Pension Case Processing Guide
Pension Case Processing Guide
PENSION
GUIDE
BASED ON INSTITUTIONAL
FRAMEWORK
FOR
DEVELOPED BY
ESTABLISHMENT DIVISION
[Link]. Pages
INDEX
1. SOP 1-2
2. Job Description of Welfare Officer (Pension) 3-7
3. Seeking/Receiving application from would be Pensioner 8-9
for Retirement Notification/ Office Order
4. Requisition Slip 10
5. Checking of Record to see whether any recoveries of 11
Government dues are outstanding
6. WO (P) shall write to would be pensioner to submit 12-18
formal application (Sub ST7*Specimen of letter,
Application, Specimen Signature Form, Creation of
Vendor Form & DCS Option Form & Indemnity Bond
attached)
Welfare Officer (Pension) WO (P) and Admn Officer concerned shall consult excel data base WO(P) and
(ii) of employees and initiate following action in cases where "DAYS TO RETIREMENT" are approx Admn
400 01-02-2016
Admn
(iii) Admn will complete Service Book of those at Pre-Stage Step.1 and verify it
15-02-2016
Pre-Stage
WO(P) and
Welfare Officer (Pension) WO (P) shall requisition Original Personal File alongwith Service
(iv) Admn
Book (for Non-Gazetted from Admn Section) & Verified Service Statement from AGPR)
16-02-2016
(v) Admn will provide record within 3 days 20-02-2016 Admn
If Service Book is incomplete or suffers from defference, WO (P) shall personally get it WO(P) and
(vi)
completed from Admn 21-02-2016 Admn
(vii) Return of Personal File/ Service Book to WO (P) 25-02-2016 Admn
ONE YEAR BEFORE THE DATE OF RETIREMENT
(i) WO (P) shall start filling up of working copy of the Pension Application Form. 01-04-2016 W°(P)
WO(P) & Admn
ct In lisaon with Admn Section and DDO, WO (P) checks records to see whether any recoveries
te, (Jo
of Government dues are outstanding. (Sub Sr 6* Specimen of letter attached)
tfl 01-04-2016
(iii) WO (P) shall attach Progress Sheet above the file 01-04-2016 W°(P)
SIX MONTHS BEFORE THE DATE OF RETIREMENT
WO (P) shall write to would be pensioner to submit formal application (Sub Sr7* Specimen WO(P)
(i) of letter, Application, Specimen Signature Form, Creation of Vendor Form & DCS Option
Form attached) 01-10-2016
Pensioner
(ii) Would be pensionr submits formal application
= 10-10-2016
ai
to Admn
co WO (P) request the parties concerned for issue of "No Demand Certificate"
,r,
(Sub Sr 8* letter & No Demand Certificate attached) 15-10-2016
WO(P)
OM WO (P) writes to Estate Office or Hiring Section Officer to bring the rent account up-to-date
15-10-2016
Admn & Estate
(iv) No Demand Certificates returned to WO (P)
30-10-2016 Office
Initiated Completed
Step Action Due Date Responsible Remarks
Stage on on
1
WO (P) completes the pension papers for submission to sanctioning authority. WO(P)
(i)
(Sub Sr 10* Specimen of Letter attached) 30-10-2016
[Link] (ii) Sanctioning authority records orders/approval
Competent
05-11-2016 Authority
WO(P)
(iii) WO (P) forwards penion papers with Progress Sheet to the Audit Office 10-11-2016
THREE MONTHS TO FORTNIGHT BEFORE THE DATE OF RETIREMENT
(i) Audit office checks the pension papers. 15-03-2017 AGPR
00 Audit office issues the Pension Payment Order/DCS 31-03-2017 AGPR
co
,71 (lil) Allows anticipatory pension in case delay is likely to take place in finalization 31-03-2017 AGPR
AFTER THE ISSUE OF PPO
(i) Audit office returns the Progress Sheet 03-04-2017 AGPR
(ii) WO (P) sends Progress Sheet to DS (Admn-I) and JS(Admn) for information 06-04-2017 WO(P)
Stage.V
Admn
(iii) Hold simple ceremony to hand over Pension Payment Order to retiring officer / official
07-04-2017
*Sub SI. of Progress Sheet - SI No. 53 of A Manual of Pension Procedure - WO(P) means Wlefare Officer (Pension)
Note:- The steps in red font reflect the steps added by Establishmetn Division to existing steps in Manual of Pension Procedure (Sr. No. 53 and 54)
2. Post held_
Date of birth.
Action
Due date
Initiated on Completed on
1 1 2 3 4
Initiate preparation of
pension papers..
One year before the expected date
6. Check:Ma of records to of retirement.
see -whether any rer_overies
of Government dues are
outstamding.
This Progress Sheet should move with the pension papers of the individual
concerned and be returned to the administrative authority after Pension Payment
Order has been issued where observations of Head of Department/D.S.A.S. Should
be recorded.
St NO. 54
(i) The office reeponsible kr initiatiria the case starts. Ming 'up of tuoitalig, [Link]
of the Ppricion Application Form.
STAGTE cuLd tJ eee 'whethee du; secuvecive. ut" Guyeiumehl. duee ‘tie
outstanding_
(iii) Attach a Pro=ess 'sheet elenvinz 'the dz..tesby idspecific action laired..
[Link] (i.;) ThcarrIca+ :[Link] .Frly c.-rua eNf "94jr, incwilmnal Corti +1,-rro'
(m) Warns tha Earatc Office 'to bring 'this scut aecomet up to data.
(di) Allows antictpatory pension iii owe delay is likely to take place in finalization_
th.i.T.X AR .P P
The Vigilance Officers will keep .a close watch over the pension work in the
Ministries as well as the attached departments and subordinate offices..
Ltviu,ta,..442VALtJito)ei4,414c_.4tiL"...cii,,L6ta..A.2o)kkiall-I
-0.1V1,14-4;1140/41itliiiad46'
-Ltti,fdy,PFC CounterzASKUD4zita.,42041,L1/61(c....J.:41t,_r
-LittiAAL•rAZ.k:27WIAt- iAil,a-kk-Aff.
• • 1 CSR-250.
-"-
t'VA)41211AILijah
a t../..okr.tialAn01-4.02
-1...;p1,1145J [Link].,t01...tfrab
•VallejlAit; -5
•
-diVe.0046441 J1/[Link]-ItALa-:)./. -6
-t31.411164.:- -7
(No Demand Certificatit).L,.*:/ / -6
-9
Li
• • -LiALL-44;t440/01()" -11
„ret..[Link].:115)Tifsi.41.04(Last Pay Certificate).tRjeabidida"
• _ht.„...Q/KliicfiWhr,044....A.4.7:04 — 1:
_4
(101,41; -.5
,
py -7
:
)(„0-IitAnitc ;
: ;:"(E
320 %Z.'
051-9107023 - 051.:9,26062'37(/'
ADDITIONAL REQUIREMENT FOR FAMILY PENSION
10. Account No. and name of Bank ,Branch from where applicant
wishes to draw pension with DCS option form duly attested by Bank
Manager
No. 2016
Pension Welfare Cell
Establishment Division
(Cabinet Secretariat Block)
ISLAMABAD
Requisition Slip 01
Please arrange to provide Personal Files/Service Book of following
Officer/Officials of this Division who are going to be retired from
Government Service during the year 2016:-
DS (Adrnn)
SO (Admit)
•
• in •
Government of Pakistan
Establishment Division
(Cabinet Secretaiiat Block)
ISLAMABAD
To,
The Section Officer (Cash)/DDO,
Establishment Division,
ISLAMABAD
PROGRESS SHEET
FOR PREPARATION OF PENSION CASE IN RESPECT OF
DESIGNATION (BS- ) GOING TO BE RETIRED W.E.F.
Initiated Completed
Stage Step Action Due Date Responsible Remarks
on on
o Seeking application from would be Pensioner for Retirement Notification/Office Order
Welfare Officer (Pension) WO (P) and Admn Officer concerned shall consult excel data base of WO(P) and
a Admn
employees and initiate following action in cases where "DAYS TO RETIREMENT" are approx 400
b Admn will complete Service Book of those at Pre-Stage Step.1 and verify it Admn
0
to Welfare Officer (Pension) WO (P) shall requisition Original Personal File along-with Service Book WO(P) and
ro
.... c
‘1" (for Non-Gazetted from Admn Section) & Verified Service Statement from AGPR) Admn
2 Admn
a d Admn will provide record within 3 days
If Service Book is incomplete or suffers from deficiencies, WO (P) shall personally get it completed WO(P) and
e
from Admn Admn
f Return of Personal File/ Service Book to WO (P) Admn
_ (i) WO (P) shall start filling up of working copy of the Pension Application Form. WO(P)
<I, In liaison with Admn Section and DDO, WO (P) checks records to see whether any recoveries of WO(P) &
to (ii)
2Government dues are outstanding. (Sub Sr 6* Specimen of letter attached) Admn
vl
(iii) WO (P) shall attach Progress Sheet above the file WO(P)
SIX MONTHS BEFORE THE DATE OF RETIREMENT
WO (P) shall write to would be pensioner to submit formal application (Sub Sr7* Specimen of letter, WO(P)
o
Application, Specimen Signature Form, Creation of Vendor Form & DCS Option Form attached)
_
_ (i) Would be pensioner submits formal application Pensioner
Stage .11
WO (P) request the parties concerned for issue of "No Demand Certificate" (Sub Sr 8* letter & No Admn
Demand Certificate attached)
wO(P)
(Iii) WO (P) writes to Estate Office or Hiring Section Officer to bring the rent account up-to-date
Admn &
No Demand Certificates returned to WO (P)
Estate Office
Contd...P/2
-=:( 2 ):=-
Initiated Completed
Stage Step Action Responsible Remarks
on on
WO (P) completes the pension papers for submission to sanctioning authority. WO(P)
(i) (Sub Sr 10* Specimen of Letter attached)
=
6 , Competent
r (ii) Sanctioning authority records orders/approval
.... Authority
v)
WO(P)
(lii) WO (P) Ibrwards pension papers with Progress Sheet to the Audit Office
go
; (ii) Audit office issues the Pension Payment Order AGPR
fa
•••• AGPR
(iii) Allows anticipatory pension in case delay is likely to take place in finalization
(ii) WO (P) sends Progress Sheet to DS (Admn) and .IS(Admn) for information WO(P)
Admn
Hold simple ceremony to hand over Pension Payment Order to retiring officer / official
*Sub SI. of Progress Sheet - SI No. 53 of A Manual of Pension Procedure - WO(P) means Welfare Officer (Pension)
SL.53 OF A MANUAL ON PENSION PROCEDURE
(Sub [Link].7)
Government of Pakistan
Establishment Division
(Cabinet Secretariat Block)
ISLAMABAD
To,
The
To
Sir,
Docu ments
[Link]. Required Documents attached
Yes No
•a. Photocopies of CNIC
b. Four Passport Size Photograph
c. Form-B/Family members list issued by NADRA
d. DCS Option Form duly attested by Bank Manager
(Bank Account No Bank Name, Bank Branch
with Branch Code/District AND [Link] Address)
Indemnity Bond
e. Personal No /Vendor No
Thanking you.
SL.53 OF A MANUAL ON PENSION PROCEDURE
(Sub [Link].7)
ATTESTED BY
BANK MANAGER
1.
2.
3.
SL.53 OF A MANUAL ON PENSION PROCEDURE
(Sub [Link].7)
Relationship
S. Name of Family Marital Date of Birth/ Occupation/
with Govt. Remarks
No Member Status Age Profession
Servant
PRESENT ADDRESS
VENDOR
NAME OF BANK BANK BRANCH & BANK CNIC DDO PERSONAL
[Link]. NAME OF NO
EMPLOYEE/OWNER NAME CITY ACCOUNT NO (NADRA) STREET HOUSE CODE NO
CITY AND ALLOTTED
NO NO
DISTRICT
I.
2.
3.
4.
5.
6.
7.
8.
9.
10.
OCS FORM
FORM FOR DIRECT CREDIT OF PENSION THROUGH BANK ACCOUNT
Pensioner information (To be filled in by the Pensioner)
PPO NO/DCS NO.
NAME OF PENSIONER
Spouse/Son/Daughter/Father/Mother(select one)
CONTACT NUMBER(COMPULSORY)
Lhereby opt to draw pension through direct credit scheme and have also submitted *indemnity
bond to the bank.
The Pensioner shall produce an indemnity Bond to keep the bank indemnified about liabilities with all sums of money
whatsoever including mark-up of his/her Pension account. The pensioner would further undertake that his/her legal heirs,
successors, executors shall be liable to refund excess amount, if any credited to his/her pension account either in full or in
installments(as agreed mutually) equal to such excess amount.
Pensioner's Signature / Thumb Impression
Dated:
Account No.
Bank Name
Branch Address
Branch Code
INDEMNITY BOND
To,
The Manager,
(Name of Bank)
(Branch)
(City)
In compliance with the SBP's instructions for payment of pension through your bank branch I
agree to indemnify you and keep you indemnified about liabilities with all sums of money
whatsoever including mark-up of my pension account. I further undertake that my legal
heirs, successors, executors shall be liable to refund excess amount, if any , credited to my
pension account either in full or in installments equal to such excess amount.
Co-Indemnifier/Nominee/Successor
Signature
Next of Kin:
Name of Pensioner:
CNIC : Date of Retirement :
PPO No:
Address :
Bank Account No:
CNIC :
Signature :
Witness — 1 Witness — 2
CNIC : CNIC :
Signature :
Signature :
Date :
Date :
SL53 OF A MANUAL. ON PENSION PROCEDURE
iSub [Link].8)
Six monills before the expected
date of retirement
= Stage - II ( )
Government of Pakistan
Establishment Division
(Cabinet Secretariat Block)
ISLAMABAD
To,
The Estate Officer,
Estate Office,
ISLAMABAD
Government of Pakistan
Establishment Division
(Cabinet Secretariat Block)
Islamabad
No. 15-09-2016.
NO DEMAND CERTIFICATE
Certified that there is nothing outstanding against
Mr. BPS- is going to be retired on
from Government Service on attaining the age of superannuation.
This may please be treated as NDC as for as this Section/Branch is, concerned:-
1 Cashier
2 DDO
3 Librarian
4 Stationery Store
5 Gen Section
6 SO (G)
7 Hiring Assistant
8 SO (Admn-IV)
Distributions
1. AGPR, Islamabad
2. PS to Secy Estb
3. DS (Admn)
SL.53 OF A MANUAL ON PENSION PROCEDURE
(Sub [Link].i.0)
At least three months before
the expected date of retirement
Stage - III ( i )
Government of Pakistan
Establishment Division
(Cabinet Secretariat Block)
ISLAMABAD
To,
The
2. The service claimed by the above officer has been fully established and may
be admitted for the purpose of pension/commutation. It is therefore, requested that
necessary Pension Payment Order in respect of Mr. LDC (BS-7) may please be
issued accordingly under intimation to this Division
The physical environment of pension cell has been given a decent look which reflects the care and
respect for pensioners. Moreover, it also provides better working condition to the dedicated HR. The
cell is open to visit by concerned officer of any Ministry/Division/Department. Pictures of the cell can
be seen at Annex-E as well as on website of this Division.