Pension Papers
Pension Papers
PENSION PAPERS
.
OF
SRI/SMTI………………………………………..
ON
*Superannuation/*voluntary retirement/*absorption in autonomous body/*Invalid pension
* Please strike out which is inapplicable .
1
Form-8
( Form of letter to the Director of Audit and Pension forwarding the pension papers of a Government servant )
Department……………….
Office…………………..…
No…………… Dated……..
To
Sir,
I am to forward herewith the pension papers of Sri/Smti…. Of this office /Department form
further necessary action.
2.The details of Govt. dues which will remain outstanding on the date of retirement of the
Government servant and which need to be recovered out of the amount of the retirement gratuity are
indicated below-
(a) Balance of house-building or conveyance advance--------……………..….Rs.
(b) Overpayment of pay and allowances including leave salary…….……..….Rs.
© Income tax deductible at source under Income Tax Act 1961,
1961(43of 1961)……………………………………………………….…Rs.
(d) Arrears of license fee for occupation of Government accommodation…….Rs.
(e) The amount of license fee for retention of government accommodation
for the permissible period of two months beyond the date of retirement ….Rs.
(f) Any other assessed dues and the nature thereof………………………….....Rs.
(g) The amount of gratuity to be withheld for adjustment of unassisted
dues, if any…………………………………………………………………....Rs.___________
Total Rs.___________
3. Your attention is invited to the list of enclosures which is forwarded herewith.
4. The receipt of the letter may be acknowledged and this Department /Office informed that
necessary instruction for the disbursement of pension have been issued to disbursing authority concerned.
5. The retirement gratuity will be drawn and disbursed by the Department/office on receipt of the
authority from you. The outstanding Government dues as mentioned in the para 2 above will also be
recovered out of the retirement gratuity before making payment.
Yours faithfully
Head of office.
2
List of enclosures-
4.Form- 7- Form for assessing pension and Gratuity- See Rule 58,60,61(1) &(3)
and 65, duly filled up and signed… …………………...………………… ….....2copies
5. Application for commutation of pension :-
Form-1 See Rule 5(2),6(1),12,13(1)and (2),14(1) and (2),15(1) and (2),16(1)and (2)
CCS(Commutation of Pension) Rules 1981.
or
Form -1 - A See Rule 5(2), 12,13(3),14(1)15(3), CCS(Commutation of Pension) Rules 1981….. ..1.copy
*************//*****************
3
FORM-1
(See Rule 53(I0of the CCS(Pension)Rules 1972)
When Government servant has family and wishes to nominate one member or more than one member thereof.
This nomination supersedes the nomination made by me earlier on ……………. Which stands cancelled
Note:- (i) The Government servant shall draw lines across the blank space below the last entry
to prevent the insertion of any name after he has signed.
(ii) Strike out which is not applicable.
(iii) Dated this day……………………..day of ……………201…at ……..
Witness to sign:
1…………………………
2…………………………
4
FORM NO.3
DETAILS OF FAMILY MEMBERS
See Rule 54(12)
I hereby undertake to keep the above particulars up to addition by notifying the Head of office/Audit
officer any addition or alteration.
Place:
Date : Signature of the Govt. servant
_____________________________________________________________________
Family for this purpose means:
(a) Wife in case of the male Govt. servant.
(b) Husband in case of the female Govt. servant.
(c) Sons below 18 years of age ,unmarried daughters below 21 years of age ,including such son or daughter adopted
legally before retirement.
Note: Wife and husband shall include respectively judicially separated wife and husband.
5
FORM-5
See Rule 59 (1) (C) and 61 (1)
Particulars to be obtained by the Head of Office from the retiring Government servant eight months before the
date of retirement .
1. Name :-
2. (a) Date of birth :-
(b) Date of retirement :-
3. Two specimen signature to be furnished
In a separate sheet duly attested by a gazetted
Government servant :-
4. Three copies of passport size joint photograph
With wife or husband as the case may be duly
Attested by the Head of office. :-
5. Two slips showing the particulars of height and
Personnel identification marks duly attested by a
Gazzetted Government servant. :-
_________________________________________________________________________________
Place
Date Signature of Govt. Servant…………
Department/Office………….
6
FORM – 7 (Revised)
7
12. In the 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.
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.
14. Particulars relating to military services, if any:-
(a) Period of military service :-
(b) Terminal benefits drawn /being :-
drawn for military service.
(c) Whether opted for counting of :-
military service towards civil
pension.
(d) If answer to (c) above is in the :-
affirmative, whether the terminal
benefits have been refunded.
(e) In case of ex-servicemen who are :-
eligible for family pension under
the Armed Forces Rules, whether
opted to retain family pension under
the Armed Forces Rules or to draw
family pension under the Civil Rules.
15. Particulars relating to service in autonomous :-
body, if any
(a) Particulars of service :-
Name of organization Post held Period
From To
8
(b) Period not counting as qualifying
service-
i) Boy service (2nd proviso to :-
Rule 13).
ii) Extraordinary leave not :-
counting as qualifying service
(Rule 21).
iii) Periods of suspension not :-
treated as qualifying service
(Rule 23).
iv) Interruptions in service :-
[Rule 27 (1) (b) and
Rule 28 (c) ]
v) Period of foreign service with:-
United Nations bodies for
which United Nations pension
has been availed.
vi) Any other period not treated :-
as qualifying service (give
details).
c. Additions to qualifying service :-
i) Military service (Rule 19) :-
ii) War service (Rule 20) :-
iii) weightage on voluntary :-
retirement on being declared
surplus (rule 29).
iv) Weightage under Rule 30 :-
v) Benefit of service in an :-
autonomous body (Rule 37).
vi) weightage under Rule 48-B :-
d. Net qualifying service :-
e. Qualifying service expressed in terms:-
of completed six monthly period(period
of three months and over is treated as
completed six monthly period).
18. Emoluments:-
(a) Emoluments drawn during 10 months:-
preceding retirement.
From To Rate of Pay Amount
9
(d) Emoluments reckoned for retirement :-
gratuity/death gratuity.
(e) Emoluments reckoned for family :-
pension.
19. Date on which the retiring employee :-
submitted his application for pension in
Form – 5.
20. Complete and up-to-date details of the :-
family as given in Form – 3
Sl. Name of the members of Date of birth Relationship with the
No. family officer
10
Commutation of pension with the
Pension application (applicable only
in the case of those who retire on
Superannuation pension).
(b) The portion of pension commuted :-
(c) Commuted value of pension :-
(d) Amount of residuary pension after :-
deducting commuted portion.
(e) Date from which reduced pension :-
is payables.
28. Name and address of Bank/Pension :-
Accounting office from where pension is to
Be drawn.
29. Head of Account to which pension and :-
gratuity are debitable.
30. Post-retirement address of the retire. :-
11
Part-II
12
FORM – 7 (Revised)
FORM FOR ASSESSING PENSION /FAMILY PENSION AND GRATUITY
PART –I
13
12. In the 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.
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.
14. Particulars relating to military services, if any:-
(a) Period of military service :-
(b) Terminal benefits drawn /being :-
drawn for military service.
(c) Whether opted for counting of :-
military service towards civil
pension.
(d) If answer to (c) above is in the :-
affirmative, whether the terminal
benefits have been refunded.
(e) In case of ex-servicemen who are :-
eligible for family pension under
the Armed Forces Rules, whether
opted to retain family pension under
the Armed Forces Rules or to draw
family pension under the Civil Rules.
15. Particulars relating to service in autonomous :-
body, if any
(a) Particulars of service :-
Name of organization Post held Period
From To
14
service-
i) Boy service (2nd proviso to :-
Rule 13).
ii) Extraordinary leave not :-
counting as qualifying service
(Rule 21).
iii) Periods of suspension not :-
treated as qualifying service
(Rule 23).
iv) Interruptions in service :-
[Rule 27 (1) (b) and
Rule 28 (c) ]
v) Period of foreign service with:-
United Nations bodies for
which United Nations pension
has been availed.
vi) Any other period not treated :-
as qualifying service (give
details).
15
gratuity/death gratuity.
(e) Emoluments reckoned for family :-
pension.
19. Date on which the retiring employee :-
submitted his application for pension in
Form – 5.
20. Complete and up-to-date details of the :-
family as given in Form – 3
Sl. Name of the members of Date of birth Relationship with the
No. family officer
16
Pension application (applicable only
in the case of those who retire on
Superannuation pension).
(b) The portion of pension commuted :-
(c) Commuted value of pension :-
(d) Amount of residuary pension after :-
deducting commuted portion.
(e) Date from which reduced pension :-
is payables.
28. Name and address of Bank/Pension :-
Accounting office from where pension is to
Be drawn.
29. Head of Account to which pension and :-
gratuity are debitable.
30. Post-retirement address of the retire. :-
17
Part-II
18
FORM-1
FORM OF APPLICATION FOR COMMUTATION OF FRACTION OF PENSION WITHOUT MEDICAL
EXAMINATION
See Rule 5(2),6(1),12,13(1)and (2),14(1) and (2),15(1) and (2),16(1)and (2) of CCS(Commutation of Pension)
Rules,1981.
(To be submitted in duplicate after retirement but within one year of the date of retirement )
PART-I
To
Sir,
I desire to commute a fraction of pension indicated below in accordance with the provision
of CCS( Commutation ) Pension Rules 1981.The necessary particulars are furnished below:-
6. Date of retirement :-
8. Amount of Pension authorized ,in case final amount of Pension has not been authorized,
indicate the amount of provisional Pension sanctioned under 1964 of the CCS (Pension) Rules
1972.
19
PART-II
(ACKNOWLEDGEMENT)
Place:-
Date:-
Signature of Head of Office
PART-III
Forwarded to the Director of Audit and Pension, Govt. of Arunachal Pradesh, Naharlagun with
the remarks that----
(i) The particulars furnished by the applicant inn part-I have been verified and and are correct.
(ii) The applicant is eligible to get 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 respect were forwarded under this
Office letter No.___________________________________dated_____________.It is
requested that
the payment of the amount of the commuted value of pension may be authorized through
PPO.
3. The receipt of the part-I of this form has been acknowledged in part –II which has been separately
forwarded to the applicant on _________________.
Place:-
Date :-
20
FORM-1
FORM OF APPLICATION FOR COMMUTATION OF FRACTION OF PENSION WITHOUT MEDICAL
EXAMINATION
See Rule 5(2),6(1),12,13(1)and (2),14(1) and (2),15(1) and (2),16(1)and (2) of CCS(Commutation of Pension)
Rules,1981.
(To be submitted in duplicate after retirement but within one year of the date of retirement )
PART-I
To
Sir,
I desire to commute a fraction of pension indicated below in accordance with the provision
of CCS( Commutation ) Pension Rules 1981.The necessary particulars are furnished below:-
12. Father’s name (husband’s name in the case of female Government servant ) :-
18. Amount of Pension authorized ,in case final amount of Pension has not been authorized,
indicate the amount of provisional Pension sanctioned under 1964 of the CCS (Pension) Rules
1972.
21
PART-II
(ACKNOWLEDGEMENT)
Place:-
Date:-
Signature of Head of Office
PART-III
Forwarded to the Director of Audit and Pension, Govt. of Arunachal Pradesh, Naharlagun, with
the remarks that---
(i)The particulars furnished by the applicant inn part-I have been verified and and are correct.
(ii)The applicant is eligible to get 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 respect were forwarded under this
Office letter No.___________________________________dated_____________.It is
requested that
the payment of the amount of the commuted value of pension may be authorized through
PPO.
3. The receipt of the part-I of this form has been acknowledged in part –II which has been separately
forwarded to the applicant on _________________.
Place:-
Date :- Sig. Head of Office
22
FORM-1-A
(To be submitted in duplicate at least three months before the date of retirement)
PART-I
To
Sir,
I desire to commute a fraction of pension indicated below in accordance with the provision
of CCS( Commutation ) Pension Rules 1981.The necessary particulars are furnished below:-
1. Name (in block letters) :-
6. Date of retirement :-
Signature
23
PART-II
(ACKNOWLEDGEMENT)
Place:-
Date:-
Signature of Head of Office
PART-III
Forwarded to the Director of Audit and Pension, Govt. of Arunachal Pradesh, Naharlagun with
the remarks that ------
(i) The particulars furnished by the applicant inn part-I have been verified and and are correct.
(ii) The applicant is eligible to get 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 respect were forwarded under this Office
letter No.___________________________________dated_____________.It is requested that the
payment of the amount of the commuted value of pension may be authorized through PPO.
3. The receipt of the part-I of this form has been acknowledged in part –II which has been
separately forwarded to the applicant on _________________.
Place:-
Date :-
24
FORM-1-A
(To be submitted in duplicate at least three months before the date of retirement)
PART-I
To
Sir,
I desire to commute a fraction of pension indicated below in accordance with the provision
of CCS( Commutation ) Pension Rules 1981.The necessary particulars are furnished below:-
9. Name (in block letters) :-
10. Father’s name (husbands’ name in the case of female Government servant ) :-
Signature
25
PART-II
(ACKNOWLEDGEMENT)
Place:-
Date:-
Signature of Head of Office
PART-III
Forwarded to the Director of Audit and Pension, Govt. of Arunachal Pradesh, Naharlagun with
the remarks that ------
(i) The particulars furnished by the applicant inn part-I have been verified and and are correct.
(ii) The applicant is eligible to get 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 respect were forwarded under this Office
letter No.___________________________________dated_____________.It is requested that the
payment of the amount of the commuted value of pension may be authorized through PPO.
3. The receipt of the part-I of this form has been acknowledged in part –II which has been
separately forwarded to the applicant on _________________.
Place:-
Date :-
26
Pension calculation sheet
1. Name of the Pensioner :-
2. Date of birth :-
4. Age at entry:-
11. Average emoluments for pension ( Band pay +GP+SP+NPA) of last 10 months :-
27
LAST 10 MONTHS PAY IN RESPECT OF SRI/SMTI/LATE………………………………………….
28
LAST PAY CERTIFICATE.
1. Pay :-
2. Special pay :-
3. Grade Pay :-
4. Dearness Allowance :-
5. Special compensatory allowance :-
_________________
Total –
_________________
Deductions/Recoveries
1. GPF contribution @ Rs. ………deducted upto………….. and credited to his GPF A/C
No……………………….
2. CGEGIS both Saving s and Insurance Fund @ Rs. ………per month deducted upto……………
3. Rs. ………….. being water charges deducted upto………………..
4. Rs. …………..being civic charges deducted upto………………….
1. Provisional Pension-Rs……….
2. Provisional gratuity-Rs……….
29
NO DEMAND CERTIFICATE
( To be obtained from the Head of office)
30
VIGILANCE CLEARANCE
( To be obtained from the Vigilance Department of the Government of Arunachal Pradesh, Itanagar)
31
LOAN CLEARANCE CERTIFICATE
( To be obtained from the Director of Accounts and Treasuries, Govt. Of Arunachal Pradesh, Naharlagun)
1. SPECIMEN SIGNATURE:------
(i)……………………………
(ii)…………………………….
(iii)……………………………
1. Height :-
Witness:-
Name Full address Signature
Attested by
32
SPECIMEN SIGNATURE AND DESCRIPTIVE ROLL OF
SRI/SMTI……………………………………….
1. SPECIMEN SIGNATURE:------
(i)……………………………
(ii)…………………………….
(iii)……………………………
2. DESCRIPTIVE ROLL :-
3. Height :-
Witness:-
Name Full address Signature
Attested by
33
FORM 23
See Rule 38(3)
Place :-
Date :-
Medical Authority.
34
1. Passport size photograph/Joint Photograph (Husband and wife, if both are alive) --
3(Three) copies duly attested by the Head of Office.
35
(Application for Pensioner’s Identity card)
To
Sir,
I would like to request you to issue me Pensioner’s identity card. My full particulars as required
are furnished as under-
1. Name:-
3. Blood Group :-
5. Last Pay :-
6. Date of Birth:-
7. Date of retirement :-
Signature…………………….
Name ……………………….
Designation………………….
36
OFFICE OF THE ………………………..
Of
Date of Cessation
of Membership :-…………………
37
FORM No. 4
(See Para 11.1)
To
The …………………………
……………………………..
……………
Sub:- Application for payment of accumulation under Union Territory Government Employees’
Group Insurance Scheme 1984.
Sir,
Yours faithfully
__________________________________________________________________________________
1. Designation and address of the Head of Office.
2. Month and year of becoming a member of the scheme.
38
FORM No. 8
(See para 19.7)
( When the Government servant has af family and wishes to nominate one member or more than one member thereof )
3.
N.B.-The Government servant should draw lines across the blank space below his last entry to prevent insertion of any names
after he has signed.
Two witnesses
1.
2.
39
FORM No. 9
(See para18)
Section II : I Particulars of employees subscribing to the Insurance Fund and the Savings Fund.
40
FORM No.13
(See para 6)
Date of joining Date of Group to Rate of monthly Period Events with Remarks
Government admission to which contribution(in Rupee) exact date
service the UTGEGIS admitted From To affecting
cols.(3)
and (4)
(1) (2) (3) (4) (5) (6) (7)
41
ANNEXTURE-C
RECEIPTED BILL
1. Type of Group of the member (i.e. lowest group)Viz. D/C/B/A on initially joining the
scheme on……………
2. Year of acquiring membership of higher group---
(i) C ……………
(ii) B ……………
(iii) A …………...
(b) Countersigned for payment of Rs. …….. ( Rupees……………………………………………)
to claimant(s) crossed cheques/Demand draft to be issued in favoure of the claimant(s)
Date :
Signature of the DDO
42
OFFICE OF THE ……(Name of the office)………………………..
No……………… Date……………………
ORDER
The expenditure is debitable to the Head of Account ‘8011 Insurance and Pension Fund’ of
Union Territory Government Employees’ Group Insurance Scheme,1984.
43