Documents to be submitted by family pensioner along with the formats and Submission of Form 14 instructions

Documents to be submitted by family pensioner along with the formats and Submission of Form 14 instructions

• Submission of Form 14 by the spouse to the pension disbursing bank after the death of the pensioner

GOVERNMENT OF INDIA
MINISTRY OF FINANCE
DEPARTMENT OF EXPENDITURE
CENTRAL PENSION ACCOUNTING OFFICE
TRIKOOT-II, BHIKAJI CAMA PLACE,
NEW DELHI-110066
PHONES : 26174596, 26174456, 26174438

CPAO / Tech / Bank Performance / 37 Vol-III(A) / 2020-21 / 81

Dated: 12.02.2021

To
The Head of CPPC / GBD
—————–
—————–
—————–

Subject:- Documents to be submitted by family pensioner along with the formats.

Sir / Madam,

Your kind attention is invited to CCS Pension (Rules) 1981, Para 24 of the “Scheme for Payment of Pension to Central Government Civil Pensioners by Authorized Banks”, read with DP&PW Notification dated-29.08.2014 and DP&PW 0M No. 1 / 27 / 2011-P&PW (E) dated- 20.09.2013 wherein the simplified procedure for payment of family pension is mentioned. The payment of family pension at the rate and to the person indicated in the PPO may be commenced by the paying branch on the receipt of following documents:-

1. Where spouse having joint account with pensioner.

i) Application for grant of family pension

ii) Copy of Death Certificate of pensioner.

iii) Proof of his / her own age / Data of Birth (Date of birth is required to regulate the amount of additional pension on attaining the age of 80 years and above).

iv) Undertaking to the effect that any amount to which he or she is not entitled to or any amount which may be credited to his or her account in excess of the amount to which he or she is entitled would be refunded or made good.

2. Where spouse do not have joint account with pensioner.

i) Application for grant of family pension on death of a Govt, servant or pensioner in Form 14 as prescribed in CCS Pension rules may also be obtained in addition to aforementioned documents.

All the Heads of CPPCs are requested to take cognizance of the codal provisions mentioned above in border to reduce the time taken by bank branch and CPPC for conversion of pension in to family pension to spouse or in cases co-authorization has already been provided in PPO.

This issues with the approval of the Chief Controller (Pensions).

sd / –
(Neeraj Kulhari)
(Dy. Controller of Accounts)

No. 1 / 27 / 201 l-P&PW (E)
Government of India
Ministry of Personnel, P.G. & Pensions
Department of Pension & Pensioners’ Welfare

3rd Floor, Lok Nayak Bhawan,
Khan Market, New Delhi
Dated: 20th September, 2013

OFFICE MEMORANDUM

Sub: Submission of Form 14 by the spouse to the pension disbursing bank after the death of the pensioner – instructions reg.

The undersigned is directed to draw attention to the requirement of applying for family pension in Form 14 as given in rule 81 (2) (A) (ii) of the CCS (Pension) Rules, 1972.

2. This Department has been receiving representations from various quarters to do away with the condition of applying for family pension in Form 14 as it is causing inconvenience to widows, who find it difficult and embarrassing to present themselves before two Gazetted Officers / persons of repute for attestation of Form 14.

3. Before commencement of family pension, personal identification details of the spouse such as specimen signature, personal mark of identification and left hand thumb impression, proof of age / date of birth of spouse and an undertaking from him / her for recovery of excess payment are to be obtained by the bank. Form 14 serves as a standard processing sheet, which defines and delineates the exact requirement of information to be given to the pension disbursing Bank. It was apprehended that in the absence of this standard, the widows may be asked to submit any relevant or irrelevant information by the bank. This could also lead to delay in commencement of the family pension.

4. The matter has been examined and it has been agreed that in case the pensioner and spouse are holding a joint account, the possibility of claim for family pension from someone else does not arise. Therefore, in such cases, there is no requirement of Form 14. The spouse may inform the Bank of death of the pensioner and request the bank for commencement of family pension, through a simple letter. He / she may enclose a copy of death certificate of pensioner, PPO, proof of his / her own age / date of birth and an undertaking for recovery of excess payment. In other cases, i.e., where the pension is not being credited to the joint bank account of the pensioner and his / her spouse, Form 14 will be continued to be obtained by the banks. However, the condition of attestation of Form 14 has been done away with and witnessing by two persons has been considered as sufficient.

5. For all future cases, Head of Office will forward to the PAO, along with similar details for the pensioner, the specimen signature, personal mark of identification, left hand thumb impression, the proof of age / date of birth and an undertaking from the spouse regarding recovery of excess payment. After the death of the pensioner, the spouse of the deceased pensioner will be required to provide only death certificate to the paying bank, who will identify the spouse based on the information given in the PPO and its own “Know Your Customer” procedures. Where the pensioner and his / her spouse do not have a joint account, Form 14 will be required as in para 4 above.

6. This issues with the concurrence of Department of Expenditure, vide their ID No. 601 / E.V / 2013, dated 13.09.2013.

(D.K. Solanki)
Under Secretary to the Government of India
Ph:24644632

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