PENSION PROCESS - A GUIDELINE FOR ALL TO KNOW
UPON ENTRY INTO SERVICE BOOK IN PRESCRIBED FORMAT TO BE MAINTAINED TO RECORD EVERY STEP IN YOUR OFFICIAL LIFE. IT MUST CONTAIN FAMILY DETAILS AND NOMINATIONS FOR RETIREMENT/DEATH GRATUITY AND GPF.
YOU MUST CHECK YOUR SERVICE BOOK SO AS TO VERIFY CORRECTNESS OF ENTRIES MADE THEREIN.
VERIFICATION OF YOUR QUALIFYING SERVICE, FIVE YEARS BEFORE RETIREMENT BY HEAD OF OFFICE
HEAD OF OFFICE SHOULD WRITE TO DIRECTORATE OF ESTATE FOR ISSUE OF NO DEMAND CERTIFICATE IN RESPECT OF PERIOD OF PRECEDING EIGHT MONTHS BEFORE THE DATE OF YOUR RETIREMENT, IN CASE YOU OCCUPY GOVT. ACCOMMODATION.
NOT LATER THAN TEN MONTHS BEFORE RETIREMENT
HEAD OF OFFICE WILL ISSUE YOU A CERTIFICATE REGARDING LENGTH OF QUALIFYING SERVICE PROPOSED TO BE ADMITTED FOR PURPOSE OF PENSION AND GRATUITY AND AS TO EMOLUMENTS AND AVERAGE EMOLUMENTS FOR PURPOSE OF RECKONING OF RETIREMENT GRATUITY AND PENSION FOR YOUR ACCEPTANCE. HEAD OF OFFICE WILL ISSUE YOU FORM 5 FOR COMPLETION.
NOT LATER THAN EIGHT MONTHS BEFORE RETIREMENT
YOU MAY SUBMIT FORM 5 DULY COMPLETED IN ALL RESPECTS TO THE HEAD OF THE OFFICE
HEAD OF OFFICE SHALL ENSURE COMPLETION OF PART-I OF FORM 7 AND HE SHALL FORWARD THE PENSION PAPERS TO THE PAO.
YOU MAY APPLY FOR COMMUTATION OF PENSION IN FORM I-A TO THE HEAD OF OFFICE FOR ONWARD TRANSMISSION TO THE PAO. YOU MAY PLEASE ENSURE THAT YOUR DDO HAS STOPPED MAKING GPF RECOVERIES IN YOUR CASE.
HEAD OF OFFICE SHALL COMMUNICATE TO THE PAO, GOVT DUES RECOVERABLE FROM DCRG IN YOUR CASE.
UPON ENTRY INTO SERVICE BOOK IN PRESCRIBED FORMAT TO BE MAINTAINED TO RECORD EVERY STEP IN YOUR OFFICIAL LIFE. IT MUST CONTAIN FAMILY DETAILS AND NOMINATIONS FOR RETIREMENT/DEATH GRATUITY AND GPF.
EVERY YEAR
YOU MUST CHECK YOUR SERVICE BOOK SO AS TO VERIFY CORRECTNESS OF ENTRIES MADE THEREIN.
AFTER TWENTY FIVE YEARS OF SERVICE
ISSUE OF SERVICE VERIFICATION CERTIFICATE OF YOUR QUALIFYING SERVICE BY HEAD OF OFFICE.
FIVE YEARS BEFORE RETIREMENT
VERIFICATION OF YOUR QUALIFYING SERVICE, FIVE YEARS BEFORE RETIREMENT BY HEAD OF OFFICE
TWO YEARS BEFORE RETIREMENT
HEAD OF OFFICE SHOULD WRITE TO DIRECTORATE OF ESTATE FOR ISSUE OF NO DEMAND CERTIFICATE IN RESPECT OF PERIOD OF PRECEDING EIGHT MONTHS BEFORE THE DATE OF YOUR RETIREMENT, IN CASE YOU OCCUPY GOVT. ACCOMMODATION.
HEAD OF OFFICE WILL ISSUE YOU A CERTIFICATE REGARDING LENGTH OF QUALIFYING SERVICE PROPOSED TO BE ADMITTED FOR PURPOSE OF PENSION AND GRATUITY AND AS TO EMOLUMENTS AND AVERAGE EMOLUMENTS FOR PURPOSE OF RECKONING OF RETIREMENT GRATUITY AND PENSION FOR YOUR ACCEPTANCE. HEAD OF OFFICE WILL ISSUE YOU FORM 5 FOR COMPLETION.
NOT LATER THAN SIX MONTHS BEFORE RETIREMENT
HEAD OF OFFICE SHALL ENSURE COMPLETION OF PART-I OF FORM 7 AND HE SHALL FORWARD THE PENSION PAPERS TO THE PAO.
THREE MONTHS BEFORE RETIREMENT
TWO MONTHS BEFORE RETIREMENT
HEAD OF OFFICE SHALL COMMUNICATE TO THE PAO, GOVT DUES RECOVERABLE FROM DCRG IN YOUR CASE.
ONE MONTH BEFORE RETIREMENT
AFTER CHECKING OF YOUR PENSION CASE RECEIVED FROM YOUR HEAD OF OFFICE, PAY & ACCOUNTS OFFICER SHALL ISSUE PPO & AUTHORITY FOR GRATUITY.
These guidelines were made open by Govt. of India in their pension portal
pl. see http://www.pensionersportal.gov.in/roadmap/road.asp