UPS to NPS Switch: One-Time One-Way Transfer Facility for Central Government Employees – CGA Order TA-3-102/1/2025 Complete Guidelines

Breaking News: The Controller General of Accounts (CGA) has issued a crucial office memorandum allowing Central Government employees who opted for the Unified Pension Scheme (UPS) to switch back to the National Pension System (NPS) under specific conditions. This one-time, one-way switch facility is now available through CGA Order No. TA-3-102/1/2025-TA-CGA dated 23.09.2025.

UPS to NPS Switch: Key Highlights

One-Time Facility: Only one switch allowed per employee
One-Way Process: Cannot switch back to UPS once moved to NPS
Specific Conditions: Subject to eligibility criteria and timelines
Order Reference: CGA O.M. No. TA-3-102/1/2025-TA-CGA/e-18259/347
Issue Date: 23rd September 2025

Official Order: CGA Office Memorandum

TA-3-102/1/2025-TA-CGA /e-18259/347
Ministry of Finance
Department of Expenditure
O/o Controller General of accounts
Mahalekha Niyantrak Bhawan
E-Block, GPO Complex, New Delhi-110023

Dated 23-09-2025

OFFICE MEMORANDUM

Sub.: Unified Pension Scheme (UPS)- Introduction of one-time one-way Switch facility from UPS to NPS- reg.

Reference is invited to the Department of Financial Services OM No. 1/3/2024-PR dated 25.08.2025 regarding one -time one-way switch facility from UPS to NPS.

2. It has been decided that a one-time, one-way switch facility from UPS to NPS shall be made available to all Central Government employees who have opted for UPS. This switch facility may be exercised by UPS optees any time not later than one year prior to the date of superannuation or three months prior to the deemed date of retirement in case of voluntary retirement, as applicable. Similar provisions will be made for resignation and cases of Rule 56J, with minor modifications as necessary. If switch facility not exercised as per aforesaid timelines, the employee shall continue under UPS by default.

3. The switch facility will not be allowed in case of removal, dismissal or compulsory retirement as a penalty or for cases where disciplinary proceedings are ongoing or contemplated.

4. Once the switch facility is availed, the provisions of the PFRDA (Exit & Withdrawal under NPS) Regulations, 2015 shall apply. The concerned employee shall cease to be eligible for assured payouts and UPS benefits. The Government’s differential contribution (4%) at default investment pattern will be worked out and shall be credited to the individual’s NPS corpus at the time of exit.

5. Pr. CCAs/CCAs/CAs of all the Ministries/Departments are requested to bring the contents of this O.M. to the notice of eligible officers/officials under your administrative control.

6. This issues with the approval of the Competent authority.

Sd/-
(Sanchita Shukla)
Jt. Controller General of Accounts

Who Can Switch from UPS to NPS?

Eligible Employees:

  • All Central Government employees who opted for UPS
  • Those not facing disciplinary proceedings
  • Employees not under removal/dismissal proceedings
  • Must meet timeline requirements

Exclusions:

  • Cases of removal or dismissal as penalty
  • Compulsory retirement as penalty
  • Ongoing disciplinary proceedings
  • Contemplated disciplinary actions

Switch Timeline Requirements

For Regular Retirement:

  • Deadline: Not later than one year prior to superannuation date
  • Default: Continue under UPS if not exercised within timeline

For Voluntary Retirement:

  • Deadline: Three months prior to deemed retirement date
  • Application: Must be made within specified timeframe

For Resignation:

  • Similar provisions apply with minor modifications as necessary
  • Specific timeline to be followed

Rule 56J Cases:

  • Special provisions with minor modifications
  • Timeline requirements apply

Financial Implications of Switch

UPS Benefits Lost:

  • ❌ Assured minimum pension of 50% of average basic pay
  • ❌ Family pension guarantee
  • ❌ Additional benefits under UPS

NPS Benefits Gained:

  • ✓ Market-linked returns potential
  • ✓ Withdrawal flexibility as per PFRDA regulations
  • ✓ Government’s differential contribution (4%) credited

Contribution Calculation:

  • Government’s differential contribution (4%) worked out
  • Credited to individual NPS corpus at exit time
  • Default investment pattern applies

Important Conditions & Restrictions

One-Time Nature:

  • ⚠️ Irreversible: Cannot switch back to UPS once moved to NPS
  • ⚠️ Single Opportunity: Only one switch allowed per employee
  • ⚠️ Timeline Critical: Must be exercised within specified periods

PFRDA Regulations Apply:

  • Exit and withdrawal governed by PFRDA (Exit & Withdrawal under NPS) Regulations, 2015
  • Standard NPS exit options available
  • Annuity purchase requirements as per NPS norms

Implementation Guidelines

For Controlling Officers:

  • Pr. CCAs/CCAs/CAs must inform eligible employees
  • Ensure proper communication across departments
  • Monitor timeline compliance

For Employees:

  • Careful consideration of financial implications
  • Understanding of irreversible nature
  • Timely application within deadlines
  • Consultation with financial advisors recommended

Comparison: UPS vs NPS Features

UPS Features:

  • Assured pension of 50% of average basic pay
  • Minimum pension guarantee of ₹10,000
  • Family pension of 60% to spouse
  • Inflation indexation
  • Lump sum payment on retirement

NPS Features:

  • Market-linked returns
  • Employee choice in fund management
  • Flexible withdrawal options
  • Lower administrative costs
  • No assured pension guarantee

Decision Factors to Consider

Choose UPS if:

  • Prefer guaranteed pension amount
  • Risk-averse investment approach
  • Want assured family pension
  • Prefer government backing

Choose NPS if:

  • Comfortable with market risks
  • Want higher return potential
  • Prefer investment flexibility
  • Want lower administrative costs

Application Process (Expected)

While specific application procedures are not detailed in this order, employees should:

  1. Consult: Financial advisors and pension experts
  2. Analyze: Personal financial situation and retirement goals
  3. Apply: Through designated channels within timeline
  4. Document: Maintain records of application and approvals

Key Takeaways

One-time opportunity for UPS to NPS switch
Irreversible decision – choose carefully
Timeline critical – must apply within specified periods
Financial implications significant – analyze thoroughly
PFRDA regulations will govern post-switch

Official Reference

This information is based on Controller General of Accounts Office Memorandum No. TA-3-102/1/2025-TA-CGA/e-18259/347 dated 23rd September 2025, issued with competent authority approval.

For more updates on UPS, NPS, pension schemes, and Central Government employee benefits, stay connected with 8th Pay Calculator.


Reference: CGA Office Memorandum No. TA-3-102/1/2025-TA-CGA/e-18259/347 dated 23.09.2025 – Unified Pension Scheme (UPS) – Introduction of one-time one-way Switch facility from UPS to NPS

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