Home India Pension Fund Regulatory and Development Authority Master Circular - Choice of Selection of CRA for NPS or any ...
Date: 2025-09-15 Category: Public Private Partnership in India State: Union Government Country: India

Master Circular - Choice of Selection of CRA for NPS or any other pension scheme

Issued by Pension Fund Regulatory and Development Authority · Not Applicable

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Executive Summary & Key Takeaways

**Executive Summary** This Master Circular, issued by the Pension Fund Regulatory and Development Authority (PFRDA) on 15 September 2025, consolidates instructions regarding the selection of Central Recordkeeping Agencies (CRAs) for the National Pension System (NPS) and other regulated pension schemes. It rescinds previous guidelines on the subject, incorporating them into a single document, effective from the date of issuance until 14 September 2025. PoPs having a subscriber base exceeding one lakh as on 31 August 2025, shall endeavor to complete such integration within six months from the issuance of this circular. **Key Points / Main Content** * **Purpose and Scope:** * The circular consolidates instructions on the choice of CRA for NPS and other PFRDA-regulated schemes. * It is issued under Section 14(1) and 14(2)(e) of the PFRDA Act, 2013. * The circular supersedes all existing guidelines on the same subject matter. * Previous circulars are listed in the Appendix (Part IV). * **General Guidelines:** * Compliance extends beyond the Master Circular to applicable laws. * Rescinded circulars remain operative in intent, with no break of continuity. * Actions taken under rescinded circulars remain valid. * **CRA Selection Under NPS:** * For employer-employee relationships, the employer chooses the CRA, unless they delegate the option to individual employees. * For voluntarily enrolled subscribers, the subscriber chooses the CRA. * PoPs under NPS shall integrate and maintain operational linkages with all CRAs registered with the PFRDA. * Subscribers can switch their chosen CRA once per financial year. * NPS Trust and PoPs must display CRA charges side-by-side on their websites/apps. * **CRA Selection Under APY/NPS-Lite:** * The choice of CRA lies with the PoP, which can integrate with multiple CRAs. * Subscribers can select their preferred CRA. * PoPs act as the primary interface and can migrate subscribers between CRAs, with subscriber consent deemed. * Migration is allowed once per financial year. * PoPs must display CRA charges side-by-side on their websites/apps. * **Registered CRAs:** * Computer Age Management Services Limited (CRA003) * KFin Technologies Limited (CRA002) * Protean eGov Technologies Limited (CRA001) * **List of Consolidated Circulars:** * PFRDA/2017/1/CRA/1 * PFRDA/2017/5/CRA/2 * PFRDA/2020/10/SUP-CRA/3 * PFRDA/2020/30/SUP-CRA/13 * PFRDA/2021/12/SUP-CRA/9 * PFRDA/17/01/10/0005/2017-SUP-CRA-Part(4) * PFRDA/2024/10/SUP-CRA/04 **Impact Analysis** **Stakeholder: All Stakeholders under NPS architecture** * **Impact:** Need to understand the consolidated guidelines regarding CRA selection. They must ensure they are following the correct procedures for CRA selection and integration. * **Action Required:** Review the master circular and ensure compliance with the updated guidelines on CRA selection and integration, and update internal procedures accordingly. **Stakeholder: Employers (under employee-employer relationship)** * **Impact:** Responsible for CRA selection unless delegated to employees. * **Action Required:** Review and implement CRA selection processes or delegation mechanisms in line with the circular. **Stakeholder: Subscribers (Voluntarily Enrolling)** * **Impact:** Have the right to choose CRA and switch once a financial year. * **Action Required:** Make informed CRA choices and utilize the one-time annual switching option if desired. **Stakeholder: Points of Presence (PoPs)** * **Impact:** Obligated to integrate with all registered CRAs, display charges transparently, and facilitate subscriber migration. PoPs having a subscriber base exceeding one lakh (as on 31 August 2025) shall endeavor to complete such integration within six months from the issuance of this circular. * **Action Required:** Integrate with all registered CRAs, display fees transparently, and assist subscribers with migration requests. **Stakeholder: NPS Trust** * **Impact:** Required to display CRA charges transparently on their website and app. * **Action Required:** Display the charges of all CRAs prominently on the official website / mobile application. **Stakeholder: Atal Pension Yojana ('APY') and NPS-Lite-Swavalamban Scheme PoPs** * **Impact:** Given the choice of CRA, need to offer subscribers the option to select their preferred CRA, and facilitate subscriber migration. * **Action Required:** Enable subscribers to select preferred CRAs, facilitate migration, and display CRA charges.

Key Entities Referenced

Pension Fund Regulatory and Development Authority (PFRDA): The regulatory body governing pension schemes in India, responsible for issuing the Master Circular. Pension Fund Regulatory and Development Authority Act, 2013: The act that provides the legal basis for PFRDA's powers and functions, cited as the basis for the circular's issuance. National Pension System (NPS): A pension scheme regulated by the PFRDA, directly impacted by the guidelines on CRA selection. Central Recordkeeping Agency (CRA): An agency responsible for maintaining records of the NPS subscribers. The circular concerns the selection of CRAs. Atal Pension Yojana ('APY'): A pension scheme regulated by the PFRDA, whose subscribers are impacted by the guidelines on CRA selection.
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MASTER CIRCULAR PFRDA/Master Circular/2025/01/CRA-01 15 September 2025 To All stakeholders under NPS architecture Madam / Sir, Choice of Selection of Central Recordkeeping Agency for the National Pension System or any other pension scheme regulated by the PFRDA 1. Please refer to our Master Circular PFRDA/MASTERCIRCULAR/2023/03/CRA-01 dated 17 November 2023 on the above subject. We have now revised and updated the Master Circular which consolidates important instructions on the subject issued by the Pension Fund Regulatory and Development Authority (PFRDA) till 14 September 2025. 2. This Master Circular is issued in exercise of the powers conferred under Section 14(1) read with Section 14(2)(e) of the Pension Fund Regulatory and Development Authority Act, 2013. 3. This Master Circular rescinds all the existing guidelines/instructions on the subject of “Choice of Selection of Central Recordkeeping Agency for the National Pension System or any other pension scheme regulated or administered by the Authority” and consolidates at one place. The list of underlying circulars consolidated in this Master Circular is furnished in the Appendix. This Master Circular is issued with the approval of the competent authority. Yours faithfully, (Gurminder Kaur) General Manager 1INDEX PART I – Introduction PART II – General Guidelines PART III – Specific Guidelines/Instructions PART IV – Appendix - List of circulars consolidated in this Master Circular 2PART I – Introduction 1. The Pension Fund Regulatory and Development Authority Act, 2013 (‘Act/the Act’) allows the appointment of more than one CRA for the National Pension System or any other pension scheme regulated or administered by the Authority. Accordingly, CRAs are being registered under the provisions of the Pension Fund Regulatory and Development Authority (Central Recordkeeping Agency) Regulations, 2015, and amendment thereof. To ensure the transparent choice of selection of CRA, the Authority hereby provides a master circular. PART II – General Guidelines 2. The compliance obligation of the intermediary/entity shall not be confined merely to the Master Circular but, also the applicable laws. 3. This Master Circular shall take effect from the date of its issuance but shall be without prejudice to their (earlier issued circulars) operation and effect, for the period when they were in force, until them being subsumed under the Master Circular. Based on the above caveat, Part IV containing the list of circulars consolidated in the Master Circular shall stand rescinded with the issuance of this Master Circular, such that they are subsumed in the Master Circular and for all purpose and intent, remain operative, with no break of continuity. 4. Notwithstanding such rescission of any circular, upon their merger in the Master Circular, or otherwise, anything done or any action taken or purported to have been done or taken, or to be taken hereafter, under the circulars now rescinded (for the period of their operation) shall be construed to have been validly taken as if the said circulars are in full force and effect and shall remain unaffected by their rescission, in any manner. 5. The previous operation of the rescinded circulars or anything duly done or suffered thereunder, any right, privilege, obligation or liability acquired, accrued or incurred, any penalty, any order passed, any violation committed, any investigation, legal proceedings pending in terms of the circular (now rescinded), shall be treated as if the circulars are in full force and effect, and shall remain unaffected by their rescission, in any manner. PART III – Specific Guidelines/Instructions 6. Choice of Selection of CRA under the National Pension System (‘NPS’): 6.1. Subscribers under employee-employer relationship including Government Sector: In case the charges of CRA under the NPS are borne by the employer, including where organizations or corporates registered as Points of Presence (PoPs) offer NPS to their employees under the aegis of ‘employee-employer relationship’, the choice of selection of CRA shall vest with the employer, 3unless the employer specifically delegates the option to individual employees. In all other cases, the choice of selection of CRA shall rest with the employee. 6.2. Subscribers voluntarily enrolling in the NPS: In case of subscribers voluntarily enrolling in the NPS, without an employee-employer relationship, the choice of selection of CRA shall vest with the subscribers. To facilitate this, each PoP under NPS shall integrate and maintain operational linkages with all CRAs registered with the PFRDA in a phased manner. For this purpose, PoPs having a subscriber base exceeding one lakh (as on 31 August 2025) shall endeavor to complete such integration within six months from the issuance of this circular. Additionally, such subscribers shall have the option to switch their chosen CRA once during a financial year. However, a switch of CRA owing to a change in employment status shall not be counted in the above switch. To ensure transparency, NPS Trust and all PoPs under NPS shall prominently display the charges of all CRAs side by side on their official website / mobile application, to enable subscribers to make well-informed decision. 7. Choice of Selection of CRA under the Atal Pension Yojana (‘APY’) and NPS-Lite- Swavalamban Scheme: In case of APY and NPS-Lite, the choice of selection of CRA shall be with PoP, which may integrate with one or more CRA/s to offer services to its subscribers. Where a PoP has integrated with more than one CRA, both existing and new subscribers shall have the option to select their preferred CRA. Further, under APY/NPS-Lite, PoP acts as the primary interface for subscribers and shall have the option to migrate its subscribers from one CRA to another, wherein individual subscriber consent is deemed. The migration shall, however, be permissible only once in a financial year. To ensure transparency, all PoPs under APY and NPS-Lite shall prominently display the charges of all CRAs integrated with them, side by side, on their official website / mobile application, to enable subscribers to make well-informed decision. 8. Following three CRAs are currently registered with the PFRDA, and subscribers may visit the official websites of the respective CRAs / PoPs / NPS Trust for information relating to CRA charges. Sl. Name of CRA Registration No. 1 Computer Age Management Services Limited CRA003 2 KFin Technologies Limited CRA002 3 Protean eGov Technologies Limited CRA001 4PART IV - Appendix - List of circulars consolidated in this Master Circular Sl. Circular No. Date Subject 1 PFRDA/2017/1/CRA/1 03 January Operationalisation of Karvy Computershare Private 2017 Limited as second Central Recordkeeping Agency (CRA) for NPS Regular / NPS Lite / APY 2 PFRDA/2017/5/CRA/2 09 February Operationalisation of M/s Karvy Computershare 2017 Private Limited as second Central Recordkeeping Agency (CRA) for NPS 3 PFRDA/2020/10/SUP- 17 April 2020 Choice of CRA Selection by NPS subscribers CRA/3 4 PFRDA/2020/30/SUP- 16 July 2020 Choice for PoPs to integrate with CRAs for NPS CRA/13 5 PFRDA/2021/12/SUP- 26 April 2021 Appointment of Computer Age Management Service CRA/9 Ltd (CAMS) as Central Record Keeping Agency (CRA) under NPS 6 PFRDA/17/01/10/0005/ 16 September Profile of Central Record keeping Agencies (CRA) & 2017-SUP-CRA-Part(4) 2021 the benefits/features offered by them 7 PFRDA/2024/10/SUP- 03 May 2024 Extending APY to all CRA CRA/04 5मास्टर परिपत्र पीएफआरडीए/मास्टर पररपत्र/2025/01/CRA-01 15 सितंबर 2025 प्रसत, एनपीएि िंरचना के अंतर्गत िभी सितधारक, महोदया / मिोदय, राष्ट्रीय पेंशन प्रणाली या प्राधिकरण द्वारा धिधनयधमत या प्रशाधित धकिी अन्य पेंशन योजना के धलए कें द्रीय अभिलेखपाल अभिकिण के चयन का धिकल्प 1. कृ पया उपरोक्त सिषय पर मास्टर पररपत्र पीएफआरडीए/मास्टर पररपत्र/2023/03 िीआरए-01 सदनांक 17 निंबर 2023 का िन्दभग ग्रिण करें। इि मास्टर पररपत्र को िंशोसधत और अद्यतन सकया र्या िै, जो 14 सितंबर 2025 तक पेंशन सनसध सिसनयामक और सिकाि प्रासधकरण (पीएफआरडीए) द्वारा जारी सकए र्ए सिषय पर मित्वपूणग सनदेशो ं को िमेसकत करता िै। 2. यह मास्टर पररपत्र, पेंशन नननि निननयामक और निकास प्रानिकरण अनिननयम, 2013 की िारा 14 (1) के िाथ पसित 14 (2) (ङ) के तहत प्रदत्त शक्तियो ोंका प्रयोग करते हुए जारी नकया गया है। 3. यह मास्टर पररपत्र राष्ट्रीय पेंशन प्रणाली या प्रानिकरण द्वारा निननयनमत या प्रशानसत नकसी अन्य पेंशन योजना के नलए के न्द्रीय अनिलेखपाल असभकरण के चयन का सिकल्प निषय पर मौजूदा नदशाननदेशो ों/ अनुदेशो ोंको सनरस्त करता है और उन्हें एक ही स्थान पर समेनकत करता है। इस मास्टर पररपत्र द्वारा ननरस्त नकए गए अोंतननिनहत पररपत्रो ोंकी सूची पररनशष्ट् में दी गई है। यह मास्टर पररपत्र सक्षम प्रानिकारी के अनुमोदन से जारी नकया जाता है। भिदीया, (गुिभ िंदि कौि) महाप्रबोंिक 6सूची िाग I – पररचय िाग II – सामान्य नदशाननदेश िाग III – सिशेष नदशाननदेश / अनुदेश िाग IV – पररसशष्ट - मास्टर पररपत्र में िम्मिसलत सकए र्ए पररपत्रो ोंकी सूची 7भाग I – पररचय 1. पेंशन नननि निननयामक और निकास प्रानिकरण अनिननयम, 2013 ('अनिननयम'), राष्ट्रीय पेंशन प्रणाली या प्रानिकरण द्वारा निननयनमत या प्रशानसत नकसी अन्य पेंशन योजना के नलए एक से अनिक सीआरए की ननयुक्ति की अनुमनत देता है। तदनुसार, सीआरए को पेंशन नननि निननयामक और निकास प्रानिकरण (कें द्रीय असभलेखपाल असभकरण) निननयम, 2015 के प्राििानो ों और उसके सोंशोिन के तहत पोंजीकृ त नकया जाता रहा है। सीआरए के चयन के पारदशी सिकल्प को सुनननित करने के नलए, प्रानिकरण द्वारा एक मास्टर पररपत्र जारी सकया जा रिा है। भाग II – िामान्य धिशाधनिेश 2. मध्यस्थ / इकाई का अनुपालन दानयत्व, मास्टर पररपत्र के िाथ-िाथ लार्ू कानूनो ंिे िी िंबद्ध होर्ा। 3. यह मास्टर पररपत्र इसके जारी होने की सतसथ से प्रिािी होगा, सकन्तु उिके (पूिि में जारी नकए गए पररपत्रोों) के लार्ू िोने की म्मिसत में उनके सोंचालन और प्रिाि के प्रनत पूिािग्रह िे तब तक मुक्त होगा, जब तक नक उन्हें मास्टर पररपत्र के तहत शानमल नही ोंकर सलया जाता िो। उपयुिि चेतािनी के आिार पर, मास्टर पररपत्र में िम्मिसलत सकए र्ए पररपत्रो ोंकी सूची िाले िाग IV में शासमल पररपत्रो ंको इस मास्टर पररपत्र के जारी होने के साथ सनरस्त कर नदया जाएगा, तानक िे मास्टर पररपत्र में सक्तिनलत हो जाएों और सिी उद्देश्ो ोंऔर लक्ष्ो ंकी प्राम्मि के नलए, ितत रूप िे लागू रहें। 4. नकसी पररपत्र के इस प्रकार सनरिन के बािजूद, मास्टर पररपत्र में उनके निलय पर, या अन्यथा, अब ननरस्त नकए गए पररपत्रो ों(उनके सोंचालन की अिनि के नलए) के अोंतगित की गई या उिाई गई या कनथत रूप से की गई या उिाई गई या की जाने िाली या इसके बाद उिाई जाने िाली नकसी िी कारििाई को िैि रूप से सकया हुआ माना जाएगा जैसे नक उि पररपत्र पूणि रूप से लार्ू और प्रिािी िो ंऔर िे सकिी भी प्रकार उनके सनरिन से अप्रिानित रहेंगे। 5. सनरस्त नकए गए पररपत्रो ोंके सपछले िंचालन या उसके तहत निनिित रूप से नकए गए या उिाए र्ए, नकसी िी अनिकार, निशेषानिकार, दानयत्व या असधग्रसित, अनजित या व्यिक्तस्थत देयता, कोई जुमािना, कोई पाररत आदेश, कोई उल्लोंघन, कोई जाोंच, उि पररपत्र (अब ननरनसत) के सोंदिि में लोंनबत कानूनी कायििाही, नकसी िी प्रकार उनके सनरिन से प्रिानित निी ं िोगं े और उन्हें इस प्रकार माना जाएगा जैसे नक िि पररपत्र पूरी तरि लार्ू और प्रभािी िो। भाग III – भिशेष धिशाधनिेश / अनुदेश 6. िाष्ट्रीय पेंशन प्रणाली ('एनपीएस') के तहत सीआिए के चयन का भिकल्पः 6.1 िरकारी क्षेत्र िसित कमगचारी-सनयोक्ता िंबंध के तित असभदातााः यसद एनपीएि के तित िीआरए के शुल्क सनयोक्ता द्वारा ििन सकए जाते िैं, सजिमें उपम्मिसत अम्मस्तत्व (पीओपी) के रूप में पंजीकृ त िंर्िन या सनर्म अपने कमगचाररयो ं को 'कमगचारी-सनयोक्ता िंबंध' के तत्वािधान में एनपीएि प्रदान करते िैं, तो 8िीआरए के चयन का सिकल्प सनयोक्ता के पाि सनसित िोर्ा, जब तक सक सनयोक्ता सिशेष रूप िे व्यम्मक्तर्त कमगचाररयो ंको सिकल्प निी ंदेता िै। अन्य िभी मामलो ंमें, िीआरए के चयन का सिकल्प कमगचारी के पाि िोर्ा। 6.2 एनपीएि में स्वेच्छा िे नामांकन करने िाले असभदातााः एनपीएि में स्वेच्छा िे नामांकन करने िाले असभदाताओ ंके मामले में, कमगचारी-सनयोक्ता िंबंध के सबना, िीआरए के चयन का सिकल्प असभदाताओ ंके पाि सनसित िोर्ा। इिे िुसिधाजनक बनाने के सलए, एनपीएि के तित प्रत्येक पीओपी चरणबद्ध तरीके िे पीएफआरडीए के िाथ पंजीकृ त िभी िीआरए के िाथ पररचालन िंबंधो ंको एकीकृ त करेर्ा और बनाए रखेर्ा। इि उद्देश्य के सलए, एक लाख िे असधक (31 अर्स्त 2025 तक) असभदाता आधार िाले पीओपी इि पररपत्र के जारी िोने के छि मिीने के भीतर इि तरि के एकीकरण को पूरा करने का प्रयाि करेंर्े। इिके असतररक्त, ऐिे ग्रािको ंके पाि एक सित्तीय िषग के दौरान एक बार अपने चुने हुए िीआरए को बदलने का सिकल्प िोर्ा। िालांसक, रोजर्ार की म्मिसत में बदलाि के कारण िीआरए के बदलाि को उपरोक्त बदलाि में निी ंसर्ना जाएर्ा। पारदसशगता िुसनसित करने के सलए, एनपीएि के तित िभी पीओपी और एनपीएि ट्रस्ट अपनी आसधकाररक िेबिाइट्/मोबाइल एम्मिके शन पर िभी िीआरए के शुल्को ं को प्रमुखता िे प्रदसशगत करेंर्े, तासक ग्रािक अच्छी तरि िे िूसचत सनणगय ले िकें । 7. अटल पेंशन योजना ('एपीिाई') औि एनपीएस-लाइट-स्वािलम्बन योजना के तहत सीआिए के चयन का भिकल्पः एपीिाई और एनपीएि-लाइट् के मामले में, िीआरए के चयन का सिकल्प पीओपी के पाि िोर्ा, जो अपने ग्रािको ंको िेिाएं प्रदान करने के सलए एक या असधक िीआरए के िाथ एकीकृ त िो िकता िै। जिााँ एक पीओपी ने एक िे असधक िीआरए के िाथ एकीकरण सकया िै, ििााँ मौजूदा और नए दोनो ंअसभदाताओ ं के पाि अपने पिंदीदा िीआरए का चयन करने का सिकल्प िोर्ा। इिके अलािा, एपीिाई/एनपीएि-लाइट् के तित, पीओपी ग्रािको ंके सलए प्राथसमक इंट्रफे ि के रूप में कायग करता िै और उिके पाि अपने ग्रािको ं को एक िीआरए िे दूिरे में िानांतररत करने का सिकल्प िोर्ा, सजिमें व्यम्मक्तर्त ग्रािक की ििमसत मानी जाती िै। िालााँसक, प्रिाि की अनुमसत एक सित्तीय िषग में के िल एक बार िोर्ी। पारदसशगता िुसनसित करने के सलए, एपीिाई और एनपीएि-लाइट् के तित िभी पीओपी अपने िाथ एकीकृ त िभी िीआरए के शुल्क को अपनी आसधकाररक िेबिाइट्/मोबाइल एम्मिके शन पर प्रमुखता िे प्रदसशगत करेंर्े, तासक ग्रािक अच्छी तरि िे िूसचत सनणगय ले िकें । 8. सनम्नसलम्मखत तीन िीआरए ितगमान में पीएफआरडीए के िाथ पंजीकृ त िैं, और असभदाता िीआरए शुल्को ं िे िंबंसधत जानकारी के सलए िंबंसधत िीआरए/पीओपी/एनपीएि ट्रस्ट की आसधकाररक िेबिाइट्ो ंपर जा िकते िैं। 9क्र.सिं. िीआरए का नाम पंजी. िं. 1 कों प्यूटर एज मैनेजमेंट सनििसेज नलनमटेड CRA003 2 के निन टेक्नोलॉजीज नलनमटेड CRA002 3 प्रोनटयन ईर्ोि टेक्नोलॉजीज नलनमटेड CRA001 िाग IV – परिभशष्ट्-इस ुख्य परिपत्र ें स ेभकत परिपत्रो िंकी सूची क्र.सिं. पररपत्र िं. भदनािंक धिषय 1 PFRDA/2017/1/CRA/1 03 जनिरी 2017 Operationalisation of Karvy Computershare Private Limited as second Central Recordkeeping Agency (CRA) for NPS Regular / NPS Lite / APY 2 PFRDA/2017/5/CRA/2 09 फ़रिरी 2017 Operationalisation of M/s Karvy Computershare Private Limited as second Central Recordkeeping Agency (CRA) for NPS 3 PFRDA/2020/10/SUP- 17 अप्रैल 2020 Choice of CRA Selection by NPS subscribers CRA/3 4 PFRDA/2020/30/SUP- 16 जुलाई 2020 Choice for PoPs to integrate with CRAs for NPS CRA/13 5 PFRDA/2021/12/SUP- 26 अप्रैल 2021 Appointment of Computer Age Management CRA/9 Service Ltd (CAMS) as Central Record Keeping Agency (CRA) under NPS 6 PFRDA/17/01/10/000 16 नसतोंबर 2021 Profile of Central Record keeping Agencies (CRA) 5/2017-SUP-CRA- & the benefits/features offered by them Part(4) 7 PFRDA/2024/10/SUP- 3 मई 2024 Extending APY to all CRA CRA/04 10

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