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Pension Forms

Pension Forms

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0% found this document useful (0 votes)
81 views21 pages

Pension Forms

Pension Forms

Uploaded by

macpcell2021
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 21

Page No - 1

FORM 8

[See rule 61 (1)]

[Form of letter to the Accounts Officer forwarding the pension papers of a Government
servant]

GOVERNMENT OF PUDUCHERRY
EDUCATION DEPARTMENT

No. Puducherry, the

To
The Director
Directorate of Accounts and Treasuries,
Puducherry
Sir,
Sub : Pension papers of Thiru/tmt. …………………………………………. Retirement on
attaining the age of Superannuation - Pension papers for authorization of pension -
Forwarded.

I am to forward herewith the pension papers of Thiru/tmt.


.…………………………………………. for further necessary action.

2. The details of Government dues which will remain outstanding on the date of retirement of
the Govt. servant and which need to be recovered out of the amount of retirement gratuity are indicated
below :-
(a). Balance of the house-building or conveyance advance : Nil

(b). Overpayment of pay and allowances including leave salary : Nil


(c). Income Tax deductible at source under the Income Tax Act, 1961 : Nil
(43 of 1961)
(d). Arrears of licence fee for occupation of Government accommodation : Nil
(e). The amount of licence fee for the retention of Government accommodation : Nil
for the permissible period beyond the date of retirement
(f). Amount to be withheld as per intimation of the Directorate of Estates under : Nil
rule 72(5), if any
(g). Any other assessed dues and the nature thereof : Nil

3. Your attention is invited to the enclosures forwarded herewith.

4. The receipt of this letter may be acknowledged and this office/department informed that
necessary instructions for the disbursement of pension have been issued to disbursing authority
concerned, under intimation to the retiring Government servant/pensioner.

5. The retirement gratuity will be drawn and disbursed by this office/department on receipt of
authority from you. The outstanding Government dues as mentioned in paragraph 2 will also be
recovered out of the retirement gratuity before making payment.

Yours faithfully,
Page No - 2

LIST OF ENCLOSURES

1. Form - 8 - Enclosed Yes / No at Pg. No.1


2. List of enclosures - Enclosed Yes / No at Pg. No.2
3. Form - 7 - Enclosed Yes / No at Pg. No.3-7
4. Data Sheet - Enclosed Yes / No at Pg. No.8-10
5. FMA Certificate duly signed and countersigned - Enclosed Yes / No at Pg. No.11 By
By Head of Office.
6. Declaration for UTGEGIS towards entry in SB- Enclosed Yes / No at Pg. No.11
7. Declaration from retiring Govt. servant for - Enclosed Yes / No at Pg. No.12
Recovery of over payment, if any.
8. No Govt. Dues / No due certificate - Enclosed Yes / No at Pg. No.12
(Recovery Amount should not exceed the Gratuity amount)
9. Form - 5 - Enclosed Yes / No at Pg. No.13
10. Form - 3 Details of Family Member. - Enclosed Yes / No at Pg. No.14
11. Form - 1A - Commutation of Pension - Enclosed Yes / No at Pg. No.15
12. Form - A - Payment of Arrears of Pension - Enclosed Yes / No at Pg. No.16
13. Form - 1 - Common Nomination of DCRG, GPF & - Enclosed Yes / No at Pg. No. 17
UTGEGIS.
14. Form - 1 - Commutation of Pension for - Enclosed Yes / No at Pg. No. -
Voluntary Retirement.
15. Specimen signature of the Govt. Servant - 2 slips- Enclosed Yes / No at Pg. No.18
16. Identification marks of the Govt. servant - 2 slips- Enclosed Yes / No at Pg. No.18
17. 3 Copies of Joint photograph of the Govt. - Enclosed Yes / No at Pg. No. 20
Servant with spouse duly attested.
18. Last Pay Certificate of the Govt. Servant - Enclosed Yes / No at Pg. No.21
19. Copy of Vigilance Clearance Certificate - Enclosed Yes / No at Pg. No.-
20. Copy of Bank pass book / PAN Card/Aadhar- Enclosed Yes / No at Pg. No.
Card of the Govt. servant.
21. Order of Acceptance of Voluntary Retirement- Enclosed Yes / No at Pg. No.-
22. Requisition letter of Voluntary Retirement of - Enclosed Yes / No at Pg. No.
the individual.
23. Service Book of the Individual.

SIGNATURE
FORM –7
FORM FOR ASSESSING PENSION/FAMILY PENSION AND GRATUITY
[See Rules, 58,60,61(1) & (3) and 65(1)]
PART 1
1 Name of the Retiring Government Employee :
2 Father’s/Husband’s Name :
3 PAN No. :

4 Height and Marks of Identification :


1.
2.
5 Date of Birth :
6 Service to which he/she belongs (Indicate name of : GENERAL CIVILL SERVICE
organized service, if any, otherwise say, General
Central Service)
7 Particulars of the post held at the time of retirement

a) Name of the Office :


b) Post held :
c) Scale of pay / Pay Band and Grade Pay of the :
post
d) Basic pay / Pay in the Pay Band and Grade Pay :
e) Whether the appointment mentioned above was
under Government or outside the Government on foreign service
terms
f) If on foreign service, scale of pay / pay band pay
in the pay band and grade pay of the post in the parent department

8 Whether declared substantive in any post under the :


Central Government?
9 Date of beginning of service :
10 Date of ending of service :
11 Cause for ending of service(please tick one) :
a) Superannuation (Rule 35)
b) Voluntary Retirement of being declared as :
Surplus (Rule 29-A)
b) Permanent absorption in Public Sector :
Undertaking/Autnomous Body (Rule 37-a)
c)Voluntary/Premature Retirement at the :
initiative of the Government Servant (Under Rules
48, 48 - A and FR 56-K)
d)Premature Retirement at the initiative of :
the Government (Rule 48 of FR 56 (j))
e) Permanent absorption in public sector undertaking :
/ autonomous body (Rule 37 or 37-A/37-B)
f) Invalidment on medical ground (Rule 38) :
g) Due to Abolition of Post (Rule 59) :
h) Compulsory Retirement (Rule 40) :
i)Removal/Dismissal from service :
(Rules 24 & 41)
j) Death :
12 In case of Compulsory Retirement, the orders of the Competent :
Authority, whether pension may be allowed at full rates or at reduced
rates and in case of reduced rates, the percentage at which it is to be
allowed (Please see Rule 40)
13 In case of Removal/Dismissal from service, whether Orders of :
Competent Authority have been obtained for grant of compassionate
allowance and if so, at what rate(Please see Rule 41)

14 Particulars relating to Military Service, if any


a) Period of Military Service :
b) Terminal benefits drawn/being drawn :
c) Whether opted for counting of Military Service towards Civil :
Pension (Rule 19)
d) If answer to (C) above is in the affirmative, whether the terminal :
benefits have been refunded
15 Particulars relating to Service in Autonomous Body/ State :
Government, if any
a) Particulars of Service :
Name of the Post held Period
Organization From To

b) Whether the above service is to be counted :


for Pension in the Government
c) Whether the Autonomous Organisation has :
discharged its pensionery liablity to the Central Govrnment
16 Whether any Departmental or Judicial Proceedings :
in terms of Rule 9 of the CCS (Pension) Rules, 1972 are pending
against the retiring employee. (If yes, in terms of rule 69, provisional
pension will be admissible and gratuity will be withheld till the
conclusion of departmental or judicial proceedings and issue of final
orders.)
17 A) Qualifying Service :
i) Details of Omission/Imperfection/Deficiencies in the service Book :
which have ignored [under Rule 59 (1)(b)9ii)]
B) Period not counting as Qualifying Service
i) Boy Service (2nd Proviso to Rule 13) :
ii) EOL not counting as Qualifying Service (Rule 21) :

iii) Period of Suspension not treated as Q.S. (Rule 23) :


iv) Interruptions in Service [ Rule 27(1)(b) & 28 (c) ] :
v) Period of F.S. with U.N. Pension has been availed :
vi) Any other period not treated as Qualifying Service :
C) Addition to Qualifying Service
1) Civil Service (Rule 18)
2) Military Services, if any (Rule 19) :
3) Benefit of service in an autonomous body (Rule 37)
d) Net Qualifying Service Period :
e) Qualifying Service Period expressed in terms of completed six :
monthly periods (Period of three months and above is to be treated
as completed sox monthly period)
(Rule 49)

18 Emoluments:-
a) Emoluments in terms of Rule 33 :
b) Emoluments drawn during the last 10 months preceding retirement:-
Grade No. of
From To Pay Total Amount
Pay months

Note:- If the Officer was on Foreign Service immediately preceding retirement, Does Not Arise
the notional emoluments which he would drawn under Government but for
being on foreign service may be mentioned in terms (a) and (b) above (Note 7
below Rule 33)
c) Average Emoluments (Rule 34) : Rs.
d) Emoluments or average emoluments (whichever is : Rs.
higher) to be reckoned for pension (Rule 49)

e) Emoluments reckoned for Retirement/Death


Pay GP DA
gratuity (Rule 50)
(Last Pay + G.Pay + D.A. drawn (148%) : Rs.
Total :
f) Pay reckoned for Family Pension(Rule 54)
(Last Pay drawn + G.Pay) :
19 Amount of retirement gratuity / death gratuity (Rule 50) Rs.
(Refer S.No.9 of Calculation Sheet) (28694 x 37/4)
Restricted to Rs.

20 Details of Government dues recoverable out of :


gratuity
(a) License fee for Government accommodation [see : Rs.
sub-rules (2), (3) and (4) of Rule 72]

(b) Dues referred to in Rule 73 : Rs.


(c)Amount indicated by Directorate of Estates to be : Rs.
withheld under sub-rule (5) of Rule 72
21 (a) Proposed pension / service gratuity (Rule 49) : Rs.
(b) Proposed dearness relief on pension (as on date :
of retirement)
(c) Date from which pension is to commence (Rule :
83)
22 Rate of Family Pension
(a) Enhanced rate [Rule 54 (3)] : Rs.
(b) Period for which family pension will be payable at :
enhanced rate
(c) Ordinary rate [Rule 54 (2)] : Rs.
(d) Date from which ordinary rate of family pension :
will be payable

23 Commutation of pension :

(a) Whether simultaneously applied for Commutation :


of pension with the pension application (applicable
only in the case of those who retire on
superannuation pension)
(b) The percentage of pension commuted :
(c) Amount of monthly pension commuted : Rs.

(d) Commuted value of pension (2314 x 12 x 8.194) : Rs.

(e) Amount of residuary pension after deducting : Rs.


commuted portion
(f) Date from which reduced pension is payable :

(g) Date from which commuted pension is to be :


restored
24 Post-retirement address of the retiree :

25 e-mail ID, if any :

26 Mobile number, if any :

SIGNATURE OF HEAD OF OFFICE


PART - II
1 Date of receipt of pension papers by the Accounts Officer from Head of :
Office
2 Entitlements admitted
A. Length of Qualifying service :
B. Pension
(i) Class of pension :
(ii) Amount of monthly pension :
(iii) Date of commencement :
C. Commutation of pension
(i) Portion of pension commuted, if any :

(ii) Commuted value of portion of pension


commuted, if any
(iii)Residuary pension after commutation :
(iv) Date from which reduced pension :
is payable
(v) Date of restoration of commuted portion of pension :
subject to the pensioner continuing to live

D.Retirement / Death gratuity


(i) Total amount payable :
(ii) Amount to be adjusted towards :
Government dues
(iii) Amount to be withheld for adjustment of :
unassessed dues

(iv) Net amount to be released :


E. Family pension
(i) At enhanced rates :
(ii) Period for which family pension at :
enhanced rate is payable
(iii) At normal rates :
3. Head of account to which the amount of pension retirement / death gratuity and family pension are to be
debited.

Accounts Officer
PENSION CALCULATION SHEET
Revised Proforma
(See Decision (2) below Rule 61)

1 Name :
2 Designation :

3 Scale of pay / pay band and grade pay :


4 Date of Birth :
5 Date of entry in Govt. Service :
6 Date of Retirement (on Superannuation) :
7 Length of Qualifying Service reckoned for :
Pension/Gratuity (as indicated in PPO) :
8 Emoluments drawn during the last 10 months
No. of Grand
From To Pay GP Total
Months Total

9 (1) Emoluments or Average Emoluments


whichever is more beneficial for pension (as :Rs.
indicated in PPO)
(2) Pension admissible (If qualifying service is ten years
or more) :

Calculations to be shown as follows:-


Emoluments of Average Emoluments / 2 : Rs.
10 1) Emoluments for gratuity(as indicated in PPO) : Pay GP DA
(Last Pay drawn + Grade Pay + DA %) :Rs.
Total :Rs.

2) Retirement Gratuity admissible :


(Calculation to be shown as follows)
Emoluments/4 X Qualifying Service (in Restricted to Rs.
complete 6 months period not exceeding 66)
11 1) Pay for Family Pension(as indicated in PPO):
( Last Pay + G. Pay)

2) Family Pension admissible : Rs.


(Calculation to be shown as follows)
a) Ordinary Family Pension : Rs.
Pay x 30 % subject to prescribed minimum and maximum
b) Enhanced Family Pension : Rs.
Pay / 2 [subject to prescribed minimum and maximum as per Rule 54]
FORM–3
[ See Rule 54 (12) ]

DETAILS OF FAMILY

1 Name of the Govt. Servant :

2 Designation :

3 Date of Birth :

4 Date of initial appointment :

5 Details of my family members as on:

Relationship Dated
Sl. Name of the Members Date of Marital signature
with the Govt. Remarks
No. of Family* Birth status of Head
Servant
of Office
1 2 3 4 5 6 7

I hereby undertake to keep the above particulars up to-date by notifying to the Audit Officer /Head
of Office, in case of any addition or alteration.

Place: Puducherry
Date: Signature of the Govt. Servant.

Note 1. – The original Form submitted by the Government Servant is to be retained. All
additions/alterations are to be recorded in this Form under the signature of Head of Office in Col.7. No
new Form will substitute the original Form. However, the retiring Govt. servant should submit the details
of family afresh along with Form 5.
Note 2. – The details of spouse, all children and parents (whether eligible for family pension or not) and
disabled siblings (brothers and sisters) may be given.

Note 3. – The Head of Office shall indicate the date of receipt of communication regarding addition or
alteration in the family in the 'Remarks' column. The fact regarding disability or change of marital status
of a family member should also be indicated in the 'Remarks' column.
Note 4. - Wife and husband shall include judicially separated wife and husband.

COUNTERSIGNED
FORM–5

(See Rule 59(1) (c) and 61 (1)


[Also see Rules (2), 12, 13 (3), 14 and 15(3) of Central Civil Services
(Commutation of Pension) Rules, 1981]

PARTICULARS TO BE OBTAINED BY THE HEAD OF OFFICE FROM THE RETIRING GOVT.SERVANT EIGHT
MONTHS BEFORE THE DATE OF HIS / HER RETIREMENT

1 Name of the Govt. Servant :

2 a) PAN Number :

b) Aadhaar No., if available :

3 Specify a few marks of identification, not less than two, if possible-


1.
2.

4 Height :

5 Address after retirement / permanent address for :


future correspondence

Bank Account No. to which pension is to be credited


6
(Joint account, either or survivor, with the spouse)
(In case of Head of Office is satisfied that it is not possible for the retiring Government servant to open a joint
account for reasons beyond his/her Control, this requirement may be relaxed).

Name of the Branch of Bank through which pension is


7
to be drawn
a) BSR code of the branch :
b) IFSC code of the branch :

Indicate whether family pension is also admissible from any other source - Military or State Government
8
and/or a Public Sector Undertaking/Autonomous body/Local Fund under the Central or a State Government -

9 I desire to commute 40 % (up to 40%) of my superannuation pension in accordance with


the provisions of the Central Civil Services (Commutation of Pension) Rules, 1981 .

I am aware that future good conduct of the pensioner/family pensioner shall be an implied condition for
every grant of pension/family pension and its continuance.

Enclosures as per check-list are enclosed.


Signature:
Designation:
Place: Ministry / Department/Office:

Mobile No.:
Date: Email ID:

Note 1: Commutation of pension is optional. Item 9 may be stuck off if the retiring Government servant does
not desire to commute a percentage of pensions.
Note 2: A separate application for commutation of superannuation pension in Form 1-A of Central Civil
Services (Commutation of Pension) Rules, 1981 is required to be submitted in case the retiring Government
desires to apply for Commutation of Pension after Submission of this form but three months before
retirement.
Note 3: It is in the interest of the Government servant to provide E-mail ID and Mobile number, which
facilitates future correspondence.
COUNTERSIGNED
FORM - 1A
[See Rules 5(2), 12, 12(3), 14(1) and 15(3)]
FORM OF APPLICATION FOR COMMUTATION OF A FRACTION OF SUPERANNUATION
PENSION WITHOUT MEDICAL EXAMINATION WHEN APPLICANT DESIRES THAT THE
PAYMENT OF THE COMMUTED VALUE OF PENSION SHOULD BE AUTHORIZED THROUGH
THE
PENSION PAYMENT ORDER

(To be submitted in duplicate at least three months before the date of retirement)

PART - 1
To

.
(Here indicate the Designation & Full Address of the Head of Office)
Sir,
Sub: Commutation of Pension without Medical Examination - Reg.

I desire to commute a fraction of my pension in accordance with the provisions of the


Central Civil Services (Commutation of Pension) Rules, 1981. The necessary particulars are
furnished below:-
1 Name in Block letters :
Father's Name (and also husband's name in the
2
case of female Govt. Servant) :

3 Designation at the time of retirement :

4 Name of the office in which employed


:

5 Date of Birth (by Christian era) :

6 Date of Retirement on superannuation on the :


expiry in service granted under FR 56 (d)

7 Percentage of superannuation pension proposed :


to be commuted (The applicant should indicate the
percentage of the amount of monthly pension
subject to the maximum of forty percent thereof
which he/she desires to commute and not the
amount in rupees)

8 Disbursing authority from which pension is to


be drawn after retirement (score out which is not :
applicable)
a) Treasury/Sub-Treasury (Name and complete
address of the Treasury/Sub-Treasury to be :
indicated)
b) 1) Branch of the Nominated Nationalized Bank
:
with complete postal address
2) Bank account No. to which monthly
:
pension is being credited each month.
c) Accounts Officer of the Ministry/Dept./Office :

Place: Puducherry Signature:

Postal Address:
Date :
PART-II
ACKNOWLEDMENT

Received from Thiru/Tmt …………………………………… application in Part-I of Form 1-A


for commutation of a fraction of pension without medical examination.

Place : Puducherry
Date :

PART - III
Forwarded to the Director of Accounts & Treasuries, Pondicherry with the remarks that:-
(here indicate the address and designation)

(i) the particulars furnished by the applicant in Part I have been verified and are correct ;

(ii) the applicant is eligible to get a percentage of his pension commuted without medical
examination ;

(iii) the commuted value of pension determined with reference to the Table applicable at present
Comes to Rs. and

(iv) the amount of residuary pension after commutation will be Rs. /-

2. The pension papers of the applicant completed in all respects were forwarded under this Ministry/
Department/Office Letter No......................., dated............................ It is requested that the
payment of commuted value of pension may be authorized through the Pension Payment Order
which may
be issued one month before the retirement of the applicant.

3. The receipt of Part I of this Form has been acknowledged in Part II which has been forwarded
separately to the applicant on.............................

4. The commuted value of pension is debitable to Head of Account..........................


“ 2071 – Pension & Other Retirement benefits (102)
Commuted value of Pension – State “.

Place : Puducherry.
Date :
Form A

(Common Nomination Form for Arrears of Pension and Commutation of Pension)


[See Rule 5 of Payment of Arrears of Pension (Nomination) Rules, 1983 and Rule 7 of Central Civil
Services (Commutation of Pension) Rules, 1981]
I, ………………………….. hereby nominate the person / persons
mentioned below and confer on him/her/them the right to receive in the event of my death, to the extent
specified below, amount on account of the following:

i. Arrears of Pension
ii. Commuted Value of Pension payable under Central Civil Services (Commutation of
Pension) Rules, 1981

If nominee is Name, DOB


minor, name, and address Contingency
DOB and Name, DOB and of person who on
address of address of alternate may receive happening
person who nominee in case the the amount if of which
Relationship may receive nominee under Relationship alternate nomination
Name, date of birth with Share to the amount Col.(1) predeceased with nominee shall
(DOB) and address of employee / be paid on behalf of the employee / employee / under Col.(5) become
the nominee Pensioner to each minor pensioner Pensioner is a minor invalid
1 2 3 4 5 6 7 8

These nominations supersede any nominations made by me earlier.

Place and date:


Signature of Government
servant/Pensioner
Telephone No.

Note 1 : Completely strike out the benefit for which nomination is not intended to be made.
Separate copies of this nomination Form may be used for nominating different persons for benefits
(i) and (ii) above.

Note 2 : The Government servant shall draw lines across the blank space below the last entry to
prevent the insertion of any name after he/she has signed. The nominee(s)/alternate nominee(s)’
shares together should cover the whole amount.
COUNTERSIGNED
Form 1

Common Nomination Form for Gratuity, General Provident Fund and Central
Government Employees’ Group Insurance Scheme
[See Rule 53 of CCS (Pension) Rules, 1972, Rule 5 of General Provident Fund (Central Services) Rules,
1960 and Para 19.7 of Central Government Employees’ Group Insurance Scheme, 1980]
I,………………………………………………..
hereby nominate the person/persons mentioned below and confer on him/her/them the right to receive in
the event of my death, to the extent specified below, amount on account of the following:
i. any gratuity the payment of which may be authorised under rule 50 of CCS (Pension) Rules
ii. amount that may stand to my credit in the General Provident Fund
iii. any amount that may be sanctioned by the Central Government under the Central
Government Employees Group Insurance Scheme, 1980

Name, date of Relation-


birth ship Share If nominee is Name, DOB, Share Name, DOB Contingency
(DOB) and
address of with to be minor, name, relationship and to be and address of on happening
the nominee employee/ paid DOB and address of alternate paid person who of which
pensioner to address of nominee in case the to may receive nomination
each person who nominee under each the amount if shall become
may receive Column (1) alternate invalid
the amount on predeceases the nominee in
behalf of employee/ Col. (5) is a
minor pensioner minor

1 2 3 4 5 6 7 8

These nominations supersede any nominations made by me earlier.

Place and date:Puducherry,


Signature of Government servant
Telephone No.

Note 1 : Completely strike out the benefits for which nomination is not intended to be made. Separate
copies of this nomination Form may be used for nominating different persons for benefits (i), (ii) and (iii)
above

Note 2 : The Government servant shall draw lines across the blank space below the last entry to prevent
the insertion of any name after he/she has signed. The nominee(s)/alternate nominee(s)’ shares together
should cover the whole amount.
COUNTERSIGNED
17

JOINT PHOTOGRAPH OF THIRU / TMT …………………………………………………


18

UNDERTAKING

I, ………………………………………………………………………………………, hereby
undertake to refund the excess amount of Pension, Retirement Gratuity and final payment of
General Provident Fund if any paid to me by the Government on ‘Retirement from Service .

Signature of the Claimant

Place: Puducherry
Date :

COUNTERSIGNED
19

PARTICULARS OF HEIGHT AND PERSONAL MARKS OF IDENTIFICATION


IN RESPECT OF THIRU/TMT ……………………………………..

01. Height :

02. Identification Marks :

SIGNATURE OF THE GOVT. SERVANT

THE SPECIMEN SIGNATURE OF THIRU/TMT ……………………………………………………..

01)

02)

03)

ATTESTED

Place:
Date:
20
21

DECLARATION

I, ……………………………………………..hereby declare that I am not in receipt of fixed medical


allowance from any source including from defense pension or pension from any Central / State / U.T.
Government / Public Sector / Government undertaking Establishment and not covered under CGHS.

In the event of Fixed Medical Allowance received if any, I hereby undertake to adjust the entire
Fixed Medical Allowance received against my pensionary benefits.

SIGNATURE
Place : Puducherry
Date :

COUNTERSIGNED

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