USER MANUAL – eKYC verification for Pensioners


USER MANUAL – eKYC verification for Pensioners

Government in GO Ms. No.7, Dated 11/01/2023 of Finance (Budget II) Department, has adopted the additional security layer of two-factor authentication in CFMS transactions to protect the interest of the citizens and the employees.

✓ As per these Orders, Two-factor authentication is mandatory for accessing CFMS and HERB Applications; and One Time Password (OTP) on an AADHAAR linked mobile number is made mandatory for secure login of CFMS and HERB applications.

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In terms of these Orders, every Employee / Pensioner shall link their CFMS ID to AADHAAR and

Mobile No., for availing Government and employees services securely. The AADHAAR verification to carried-out in HERB Web Portal / HERB Mobile App made through a simple process.

eKYC process can done in the following two ways USER MANUAL – eKYC verification

a) Self Updation by Pensioner through HERB Mobile App; and b.) Updation by Pension Disbursing authority through HERB Web Portal on request of Pensioner.

✓ Steps to be followed by Pensioners / Treasury Officers along with Snapshots is shown hereunder:-

a) Self-updation by Pensioner through HERB Mobile App- (Request creation by Pensioner)

◆ Login the App using CFMS credentials (Username & Password).

From the Pensioner Dashboard screen, select Verify Aadhaar and Update Mobile Number.

Key-in Aadhaar Number and Click on EKYC-OTP.

After clicking on EKYC-OTP button, an OTP will generated and that will sent to Aadhaar linked mobile number.

Key-in generated OTP in Enter EKYC OTP field and click on Submit button (if receive, click on Resend OTP button).

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Verify the details and key-in Aadhaar linked Mobile Number and present address; then click on Submit button.

Check the status of E-KYC verification.

수 Then the Pension Disbursing authority (Treasury Officer) will get the request and Treasury Officer will approve as per the details available.

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