EMPLOYEES
PENSION SCHEME, 1995
1. Short title,
commencement and application
2. Definitions
5. Recovery
of damages for default in payment of any contribution
6. Membership
of the Employees’ Pension Scheme
7. Option for
joining the Scheme
9. Determination
of eligible service
10. Determination
of pensionable service
11. Determination
of pensionable salary
12-A. Option for
commutation
13. Options
for return of capital
14. Benefits on
leaving service before being eligible for monthly member’s pension
15. Benefits
on permanent and total disablement during the service
16. Benefits
to the family on the death of a member
16-A. Guarantee
of pensionary benefits
17. Payment on
exercise of option
17-A. Payment of
Pension
19. Preparation
of contribution cards
21. Employer
to furnish particulars of ownership
23. Allotment
of account numbers
24. Declaration
by persons taking up employment after the fund has been Established
25. Employees’
Pension Fund Account
26. Investment
of the Employees’ Pension Fund
30. Audit
31. Rounding
up of the benefits
33. Disbursement
of pension and other benefits
37. Annual
Report
38. Application
of the provisions of the Employees’ Provident Fund Scheme, 1952
39. Exemption
from the operation of the Pension Scheme
40. Information
to the Central Government
41. Interpretation
42. Punishment
for failure to submit return, etc.
43. Payment of
pension in the case of a person charged with the offence of murder
EMPLOYEES’ PENSION SCHEME, 19951
G.S.R.
748 (E), DATED 16TH NOVEMBER 1995. -In exercise of the powers conferred by Sec.
6-A of the Employees’ Provident Funds and Miscellaneous Provisions Act, 1952
(19 of 1952), the Central Government hereby makes the following Scheme, namely:
1. Published
in the Gazette of India, Extraordinary, Pt. II, Sec. 3 (i).
1. SHORT
TITLE, COMMENCEMENT AND APPLICATION. –
(1) This
Scheme may be called the Employees’ Pension Scheme, 1995.
(2) (a) This Scheme shall come into force on
16th day of November, 1995;
(b) Subject
to the provisions of this Scheme the employees have an option to become the
members of the Scheme with effect from the 1st April, 1993;
(3) Subject
to the provisions of Sec. 16 of the Employees’ Provident Funds and
Miscellaneous Provisions Act, 1952, this Scheme shall apply to the employees of
all factories and other establishments to which the Employees’ Provident Funds
and Miscellaneous Provisions Act, 1952 applies or is applied under sub-section
(3) or sub-section (4) of Sec. 1 or Sec. 3 thereof.
(1) In this Scheme unless
the context otherwise requires, -
(i) “Act” means the Employees’ Provident Funds
and Miscellaneous Provisions Act, 1952 (19 of 1952);
(ii) “Actual service” means the aggregate of
periods of service rendered from the 16th November, 1995 or from the date of
joining any establishment whichever is later to the date of exit from the
employment of the establishment covered under the Act;
(iii) “Commissioner”
means a Commissioner for Employees’ Provident Funds appointed under Sec. 5-D of
the Act;
(iv) “Contributory
service” means the period of actual service rendered by a member for which the
contributions to the fund have been 1[received
or are receivable.]
(v) “Eligible
member” means an employee who is eligible to join the Employees’ Pension
Scheme;
(vi) “Existing
Member” means an existing employee who is a member of the Employees’ Family
Pension Scheme, 1971;
(vii)
“Family” means-
(i) Wife,
in the case of male member of the Employees’ Pension Fund;
(ii)
Husband, in the case of a female member of the
Employees’ Pension Fund; and
(iii) Sons
and 2[* **] daughters of a
member of the Employees’ Pension Fund;
EXPLANATION. - The expressions “sons” and “daughters” shall include children 3[legally adopted by the member].
(viii)
“Pension” means the pension payable under the Employees’ Pension Scheme
and also includes the Family pension admissible and payable under the
Employees’ Family Pension Scheme, 1971, immediately preceding the commencement
of the Employees’ Pension Scheme, 1995 with effect from the 16th November 1995;
(ix) “Member”
means an employee who becomes a member of the Employees’ Pension Fund in
accordance with the provisions of this Scheme;
4[EXPLANATION. -An employee shall cease to be
the member of Pension Fund from the date of attaining 58 years of age or from
the date of vesting admissible benefits under the scheme, whichever is
earlier.]
(x) “Non-Contributory
Service” is the period of “actual service rendered by a member for which no
contribution to the "Employees’ Pension Fund" has been 1[received or are receivable);
(xi) “Orphan”
means a person, none of whose parents is alive 2[* * *];
(xii) “Past
service” means the period of service rendered by an existing member from the date
of joining Employees’ Family Pension Fund till the 15th November, 1996;
(xiii) “Pay”
means basic wages, with dearness allowance, retaining allowance and cash value
of food concessions admissible, if any;
(xiv) “Pension
Fund” means the Employees’ Pension Fund set up under sub-section (2) of Sec.
6-A of the Act
(xv) “Pensionable
service” means the service rendered by the member for which contributions have
been l [received or are
receivable];
5[(xvi) “Permanent total disablement” means such
disablement of permanent nature as incapacitates an employee for all work which
he/she was capable of performing at the time of disablement, regardless whether
such disablement is sustained in the course of employment or otherwise.]
(xvii) “Table” means table appended
to this Scheme;
(xviii) The
words and expressions defined in the Act but not defined in this Scheme shall
have the same meaning as assigned to them in the Act.
1. Subs.
by G.S.R. 134 dated 28th February 1996, for the word “received” (w.e.f 16th
March, 1996).
2. Omitted
by ibid. (w.e.f 16th March, 1996).
3. Subs.
by ibid for the words “adopted by the member legally before death in service”.
4. INS. VIDE NOTIFN. DATED 22ND FEBRUARY 1999.
5. Subs. by ibid. (w.e.f. 16th March, 1996).
(1) From
and out of the contributions payable by the employer in each month under Sec. 6
of the Act or under the rules of the Provident Fund of the establishment which
is exempted either under Cls. (a) and (b) of sub-section (1) of Sec. 17 of the
Act or whose employees are exempted under either para. 27 or para. 27-A of the
Employees’ Provident Funds Scheme, 1952, a part of contribution representing
8.33 per cent. of the Employees’ pay shall be remitted by the employer to the
Employees’ Pension Fund within 15 days of the close of every month by a
separate bank draft or cheque on account of the Employees’ Pension Fund
contribution in such manner as may be specified in this behalf by the
Commissioner. The cost of the
remittance, if any, shall be borne by the employer.
(2) The
Central Government shall also contribute at the rate of 1. 16 per cent. of the
pay of the members of the Employees’ Pension Scheme and credit the contribution
to the Employees’ Pension Fund:
PROVIDED that where the pay of the member exceeds rupees five thousand
per month the contribution payable by the employer and the Central Government
be limited to the amount payable on his pay of rupees five thousand only.
(3) Each
contribution payable under sub-paragraphs (1) and (2) shall be calculated to
the nearest rupee, fifty paise or more to be counted as the next higher rupee
and fraction of a rupee less than fifty paise to be ignored.
(4) The
net assets of the Family Pension Scheme, 1971 shall vest in and stand
transferred to the Employees’ Pension Fund.
4. PAYMENT OF
CONTRIBUTION. –
(1) The
employer shall pay the contribution payable to the Employees’ Pension Fund in
respect of each member of the Employees’ Pension Fund employed by him directly
or by or through a contractor.
(2) It
shall be the responsibility of the principal employer to pay the contributions
payable to the Employees’ Pension Fund by himself in respect of the employees
directly employed by him and also in respect of the employees employed by or
through a contractor.
5. RECOVERY
OF DAMAGES FOR DEFAULT IN PAYMENT OF ANY CONTRIBUTION. -
(1) Where
an employer makes default in the payment of any contribution to the Employees’
Pension Fund, or in the payment of any charges payable under any other
provisions of the Act or the Scheme, the Central Provident Fund Commissioner or
such officer as may be authorised by the Central Government, by notification,
in the Official Gazette, in this behalf, may recover from the employer by way
of penalty, damages at the rates given below:-
|
Period
of default |
Rate of damages (Percentage of arrears per annum) |
|
(a) Less than two months. |
Seventeen |
|
(b) Two months and above but less than four months. |
Twenty-two |
|
(c) Four months and above but less than six months. (d) Six months and
above. |
Twenty-seven Thirty-seven |
(2) The
damages shall be calculated to the nearest rupee, 50 paise or more to be
counted as the nearest higher rupee and fraction of a rupee less than 50 paise
to be ignored.
1[6. MEMBERSHIP OF
THE EMPLOYEES PENSION SCHEME. -Subject to subparagraph (3) of para. 1 the Scheme shall apply to every employee-
(a) Who
on or after the 16th November, 1995, becomes a member of the Employees’
Provident Funds Scheme, 1952 or of the provident funds of the factories and
other establishments exempted by the appropriate Government under Sec. 17 of
the Act or in whose case exemption has been granted under para. 27 or 27-A of
the Employees’ Provident Funds Scheme, 1952, from the date of such membership;
(b) Who
has been a member of the ceased Employees’ Family Pension Scheme, 1971, before
the commencement of this Scheme from 16th November, 1995,
(c) Who
ceased to be a member of the Employees’ Family Pension Scheme, 1971, between
1st April, 1993, and 15th November, 1995 and opts to exercise his option under
para. 7;
(d) Who has been a member of the Employees’
Provident Fund or of Provident Funds of Factories and other establishments
exempted by the appropriate Government under Sec. 17 of the Act or in whose
case exemption has been granted under para. 27 or 27-A of the Employees’
Provident Funds Scheme, 1952 on 15th November, 1995 but
not being a member of the ceased Employees’ Family Pension Scheme, 1971, opts
to exercise his option under para. 7.]
1. Subs. by
G.S.R. 134, dated 28th February, 1996, for the words “the member” (w.e.f. 16th
March. 1996).
1[6-A RETENTION OF MEMBERSHIP. -A member of the Employee’s Pension Fund shall
continue to be such member till he attains the age of 58 years or he avails the
withdrawal benefit to which he is entitled under
para. 14 of the scheme, or dies, or the pension is vested in him in terms of
para. 12 of the scheme, whichever is earlier.]
1. INS.
VIDENOTIFN. DATED 22ND FEBRUARY, 1999.
(1) Members
referred to under sub-paragraph (c) of para. 6 who have died between Ist April,
1993 and 15th November, 1995 shall be deemed to have exercised the option of
joining the Scheme on the date of his death.
(2) Members
referred to in sub-paragraph (c) of para. 6 who are alive shall have the option
to join the Scheme as per the provisions of para. 17 from the date of exit from
the employment.
(3) Members
referred to in sub-paragraph (d) of para. 6, shall have the option to join the
Scheme as per the provisions of para. 17 from 16th November, 1995.]
1. Subs. By G.S.R. 134, dated 28th
February, 1996 (w.e.f. 16th March, 1996)
8. RESOLUTION OF
DOUBTS. -IF
any doubt arises whether an employee is entitled to become a member of the
Employees’ Pension Fund, the same shall be referred to the Regional Provident Fund Commissioner who shall decide the same:
PROVIDED that both the employer and the employee shall be heard before
passing final order in the matter,
9. DETERMINATION OF ELIGIBLE SERVICE. -The eligible service shall be determined as
follows: -
(a) In
the case of “new entrant” the “actual service” shall be treated as eligible
service. The total actual service shall
be rounded off to the nearest year. The
fraction of service for six months or more shall be treated as one year and the
service less than six months shall be ignored.
EXPLANATION. -In the case of employees
employed seasonally in any establishment the period of “actual service” in any year,
notwithstanding that such service is less than a year shall be treated as a
full year.
(b) In the case of “existing
member the aggregate of actual service and the “past service” shall be treated
as eligible service
PROVIDED that if there is any period in the “past service” for
which the contributions towards the Family Pension Scheme, 1971, has not been
received, the said period shall count as eligible service only if the
contributions thereof have been received in the Employees’ Pension Fund.
EXPLANATION.
-For the purpose of this sub-paragraph the total past
service for less than six months shall be ignored and the total past service
for six months and above shall be rounded off to a year.
10. DETERMINATION
OF PENSIONABLE SERVICE. –
(1) The Pensionable
service of the member shall be determined with reference to the contributions 1[received or receivable] on his behalf in
the Employees’ Pension Fund.
(2) In the
case of the member who superannuates on attaining the age of 58 years and/or
who has rendered 20 years’ Pensionable service or more, his Pensionable service
shall be increased by adding a weightage of 2 years.
1. Subs.
by G.S.R. 134, dated 28th February. 1996,
for the word “received” (w.e.f 16th March, 1996).
11. DETERMINATION
OF PENSIONABLE SALARY. -
(l) Pensionable
salary shall be the average monthly pay drawn 1[in
any manner including on piece-rate basis] during the contributory period of
service in the span of 12 months preceding the date of exit from the membership
of the Employees" Pension Fund.
2[PROVIDED that if a
member was not in receipt of full pay during the period of twelve months
preceding the day he ceased to be the member of Pension Fund, the average of
previous twelve months full pay drawn by him during the period for which
contribution to the Pension Fund was recovered, shall be taken into account as
Pensionable salary for calculating pension.]
(2) If
during the said span of 12 months there are non-contributory periods of service
including cases where the member has drawn salary for a part of the month, the
total wages during the 12 months span shall be divided by the actual number of
days for which salary has been drawn and the amount so derived shall be
multiplied by 30 to work out the average monthly pay.
(3) The
maximum pensionable salary shall be limited to five thousand rupees per month:
3[PROVIDED that if at
the option of the employer and employee contribution paid on salary exceeding
Rs. 5,000/- per month from the date of commencement of this Scheme or from the
date salary exceeds Rs. 5000/whichever is later, and 4[10] per cent. share of the employers
thereof is remitted into the pension fund, pensionable salary shall be based on
such higher salary.]
1. Ins.
by ibid.
2. INS. VIDE NOTIFN, DATED 22ND FEBRUARY 1999.
3. Added
by ibid. (w.e.f. 16th March 1996).
4. ENHANCED
BY THE ACT 10 OF 1998 (W.E.F. 22ND SEPTEMBER, 1997).
12. MONTHLY MEMBER’S PENSION. -
(l) A member shall be
entitled to, -
(a) Superannuation pension, if
he has rendered eligible service of 20 years or more and retires on attaining
the age of 58 years;
(b) Retirement pension, if
he has rendered eligible service of 20 years or more and retires or otherwise
ceases to be in the employment before attaining the age of 58 years;
(c) Short
service pension, if he has rendered eligible service of 10 years or more but
less than 20 years.
(2) In the case of a new
entrant the amount of monthly superannuation pension or retiring pension, as
the case may be, shall be computed in accordance with the following factors,
namely: -
Pensionable salary x
Pensionable service
Monthly member’s pension= 70
1[* * *
(3) In the
case of an employee 1[who was a
member of the ceased Family Pension Scheme, 1971] and who has not attained the
age of 48 years on the 16th November, 1995;
Superannuation/retirement/short
service pension shall be equal to the aggregate of, -
(a) Pension
as determined under sub-paragraph (2) for the period of pensionable service
rendered from the 16th November, 1995 or Rs. 635/- per month whichever is more;
2(b) Past service pension benefit shall be as
given below: -
The past service
benefit payable on completion of 58 years of age on 16th November,
1995.
|
Years
of past service per month |
Salary upto Rs. 2,500 per month |
Salary more than Rs. 2,500 per month |
|
1 |
2 |
3 |
|
(i)
Upto 11 years |
80 |
85 |
|
(ii)
More than 11 years but upto 15 years |
95 |
105 |
|
(iii)
More than 15 years but upto 20 years |
120 |
135 |
|
(iv)
Beyond 20 years |
150 |
170 |
Subject
to a minimum of Rs. 800 per month provided the past service is 24 years, if the
aggregate service of the member is less than 24 years, the pension and the benefits
computed as above shall be reduced proportionately subject to a minimum of Rs.
450 per month];
3[(c)
On completion of the age of 58 years
after 16th November, 1995, the benefit under column (2) or column (3) above, as
the case may be, shall be multiplied by the factor given in Table
B-corresponding to the period between 16th November, 1995 and date of
attainment of age of 58 years to arrive at past service pension payable.]
(4) In the case of an employee 2 [who
was a member of the ceased Family Pension Scheme, 1971], and has attained the
age of 48 years but less than 53 years on the 16th November, 1995, the
superannuation/retirement pension shall be equal to the aggregate of, -
(a) Pension as determined
under sub-paragraph (2) for the period of service rendered from the 16th
November, 1995 or Rs. 438/- per month whichever is more;
(b) Past service benefits
provided in sub-paragraph (3) subject to a minimum of Rs. 600/- per month
provided the past service is 24 years:
PROVIDED further that if it is less than 24
years the pension payable and the past service benefits taken together shall be
proportionately less subject to the minimum of Rs. 325/- per month.
(5) In the
case of an employee 4[who was
a member of the ceased Family Pension Scheme, 1971], and who has attained the
age of 53 years or more on the 16th November, 1995, the
superannuation/retirement pension shall be equal to the aggregate of, -
(a) Pension
as determined under sub-paragraph (2) for the period of service rendered from
the 16th November, 1995 per month or Rs. 335/- per month whichever is more;
(b) Past
service benefits provided in sub-paragraph (3) subject to the minimum of Rs.
500/- per month, provided the past service is 24 years:
PROVIDED further that if it is less than 24 years the pension payable
and the past service benefits shall be proportionately lesser but subject to
the minimum of Rs. 265/- per month.
(6) Except
as otherwise expressly provided hereinafter the monthly member’s pension under
sub-paragraphs (2) to (5) mentioned hereinabove, as the case may be, shall be
payable from a date immediately following the date of completion of 58 years of
age notwithstanding that the member has retired or ceased to be in the
employment before that date.
(7) A
member if he so desires, may be allowed to draw a monthly reduced pension from
a date earlier than 58 years of age, but not earlier than 50 years of age. In such cases, the amount of pension shall
be reduced at the rate of 4[three
per cent. for every year, the age falls short of 58 years).
(8) If
a member ceases to be in the employment by way of retirement or otherwise
earlier than the date of superannuation from which pension can be drawn, the member
may, on his option, either be paid pension as admissible under this Scheme on
attaining the age exceeding 50 years or he may be issued a scheme certificate
by the Commissioner indicating the pensionable service, the pensionable salary
and the amount of pension due on the date of exit from the employment. If he/she is subsequently employed in an
establishment covetable under this Scheme, his/her earlier service as per the
scheme certificate shall be reckoned for pension alongwith the fresh spell of pensionable
service. The member postponing the
commencement of payment of pension under this paragraph shall also be entitled
to additional relief sanctioned under this Scheme from time to time:
PROVIDED that if the member does not take up an employment covetable
under this Scheme, but dies before attaining the age of 58 years, the amount of
contributions received in his case shall be converted into a monthly widow
pension/children pension. The widow
pension in such cases shall be calculated at the scale laid down in Table ‘C’
and the children pension at 25 per cent thereof for each child (upto two). If there is no widow then the orphan pension
shall be payable at the rate of 75 per cent of the amount which would have been
payable as a widow pension subject to the provisions of para. 16.
1. Omitted
by G.S.R. 134, dated 28th February 1996 (w.e.f. 16th March, 1996).
2. Subs.
by ibid, for certain words.
3. Ins by ibid.
4. Subs.
by G.S.R. 134, dated 28th February 1996 (w.e.f 16th March, 1996), for certain words.
1[12-A.
OPTION FOR COMMUTATION. - member eligible to pension may, in lieu of pension normally admissible
under para. 12, opt on completion of three years from the commencement of this Scheme,
to commute up to a maximum of one-third of his pension so as to receive hundred times the monthly pension so commuted as commuted value of
pension. Balance pension will be paid
on monthly basis as per option exercised under para. 13.
EXPLANATION. - If for example, the normal pension under para. 12 is Rs. 600, and the
pensioner opts to commute one-third of this monthly pension the commuted value
will be equal to 1/ 3rd x 600 x 100 = Rs. 20,000 and the same shall be paid at
the time of exercise of option for commutation. The balance of pension payable on monthly basis is Rs. 400.]
1. Ins.
by G.S.R. 134, dated 28th February, 1996 (w.e.f 16th March, 1996).
13. OPTIONS FOR RETURN OF
CAPITAL. -
(1) A member eligible to pension may, in lieu of pension normally
admissible under para. 12 1[subject to commutation of pension, if any,
under para. 12], opt to draw for reduced pension and avail of return of capital
under any one of the three alternatives given below: -
|
Sl. No. |
Alternatives |
Revised pension payable |
Amount payable as return of capital |
|
1. |
1.
Revised pension during lifetime of member with return of capital on his
death. |
90% of original monthly pension. |
100 times the original monthly pension on death of
member to the nominee. |
|
2. |
2. Revised pension during the lifetime of member, further reduced pension during lifetime of the widow or her remarriage whichever is earlier and return of capital on widow’s death/remarriage. |
90%
of original monthly pension to the member. On his death 80% of the original
monthly pension to the widow. |
90 times the original monthly pension on death of widow/remarriage to the nominee. |
|
3. |
3. Pension for a fixed period of 20 years notwithstanding whether the member lives for that period or not. |
87.5%
of the original monthly pension for fixed period of 20 years. The pension
will cease thereafter. |
100 times the original monthly pension at the end of 20 years from the date of commencement of pension to the member if he is alive, otherwise to his nominee. |
EXPLANATION I. -In alternative 2, if the 2[spouse] dies or remarries before the death
of member, capital equal to 90 times the original monthly pension shall be paid
to the nominee on the member’s death.
EXPLANATION 2. -In alternative 3, if the
member dies before the end of 20-year period, the pension shall be paid to his
nominee for the balance period.
EXPLANATION 3. -In the case of a member who
is eligible for permanent total disablement pension, and where the payment of
such pension is to commence before his attaining the age of 50 years, the
option shall also be admissible but in such cases the actual pension payable
shall be reduced by 1% and the return of capital shall be further reduced by
Rs. 1,000/- for every year by which the age at the commencement of pension
falls short of 50 years.
3[EXPLANATION
4. -In cases of exercise of option for commutation
under para. 12-A balance monthly pension payable after commutation shall be
deemed to be the original monthly pension for the purpose of this paragraphs
(2) The
option under sub-paragraph (1) shall be exercised by the member at the time of
submission of the application form for pension in accordance with the
provisions of this Scheme. The option
once exercised shall be final. If no
option is exercised, the member shall be deemed not to have exercised any
option under this paragraph and his/her pension shall be determined under the
provisions of para. 12.
(3) Notwithstanding
that the capital is returned under this paragraph the widow/children shall
continue to be eligible for normal widow pension/children pension/orphan
pension under para. 16 of this Scheme from, the date immediately following the
date of death of the member.
1. Ins.
by G.S.R. 134, dated 28th February, 1996 (w.e.f 16th March, 1996).
2. Subs. by ibid, for the word “widow”.
3. Ins. by G.S.R. 134, dated 28th February,
1996 (w.e.f 16th March, 1996).
14. BENEFITS
ON LEAVING SERVICE BEFORE BEING ELIGIBLE FOR MONTHLY MEMBER’S PENSION. -
(1) If a
member has not rendered the eligible service prescribed in para. 1[9] on the date -of exit, or on attaining 58
years of age whichever is earlier, he/she shall be entitled to a withdrawal
benefit as laid down In Table ‘D’ or may opt to receive the scheme certificate
provided on the date he/she has not attained the 58 ‘years of age:
PROVIDED that an existing member shall receive
additional return of contributions for his/her past service under the
Employees’ Family Pension Scheme, 1971, computed as withdrawal-cum-retirement
benefits as per Table ‘A’ multiplied by the factor given in Table ‘B’.
1. Subs. by
ibid, for the figures “10”
15. BENEFITS ON PERMANENT AND
TOTAL DISABLEMENT DURING THE SERVICE.
-
(1) A
member, who is permanently and totally disabled during the employment shall be
entitled to pension as admissible under sub-paragraphs (2) to (5) of para. 12,
as the case may be, subject to a minimum of Rs. 250/- per month notwithstanding
the fact that he /she has not rendered the pensionable service entitling
him/her to pension under para.12 provided that he/she has made at least one month’s contribution to the Pension
Fund.
(2) The
monthly member’s pension in such cases shall be payable from date following the
date of permanent total disablement and shall be tenable for the lifetime of
the member.
(3) A
member applying for benefits under this paragraph shall be required to undergo
such medical’ examination as may be prescribed by the Central Board to
determine whether or not he or she is permanently and totally unfit for the
employment which he or she was doing at the time of such disablement.
16. BENEFITS TO
THE FAMILY ON THE DEATH OF A MEMBER. -
(1) 1[Pension to the family] shall be admissible
from the date following the date of death of the member, if the member dies:
-
(a) While in
service, provided that at least one month’s contribution has been paid into the
Employees’ Pension Fund; or
(b) After
the date of exit but before attaining the age of 58 years, from the employment
having rendered service entitling him/her to monthly member’s pension but 2 [before
the commencement of pension payment or];
(c) After
commencement of payment of the monthly member’s pension.
NOTE.
-The cases where a member has rendered less than 10 years eligible service on
the date of exit but has retained the membership of the Pension Fund, and dies
before attaining the age of 58 years, shall be regulated under sub-paragraph
(8) of para. 12.
(2) (a) The
monthly widow pension shall be.-
(i) In
the cases covered by Cl. (a) of sub-paragraph (1) equal to the monthly member’s
pension which would have been admissible as if the member had retired on the
date of death or Rs. 450/- or the amount indicated in Table ‘C’ whichever is
more;
(ii) In
the cases covered by Cl. (b) of sub-paragraph (1) equal to the monthly member’s
pension which would have been admissible as if the member had retired on the
date of exit or Rs. 250/- per month or the amount indicated in Table ‘C’
whichever is more;
(iii) In
the cases covered by Cl. (c) of sub-paragraph (1), equal to 50 per cent. of the
monthly member’s pension payable to the member on the date of his death subject
to a minimum of Rs. 250/- per month.
(b) The
monthly widow pension shall be payable upto the date of death of the widow or
remarriage whichever is earlier.
NOTE.
-In cases where there are 2 or more widows, family pension shall be payable to
the eldest surviving widow. On her
death it shall be payable to the next surviving widow, if any. The term ‘eldest’ would mean seniority with
reference to the date of marriage.
(3) Monthly
children pension: -
(a) If
there are any surviving children of the deceased member, falling within the
definition of family, they shall be entitled to a monthly children pension in
addition to the monthly widow/widower pension.
(b) Monthly
children pension for each child shall be equal to 25 per cent of the amount
admissible to the widow/widower of the deceased member as monthly widow pension
payable under sub-paragraph (2) (a) (i) provided that minimum monthly children
pension for each child of the deceased member shall not be less than Rs.
115/per month.
3[(c) Monthly children pension shall be payable
until the child attains the age of 25 years.]
(d) The
monthly children pension shall be admissible to minimum of two children at a
time and will run from the oldest to the youngest child in that order.
4[(e)
If a member dies leaving behind a
family having son or daughter who is permanently and totally disabled such son
or daughter shall be entitled to payment of monthly children pension or orphan
pension, as the case may be, irrespective of age and number of children in the
family in addition to the pension provided under Cl. (d).]
(4) (a) If the
deceased member is not survived by any widow but is survived by children falling
within the definition of family or if the widow pension is not payable, the
children shall be entitled to a monthly orphan pension equal of 75 per cent of
the amount of the monthly widow pension as payable under sub-paragraph (2) (a)
(i) provided that minimum monthly orphan pension for each orphan shall not be
less than Rs. 170/- per month.
(b) In
the event of death or remarriage of the widow/widower after sanctioning of
widow/widower pension the children shall be entitled in lieu of the monthly
children pension, to a month orphan pension from the date following the date of
death/remarriage of the widow/widower.
3[(c) The monthly orphan pension shall be
admissible to a maximum of two orphans at a time and shall run in order from
the oldest to the youngest orphan.]
(5) (a) A member who
is not married or who does not have any living spouse and/or an eligible child
may nominate a person to receive benefits as laid down hereinafter provided
that in the event of his/her acquiring a family subsequently, the nomination so
made shall become void. In the event of death of the member such a nominee
shall be entitled to receive a monthly pension equal to the monthly widow
pension, as admissible under sub-causes (i) and (ii) of Cl. (a) of
sub-paragraph (2).
5[(aa)
If a member dies leaving behind no
spouse and/or an eligible child falling within the definition of family and no
nomination by such deceased member exists, the widow pension shall be paid
under sub-clauses (i) and (ii) of Cl.. (a) of sub-paragraph (2) either to
dependent father or dependent mother, as the case may be, on grant of Pension
to such dependent father and in the event of death of father pensioner, the
admissible pension shall be extended to the surviving mother life long.]
(b) If the deceased member had not rendered
pensionable service on the date of exit from the employment which would have
made him entitled to a monthly member’s pension under para. 12, but had opted
to retain the membership of this Scheme under subparagraph (8) of para. 12, the
6[nominee or the dependent
father or the dependent mother, as the case may be] shall be entitled to return
of capital as provided in sub-paragraph (1) of para. 13.
1. Subs.
by G.S.R. 134, dated 28th February, 1996 (w.e.f. 16th March, 1996), for the
certain words.
2. Ibid, for “before the pension has vested”.
3. Ins.
by G.S.R. 134 dated 28th February, 1996 (w.e.f. 16th March, 1996). 22ND
FEBRUARY, 1999.
4. INS.
VIDE NOTIFN. DATED 22ND FEBRUARY, 1999.
5. IBID.
6. SUBS. FOR “NOMINEE” BY NOTIFN. DATED 22ND
FEBRUARY, 1999.
1[16-A. GUARANTEE OF PENSIONARY BENEFITS. –None of the pensionary benefits under this
Scheme shall be-denied to any member or beneficiary for want of compliance with
the requirements b the employer under subparagraph (1) of para. 3 provided,
however, that the employer shall not be absolved
of his liabilities under the Scheme.]
1. Ins. by
G.S.R. 134 dated 28th February, 1996 (w.e.f. 16th March, 1996). 22ND FEBRUARY,
1999.
1[17. PAYMENTS ON EXERCISE OF
OPTION-
(1) Beneficiaries
of the deceased members of the Employees’ Family Pension Scheme, referred to in
subparagraph (1) of para. 7 shall receive higher of the benefits available
under the Employees’ Family Pension Scheme, 1971, and under this Scheme.
(2) Members referred to
in sub-paragraph (2) of para, 7 shall have the option to join this Scheme by
returning the amount of withdrawal benefit received, if any, together with interest
at the rate of 8.5 per cent per annum from the date of payment of such
withdrawal benefit and date of exercise of the option, to receive monthly
pension as per the provisions of this Scheme.
(3) Members
referred to in sub-paragraph (3) of para, 7 shall be deemed to have joined the
ceased Employees’ Family Pension Scheme, 1971, with effect from 1st March, 1971
on remittance of past period contribution with interest thereon.]
1. Subs.
by ibid.
1[17-A. PAYMENT OF PENSION. -The claims, complete in all respects submitted along with the requisite
documents shall be settled and benefit amount paid to the beneficiaries within
30 days from the date of its receipt by the Commission. If there is any deficiency in the claim, the
same shall be recorded in writing and communicated to the applicant within 30
days from the date of receipt of such application. In case the Commissioner fails without sufficient cause to settle
a claim complete in all respects within 30 days, the Commissioner shall be
liable for the delay beyond the said period and penal interest at the rate of
12 per cent per annum may be charged on the benefit amount and the same may be
deducted from the salary of the Commissioner.]
1. Ins. by G.S.R. 376, Dated 27th October, 1997 (w.e.f. 8th November,
1997).
18. PARTICULARS
TO BE SUPPLIED BY THE EMPLOYEES ALREADY EMPLOYED AT THE TIME OF COMMENCEMENT OF
THE EMPLOYEES PENSION SCHEME. -Every person who is entitled to become a member of the Employees’
Pension Fund shall be asked forthwith by his employer to furnish and that
person shall, on such demand, furnish to him for
communication to the Commissioner particulars concerning himself and his family
in the form prescribed by the Central Provident Fund Commissioner.
19. PREPARATION
OF CONTRIBUTION CARDS. -The employer shall prepare an Employees’ Pension Fund Contribution Card, in respect of each employee who has become a
member of the Employees’ Pension Fund.
(l) Every
employer shall send to the Commissioner within three months of the commencement
of this Scheme, a consolidated return of the employees entitled to become
members of the Employees’ Pension Fund showing the basic wage, retaining
allowance, if any, and dearness allowance including the cash value of any food
concession paid to each of such employees:
PROVIDED that if there is no employee who is entitled to become a member
of the Employees’ Pension Fund, the employer shall send a ‘NIL’ return.
(2) Every
employer shall send to the Commissioner within fifteen days of the close of
each month a return in respect of the employees leaving service of the employer
during the preceding month:
PROVIDED that-if there is no employee leaving service of the employer during
the preceding month the employer shall send a ‘NIL’ return.
(3) Every
employer shall maintain such accounts in relation to the amounts contributed by
him to the Employees’ Pension Fund as the Central Board, may, from time to
time, direct and it shall be the duty of every employer to assist the Central
Board in making such payments from the Employees’ Pension Fund to his employees
as are sanctioned by or under the authority of the Central Board.
(4) Notwithstanding
anything contained in this paragraph, the Central Board may issue such
directions to the employers generally, as it may consider necessary or
expedient, for the purpose implementing the Scheme, and it shall be the duty of
every employer to carry out such directions.
21. EMPLOYER TO FURNISH
PARTICULARS OP OWNER. -Every employer in relation to a factory or other establishment to which
the Act applies or is applied hereafter shall furnish to the Commissioner
particulars of all the branches and departments, owners, occupiers, directors,
partners, managers or any other person or persons who have the ultimate control
over the affairs of such factory or establishment and
also send intimation of any change in such particulars, within fifteen days of
such change, to the Commissioner by registered post.
22. DUTIES
OF CONTRACTORS. -Every contractor shall, within seven days of the close of every month,
submit to the principal employer a statement showing the particulars in respect
of employees employed by or through him in respect of whom contributions to the
Employees" Pension Fund are payable and shall also
furnish to him such information as the principal employer is required to
furnish under the provisions of this Scheme to the Commissioner.
23. ALLOTMENT OF ACCOUNT 1[NUMBERS].
–
(l) For
purposes of this Scheme, where the member has already been allotted or is
allotted hereafter an account number under the Employees’ Provident Funds
Scheme, 1952, he shall retain the same account number.
(2) In
the case of employees of the establishments exempted from the Employees’
Provident Funds Scheme, 1952, under Sec. 17 of the Act, who are members of the
Employees’ Family Pension Fund the account number already allotted shall be
retained by them.
(3) In the case of employees of the establishments
exempted from the, Employees’ Provident Funds Scheme, 1952, under Sec. 17 of
the Act, who are not members of the Employees’ Family Pension Fund but opt to
become members of the Employees’ Pension Fund and in case of new employees of
such establishments, fresh account numbers shall be allotted by the
Commissioner.
1. Subs.
by G.S.R. 134, dated 28th February, 1996 (w.e.f. 16th March, 1996). for the
word “Members”.
24. DECLARATION BY PERSONS TAKING UP EMPLOYMENT AFTER THE FUND HAS BEEN
ESTABLISHED. -The
employer shall before taking any person into employment, ask him/her to state in writing whether or not he/she is a member of
the Employees’ Pension Fund and, if he/she is, also ask him/her to furnish a
copy of the scheme certificate issued by the Commissioner to him/her in respect
of the past employment in terms of para. 12 as the case may be. If the person concerned was not in
employment previously or had availed of return of contribution An respect of
his/her previous employment, he/she shall, on demand by the employer, furnish
to him, for communication to the Commissioner particulars concerning him/her
self and his/her family in the Form prescribed by the Central Provident Fund
Commissioner.
25. EMPLOYEES’ PENSION FUND ACCOUNT. -The account called the “Employees’ Pension Fund
Account” shall be opened by the Commissioner in such
manner as may be specified by the Central Board with the approval of Central
Government.
26. INVESTMENT OF THE
EMPLOYEES PENSION FUND. -
(l) All moneys accruing to Employees’
Pension Fund Account except the contributions of the Central Government shall
be invested in accordance with the provisions of para. 52 of the Employees’
Provident Funds Scheme, 1952.
(2) Net assets of the Family Pension Fund as
on 16th November 1995 shall merge in the Pension Fund and remain invested in
the Public Account of the Government of India. The future Central Government’s contribution
accruing to the Pension Fund from 17th November, 1995, onwards shall also be
invested in the Public Account of the Government of India.
(1) Subject
to the provisions of the Act and this Scheme, the Fund shall not, except with
the prior sanction of the Central Government be expended for any purpose other than
the payments envisaged in this Scheme: for continued payment of Family Pension,
life assurance benefit and retirement-cum-withdrawal benefits sanctioned under
the Employees’ Family Pension Scheme, 1971, prior to the date of introduction
of this Scheme or which may be sanctioned under that Scheme after the 16th
November, 1995 in respect of cases arising before that date.
(2) Not
exceeding 16 per cent. Of the administrative expenses shall be met from and out
of the Employee’s Pension Fund. The remaining administrative expenses shall be
met from the Administration Accounts
set up under the Employees’ Provident Funds Scheme, 1952. The cost of remittance of pension shall be
charged on the Pension Fund.
28.
ADMINISTRATION ACCOUNT-A separate account shall be kept, called the "Employees’ Pension Administration Account" for recording -of all the administrative
expenses of the Employees’ Pension Fund.
29. FORMS
OF ACCOUNT. -The
accounts of the Employees’ Pension Fund, as also the Employees’ Pension
Administration Account shall be maintained by the Commissioner in such form and in such manner as may be specified by the Central Board with the
approval of the Central Government.
30. AUDIT.
-The
accounts of the Employees’ Pension Fund including the administrative expenses incur-red in running this Scheme shall be audited in accordance with the
instructions issued by the Central Government in consultation with Comptroller
and Auditor-General of India.
31. ROUNDING
UP OF THE BENEFITS. -All
items of benefits shall be calculated to the nearest rupee, 50 paise or more to
be counted as the next higher rupee and fraction of -a rupee less than 50 paise
shall be ignored.
1[(1) The Central Government shall have an annual
valuation of the Employees’ Pension Fund made by a valuer appointed by it:]
PROVIDED that it
shall be open to the Central Government to direct valuation to be made at such
other times as it may consider necessary.
(2) At
any time, when the Employees’ Pension Fund so permits, the Central Government
may alter the rate of contributions payable under this Scheme or the scale of
any benefit admissible under this Scheme or the period for which such benefit
may be given.
1. Subs.
by G.S.R. 134, dated 28th February, 1996 (w.e.f. 16th March, 1996).
33. DISBURSEMENT OF PENSION AND OTHER BENEFITS.
-The
Commissioner shall, with the approval of the Central Board, enter into arrangement
for the disbursement of pension and other benefits under this Scheme with
disbursing agencies take Post Offices or Nationalised Banks or Treasuries. The
commission payable to the disbursing agencies and other charges incidental thereto shall be met as provided para. 27 of this Scheme.
34. REGISTERS, RECORDS, ETC.- The Commissioner shall, with the approval of
the Central Board, prescribe the registers and records to be maintained in
respect of the employees, the form or
design of any identity card, token or disc for the purpose of identifying
any-employee or his nominee or a member of a family entitled to receive the
pension and such other forms/formalities as have to be completed in connection
with the grant of pension and other benefits or for the continuance thereof
subject to such periodical verification as may be considered necessary.
35. POWER TO
ISSUED DIRECTIONS. -The Central Government may issue, such directions as may be deemed just
and proper by it for resolving any difficulty in the disbursement of pension
and other benefits or for resolving any difficulty
in implementation of this Scheme.
36. REGIONAL COMMITTEE. -The Regional Committee set up under para. 4 of
the Employees’ Provident Funds Scheme, 1952, shall advise the Central Board, on
such matters, in relation to the administration of this Scheme as the Central
Board may refer to it from time to time and
in particular, on: -
(a) Progress
of recovery of contributions under this Scheme both from factories and establishments
exempted under Sec. 17 of the Act and other factories and establishments
covered under the Act,
(b) Expeditious
disposal of prosecutions,
(c) Speedy
settlement of claims relating to pension and other benefits under this Scheme.
37. ANNUAL REPORT. -The Central Board shall cause to be included in
the Annual Report on the working of
the Scheme prepared under para. 74 of the Employees’ Provident Funds Scheme,
1952, a report on the working of this Scheme during the previous financial
year.
38. APPLICATIONS
OF THE PROVISIONS OF THE EMPLOYEES’ PROVIDENT FUNDS SCHEME, 1952. -In regard to matters for which either there is
no provision or there is inadequate Provision in this Scheme the corresponding
provision in the Employees’ Provident Funds Scheme, 1952, shall apply-
1[39 EXEMPTION FROM THE
OPERATION OF THE PENSION SCHEME. –The appropriate Government may grant exemption to any
establishment or class of establishments from the operation of this Scheme, if the employees of the establishments are either members
of any other pension scheme or propose to be members of a pension scheme
wherein the pensionary benefits are at par with or more favourable than the
benefits provided under this Scheme.
Where exemption is granted to any establishment or class of
establishments under this paragraph withdrawal benefits available to the credit
of the employees of such establishments under the ceased Family Pension Scheme,
1971, shall be paid, subject to the consent of the employees to the Pension
Fund of the Establishment(s) so exempted.
An application for exemption under this paragraph shall be presented to
the Regional Provident Fund Commissioner having jurisdiction by the
establishment or class of establishments together with a copy of the pension
scheme of the establishments and other relevant documents as may be called for
by him. On receipt of such an
application, the Regional Provident Fund Commissioner shall scrutinise it,
obtain the recommendations of the Central Provident Fund Commissioner and submit
the same to the appropriate Government for decision. Pending disposal of application for exemption under this
paragraph, employer’s share of the contribution shall not be remitted to the
pension fund as envisaged in sub-paragraph (1) of para. 3. An application for
exemption presented under this paragraph shall be disposed of within a period
of six months from the date of its receipt or such further time as may be
extended for reasons to be recorded in writing. If the application for exemption is not disposed of within the
period so specified the exemption applied for shall be deemed to have been
granted.
EXPLANATION-For the purpose of this paragraph, the period of six months will count
from the date on which the application for exemption is in complete form to the
satisfaction of the Regional Provident Fund Commissioner.]
1. Subs.
by G.S.R. 134, dated 28th February, 1996 (w.e.f. 16th March, 1996), for para.
39.
40. INFORMATION TO THE CENTRAL GOVERNMENT. -The Central Board shall furnish such information
to the Central Government from time to time in respect of the income and
expenditure from the Employees’ Pension Fund Account in
such manner as may be directed by the Central Government.
41. INTERPRETATION. -Where any doubt arises with regard to the
interpretation of the provisions of this Scheme, it shall be referred to the
Central Government who shall decide the same.
42. PUNISHMENT
FOR FAILURE TO SUBMIT RETURN, ETC.-If any person, -
(a) Deducts
or attempts to deduct from the wages or other remuneration of the member, the
whole or any part of the employers’ contribution, or
(b) Fails
or refuses to submit any return, statement or other documents required by this
Scheme or submits a false return, statement or other documents, or makes a
false declaration, or
(c) Obstructs
any inspector or other official appointed under the Act or this Scheme in the
discharge of his duties or fails to produce any record for inspection by such
inspector or other officials, or
(d) Is guilty of contravention
of or non-compliance with any other requirement of this Scheme.
He shall be
punishable with imprisonment, which may extend to one year, or with fine, which
may extend to five thousand rupees, or with both.
43. PAYMENT
OF PENSION IN THE CASE OF A PERSON CHARGED WITH THE OFFENCE OF MURDER. –
(1) If
a person, who in the event of the death of a member of the Pension Fund is
eligible to receive pension of the deceased under para. 12 or para. 16, is
charged with the offence of murdering the member or for abetting the commission
of such an offence, his claims to receive pension shall remain suspended till
the conclusion of the criminal proceedings instituted against him for such
offence.
(2) If
on the conclusion of the criminal proceedings referred to in sub-paragraph (1),
the person concerned is, -
(a) Convicted
for the murder or abetting in the murder of the member, he shall be debarred from receiving pension
which shall be payable to other eligible members, if any, of the family of the
member; or
(b) Acquitted of the charge
of murder or abetting the murder of the member, pension benefit shall be
payable to him.
(l) On
commencement of this Scheme, the Employees’ Family Pension Scheme, 1971, in
force immediately before such commencement shall cease to operate with effect
from the 16th November, 1995.
(2) Notwithstanding
anything contained in sub-paragraph (1) every nomination made under the Employees’
Family Pension Scheme, 1971, and every form regarding the details of family of
an employee for the purposes of the Employees’ Family Pension Scheme, 1971
shall be deemed to have been made under the provisions of this Scheme.
(3) All
orders/authorisations/Pension Payment Orders issued under the Family Pension
Scheme, 1971, shall be deemed to have been made under this Scheme.
(See para. 14)
WITHDRAWAL BENEFIT
|
No. of full years contribution paid |
Proportion of Pay payable at cessation of
membership |
|
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 |
0.20 0.41 0.62 0.84 1.06 1.29 1.51 1.75 1.98 2.23 2.47 2.72 2.98 3.24 3.51 3.78 4.05 4.34 4.62 4.92 5.21 5.52 5.83 6.14 6.46 6.79 7.12 7.46 7.81 8.16 8.52 8.89 9.26 9.64 10.03 10.43 10.83 11.24 11.66 12.08 |
1[See paras. 12 and 14]
FACTOR FOR COMPUTATION OF PAST SERVICE BENEFIT [UNDER THE CEASED) FAMILY
PENSION SCHEME FOR EXISTING MEMBERS ON EXIT FROM THE EMPLOYMENT
|
2[years] |
(Factor) |
|
Less than 1 Less than 2 Less than 3 Less than 4 Less than 5 Less than 6 Less than 7 Less than 8 Less than 9 Less than 10 Less than 11 Less than 12 Less than 13 Less than 14 Less than 15 Less than 16 Less than 17 Less than 18 Less than 19 Less than 20 Less than 21 Less than 22 Less than 23 Less than 24 |
1.049 1.154 1.269 1.396 1.536 1.689 1.858 2.044 2.248 2.473 2.720 2.992 3.292 3.621 3.983 4.381 4.819 5.301 5.810 6.414 7.056 8.537 9.390 |
1. Subs. by
G.S.R. 134, dated 28th February, 1996 (w.e.f 16th March, 1996).
2. Subs. by ibid., for alphabet “n”.
(See para. 16)
EQUIVALENT WIDOW PENSION
|
Salary
on day of death not more than [Rupees] |
Equivalent
widow pension [Rupees] |
|
Upto 300 350 400 450 500 550 600 650 700 |
250 327 343 359 375 391 408 425 442 |
|
750 800 850 900 950 1000 1050 1100 1150 1200 1250 1300 1350 1400 1450 1500 1550 1600 1650 1700 1750 1800 1850 1900 1950 2000 2050 2100 2150 2200 2250 2300 2350 2400 2450 2500 2550 2600 2650 2700 2750 2800 2850 2900 2950 3000 3050 3100 3150 3200 3250 3300 3350 3400 3450 3500 |
459 476 493 510 527 544 561 578 595 612 629 646 664 682 700 718 736 754 772 797 808 826 844 862 880 898 916 935 954 973 992 1011 1030 1049 1068 1087 1106 1125 1144 1163 1182 1201 1221 1241 1261 1281 1301 1321 1341 1361 1381 1401 1421 1441 1461 1481 |
NOTE. -In the case of employees drawing wages above Rs.
3500/- p.m. the widow pension shall be increased by Rs. 20/-p.m. for every
increase in wages of Rs. 50/- or part thereof subject to the maximum of Rs.
1750/-
[See para. 14]
RETURN OF CONTRIBUTION ON EXIT FROM THE EMPLOYMENT
|
Year
of service |
Proportion
of wages at exit |
|
1 2 3 4 5 6 7 8 9 |
1.02 2.05 3.10 4.18 5.28 6.40 7.54 8.70 9.88 |
FORM TO BE USED
BY A MEMBER OF THE EMPLOYEES’ PENSION
SCHEME, 1995 FOR CLAIMING WITHDRAWAL BENEFIT ONLY
THE EMPLOYEES’ PENSION SCHEME, 1995
Inward No……………………………….(For office use only)
1. Name of the member (in
block letters)…………………
2. (a) Father’s name…………………..
(b) Husband’s name……………
3. Name and address of the factory/establishment………….in
which the member was last employed……………..
4. Code No………Account
No………………
5. Reasons for leaving
service and date of leaving…………….
6. Full postal address (in
block letters) Sh/Smt/Km …………………………
S/o/W/o/D/o………………………………..
Pin………………………….
7. Mode of remittance [Put
a [ ]in the box against the one
opted.
(a) By postal money order at
my cost to the address given against item No. 6
(b) By account payee cheque sent
direct for credit to my SB A/c. (Scheduled
Bank/PO) under intimation to me
SB
Account No……………
Name
and branch of the bank……………………….(in capital letters)
Full
address of the branch…………………………...(in capital letters)
Certified that the particulars
are true to the best of my knowledge.
Date……………………………
Signature or left-hand thumb-impression of the member.
ADVANCED STAMPED
RECEIPT
[To be furnished
only in case of 7 (b) over leaf]
Received a sum of
Rs…………..(Rupees…………………………….only) from Regional Provident Fund
Commissioner/Officer-in-Charge of sub-regional of fice………..by deposit in my
Savings Bank A/c. towards the settlement of my Pension
Fund Account (The space should be left blank which shall be filled in by
RFC/Officer-in-Charge).
|
Affix Re.1 Revenue Stamp |
Signature
or left hand thumb-impression of the member on the stamp
Certified
that the particulars of the member given are correct and the member has
signed/thumb-impressed before me.
Date………………
Signature of the employer and official seal.
FOR THE USE OF
COMMISSIONER’S OFFICE
Control
No………………..dated……………………….the benefit is authorised as under:
Account
settled.
(Under Rs…………………………)
P.I. No……………………M/O./Cheque………………..
Passed for payment of Rs………………….(in
words)……………
MO Commission (if any)…………………net
amount to be paid by
MO………………………
Date……………………... Assistant
Accounts officer
FOR USE IN CASH SECTION
Paid by inclusion in Cheque
No…………….dt…………..vide Cash Book (Bank)
Account No. 10, Debit Item No……………..
Head Clerk AC/RC
![]()
FORM 10-D
APPLICATION FOR CLAIMING SCHEME CERTIFICATE
OR PENSION ON
SUPERANNUATION/RETIREMENT/SHORT SERVICE
PENSION/DISABLED
PENSION/WIDOW PENSION/CHILDREN
PENSION/ORPHAN PENSION
THE EMPLOYEES’ PENSION SCHEME, 1995
[PARAS. 12 TO 16]
1. (a) Member’s name (in block letters)…………..
(b) Father’s/Husband’s
Name……………..
(c) Code
No. and A/c. No……………….
(d) Name
and address of establishment where the member was last employed………
(e) Date
of leaving service……………….
(f) Reasons for leaving service…………..
(g) Date of death of the
member (if applicable)………..
II.
(a) Name of claimant
(b) Marital status……………
(c) Age……………..
(d) Relationship with the
member…………..
(e) Are you claiming disabled pension? (if so, enclose a
certificate)
(f) Are you willing to accept lesser pension with return of
capital. State your choice.
(g) Are you willing to
accept pension before attaining 58 years, at reduced rates.
(h)
Are you willing to opt for Scheme Certificate, to carry out your benefits.
(i) Are
you claiming on behalf of minor child/nominee.
If so name of the minor child/nominee and your relationship to the
child.
III.
Personal identification
marks, if any, on hand/face/body.
1……………..
2……………..
IV.
Present address for communication………………………………….
S.B. A/c. No., name and address of the bank through which pension is to
be drawn………………….
Certified that I am
not drawing any pension from any of the offices of the Employees’ Provident
Fund Organisation.
Date…………..
Signature of applicant/left
hand thumb impression
PART B
Certified that the
particulars of the member are correct and the applicant has signed/thumb
impressed before me.
Date…………..
Signature of the employer or authorised
Official with official seat
Note: Form
to be sent in duplicate. If the pension
is to be drawn from other region, submit in triplicate.
Documents enclosed:
|
(i) Three
sets of specimen signature of the applicant duly attested |
Yes/No |
|
(ii) Left
hand thumb and finger impressions of the applicant duly attested, in three separate
sheets if the applicant is not literate enough to sign his/her name |
Yes/No |
|
(iii) Descriptive
roll of the applicant in three separate sheets |
Yes/No |
|
(iv) Certificate(s)
of age in original with two attested copies showing the date of birth of the
children. The certificate should be
from the municipal authorities or from recognised school where the children
are studying |
Yes/No |
|
(v) Death
certificate (if applicable) |
Yes/No |
|
(vi) Guardianship
certificate (on behalf of each child)
|
Yes/No |
|
(vii) Three
joint passport-size photos recently taken, with spouse |
Yes/No |
|
(viii) Medical
certificate, in support of total and permanent disablement |
Yes/No |
|
(ix) In
case the establishment has been closed, the claim may be forwarded duly
signed in the presence of any of the following authorised officials and got
attested over his |
Yes/No. |
|
(i) Magistrate |
(ii) A Gazetted Officer |
(iii) President of village
Union Board |
|
(iv)President of the village
Panchayat where there is no Union Board |
(v)Member of Parliament/State Legislature |
(vi) Member of Central Board of Trustee/ Regional
Committee, EPF. |
FORM 12-A (REVISED)
[For unexempted establishment only]
EMPLOYEES’PROVIDENT FUNDS AND MISCELLANEOUS
PROVISIONS
ACT, 1952
EMPLOYEES’ PENSION SCHEME, 1995
[PARA. 20 (4)]
Name and address of the establishment
M/s………… [To be filled in by the EPFO]
Code No……………………….[ ] [ ] [ ]
[ ] [ ]
Currency Period form 1st April, 199……to…….. Establishment status
31st March 199……. Group
Code………[ ] [ ]
Statement of contributions for the month
of………..
Statutory rate of contributions…………..
|
Particulars |
Wages on which contributions are payable |
Amount of contribution |
Amount or Contribution remitted |
Amount of administration charges due |
Amount of administration charges remitted |
Date of remitance (enclose triplicate copies
of challan) |
||
|
Recovered form the workers |
Payable by the employer |
Worker’s share |
Employer’s share |
|||||
|
EPF A/c. No. 01 |
|
|
|
|
|
|
|
|
|
Pension Fund A/c. No. 10 |
|
|
|
|
|
|
|
|
|
DLI A/c. No. 21 |
|
|
|
|
|
|
|
|
TOTAL NO. of
employees………..
(a) Contract…………….
(b Rest……………
(c) Total…………..[
] [ ] [ ] [
] [ ]
Name and address of the bank in which the
amount is remitted………
|
|
EPF |
Pension Fund |
EDLI |
|
Details of subscribers |
|
|
|
|
No. of subscribers as per last month |
|
|
|
|
No. of new subscribers (vide Form 5) |
|
|
|
|
No. of subscribers left service (vide Form
10) |
|
|
|
|
(Net) Total Number of subscribers |
|
|
|
Signature of employer with officer seal.
____________