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Rule 4 - Pension Documents | KartavyaDesk

CCS Pension

Original Rule Text

List of Documents to be submitted with Form 12 1. Two specimen signatures of claimant (to be furnished in a separate sheet) (Two slips each bearing the left hand thumb and finger impressions may be furnished by a person who is not literate to sign his name. If such an on account of physical disability is unable to give left hand thumb and finger impressions he/she may give thumb and finger impressions of the right hand. Where a Government servant has lost both the hands, he/she may give toe impressions..) 2. Two copies of passport size photographs of the claimant 3. Undertaking for refunding any excess payment made by the pension disbursing Bank 4. Specimen signature or left hand thumb and finger impressions of guardian, in the case of the guardian who is not literate enough to sign his or her name 5. Two self -attested copies of passport size photograph of the guardian/nominee 6. Descriptive roll of the guardian/nominee, wherever applicable, showing the particulars of height and identification marks, self- attested. 7. Copy of PPO of pensioner/ previous family pensioner (To be provided, if available) 8. Proof of permanent address of the guardian. 9. Copy of death certificate of the deceased pensioner/previous family pensioner

What This Means

Rule 4 of the CCS (Pension) Rules, 2021, is all about ensuring the smooth processing of pension claims, especially for family pensions. It specifies the exact documents that need to be submitted along with Form 12. Form 12 is used to apply for family pension after the death of a government employee or pensioner. This rule aims to prevent delays and errors by clearly outlining what information and proofs are required.

The rule is crucial for both the claimant (the person applying for the pension, often a spouse or dependent) and the government department processing the claim. It ensures that the necessary information is available upfront, reducing back-and-forth communication and speeding up the pension disbursement process. The rule also addresses situations where the claimant is unable to sign or is a minor, specifying alternative documentation requirements like thumb impressions or guardian details.

Essentially, Rule 4 acts as a checklist, guiding claimants on what to gather and submit to avoid rejection or delays in receiving their entitled family pension. It's a vital step in ensuring financial security for the family of a deceased government employee.

This explanation was generated with AI assistance for educational purposes. Always refer to the official gazette notification for authoritative text.

Key Points

  • •Specifies the documents required with Form 12 for family pension claims.
  • •Includes requirements for claimant's signatures, photographs, and undertakings.
  • •Addresses situations where the claimant is illiterate or a minor, requiring thumb impressions or guardian details.
  • •Requires proof of address and death certificate of the deceased pensioner.
  • •Aims to streamline the pension claim process and avoid delays.

Practical Example

Mrs. Sharma's husband, Mr. Sharma, a retired government employee, recently passed away. She is now applying for family pension. According to Rule 4 of the CCS (Pension) Rules, 2021, she needs to submit Form 12 along with the specified documents. This includes two copies of her passport-size photographs, two specimen signatures on a separate sheet, an undertaking to refund any excess payment, and a copy of Mr. Sharma's Pension Payment Order (PPO). She also needs to provide a copy of Mr. Sharma's death certificate and her proof of permanent address. By ensuring she has all these documents ready, Mrs. Sharma can expect a smoother and faster processing of her family pension claim.

This explanation was generated with AI assistance for educational purposes. Always refer to the official gazette notification for authoritative text.

Frequently Asked Questions

What happens if I don't have a copy of the deceased pensioner's PPO?▼
While a copy of the PPO is desirable, it is not mandatory if unavailable. You should still submit the other required documents. The department will then try to obtain the PPO from their records.
My mother is illiterate. How can she provide specimen signatures?▼
If the claimant is illiterate, they can provide two slips each bearing the left-hand thumb and finger impressions. If, due to physical disability, they cannot provide left-hand impressions, they may use the right hand. In the absence of both hands, toe impressions can be used.
What is the purpose of the undertaking for refunding excess payment?▼
This undertaking ensures that if the pension disbursing bank inadvertently makes an excess payment, the claimant agrees to refund the excess amount. This protects the government from financial loss due to banking errors.
My child is the nominee, but they are a minor. What documents are required for them?▼
In the case of a minor nominee, you need to provide the specimen signature or left-hand thumb impression of the guardian, two self-attested copies of the guardian's passport-size photograph, a descriptive roll of the guardian, and proof of the guardian's permanent address.
Are self-attested copies of documents sufficient, or do they need to be attested by a gazetted officer?▼
For the documents specified in Rule 4, self-attested copies are generally sufficient. However, it's always a good practice to check with the specific pension disbursing authority for any additional requirements.

This explanation was generated with AI assistance for educational purposes. Always refer to the official gazette notification for authoritative text.

Test Your Knowledge

Question 1 of 3

According to Rule 4 of the CCS (Pension) Rules, 2021, how many copies of passport-size photographs of the claimant are required to be submitted along with Form 12?

Related Rules

Rule 62CCS (Pension) Rules, 2021 - Rule 62Rule 19CCS (Pension) Rules, 2021 - Rule 19Rule 65CCS (Pension) Rules, 2021 - Rule 65Rule 68CCS (Pension) Rules, 2021 - Rule 68Rule 72CCS (Pension) Rules, 2021 - Rule 72

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