Right to Information Wiki

NPS pension issues — withdrawal, annuity, RTI (2026 guide)

India's working reference for the RTI Act, 2005 — current, sourced, and free.

no way to compare when less than two revisions

Differences

This shows you the differences between two versions of the page.


pension:nps-pension-issues [2026/04/26 01:52] (current) – created - external edit 127.0.0.1
Line 1: Line 1:
 +{{htmlmetatags>
 +metatag-keywords=(nps pension, nps withdrawal, nps annuity, npscra rti)
 +metatag-description=(NPS issues: pre-mature withdrawal, annuity selection, exit at 60. RTI to PFRDA / NPSCRA.)
 +}}
  
 +====== NPS pension issues — withdrawal, annuity, RTI (2026 guide) ======
 +
 +{{ :social:auto:pension-nps-pension-issues.png?direct&1200 }}
 +
 +<WRAP info>
 +**Quick answer:** NPS at maturity (age 60): 60% lump-sum + 40% annuity (mandatory). Pre-mature exit allowed in limited cases. PFRDA regulates.
 +</WRAP>
 +
 +===== Key facts =====
 +  * NPS Tier 1: lock-in till 60
 +  * Tier 2: no lock-in
 +  * At 60: 60% lump-sum + 40% annuity (mandatory)
 +  * 7 ASPs (Annuity Service Providers) for annuity
 +  * Pre-mature exit: terminal illness / death / first-home / marriage
 +
 +===== Step-by-step process =====
 +  - **At 60: submit exit form to POP** — Online via eNPS.
 +  - **Choose ASP for annuity** — 7 providers (LIC, HDFC, ICICI, etc.).
 +  - **Lump-sum to bank** — Tax-free.
 +  - **Annuity begins immediately** — Lifelong pension.
 +  - **Pre-mature withdrawal: specific events only** — PFRDA approval needed.
 +  - **RTI for delays** — PFRDA + NPSCRA.
 +
 +===== Documents needed =====
 +  * PRAN (Permanent Retirement Account Number)
 +  * PAN
 +  * Bank account
 +  * Aadhaar
 +
 +===== Common issues + how to handle =====
 +  * Exit form delayed — RTI to NPSCRA.
 +  * Annuity selection limited — only 7 ASPs; choose at maturity.
 +  * Pre-mature withdrawal denied — RTI for criteria.
 +  * Pension annuity rate dispute — RTI to ASP.
 +
 +===== If stuck — file an RTI =====
 +
 +Most "delays" or "rejections" clear within 7-15 days of an RTI being filed. Use this 5-question template:
 +
 +<code>
 +1. Status of my application no. _____ dated _____ as on date.
 +2. Name + designation of dealing officer assigned to my file.
 +3. Reasons for delay beyond the statutory timeline.
 +4. Copy of any noting / movement of my file in the past 30 days.
 +5. Likely date of resolution / decision.
 +</code>
 +
 +**Auto-fill the PIO + your case:** [[:citizen-rti-playbook|Open the AI RTI Drafter →]]
 +
 +===== Frequently asked questions =====
 +==== Lump-sum tax-free? ====
 +Yes — 60% lump-sum is tax-exempt at withdrawal.
 +
 +==== Annuity rate? ====
 +Set by ASP at purchase. RTI for current rates.
 +
 +==== Multiple ASPs comparison? ====
 +Annuity rates vary 2-5% across ASPs. Compare before choosing.
 +
 +==== Exit pre-60? ====
 +Limited: terminal illness, death, first-home, child marriage. PFRDA approval.
 +
 +===== Summary + next step =====
 +
 +<WRAP center round tip 90%>
 +**Bottom line:** NPS at maturity (age 60): 60% lump-sum + 40% annuity (mandatory). Pre-mature exit allowed in limited cases. PFRDA regulates. If delayed beyond statutory timeline, file an RTI — most cases clear within 15 days.
 +
 +  * **AI RTI Drafter:** [[:citizen-rti-playbook|Auto-fill PIO + your case]]
 +  * **Browse all pension guides:** [[:pension:start|Index]]
 +</WRAP>
 +
 +===== Related =====
 +  * [[:pension:start|All pension guides]]
 +  * [[:check-status:start|25 status-check guides]]
 +  * [[:how-to-apply:start|25 how-to-apply guides]]
 +  * [[:rejection-recovery:start|16 rejection-recovery guides]]
 +  * [[:helplines:start|32 helplines + grievance routes]]
 +  * [[:citizen-rti-playbook|Full RTI Playbook]]
 +
 +//Last reviewed: 26 April 2026.//
 +
 +{{tag>pension nps-pension-issues citizen-services rti-fallback}}