A Subscriber might not have received the Transaction Statement because of the following reasons.
- You were not having balances in your PRAN as on March 31, 2010 or
- SOT was dispatached and returned undelivered to CRA. In case, you require SOT now, please refer to Question No.6.
The amounts reflecting in the SOT are based on the contribution details submitted by POP-SP. In case of any further query, you are requested to contact the POP-SP to whom you have submitted your contributions.
The details of CRA service charges are mentioned in the offer document of PFRDA. The bill amount is recovered on a quarterly basis by way of redemption of equivalent units from your account. The details of bill can be viewed from CRA website 'www. cra-nsdl.com' under the menu '"Views - Bill Details View". For more clarification in this regard, 'FAQ' section of this website may be referred.
As mentioned in the offer document of PFRDA, in case of subscribers who have opted 'Auto choice' investment option, the percentage of investment in the asset classes E/C/G will change inline with the age of the subscriber as given in the 'Life cycle Investment Matrix'. This change happens on the date of birth of the subscriber. As this functionality was made operational from October 1, 2009, in case of subscribers who have registered before this date and their date of birth is between May 1 to September 30th, the rebalancing was carried out on October 1, 2009. In this process, asset allocation ratio is changed and the existing assets are redeemed and reinvested as per the new ratio of allocation.
As mentioned in the offer document issued by PFRDA, there will be a time lag from the date of submission of contribution to the date of credit in your PRAN in the range of 15 working days (first contribution) and 7 working days (subsequent credits). However, in case of delay more than this time period, the same may be due to delay at POP-SP's end for submitting contribution details to CRA or at Trustee Bank's end for confirming the receipt of funds. Any grievance in this regard, may be escalated to PFRDA at .
The subscriber can obtain physical copy of SOT from his/her POP-SP . It is a chargeable service. POP-SP may charge a max. of Rs. 20 plus taxes.
However, if SOT is required in soft copy, the subscriber can give a request through CRA toll free number 1800-222-080 using TPIN. SOT for last three financial years can be requested. The SOT will be sent through email in the email id registered with CRA. This is not a chargeable service.
Alternatively, by login to CRA system using IPIN, the subscriber can print his/her SOT (available for the last three years).