Atal Pension Yojana

Filling out the Atal Pension Yojana Scheme form is simple once you have obtained it.

Step 1: Filling out the form

• The form must be addressed to the Branch Manager. Calling or visiting the bank will provide you with your branch manager’s name. Enter your bank’s name and branch location.

Step 2: Bank information

• Fill out the form in BLOCK letters only. First, you must provide your banking information. Enter your bank account number, name, and branch location. This field is required.

Step 3: Personal information

• Tick the box that indicates whether you are a ‘Shri,’ a ‘Smt,’ or a ‘Kumari.’ If you are a male applicant, select ‘Shri.’ If you are a married female applicant, select ‘Smt.’ If you are a single female applicant, select ‘Kumari.’
• Married applicants must include the name of their spouse.
• Enter your full name, birth date, and age.
• Enter your phone number, email address, and Aadhaar number.
• You can then nominate someone and explain how they are related to you. In the event of your death, your contribution will be received by a nominee.
• If the nominee is a minor, you must provide their date of birth and the name of their guardian.
• You must also specify whether the nominee is a member of any other statutory social security schemes and whether they are income taxpayers.

Step 4: Pension information

• You can contribute between Rs.1,000 and Rs.5,000 to your pension, with options such as Rs.1,000, Rs.2,000, Rs.3,000, Rs.4,000, and Rs.5,000. The box labelled ‘Contribution Amount (Monthly)’ should be left blank because the bank will fill it in after calculating how much you must pay each month to receive the pension.
• Your entry age will be used in the calculation. For example, if you are 25 years old and your entry age is Rs.2,000, you will have to pay Rs.151 per month.

Step 5: Authorization and Declaration

• You must enter the date and location. You have the option of signing the document or making a thumb impression. By signing the document, you certify that you meet the Atal Pension Yojana eligibility criteria and that you have read and comprehend the scheme’s terms and conditions. 
• You declare that all of the information you have written is correct to the best of your knowledge. You will notify the bank immediately if any changes to the information provided are required. 
• You also declare that you do not have any NPS accounts (National Pension System). You will be held accountable for knowingly providing false or incorrect information.

Step 6: To be completed by the bank,

The bank must fill out the final section of the Atal Pension Scheme form, titled ‘Acknowledgement – Subscriber Registration for Atal Pension Yojana (APY).’ The bank acknowledges that they will subscribe to the Atal Pension Yojana Scheme on your behalf. The bank agent will fill out the form after you submit it.