Saturday, February 12, 2011

Six Things to know about the New Pension Scheme

1. You can open an NPS account at designated banks, post office branches or brokerages. You will be charged a one-time fee of Rs. 40. Carry a copy of your PAN, address proof, 3 photographs and your bank details.

2. You will be allotted a Permanent Retirement Account Number. This is the unique identification number given to your NPS account. There is a one-time fee of Rs. 50 and an annual maintenance fee of Rs. 350.

3. There are two types of NPS accounts. Tier I account is a pension account from which you can’t withdraw before you turn 60. After 60, you have to stop contributing and start withdrawing from it.

4. You can withdraw 60% of the corpus as a lump sum or in a phased manner over the next 10 years till you turn 70. At least 40% you will have to be put in an annuity to give you pension. At 70, entire balance is withdrawn.

5. You need to deposit at least Rs. 6,000 a year in a Tier I account, with a minimum of four deposits in a year. Don’t make too many small contributions because there is a fixed charge on every transaction.

6. A Tier II account is more like a mutual fund from which you are free to withdraw any time you want. But you can open this only if you have a Tier I account. A Tier II account must have a minimum balance of Rs. 2,000.

Source: The Economic Times - Wealth


Thank you,
Minita Aiya
Client Service Associate
DENIP Consultants Pvt. Ltd.

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