Protean eGov Technologies Limited

STANDARD OPERATING PROCEDURE (SOP)

Change in Subscriber’s Personal Details by Nodal Office

Version 1.1

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 Change in Subscriber’s Personal Details by Nodal Office

REVISION HISTORY

Sr. Date of Ver Section Description

No. Revision Number of Change
1 1.0 - Initial Version
2 30-08-2024 1.1 1(C)  Name change requiring
PrAO /DTA authorization.
 Authorisation by NPS Trust
user for subsequent name
change

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 Change in Subscriber’s Personal Details by Nodal Office

Index
Page
Sr No. Content
Number

Existing Process 4
Background Revised Process 5
Documents required for Subscriber Name/DoB/DoR/DoJ Change 6

1 Modification in Subscriber Name

1 (A) Name change request Initiation by PAO/DTO/DDO 07-12
1 (B) Name change request Verification PAO/DTO office 13-18
1 (C) Name change request Authorization PrAO/DTA office 19-23

2 Modification in Date of Birth (DoB)

2 (A) DoB change request Initiation by PAO/DTO 24-28
2 (B) DoB change request Authorization by PAO/DTO/PrAO/DTA Office 29-33

3 Modification in Date of Joining (DoJ)

3 (A) DoJ Change Request Initiation by PAO/DTO/DDO 34-37
3 (B) DoJ Change Request Authorization by PAO/DTO/PrAO/DTA 38-41

4 Modification in Date of Retirement (DoR)

4 (A) DoR Change Request Initiation by PAO/DTO/DDO 42-45
4 (B) DoR Change Request Authorization by PAO/DTO/PrAO/DTA 46-49

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 Change in Subscriber’s Personal Details by Nodal Office
Background:

Existing Process:

The subscriber intends to update any of the below mentioned details is required to submit duly
filled and signed S2 form and supporting proofs to concerned DDO

 Name
 Date of Birth
 Date of Joining
 Date of Retirement.

Post checking, DDO forwards subscriber details change request along with the documents to
concerned PAO/DTO office for verification at PAO/DTO level and onward submission to DTA/Pr AO
office.

Pr AO/ DTA office forwards the said request to CRA along with its letter. The same can be submitted
either through physical mode or through email by way of scanned copies of documents duly sent
through registered email id of PrAO /DTA).

At CRA end, the official verifies the documents provided and processes the subscriber details
change request through maker/ checker concept if there is no discrepancy in the same. In case of
any discrepancy, the same is informed to the concern Nodal office.

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 Change in Subscriber’s Personal Details by Nodal Office
Revised Process:

The existing process involves submission of documents to CRA and processing of the same
through CRA end through its login.

As the offices are engaged with its employees, it would be convenient if the said modification can
be able to process by offices through their login at nodal office end.

In view of the same, a new functionality is developed wherein subscriber modification can get
processed through office end.

The new functionality allows Nodal Office to Initiate Request, Authorize pending request and
view request status for above mentioned four type of subscriber details in CRA.

 Name,
 Date of Birth,
 Date of Joining
 Date of Retirement.

This functionality will be available in both CRA and NPSCAN website.

The Matrix for above mentioned updation is as follows:

Flow Matrix for Name Change Request

Request Initiation by Verification Authorization
DDO PAO/DTO PrAO/DTA
PAO/DTO - PrAO /DTA
PrAO/DTA (User 1) - PrAO/DTA (User 2)

Flow Matrix for (Subsequent) Name Change Request

Verificatio
Request Initiation Authorization Authorization Authorization
n
DDO PAO/DTO PrAO/DTA NPS Trust (User 1) NPS Trust (User 2)
PAO/DTO - PrAO/DTA NPS Trust (User 1) NPS Trust (User 2)
PrAO/DTA (User 1) - PrAO/DTA (User 2) NPS Trust (User 1) NPS Trust (User 2)

Flow Matrix for DoB/DoJ/DoR Change Request

Request Initiation Verification Authorization
DDO PAO/DTO PAO/DTO
PAO/DTO (User 1) - PAO/DTO (User 2)
PrAO/DTA (User 1) - PrAO/DTA (User 2)

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 Change in Subscriber’s Personal Details by Nodal Office

Documents required for Subscriber Name Change:

(Allowed document type:- *.jpeg, *.jpg, *.png, or *.pdf format and size of each document should be between 2KB
to 2MB.

Type of
Name change Marriage Correction and Other
Request
Self-attested gazette
Self-attested gazette copy copy/Marriage certificate Self-attested POI
Self-attested POI in old
name Self-attested POI in old name Extract of service records
Self-attested POI in new
Document to
name Self-attested POI in new name S2 Form
be uploaded
Extract of service records Extract of service records with
with new name new name
Proof of bank account with Proof of bank account with new
new name name
S2 Form S2 Form

Documents required for Subscriber Date of Birth: (any one from the list)
(Allowed document type-: .pdf,.jpg,.jpeg between size 12 KB to 5 MB.)

 Passport
 Driving License
 PAN card
 Voter ID card
 AADHAAR
 High School Mark sheet

Documents required for Subscriber Date of Joining: (any one from the list)
(Allowed document type-: .pdf,.jpg,.jpeg between size 12 KB to 5 MB.)

 Appointment/Offer Letter
 Employee ID card

Documents required for Subscriber Date of Retirement: (any one from the list)
(Allowed document type-: .pdf,.jpg,.jpeg between size 12 KB to 5 MB.)

 Appointment/Offer Letter
 Employee ID card

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 Change in Subscriber’s Personal Details by Nodal Office

1. Modification in Subscriber Name

A. Name Change Request initiation by PAO/DTO/DDO

 DDO/PAO office will log in to CRA portal https://cra-nsdl.com/CRA/. Enter “User ID” and
password click on “Submit” (Please refer Figure 1)

Figure 1

 Click on option “Transaction” and sub menu “Subscriber Personal Details Update”
(Please refer Figure 2)

Figure 2

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 Change in Subscriber’s Personal Details by Nodal Office

 Click on option “Initiate” and Enter PRAN. Click on “Submit” (Please refer Figure 3)

Figure 3

 Existing subscriber details available in CRA will be displayed on screen. (Please refer Figure
4). Click on “Edit”

Figure 4

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 Change in Subscriber’s Personal Details by Nodal Office
 Select the Change Type, “Subscriber Name”. Select reason for name change request form
available list. (Please refer Figure 5).

Figure 5

 Upload the supporting document proof for name change and tick on the declaration.
Select PRAN card option and click on “Submit” (Please refer Figure 6 and 7).

Figure 6

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 Change in Subscriber’s Personal Details by Nodal Office

Figure 7

 New details as captured in CRA system will be visible on screen” (Please refer Figure 8).
Click on “Confirm”

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 Change in Subscriber’s Personal Details by Nodal Office

Figure 8

 Request will be captured successfully and acknowledge number will be displayed on

screen. (Please refer Figure 9).

Figure 9

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 Change in Subscriber’s Personal Details by Nodal Office
 To view status of request, click on “Transaction” “Subscriber Personal Details Update”
“View Request Status”- “Submit” Please refer Figure 10 and 11).

Figure 10

Figure 11

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 Change in Subscriber’s Personal Details by Nodal Office

B. Name Change Request Verification PAO/DTO office

Subscriber name change request Initiated by DDO nodal office needs to be verified by
PAO/DTO nodal office for further authorization by PrAO/DTA office.

In case PAO/DTO nodal office has initiated change request, PrAO office will able to
authorize the request.

Verification of request by PAO /DTO:

 PrAO nodal office will log in to CRA portal https://cra-nsdl.com/CRA/. Enter “User ID” and
password click on “Submit” (Please refer Figure 12)

Figure 12

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 Change in Subscriber’s Personal Details by Nodal Office
 Click on option Transaction-- Subscriber Personal Details Update-- “Verify”. Enter
PRAN/acknowledgement ID. Click on “Submit.”

(Please refer Figure 13 and 14)

Figure 13

Figure 14

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 Change in Subscriber’s Personal Details by Nodal Office
 Details of pending request will be visible on screen. (Please refer Figure 15,16 and 17).
To check and verify the details entetred by PAO office, click of hyperlink “Acknowledgement
number”.

Figure 15

Figure 16

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 Change in Subscriber’s Personal Details by Nodal Office

Figure 17

 PAO nodal office can Accept/Rejet the request based on details enterered and documents
uploaded in CRA system. To see the upoded documents click on “Uploaded document”
icon (Please refer Figure 18)

Figure 18

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 Change in Subscriber’s Personal Details by Nodal Office

 Click on “Confirm” to submit the details. (Please refer Figure 19).

Figure 19

 On successful authorization of request acknowlwdgement details will be visible on screen.

(Please refer Figure 20).

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 Change in Subscriber’s Personal Details by Nodal Office
Figure 20

 To view status of request, click on “Transaction” “Subscriber Personal Details Update”

“View Request Status”- “Submit” (Please refer Figure 21 and 22).

Figure 21

Figure 22

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 Change in Subscriber’s Personal Details by Nodal Office

C. Name Change Request Authorization PrAO/DTA office

 PrAO nodal office will log in to CRA portal https://cra-nsdl.com/CRA/. Enter “User ID” and
password click on “Submit” (Please refer Figure 23)

Figure 23

 Click on option Transaction-- Subscriber Personal Details Update-- “Authorize”. Enter

PRAN/acknowledgement ID. Click on “Submit.”

(Please refer Figure 24 and 25)

Figure 24

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 Change in Subscriber’s Personal Details by Nodal Office

Figure 25

 PrAO nodal office can Approve/Rejet the request based on details enterered and
documents uploaded in CRA system. To see the upoded documents click on “Uploaded
document” icon.

Office can mention reason for rejection/accepatance of request while authoriation. (Please
refer Figure 26).

Figure 26

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 Change in Subscriber’s Personal Details by Nodal Office

 Click on “Confirm” to submit the details. (Please refer Figure 27).

Figure 27

 On successful authorization of request acknowlwdgement details will be visible on screen.

(Please refer Figure 28).

Figure 28

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 Change in Subscriber’s Personal Details by Nodal Office

 To view status of request, click on “Transaction” “Subscriber Personal Details Update”

“View Request Status”- “Submit” (Please refer Figure 29 and 30).

Figure 29

Figure 30

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 Change in Subscriber’s Personal Details by Nodal Office
Any subsequent name change request received for the same subscriber:

In case if name change is request is received again for the same subscriber, the said request is
required to be verified and authorised by NPS trust user. The initial process will remain the same
as mentioned above. Once the request is authorised by PrAO/DTA, the name will be updated only
the same is verified and authorised by NPS Trust user.

The Status of such request can be seen in CRA on clicking acknowledgement number hyperlink.”
(Please refer Figure 31).

Figure 31

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 Change in Subscriber’s Personal Details by Nodal Office

2. Modification in Date of Birth (DoB)

 Date of Birth (DoB) change request Initiated by DDO nodal office need to be verified and
authorized by PAO/DTO nodal office.

 Date of Birth (DoB) change request Initiated by nodal office PAO/DTO/PrAO/DTA user 1 can
be authorized by PAO/DTO PrAO/DTA nodal office User 2.

A) Date of Birth Change Request initiation by PAO/DTO

 DDO/PAO office will log in to CRA portal https://cra-nsdl.com/CRA/. Enter “User ID” and
password click on “Submit” (Please refer Figure 32)

Figure 32

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 Change in Subscriber’s Personal Details by Nodal Office

 Click on option “Transaction” and sub menu “Subscriber Personal Details Update”
(Please refer Figure 33)

Figure 33

 Click on option “Initiate” and Enter PRAN. Click on “Submit” (Please refer Figure 34)

Figure 34

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 Change in Subscriber’s Personal Details by Nodal Office

 Select the Change Type, “Date of Birth”. Select supporting proof form available list and
Upload document. Tick the declaration. Click on “Submit” (Please refer Figure 35 and 36).

Figure 35

Figure 36

The subscriber is having option to receive PRAN card either through e-PRAN or can opt for physical
copy of the same. The subscriber can click on PRAN card option and choose the option and submit
accordingly.

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 Change in Subscriber’s Personal Details by Nodal Office

 Updated DoB will be visible on screen click on “Confirm” to proceed. (Please refer Figure 37).

Figure 37

 Details will be saved successfully and acknowledgement number will be visible on screen.
(Please refer Figure 38).

Figure 38

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 Status of request can be seen in CRA log in. (Please refer Figure 39).

Figure 39

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 Change in Subscriber’s Personal Details by Nodal Office

B. Authorization by PAO/DTO/PrAO/DTA Office

Date of Birth (DoB) change request Initiated by nodal office PAO/DTO/PrAO/DTA user 1 can be
authorized by PAO/DTO PrAO/DTA nodal office User 2.

 PAO/DTO/PrAO/DTA office will log in to CRA portal https://cra-nsdl.com/CRA/. Enter “User

ID” and password click on “Submit” (Please refer Figure 40)

Figure 40

 Click on option “Transaction” and sub menu “Subscriber Personal Details Update”
(Please refer Figure 41)

Figure 21

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 Change in Subscriber’s Personal Details by Nodal Office

 Click on option “Authorize”, enter PRAN details and click on “Submit” (Please refer Figure
42)
(In case request is initiate by DDO office PAO/DTO office needs to verify the same before
authorization)

Figure 42

 Existing details pending for authorization will be available on screen. Click on hyperlink
acknowledgement number to check the details entered by maker. (Please refer figure 43)

Figure 43

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 The following details will appear on the screen (Refer figure 44)

Figure 44

 Nodal office can download and see document uploaded by maker to check the details
entered. Click on “Confirm”. (Please refer Figure 45 and 46)

Figure 45

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 Change in Subscriber’s Personal Details by Nodal Office

Figure 46

 The following screen will appear on successful authorization. (Please refer Figure 47)

Figure 47

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 Status of request can be seen in CRA log in. (Please refer Figure 48).

Figure 48

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 Change in Subscriber’s Personal Details by Nodal Office

3. Date of Joining Change Request initiation by PAO/DTO/DDO

Date of Joining (DoJ) change request Initiated by DDO nodal office need to be authorized
by PAO/DTO nodal office.

Date of Joining (DoJ) change request Initiated by nodal office PAO/DTO/PrAO/DTA user 1
can be authorized by PAO/DTO PrAO/DTA nodal office User 2.

A. Change Request initiation by PAO/DTO

 DDO/PAO office will log in to CRA portal https://cra-nsdl.com/CRA/. Enter “User ID” and
password click on “Submit” (Please refer Figure 49)

Figure 49

 Click on option “Transaction” and sub menu “Subscriber Personal Details Update”
(Please refer Figure 50)

Figure 50

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 Change in Subscriber’s Personal Details by Nodal Office

 Click on option “Initiate” and Enter PRAN. Click on “Submit” (Please refer Figure 51)

Figure 51

 CRA system will display current details present in given PRAN and to edit the same click on
“Edit” (Please refer Figure 52)

Figure 52

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 Change in Subscriber’s Personal Details by Nodal Office

 Select the Change Type, “Date of Joining”. Select supporting proof form available list and
Upload document. Tick the declaration. Click on “Submit” (Please refer Figure 53 and 54).

Figure 53

Figure 54

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 Change in Subscriber’s Personal Details by Nodal Office

 Updated DoJ will be visible on screen click on “Confirm” to proceed. (Please refer Figure 55).

Figure 55

 Details will be saved successfully and acknowledgement number will be visible on screen.
(Please refer Figure 56).

Figure 56

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 Change in Subscriber’s Personal Details by Nodal Office

B. Authorization by PAO/DTO/PrAO/DTA Office

Date of Joining (DoJ) change request Initiated by nodal office PAO/DTO/PrAO/DTA user 1
can be authorized by PAO/DTO PrAO/DTA nodal office User 2. PAO/DTO/PrAO/DTA office
will log in to CRA portal https://cra-nsdl.com/CRA/. Enter “User ID” and password click on
“Submit” (Please refer Figure 57)

Figure 57

Click on option “Transaction” and sub menu “Subscriber Personal Details Update”
(Please refer Figure 58)

Figure 58

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 Change in Subscriber’s Personal Details by Nodal Office
 Click on option “Authorize”, enter PRAN details and click on “Submit” (Please refer Figure
59)

Figure 59

 Existing details pending for authorization will be available on screen. Click on hyperlink
acknowledgement number to check the details entered by maker. Nodal office can
download and see document uploaded by maker to check the details entered. Click on
“Accept”. Also tick declaration (Please refer figure 60 and 61)

Figure 60

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Figure 61

 Nodal office needs to verify confirmation screen and Click on “Confirm” (Please refer figure
62)

Figure 62

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 Change in Subscriber’s Personal Details by Nodal Office

 The following screen will appear on successful authorization. (Please refer Figure 63)

Figure 63

 Status of request can be seen in CRA log in. (Please refer Figure 64).

Figure 64

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 Change in Subscriber’s Personal Details by Nodal Office

4. Modification in Date of Retirement:

Date of Retirement (DoR) change request Initiated by DDO nodal office need to be
authorized by PAO/DTO nodal office.

Date of Retirement (DoR) change request Initiated by nodal office PAO/DTO/PrAO/DTA user
1 can be authorized by PAO/DTO PrAO/DTA nodal office User 2.

A. Change Request initiation by PAO/DTO

 DDO/PAO office will log in to CRA portal https://cra-nsdl.com/CRA/. Enter “User ID” and
password click on “Submit” (Please refer Figure 65)

Figure 65

 Click on option “Transaction” and sub menu “Subscriber Personal Details Update”
(Please refer Figure 66)

Figure 66

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 Change in Subscriber’s Personal Details by Nodal Office

 Click on option “Initiate” and Enter PRAN. Click on “Submit” (Please refer Figure 67)

Figure 67

 CRA system will display current details present in given PRAN and to edit the same click on
“Edit” (Please refer Figure 68)

Figure 68

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 Change in Subscriber’s Personal Details by Nodal Office

 Select the Change Type as “Date of Retirement”. Select supporting proof form available
list and Upload document. Tick the declaration. Click on “Submit” (Please refer Figure 69
and 70).

Figure 69

Figure 70

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 Change in Subscriber’s Personal Details by Nodal Office

 Updated DoR will be visible on screen click on “Confirm” to proceed. (Please refer Figure 71).

Figure 71

 Details will be saved successfully and acknowledgement number will be visible on screen.
(Please refer Figure 72).

Figure 72

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B. Authorization by PAO/DTO/PrAO/DTA Office

Date of Retirement (DoR) change request Initiated by nodal office PAO/DTO/PrAO/DTA user 1 can
be authorized by PAO/DTO PrAO/DTA nodal office User 2. PAO/DTO/PrAO/DTA office will log in to
CRA portal https://cra-nsdl.com/CRA/. Enter “User ID” and password click on “Submit” (Please
refer Figure 73)

Figure 73

 Click on option “Transaction” and sub menu “Subscriber Personal Details Update”
(Please refer Figure 74)

Figure 74

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Click on option “Authorize”, enter PRAN details and click on “Submit” (Please refer Figure 75)

Figure 75

 Existing details pending for authorization will be available on screen. Click on hyperlink
acknowledgement number to check the details entered by maker. Nodal office can
download and see document uploaded by maker to check the details entered. Click on
“Accept”. Also tick declaration (Please refer figure 76 and 77)

Figure 76

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Figure 77

 Nodal office needs to verify confirmation screen and Click on “Confirm” (Please refer figure
78)

Figure 78

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 The following screen will appear on successful authorization. (Please refer Figure 79)

Figure 79

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