Pension Calculation Sheet to be given to Pensioner.
(1) Pension Calculation Sheet to be given to Pensioner. - 1. Representations have been received from Pensioners' Associations about reforming the pension payment procedures. One of the suggestions made is that Pension Payment Order should contain a Pension Calculation Sheet detailing therein the period of service rendered, date and rate of last increment with scale of pay, etc. 2. The matter has been examined in consultation with the Comptroller and Auditor-General of India and the Controller-General of Accounts and it is felt that there is need for the pensioner to be supplied with details leading to the computation of pension. With this end in view it is proposed that the Head of Office preparing the pension case of a Central Government employee should prepare in triplicate a certified calculation sheet, as in the pro forma attached (see 1/30/2019 CHAPTER VIII http://persmin.nic.in/pension/rules/pencomp8.htm#Preparation%20of%20list%20of%20Government%20servants%20due%20for%20retirement 15/58 revised format under Form 7), certify the sheet at the bottom and pass it on to the concerned PAO/Accounts Officer along with the pension case. 3. The PAO/Accounts Officer, while issuing the pensionary authorization, countersign the calculation sheet as certified by the Head of Office, retain one copy (out of the three received by him from the Head of Office) and forward one copy as countersigned by him to the pensioner, along with the intimation of his having sent the pension payment authority PPO to the AG/PAO, etc. The third copy of the certified calculation sheet as countersigned by the PAO/Accounts Officer of the Ministry/Department concerned, and the latter would record those calculation sheets as certified by the Head of Office and countersigned by the PAO/AO, in a guard file with a proper index. 4. Ministry of Agriculture, etc., are requested kindly to furnish the calculation sheet in the revised format to all pensioners simultaneously with the issue of the pension payment order by the respective Pay and Accounts Officers. 5. Formal amendments to the CCS (Pension) Rules, 1972, will be issued separately. [G.I., Dept. of Pension and Pensioners' Welfare, O.M. No. 38/19/85-PU, dated the 2nd September, 1985 and corrigendum, dated the 7th February, 1986 and O.M. No. 38/24/91-P. & P.W. (F), dated the 22nd November, 1991.] poTOP 1/30/2019 CHAPTER VIII http://persmin.nic.in/pension/rules/pencomp8.htm#Preparation%20of%20list%20of%20Government%20servants%20due%20for%20retirement 16/58 (2) Entitlement to family pension in the case of employees going on permanent absorption in PSU/Autonomous Bodies should be indicated in the pension calculation sheet. - In accordance with Decision (1) above, every retiring employee is required to be supplied with a pension calculation sheet inter alia indicating the amount of pension, gratuity and family pension. It has been decided that the entitlement to family pension in the case of employees going on permanent absorption in PSU/Autonomous Bodies should also be indicated in the said calculation sheet with an explanation that the benefit of family pension will be admissible in such case subject to - (a) The employee seeking permanent absorption is not entitled to family pension benefit from the Public Sector Undertakings/Autonomous Bodies or under the Employees' Provident Fund and Miscellaneous Provisions Act. (b) Where the employee concerned is governed by the Family Pension Scheme under the Employees' Provident Fund and Miscellaneous Provisions Act, he opts to be governed by the Family Pension Scheme of the Central Government after obtaining exemption from the provision of Employees' Provident Fund and Miscellaneous Provisions Act from the Regional Provident Fund Commissioner concerned. For this purpose, the format of the calculation sheet has been further amplified. A revised format (Form-7) is enclosed (Annexure). This calculation sheet should be got printed on fairly heavy paper to ensure its durability and entries therein should as far as possible be typed. In the event of the asborbees becoming eligible for the benefit of family pension under the Central Government rules, the pension calculation sheet can be relied upon by the members of the family for claiming family pension as and when the contingency for the same arises in future. Ministry of Agriculture, etc., are requested kindly to bring these revised instructions to the notice of all Heads of Office/Pay and Accounts Offices under their administrative control. It is also requested that the pension calculation sheets may be supplied in all past cases of absorption in PSU/Autonomous Bodies (confined to details regarding entitlement to family pension) where the family pension has not so far already commenced. In their application to the persons serving in the Indian Audit & Accounts Department, these orders issue in consultation with the Comptroller & Auditor-General of India. [G.I, Dept. of P. & P.W., O.M. No. 29/4/91-P. & P.W. (F), dated the 13th January, 1993.] ANNEXURE CALCULATION SHEET (Important document to be preserved carefully) No.................................... Name of the Minsitry/Deptt./Office .................................................... 1. Name of the Pensioner 2. Designation 3. Date of birth 4. Date of entry in the Govt. service 5. Date of retirement 6. Length of qualifying service reckoned for pension/gratuity (as indicated in PPO) 7. Emoluments drawn during the last 10 months. 8. (1) Average emoluments for pension (as indicated in PPO) (2) Pension admissible Calculations to be shown as follows :- (Avg. Emo./2 ) x [Q.S. (in completed 6 monthly period not exceeding 66)/66] 8-A. Whether opted for commutation of 100% pension in case of permanent absorption in PSU/AB [Deleted vide notification No. 4/42/91-P&PW(D) dated 25-6- 1997] 9. (1) Emoluments for gratuity (as indicated in PPO) 1/30/2019 CHAPTER VIII http://persmin.nic.in/pension/rules/pencomp8.htm#Preparation%20of%20list%20of%20Government%20servants%20due%20for%20retirement 17/58 (2) Retirement gratuity admissible Calculation to be shown as follows :- (Emoluments/4) x [Q.S. (in completed 6 months period not exceeding 66)] 10. (1) Emoluments for Family Pension (as indicated in PPO) (2) Family Pension admissible Calculations to be shown as follows :- *(a) Ord. Family Pension : Pay last drawn x Prescribed %, subject to prescribed min. and max. *(b) Enhanced Family Pension : Family Pension at ordinary rate as at (a) above x 2, subject to prescribed minimum and maximum as per Rule 54. *EXPLANATION : In case of permanent absorption in Public Sector Undertakings/Autonomous Bodies, whether the retiree opts for pro rata pension or commutation of 100% pension, the above-mentioned entitlement to family pension will be subject to the fulfilment of the following conditions, namely :- (a) The employee seeking permanent absorption is not entitled to family pension benefit from the Public Sector Undertakings/Autonomous Bodies or under the Employees' Provident Fund and Miscellaneous Provisions Act, and (b) Where the employee concerned is governed by the Family Pension Scheme under the Employees' Provident Fund and Miscellaneous Provisions Act, he opts to be governed by the Family Pension Scheme of the Central Government after obtaining exemption from the provision of Employees' Provident Fund and Miscellaneous Provisions Act from the Regional Provident Fund Commissioner concerned. 11. PPO No......................................... Head of Office Place............................................. Date.............................................. Countersigned Pay & Accounts Officer Place............................................. Date..............................................