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Roadmap

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Roadmap

Uploaded by

rana1979
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/ 15

Preparing for

retirement
Department of Pensions &
Pensioners’ Welfare 1
Why this workshop?
• Mission of Department of Pensions
and Pensioners’ Welfare
• Pensioners’ Welfare- all aspects
• All retirement benefits including
PPO to be handed over to the
retiring employee on or before date
of retirement
2
About the Workshop

1. Pension rules and procedure


2. Life after retirement
3. CGHS
4. Specially for Senior Citizens
5. Will
6. Investments
7. Problems after retirement ? 3
A ROAD MAP TO
RETIREMENT
WHAT A RETIRING GOVERNMENT
SERVANT NEEDS TO KNOW AND DO
KNOW YOUR BENEFITS
 Pension .... PPO
 Commutation of Pension
 Retirement Gratuity
 CGEGIS
 Leave Encashment
 GPF Accumulation
 Transfer Grant
 CGHS Card and/or Fixed Medical
Allowance 5
What you need to do
During service ensure that
• Family Details are kept updated
• All Nominations are kept updated
• Head of Office/ DDO has verified your service –
no gaps in service
• You are entitled to Certificate/s of Qualifying
Service on completing 18 years of service and 5
years before retirement. This period is not to be
reopened.
• Leave Record is updated 6
Road map/Time frame for Processing Pension
case
• After 18 years and 5 years before retirement -
Certificate regarding verification of qualifying service
(Notification No. 1/19/13-P&PW(E) dated 29.8.2014)

• 12-15 months before retirement –


- Commencement of verification process
- Assessment of outstanding dues
- Reference to PAO and Directorate of Estates (for
NDC)

• 8 months before retirement – Certificate regarding 7


qualifying service and emoluments along with blank
Form 5 to be given to retiring employee
Road map/Timeframe for Processing Pension
case (Contd.)
• 6 months before retirement- Retiring employee to give:
-filled in Form-5 with bank account details and joint photograph
-details of family in Form 3
-nomination forms for gratuity, GPF, CGEGIS, Commuted
value of pension and arrears of pension (Form-A)
-Undertaking for the Bank
-Anubhav Form

• 4 months before retirement – Pension papers (Form 5, Form 7 and Form


8) to be forwarded by HOO to PAO indicating Government dues to be
recovered from Gratuity

• 1 month before retirement – PPO to be sent by PAO to CPAO. CPAO to


forward it with SSA to the Bank within 21 days
8
• Copy of PPO to be given by PAO (through HOO) to retiring employee after
issue of SSA by CPAO (OM No. 1/27/11-P&PW(E) dated 7.5.2012)
9
Nominations
• Common form(Form 1) for
Death/Retirement Gratuity
GPF
CGEGIS
• Common form(Form A) for
 Arrears of Pension
Commutation amount
(Notification No. 1/12(1)/2013-P&PW(E) dated 28.3.2014)

10
Withholding of Gratuity - Facts
With holding of Gratuity
• Gratuity cannot be with held for unassessed dues
• 10% Gratuity not to be withheld unless D/ o Estates so
states
• Rule 72 and OM no. 20/16/1998- P&PW (F) dated 11th
July, 2013 Department of Pensions
• 100% gratuity to be withheld if Departmental/Judicial
proceedings pending

11
Movement of Pension papers
and PPO

• Head of Office to PAO – 4 months before


retirement
• PAO to CPAO – 1 month before retirement
• CPAO to Bank – within 21 days of receipt
• Pension payable – last day of the month
after retirement
12
Retiree Information Sheet

13
Assistance after retirement
• Information brochure with important contact
numbers and details
• Pensionersportal.gov.in
• Pension grievances (online on CPENGRAMS)
• Calculate pension and other retirement
benefits,
• PPO Status enquiry.
• Pensions Rules, Procedures, Circulars, DA/DR
Rates etc.
All the best...

Office will ensure that all retirement dues and the PPO are given
to the retiring government servant by the last day of the
month of retirement

15

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