Setting up your Corporate National Pension System (NPS) account is now a seamless online process. Your employer has invited you to join PensionBox, marking a significant step towards securing your financial future. The NPS is a voluntary, long-term retirement savings scheme designed to provide financial security in your retirement years. This guide will walk you through the simple steps to get your NPS account started.

## SIGN UP PROCESS

### Step 1: Sign Up Through Your Employer’s Link

Start by clicking on the sign-up link shared by your HR or company.
Once you’re on the portal, click **“Sign Up”** to begin the onboarding process.

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP.png"></img>

### Step 2: Create Your Account
Enter your **mobile number** to register. You’ll receive a **One-Time Password (OTP)** via WhatsApp and SMS — enter it to verify your number and continue.
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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%284%29.png"></img>

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%283%29.png"></img>


## Corporate NPS Invitation

### Step 1: Accept Your Corporate NPS Invitation 

After signing up, you’ll see a **pop-up invitation from your employer** to set up your Corporate NPS (CNPS) account. Click **“Setup Corporate NPS”** to start your registration

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%285%29.png"></img>

### Step 2: Complete your onboarding with Zerodha kite account 

Complete your KYC with **Kite** by clicking on **“Open NPS.”**

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%286%29.png"></img>


### Step 3: Use DigiLocker for Autofill

Select **“Autofill using DigiLocker”** to automatically fetch your details from Aadhaar.

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%287%29.png"></img>

### Step 4: Enter Aadhaar Number 

Type in your **Aadhaar number** for the DigiLocker autofill process. 

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%289%29.png"></img>

### Step 5:  Enter DigiLocker PIN 

Input your **DigiLocker PIN**. If you’ve forgotten it, click **“Forgot my PIN”** to reset it. 

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2811%29.png"></img>

### Step 6: Verify with OTP

Enter the **OTP** received on your registered mobile number to continue. 

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2810%29.png"></img>

### Step 7: Approve Aadhaar & PAN Access

Tick the **Aadhaar and PAN verification** checkboxes, then click **“Allow”** to confirm.

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2812%29.png"></img>

##  Account Setup

### Step 1: Start Account Opening 

Click on **“Let’s Do It Now”** to begin your account setup. 

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2813%29.png"></img>

### Step 2: Verify Personal Information 

Your **personal details** will be automatically filled in. Review them and click **Save** to proceed

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2828%29.png"></img>

### Step 3: Set Contribution & Tax Regime 

Choose your **contribution percentage** and **tax regime**: * **New Tax Regime:** Max. 14% of basic salary. * **Old Tax Regime:** Max. 10% of basic salary.

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2815%29.png"></img>

### Step 4: Fill in Personal Details 

Provide the required **personal details** to continue your registration. 

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2816%29.png"></img>

### Step 5: Add Family Details 

Use the dropdown to enter your **family information** for record purposes.

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2817%29.png"></img>

### Step 6: Confirm Communication Address 

Verify your **address** and click **Save and Next** to proceed

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2818%29.png"></img>

### Step 7: Choose PRAN Card Delivery Option 

Turn on the toggle if you’d like a **physical PRAN card** sent to your communication address. 

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2819%29.png"></img>

### Step 8: Add Nominee Details 

Select and enter your **nominee details**, then click **Save and Next**.

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2820%29.png"></img>

### Step 9: Provide Income & Occupation 

Choose your **annual income range** and **occupation** from the dropdown list. 

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2821%29.png"></img>

### Step 10: Enter Bank Details 

Provide your **bank account details** (savings, salary, or current). You can update this later if needed.”

<img
src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2822%29.png"></img>

### Step 11: Upload Signature 

Upload your **signature image** in **JPG or PNG format**. (PDFs are not accepted.) 

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2823%29.png"></img>

### Step 12: Select Scheme 

Please select the scheme you wish to enroll in. Once selected, click **Next** to proceed.

<img 
src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/DreamRetirement%20%284%29.jpg" width="45%"></img>

### Step 13: Fund Selection & Confirmation  (If New Schemes)
Select the scheme based on your preferred Pension Fund Manager (PFM) and desired equity exposure, then click **Next** to continue.

<img 
src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/DreamRetirement%20%285%29.jpg" width="45%"></img>

### Step 13: Select Pension Fund Manager (If Common Schemes)

Choose your preferred **Pension Fund Manager (PFM)** from the list of **11 options**

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2824%29.png"></img>

### Step 14: Set Investment Mode 

Select how you’d like to invest: 
* **Active Mode:** Customize your asset allocation. 
* **Auto Mode:** Choose between **Conservative**, **Moderate**, or **Aggressive** investor types.

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2825%29.png"></img>

### Step 15: Review & Proceed 

Carefully review your details, then click **“Proceed”** to submit your application. 

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src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2826%29.png"></img>

### Step 16: NPS Account Successfully Created
**Account Created** 🎉 **Congratulations!** Your **NPS account has been successfully created.**

<img
src="https://pensionbox-public-bucket.s3.ap-south-1.amazonaws.com/BlogInnerImages/Account%20Opening%20%20SOP%20%2827%29.png"></img>


After setting up your NPS account, it is important to regularly monitor and manage your investments. PensionBox provides you with a user-friendly dashboard to track your contributions, check your account balance, and make changes to your investment preferences.

Setting up your corporate NPS account on PensionBox is a crucial step towards building a secure financial future for your retirement. By following these simple steps, you can ensure that you and your family are well-prepared for life after retirement. If you have any questions or need assistance with setting up your NPS account, don't hesitate to reach out to the PensionBox support team for help.

Setting up your Corporate National Pension System (NPS) account is now a seamless online process. Your employer has invited you to join PensionBox, marking a significant step towards securing your financial future. The NPS is a voluntary, long-term retirement savings scheme designed to provide financial security in your retirement years. This guide will walk you through the simple steps to get your NPS account started.

How to OpenYour Corporate NPS Account : A Step-by-Step Guide

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