| NOTE |
: |
1) |
Only the following documents are required to be submitted to the office of the Principal Accountant General (A&E), West Bengal, along with this form duly filled in : |
| |
|
2) |
LPC/Statement of Outstanding dues. |
| |
|
3) |
Service Book. |
| |
|
4) |
Calculation Sheet for qualifying Service, Pension Gratuity and Family Pension. |
| |
|
5) |
Attested passport size Joint Photograph and Specimen Signature/Left Thumb impression of the Pensioner/family Pensioner ( 4 copies each ) |
| |
|
6) |
Death Certificate/Medical Certificate ( in case of death or invalidation ) |
| |
|
7) |
Nomination regarding Arrears of Pension Nomination Rules, 1986. |
| |
|
8) |
Application for Commutation in Prescribed Form. |
| |
|
9) |
Fixation of Pay under the relevant ROPA Rules should be checked by the Finance Department and a certificate to that effect should be given in the Service Book, failing which the pension case is likely to be returned. |
| |
|
10) |
In case of payment is desired in outside West Bengal this form may be submitted in duplicate. |
FORM NO - 5
( Form No.30 C. S. R. )
(see rules 125, 130 and 132 )
FORMAL APPLICATION FOR PENSION
| From |
: |
.................................................................................
.................................................................................
................................................................................. |
| To |
: |
.................................................................................
.................................................................................
.................................................................................
|
Sub : Application for sanction of pension.
Sir,
I beg to say that I am due to retire from service with effect from the .................................................. my date of birthing being .......................... I therfore request that steps may kindly be taken with a view to the pension and gratuity admissible to me being sanctioning by the date of my retirement. I desire to draw my pension from .......................................................... treasury.
2. i hereby declare that I have neither applied for nor receive, any pension or gratuity in respect of any portion of the service qualifying for this pension and in respect of which pension and / or gratuity is claimed herein nor should I submit an application hereafter without quoting a reference to this application and the orders which may be passed thereon.
| 3. |
I enclosed herewith :- |
| |
i) |
There specimen signature of mine, duly attested, |
| |
ii) |
There copies of joint passport size photographs of mine and wife, duly attested ; |
| |
*iii) |
There slips each bearing my left thumb and finger impression; identification marks. |
| |
*iv) |
There slips each showing particulars of my height and identification marks. |
| 4. |
|
My present address is ........................................................................... and mu after will be .................................................
...........................................................
( Signature with Designation )
Dated : ..................200...... |
| NOTE |
: |
Any subsequent change of address should be notofied to the Head of the office,
* This is required only in thecase of persons who are illiterate and cannot sign their names. |
The Payment of Arrear of Pension (NOMINATION) Rules, 1986.
FORM-A
[ see rules 5(1) ]
Pension Disbursing Authority / Head of Office
Name of Bank / Treasury / Accountant General, West Bengal
(Place)________________________________________________________________________________________
I _________________________________________________________________________________ hereby nominate the person
( Name of the Pensioner in Capital Letters )
named below under rule 5 of the payment of Arrears of Pension (Nomination ) Rules, 1986.
*********************************************************************
| 1. |
Name and address of the nominee |
: |
|
| 2. |
Relationship with pensioner |
: |
|
| 3. |
Date of birth |
: |
|
| 4. |
If nominee is minor, name and address of person who may receive the said pension during the nominee's minority |
: |
|
| 5. |
Name and address of other nominee in case the nominee under colum(1) predeceased the pensioer |
: |
|
| 6. |
Relationship with pensioner |
: |
|
| 7. |
Date of birth if the other nominee is minor |
: |
|
| 8. |
Name and address of person who may receive the pension during the other nominee's minority |
: |
|
| 9. |
Contigency on happening of which nomination shall become invalid |
: |
|
| Place |
: |
|
| Date |
: |
Signature ( or thumb impression if illiterate ) and name of pensioner and address |
| Witness |
: |
Signature |
: |
| |
|
Name & Address |
: |
Signature of the Pension Disbursing Authority / Head of Office
Acknowledgement to be sent by the Pension Disbursing Authority / Head of Office.
Certified that applicant / nomination has been received from Sri./Smt. __________________________________ ( name of pensioner ) whose address is ___________________________________________.
| Place |
: |
Signature of the Pension Disbursing Authority/
|
| Date |
: |
Head of Office with full address. |
ANNEXURE 'A'
( Vide Rule 42, Part - A )
Application for drawal of pension through public
Sector Banks ( to be submitted in duplicate )
To
The Principal Accountant General ( A&E ) W.B.
Treasury Buildings,
Kolkata - 700001.
Sir,
I opt to draw my pension through Public Sector Banks and give below necessary particulars to enable you to make arrangements in this regard :-
| 1. |
Particulars of pensioner |
|
| |
a) |
NAME |
:- |
| |
b) |
P.P.O. NO. |
:- |
| |
c) |
PRESENT ADDRESS |
:- |
| 2. |
Particulars of authorised Public Sector Banks |
|
| |
a) |
NAME |
:- |
| |
b) |
BRANCH ( Where payment desired ) |
:- |
| 3. |
*Pensioner's S.B. Account No. at the branch to which pension is to be credited. |
:- |
Yours faithfully,
__________________________________
( Pensioner )
* ( Note 'Joint' or 'either' or 'Survivor' account )
Pensioner's specimen signature :- |
| 1) |
_______________________________________________________________________________ |
| 2) |
_______________________________________________________________________________ |
| 3) |
_______________________________________________________________________________ |
FORM - C
( To be submitted in duplicate )
PART - I
Rule 14( 1 ) (a)
Form of Application for Commutation of Pension
Without Medical Examination
| 1. |
Name ( in Block Letters ) |
: |
___________________________________ |
| 2. |
Date of birth |
: |
___________________________________ |
| 3. |
Date of superannuation on attaining the age of 58 years ( or 60 years in the case of Group 'D' Employee ) |
: |
___________________________________
___________________________________ |
| 4. |
Designation of the post held at the time of superannuation and the name of the Department / Office. |
: |
___________________________________
___________________________________ |
| 5. |
Amount of pension sanctioned and whether it is provisional or final |
: |
___________________________________ |
| 6. |
Class of pension as defined in the West Bengal Services ( Death-Cum-Retirement Benefit ) Rules, 1971. |
: |
___________________________________
___________________________________ |
| 7. |
Name of treasury of Bank and Account Number from which pension is beingh drawn |
: |
___________________________________ |
| 8. |
Name of Treasury of Bank through which the commuted value is desired to be paid, if payment is not disired through the Accounts Officer who authorised the Pension. |
: |
___________________________________
___________________________________ |
| 9. |
Designation of the Accounts Officer and the Number and date of the Pension payment order, if issued. |
: |
___________________________________
___________________________________ |
| 10. |
Account ( in whole Rupees ) of Pension and portion of pension proposed to be commuted |
: |
___________________________________
___________________________________ |
| 11. |
Particulars of any application for commutation of pension made proviously and whether appeared before any Medical Authority or not. |
: |
___________________________________
__________________________________ |
| Date |
: |
___________________________________
Signature |
| |
Full Address |
: |
___________________________________
___________________________________
___________________________________ |
PART - II
Forwarded to the ____________________________________________________________________________________for
( Account Officer ) authorised the payment of the commuted value. The receipt of Part - I of Form C has been acknowledged in Part - III which has been forwarded separately to the applicant on ______________________________________.
Dated :
( Signature of the competent Authority )
PART - III
Acknowledgement
Received from Shri
____________________________________________________________________________________ retired ________________________________ an application for commutation of pension without medical examinatiion.
Dated :
( Signature of the competent Authority )
NOTE : This acknoledgement is to be signed, stamped and dated and is to be detached from the Form and handed over to the applicant. If the form is received by post, it has to be acknowledged on the same day and sent under registered civer to the applicant.
ANNEXURE - 1
( To be submitted in triplicate )
Memo No.335-F (Pen) Dt. 07.03.2001
PARTICULARS OF PENSIONER
| EMPLOYEE CODE |
: |
|
| NAME |
: |
|
| OFFICE NAME |
: |
|
| FATHER'S/HUSBAND'S NAME |
: |
|
| ADDRESS |
: |
|
| PENSION SANCTION AUTHORITY |
: |
Kolkata Pay & Account Office - II |
| EMOLUMENTS FOR PENSION |
| A. |
PAY SCALE |
: |
|
| B. |
LAST PAY |
: |
|
| C. |
SPECIAL PAY |
: |
NIL |
| D. |
N.P.P. |
: |
NIL |
| E. |
ADDITIONAL PAY |
: |
NIL |
| F. |
P.H.PAY |
: |
NIL |
| G. |
DEARNESS PAY |
: |
NIL |
| H. |
OTHER ELEMENTS |
: |
NIL |
AMOUNT RECKONABLE FOR PENSION Rs.
| EMOLUMENT FOR GRATUITY |
: |
Rs. |
| A. DEARNESS ALLOWANCE |
: |
Rs. |
AMOUNT RECKONABLE FOR GRATUITY Rs.
Checked and verified
Section Officer
Finance Department, Checking Section.
ANNEXURE - 1
( To be submitted in triplicate )
Memo No.335-F (Pen) Dt. 07.03.2001
Date of Birth Date of Ending of Service |
: |
|
| i) |
On Retirement |
: |
|
(A/N) |
|
| ii) |
On Death |
: |
N/A |
|
|
| Date of Entry into Service |
: |
|
| Length of Service |
| A. |
Gross Service (YY-MM-DD) |
: |
YEAR |
MONTH |
DAYS |
| B. |
Weight age (YY-MM-DD) |
: |
NO |
|
|
| C. |
Less non-qualifying period of service (if any) |
: |
NIL |
|
|
| |
i) E.O.L. on private ground |
: |
NIL |
|
|
| |
ii) Period of Break if condoned |
: |
|
| Net length of Service |
: |
YEARS |
MONTHS |
DAYS |
| Qualifying Service (6 monthly period) |
: |
|
| Class of Pension |
: |
SUPERANNUATION |
| Pension Disbursing Authority |
: |
|
| Salary Disbursing Authority i.e. Name of treasury or respective PAO, Kol. |
: |
Kolkata Pay & Account Office - II |
| Age on next Birthday |
: |
60 years |
| Pension amount applied for commutation |
: |
40% of Basic Pension |
| Over drawal of pay and/or advance to be recovered against gratuity |
: |
NIL |
| Outstanding dues as per pay certificate issued by Head of Office/DDO |
: |
NIL |
P.P.O./G.P.O. Number ( To be filled in by Finance deptt. ) |
: |
|
Details of Family Pension/Gratuity/LTA Pension Nominee.
| |
Family Pension Block |
|
| NAME |
RELATION |
DATE OF BIRTH |
ANNEXURE - 1
( To be submitted in tripliocate )
Memo No.335-F (Pen) Dt. 07.03.2001
| GRATUITY BLOCK |
| NAME |
RELATION |
DATE OF BIRTH |
| LIFE TIME ARREAR PENSION BLOCK |
| NAME |
RELATION |
DATE OF BIRTH |
| Amount of Pension |
: |
|
| date of Commencement |
: |
|
| Amount of Pension Commuted |
: |
40% of Rs. |
| Reduced Pension Payable |
: |
Rs. |
| Commuted Value of Pension |
: |
Rs. |
| Date of Restoration of CPP |
: |
As per existing rule. |
| Amount of Retiring Gratuity |
: |
|
| Death Gratuity ( if Payable, Family Pension at enhance rate |
: |
|
| Duration of EFP - From |
: |
The date of death of Sri. |
| Upto |
: |
|
| Family Pension at normal rate |
: |
|
| Duration of NFP - From |
: |
|
| Upto |
: |
Death of wife of Sri. |
Signature of Head of Office
(With Official Seal)
Checked & Verified
Section Officer, Finance Department
Zone No.
Counter Signature
Assistant Secretary/Dy. Secretary to the Govt. of
West Bengal, Finance Department.
ANNEXURE - II
FORM OF APPLICATION ( Family Pension Scheme, 1965 ) Application for a family pension for the family of late __________________
( Designation )
In the Office/Department of .............................................................
| 1. |
Name of the Applicant |
:- |
|
| 2. |
Relationship to the deceased Government Servent/Pensioner. |
:- |
|
| 3. |
Date of retirement, if the deceased was a pensioner |
:- |
|
| 4. |
Date of death of the Govt. Servant / Pensioner. |
:- |
|
| |
Widow/Widower |
Name |
Date of Birth (by Christian era) |
| |
Sons |
|
|
| |
Unmarried Daughters |
|
|
| |
Parents |
|
|
| 6. |
Name of Treasury/Sub-Treasury at which payment is desired. |
:- |
|
| 7. |
Signature of left-hand-thumb impression ( in the case of house who are not literate enough to sigh their name ). |
:- |
|
8. Descriptive roll of ________________________________________________________________________________________
Widow/Widower/Guardian of the minor children/parents of Late _______________________________________________________
i) Date of birth ( Christian era )
ii) Height
iii) Personal marks, if any, on hand or face.
iv) Left hand thumb and finger impression.
| Small Finger |
Ring Finger |
Middle Finger |
Index Finger |
Thumb |
Attested by :-
i) .........................................................................................
ii).........................................................................................
Note :- The descriptive Roll (Column 8) and Signature or Left - hand thumb and finger impression accompanying application for family pension should be in duplicate ( in two separate sheets and attested by two gazetted officers or persons of respectability in the town, village or pargana in which the applicant resides).
ANNEXURE - III
FORM SANCTIONING FAMILY PENSION
| 1. |
Name of the Government servant |
: |
|
| 2. |
Father's Name |
: |
|
| 3. |
Religion and Nationality |
: |
|
| 4. |
Last appointment including Name of Establishment |
: |
|
| 5. |
Date of begining of service |
: |
|
| 6. |
Date of ending of service |
: |
|
| 7. |
Substantive apointment held |
: |
|
| 8. |
Pension rules, eligible |
: |
|
| 9. |
Length of continuos qualifying service prior to death |
: |
|
| 10. |
Pay as per Pare 2 of the Finance Deptt. Memo No.3944-F, dated 20.09.1965 |
: |
|
| 11. |
Amount of family pension admissible |
: |
|
| 12. |
Date from which pension is to commence |
: |
|
| 13. |
Place of payment ( Government Treasury or sub-Treasury ) |
: |
|
The undersigned having satisfied himself of the above particulars of Late _____________________ formerly ______________________________________ hereby orders the grant of a family pension of Rs. _______________________ (Rupees __________________________________________________________) per month for the period from ________________________________ to ____________________________ and thereafter @ Rs. __________________________ ( Rupees _______________________________________________ ) per month from ______________________________ to Shri / Smt. ___________________________________________ wife / husband __________________________________ of Late ________________________________________ till his / her death or re-marriage whichever is earlier as reported by the Audit Officer under the rules.
Signature and Designation of
Sanctioning Authority
| Memo No.____________________ |
Kolkata, the ______________________________ |
| copy forwarded to the Accountant General, West Bengal, Treasury Buildings, Kolkata - 1, for information with reference to audit report No.____________________________ |
| Dated ______________________. |
|
| |
|
| |
|
Head of Office / Pension
Sanctioning Authority |
| |
|
| |
|
| No._____________________ |
Kolkata, the _______________________ |
| |
|
| Copy along with the above endorsements, forwarded to - |
1.
2.
Head of Office / Pension
Sanctioning Authority
Specimen Signature of Shri / Smt. ............................................................. of KOLKATA PAY & ACCOUNT OFFICE - II, P-1, HYDE LANE, KOLKATA - 700073.
1) ______________________________________________________________________
2) ______________________________________________________________________
3) ______________________________________________________________________
Specimen Signature of Shri / Smt. ............................................................ of KOLKATA PAY & ACCOUNT OFFICE - II, P-1, HYDE LANE, KOLKATA - 700073.
1) ______________________________________________________________________
2) ______________________________________________________________________
3) ______________________________________________________________________
Statement of family members of Shri / Smt ................................................... of Kolkata Pay & Account Office - II, P-I, Hyde Lane, Kolkata - 700073.
| Sl. No. |
Name |
Relationship with the Officer |
Date of birth |
Remarks |
Signature of the Officer
Date :
ANNEXURE - I
FORM OF FAMILY PENSION
NO. ..................................................
GOVERNMENT OF WEST BENGAL
Deapartment .........................................
Dated, the .............................
Subject :- Payment of pension in respect of Late Shri / Smt. ________________________
________________________________________________________________________________
The undersigned has learnt with regret the death of Shri / Smt. ________________________________________________________,
a________________________________________________________________________________
(Designation)
in this Office / Department and is directed to inform you that under provisions of rule 104 of West Bengal Service (Death-cum-Retirement Benefit) Rules 1971 you are entitled of family pension for life / till ataining the date of majority.*
I am accordingly to suggest that formal claim of the grant of family pension may be submitted by you in the enclosed Form along with the following documents namely :-
1) death certificates,
2) two copies of passport size photograph duly attested by a gazetted officer.
3) Guardianship certificate where pension is admissible to the minor children.
(Designation)
To
_______________________________________
_______________________________________
_______________________________________
_______________________________________
* Where family pension is admissible to the minor children.
KOLKATA SHEET
calculation sheet of SUPERANNUATION PENSION , RETIRING GRATUITY and FAMILY PENSION in respect of Sri / Smt. ____________________________________________________________ of KOLKATA PAY & ACCOUNTS OFFICE - II who is due to retire on Superannuation on _____________________________________________
|
|
: |
- Date of Appointment in Govt. Service.
|
: |
- Date of Retirement on Superannuation
|
: |
- Length of Qualifying Service.
|
: |
- Emoluments to be drawn as per G.O. N. 7306 - F, dated 16.10.1998
|
: |
- Superannuation Pension as per G.O. as above read with G.O. No. 1127-F (Pen) dated 27.10.1998
|
: |
- Amount of Commutation of Pension
|
: |
- Value of Commutation portion of Pension
( @ Rs. 117.72 per rupee 1 )
|
: |
- Pension after Commutation.
|
: |
- Monthly Family Pension as per G.O. as above.
|
: |
|
|
|
|
|
|
|
|
|
|
In the event of death of Sri/Smt. ________________________________________________________ his/her ____________________________ Sri/Smt. ___________________________________ will be entitled to get Family Pension at the enhance rate of Rs. _______________________________ upto ____________________ from the date following death of her / his husband / wife and therafter Rs. ______________________________ with effect from ____________________________ till her/his death or remarriage whichever is earlier.
Date of commencement of pension :
Pay & Accounts Officer
Kolkata Pay & Accounts Office - II