online’.

Federal Bank allows online account opening through NSDL and so you would be redirected to NSDL’s website wherein you can register and proceed with online NPS account opening. Provide all your details in the online application form and upload your scanned documents. You can open an online NPS account either through PAN or through Aadhaar.

Make the payment for the subscription amount online and your application would be submitted. After the bank verifies your details, your online NPS account would be opened at the earliest.

Documents Required for Opening Federal Bank NPS Account

To open your Federal Bank NPS account, the following documents would be required –

  • Photographs
  • Identity proof
  • Address proof
  • Age proof
  • For online account opening – scanned copy of your PAN Card or Aadhaar card and cancelled cheque of your bank account

Contribution to the NPS scheme

To open either of the NPS accounts and to keep your investment active, the minimum contribution should be done every year, at least once, towards your NPS account. This minimum contribution is as follows –

  • For Tier I Account
    • To open the account – Rs.500
    • The minimum amount required at each contribution – Rs.500
    • The minimum balance in the account at the end of a financial year – Rs.6000
  • For Tier II Account
    • To open the account – Rs.1000
    • The minimum amount required at each contribution – Rs.250
    • The minimum balance in the account at the end of a financial year – Rs.2000

After you start investing, you should consider investing in the NPS account every year, at least once. This long-term investment would help you build up a considerable corpus for your retired life and also give you attractive pension incomes post-retirement.

Moreover, your contributions, up to Rs.2 lakhs, would also be allowed as a deduction from your taxable income under Sections 80 CCD (1) and 80CCD (1B). So, you can invest in the Federal Bank NPS scheme for retirement planning and also save on taxes.

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