Get Kalpesh Chotalia

Filling out the Kalpesh Chotalia form online can seem daunting, but this guide will walk you through each step of the process to ensure accuracy and completeness. By following these clear instructions, you can confidently complete your submission.

Follow the steps to successfully complete the Kalpesh Chotalia form.

1. Press the ‘Get Form’ button to access the Kalpesh Chotalia form and open it in your preferred editor.
2. Begin by entering the Subscribers Nomination Details. You may nominate up to three individuals. If you have more nominees beyond three, consider filling out Annexure III for additional nominations. Input the nominee's name, their relationship to you, and, if applicable, the date of birth for any minors nominated. Also, provide the details of the nominee's guardian.
3. Proceed to the NPS Options Details section. Indicate whether you would like to subscribe for a Tier II account by checking 'Yes' or 'No'. Additionally, specify if you want your PRAN printed in Hindi. If you answer 'Yes' to either of these questions, ensure that you provide the required details in the respective annexures mentioned.
4. Next, fill out the Pension Fund (PF) Selection and Investment Option section. Select your preferred pension fund from the available options, such as LIC Pension Fund Limited or SBI Pension Funds Pvt. Limited. Be aware that it is mandatory to select a pension fund for both active and auto choice investment options.
5. Choose your investment option by ticking either 'Active Choice' or 'Auto Choice'. If you select 'Active Choice', you will need to further specify your asset allocation in the next section.
6. If you selected 'Active Choice', complete the Asset Allocation section by distributing your investment across the different asset classes (E, C, G). Ensure that the total allocation equals 100% or your application may be rejected.
7. Review the Declaration by Subscriber section. Read and confirm that you understand the terms and conditions of the National Pension System. Sign and date where indicated to acknowledge your acceptance.
8. Final steps include saving your changes. Once you have reviewed all sections for accuracy, you may choose to download, print, or share the completed form as needed.

Complete your documents online today for a smooth submission experience.