PENSION RELATED INFORMATION
LATEST G.O.s on Pension:
The PAG (A&E)
authorises the pensionary benefits for the following categories:
1.
State Government
employees covered under the AP RPR Rules, 1980
2.
AIS officers borne on
the Andhra Pradesh cadre (excepting those who have opted to receive their
pensions from the Central Pension Payment Authority).
3.
Constitutional
authorities such as Hon’ble Judges of the AP High Court, Lok Ayukta and AP
Administrative Tribunal, Members of AP Public Service Commission
4.
Political (Freedom
Fighters) Pensions
In addition, the PAG (A&E) also does the
following
o
Issues pension
authorisations on the basis of Special Seal Authorities received from other
pension authorising authorities in respect of their pensioners who wish to draw
their pensions in Andhra Pradesh. Similarly, the PAG (A&E) issues Special
Seal Authorities in respect of AP Government Pensioners
o
Issues authorisations
for financial assistance of spouses of deceased teachers who retired/ died in
service between 1.4.61 and 31.3.73 in non-Government schools on the basis of
executive orders of the State Government.
o
Pre-audits and
revalidates time barred pension claims
o
Allots new pension
payment order number to those pensioners who transfer from one district to
another
Types of Pensions
Superannuation pension –This is granted to a
Government Servant who retires on attaining the age of Superannuation. (Rule 33
& 42 of the AP RPR Rules, 1980)
Retiring Pension –This is granted to a
Government Servant who retires on completion of 33 years of service, or is
retired, in advance of the age of Superannuation in accordance with provisions
of Rule 43 & 44 of the AP Revised Pension Rules 1980. (Rule 34 of the AP
RPR Rules, 1980)
Pension on absorption -This is granted on
pro-rata basis to a Government servant who is permitted to be absorbed on
completion of 10 years of qualifying service in a service or post in or under a
corporation or company wholly or substantially owned or controlled by the
Government etc., where such absorption is declared by the Government to be in
public interest. No family pension is, however, payable. (Rule 35 of the AP RPR
Rules, 1980)
Invalid Pension –This is granted to a
Government servant who is declared by the appropriate medical authority to be
permanently incapacitated for further service (Rule 37 of the AP Revised
Pension Rules 1980)
Compensation Pension –This is granted to a
Government servant whose permanent post has been abolished (Rule 38
-subject to Rule 45- of the AP Revised Pension Rules 1980)
Compulsory Retirement Pension –A Government Servant
compulsorily retired from service as a penalty may be granted by the competent
authority, pension or gratuity or both at rate not less than two-thirds and not
more than full compensation pension or gratuity or both admissible to him on
the date of his compulsory retirement (Rule 39 of the AP RPR Rules, 1980)
Compassionate Allowance -A Government servant
who is dismissed or removed from service shall forfeit his pension and
gratuity. However if such case is deserving of special consideration, sanction
of compassionate allowance may be granted to him not exceeding two thirds of
pension or gratuity or both which would have been admissible to him if he had
retired on invalid pension. (Rule 40 of the AP RPR Rules, 1980)Retirement on
Completion of 20 years of Service - A government servant shall have the option
to retire from service voluntarily after he has put in not less than twenty
years of qualifying service subject to certain conditions (Rule 43 of the AP RPR
Rules, 1980)
Retirement on Completion of 20 years of
Service -A government servant shall have the option to retire from
service voluntarily after he has put in not less than twenty years of
qualifying service subject to certain conditions (Rule 43 of the AP RPR Rules,
1980)
Retirement on Completion of 33 years of
Service -At any time after a Government servant has completed 33 years of
qualifying service but before achieving 58 years of age, he may retire or may
be required, by the appointing authority, to retire in public interest (Rule 44
of the AP RPR Rules, 1980)
Family Pension
(Rules 50 of the AP
RPR Rules, 1980)
Family Pension is
payable to the family of a Government servant who dies while in service or
after retirement.
Family for the purpose of Family Pension means
Category - I
o Wife / husband
o
Sons/unmarried daughters
including widowed/divorced daughters up to the date of his/her
marriage/remarriage or till the date he/she starts earning or till the age of
25 years, whichever is the earliest
o
Sons/daughters who are
physically/mentally disabled throughout their life subject to certain
conditions
Category - II
o
Unmarried/widowed/divorced
daughters and parents who were totally dependent on the Government servant
while he was alive where the deceased employee left behind neither widow nor
child. When unmarried/widowed/divorced daughters and parents are alive the
family pension shall be paid first to the widowed/divorced daughters and then
to the parents. Father precedes mother
Note: Category II members are eligible only after
exhausting all members in Category I.
Except in the case of
widow /widower the grant of family pension is subject to ceiling of income of
Rs.3350/- per month.
Where the children of
the deceased earn not less than Rs.3350/p.m. or where the parents were not
wholly dependant on the Government servant, no family pension is payable.
Family pension is
normally payable only to one person at a time.
No nomination facility
is available for family pension
If the son or daughter
is suffering from any disorder or disability of mind or physically crippled or
disabled so as to render him unable to earn a living even after the attaining
the age of 21 years, family pension is payable for life subject to certain
conditions.
Calculation of Family Pension - Family pension is
calculated at two rates:
Enhanced Rate - Enhanced
Rate of Family Pension is calculated at 50% of emoluments last drawn and in
case of death after retirement, it is restricted to the pension admitted to the
individual. The enhanced rate of family pension is payable for a maximum period
of 7 years and not beyond the notional date on which the deceased would have
attained the age of 65 years (Applicable only if service rendered is not less
than 7 years)
E.g......
Normal Rate -- Normal
Rate of Family Pension is calculated at 30% of the Emoluments last drawn.
Family Pension resulting in a fraction when calculated, is rounded off to the
next higher rupee.
Anticipatory Pension
Where the payment of
pension has not commenced on due date after retirement, the Head of Office
concerned, irrespective of the fact whether pension papers were sent to PAG or
not, may sanction Anticipatory Pension subject to certain conditions. The
sanction order should be invariably communicated to the PAG. The Anticipatory
Pension should be adjusted in full from the final pension (Rule 51).
Provisional Pension
It is paid in cases of employees who are under suspension/against
whom departmental or judicial proceedings are pending. The minimum provisional
pension is 75% and it shall not exceed maximum pension which would have been
admissible on the basis of qualifying service. Payment of provisional pension
shall be adjusted against the final retirement benefits sanctioned upon
conclusion of such proceedings. However no recovery shall be made where the pension finally
sanctioned is less than provisional pension or pension is reduced or withheld
permanently or for a specified period.
GUIDELINES TO SERVING
EMPLOYEES, DEPARTMENTAL AUTHORITIES AND PENSIONERS
(As on 26-04-2004)
This Brochure is meant
to be a useful guide to departmental authorities (particularly Pension
Sanctioning Authorities), serving employees and Pensioners.
It presents only broad
guidelines about the procedures to be followed. It does not modify codal
provisions of AP Revised Pension Rules 1980 which deal with different kinds of
pensionary benefits like Pension, Gratuity, Family Pension and Commutation.
Guidelines :
(A) For Serving
Employees :
i.
Every Government servant
shall submit a formal application for pension in Part I to his Head of Office
at least 18 months in advance of the date of his retirement on Superannuation
i) (a) Maintenance of
Service Records
a. Pension is based on the length of qualifying
service and on Average Emoluments or last basic pay drawn with effect from
25-5-1998. It is, therefore, of utmost importance that the Service Book is
maintained up-to-date and contains all relevant information and the entries are
properly attested
b. In respect of unverified portion of service if
any, the Head of the Office shall arrange to verify the same with reference to
Pay Bill Register/ Acquittance Rolls
c. If any portion of service rendered by a
Government Servant cannot be verified, an affidavit shall be called for from
the employee duly supported by collateral evidence and a declaration that he
had in fact rendered that period of service. The affidavit can be accepted by
the Head of the Office in case of non-Gazetted Officers and by Head of the
Department in case of Gazetted Officers. The Head of the Office/Department may
issue a certificate to the effect that the Govt. Servant was in service during
the relevant period and was not on extraordinary leave or under suspension.
This certificate should be noted in Service Register under attestation
d. All orders and events affecting the service or
emoluments or other benefits should be entered in the Service Book. Periodical
verification of the entries in the Service Book should be done with due regard
to the rules and orders. Option to Pension Rules, nomination etc. should be
recorded in the Service Book and duly counter signed by the Head of the Office
after proper and careful scrutiny and a note should be made to that effect in
the Service Book
II. FINALISATION OF DUES
TO GOVERNMENT :
Advance action should
be taken to assess the dues payable to the Government and the dues recoverable
from the gratuity should be noted in Part II A of pension papers to be
forwarded to the PAG six months before the date of retirement of the employee
on Superannuation. Where delay is anticipated, action as contemplated under
rules should be taken so that the pension claim may not be held up.
III. FORWARDING OF
PENSION PAPERS TO PAG :
I.
After receipt of the
formal application for Pension in Part-I from the employee,Pension Papers
should be prepared and forwarded to the A.G. (through the sanctioning
authority) at least six months in advance of the date of retirement after
according advance sanction in Part II-B of the Pension papers.
II.
In case, during the time
between submission of pension proposals and date of retirement, any facts come
to the notice of the sanctioning authority necessitating the revision of the
sanction, the same must immediately be intimated to the Principal Accountant
General and receipt confirmed. If the Pension Sanctioning Authority wishes to
get the Pension or gratuity of a retiring employee withheld or to be released after
imposing a cut he has to inform PAG before the employee actually retires. The Principal Accountant General releases gratuity on the date of
retirement withholding 10% thereof for want of No Dues Certificate, and
Rs.1,000/- for want of Last Pay Certificate if no major dues are intimated in
the Pension Proposals. The withheld amount,
however, will be released without further reference to the department if no
communication is received within three months of the date of retirement. The
pension sanctioning authorities/head of the offices are requested to be extra
careful in respect of those service pension cases submitted after the date of
retirement, as AG will release Pensionary Benefits if nothing is mentioned in
the Pension proposals about pendency of departmental proceedings or dues to be
recovered.
IV. PENSION FORMS
Following documents
are to be sent along with Pension Papers. The pension forms prescribed by
Government vide G.O.Ms.No.263, Finance (F.W. PSC) Department, dated 23.11.98
are common for service pension/family pension/retirement gratuity/service
gratuity/commutation
1. Application Form for Pension, Gratuity and
Commutation in Part. I including list of family members.
2. Nomination for Gratuity, Commuted Value of
Pension and Life Time Arrears.
3. Descriptive Rolls in triplicate.
4. Joint photo of spouse and self with
identification marks and specimen signatures of spouse in triplicate.
5. Part II-A indicating calculation of Pension,
DCRG and NDC.
6. Part II B sanction of Pension Sanctioning
Authority.
7. Service Registers.
8. Medical Certificate if the claim is for invalid
pension.
9. In case of voluntary retirement, copy of the
orders of the competent authority permitting it.
10. Last Pay Certificate.
11. Grant in aid certificate in respect of teachers
of Aided Schools/Colleges.
In respect of death cases in addition to the
above, the following documents should be forwarded to PAG
12. Attested copy of death certificate.
13. Guardianship Certificate in respect of minors.
14. Attested copy of nomination for gratuity if
filed by the deceased employees.
15. Attested copy of legal heir certificate.
16. Certificate of Age Proof where the children
happens to be family pension beneficiaries.
(C) FOR PENSIONERS :
(i) Payment of Pension
:
After verification of
the applicants' title to the claim and its correctness, the pensionary benefits
is authorised by this office for payment from the Treasury/Pension Payment
Office through which payment is desired. Intimation of issue of authorisation will
be sent to the pensioner. He should present this intimation to the Treasury
Officer/Pension Payment Officer who will handover the pensioners copy of the
Pension Payment Order to him. It may however be noted here that the payment of
pensionary benefits should not be denied on the grounds that the pensioner had
not submitted his copy of intimation letter vide Government circular Memo
No.7614-A/127/PSC/89, Finance and Planning (FW PSC) Department, dated 20.12.89.
If pension is not claimed within one year from the date of issue of PPO, the
payment of arrears of pension is subject to the provision of A.P.T.C.Vol.I. If
Gratuity payment is not made within six months, revalidation by AG is necessary
for payment.
(ii) Payment of
Pension Through Banks :
Payment of pension can
be arranged through Banks on making an application to the Treasury/ Pension
Payment Officer in accordance with the provisions laid down.
The retiring employees
can also indicate the name of the Bank, Branch, Place and S.B A/c No. in the
Application Form for pension vide Part. I of Pension Papers.
(iii) Loss of
PPOs/GPOs :
a.
When the PPO is lost
the same is issued by PAG on receipt of a letter from the DTO with particulars
of last payment. When copy of gratuity payment order or commutation authorisation
is lost it should be reported promptly. A non payment certificate should also
be sent to PAG for issue of duplicate GPO/CPO
b.
In cases where the
original pension payment order (both the copies of Treasury Officer and
Pensioner) issued by AG is lost in transit and not traceable, the PAG issues
duplicate Pension Payment Orders duly obtaining the pensioner’s copy of
intimation along with non-payment certificate from the pension disbursing
authority. Similar procedure is followed in cases of Gratuity Payment Order and
Commutation authorisation which are lost in transit and not traceable
(iv) Commutation :
Medical examination is
not necessary for commutation, if the application is received by the Department
within one year of retirement except in case of invalid Pension. The
willingness of the Pensioner to commute pension (maximum 40% of pension) has to
be indicated at Column 5 of Part I of Pension papers . One may only state the
fraction of pension proposed to be commuted or as “Maximum admissible under the
rules”. No commutation is permissible while Departmental or Judicial
proceedings are pending against the pensioner. After conclusion of departmental
proceedings and issue of orders thereon, if pension is allowed either in full
or in part, the Pensioner has to apply for commuted value of pension in the
prescribed form and the commutation will become absolute on the date on which
the application is received by the Head of the Office.
(V) If Pensionary
Benefits are not authorised within two months of receipt of the Pension case
complete in all respects, please bring it to the attention of the Deputy
Accountant General(Pension) for redressal within a month.
Contact Phone Numbers:
DAG (Pension) -- 040 23231884
Office PABX -- 040 23236810 to 040 23236819Extn. 267
Sr. Accounts Officer (PM) -- 040 23236810 to 040 23236819 Extn. 325
Standard instruction to the Disbursing
Authorities while making payment of Gratuity /
Commutation.
ANNEXURE TO GRATUITY PAYMENT ORDER
1. The payee is being
informed of the issue of Gratuity Payment Order
2. Slips bearing attested
specimen signatures/left hand thumb and finger impressions of the
gratuity/Legal guardian and attested copy of his photograph are enclosed / have
been enclosed with the Pension Payment Order.
3. The gratuity is
debitable to
MH 2071 Pensions and Other
Retirement Benefits MH 104-Gratuities
4. Before payment it should
be ensured that the gratuitant continue to be qualified. If not the fact
should be reported immediately to the sanctioning authority for issue of a
revised sanction in favour of remaining members of the family.
5. The authority should be
kept in the personal custody of the Disbursing Officer until it is paid.
It will remain in force for 3 years only from the date of issue. If no
payment is effected within this period it should be treated as void and
returned to this office.
6. Anticipatory Gratuity
paid if any may be adjusted.
7. If descriptive rolls of
the gratuitant are not received the same may please be obtained locally.
8. The recoveries may
please be credited to the respective Heads of Account.
9. It should be noted that
the Disbursing Officer would be responsible for proper identification of the
payee whose address is given in the endorsement of 1st page.
10. The payment of
Gratuity/DCRG authorised is subject to the above instructions.
11. Please acknowledge
receipt of this Order.
12. As per Note below SR 92
under TR 16 of AP Treasury Code – Volume I, -nil- payment Gratuity Payment Orders have to be
converted into vouchers and necessary adjustments have to be made by the
Treasury Officer. In such cases, no signature of the gratuitant on the
GPO is necessary. These Gratuity Payment Orders do not require
revalidation by this office.
* The above instructions are general in nature
and not substituted by the Codal provisions which have to be observed by the
disbursing authorities while making payment
ANNEXURE TO GRATUITY PAYMENT ORDER
1. The original pension
consequent on this commutation may please be reduced and the reduced pension is
payable to the pensioner from the date of receipt of the commuted value of
pension by the pensioner or three months after the issue of this authority whichever
is earlier.
2. A note of the reduced
amount payable may please be made on the both halves of the pension payment
order under your attestation quoting this authorisation as authority.
3. Excess payment of
pension, if any, made from the date the reduced amount is payable may please be
deducted from the commuted value of pension under intimation to this office.
4. A separate bill should
be prepared for the payment of the commuted value of pension quoting the number
and date of this letter as authority and the paid voucher should be forwarded
to this office in a registered cover, in a separate schedule.
5. The dearness relief
admissible on the original un-commuted pension will continue to be payable on
the reduced pension and is allocable between Governments / Railways in
proportion of their share of pension (un-commuted as hitherto).
6. The Commuted portion of
pension may please be restored as per the orders issued by the Government of
Andhra Pradesh vide GO Ms No 44 Finance dated 19.02.1991, except in cases of
voluntary retirement which are covered by GO Ms No 176 finance dated 23.06.1982.
7. The pensioner shall not
be entitled to commute his pension again on the ground that the commuted
pension has been restored to him.
8. The receipt of this
letter may please be acknowledged and it may be certified that the changes have
been carried out in both halves of the PPO.
* The above instructions are general in nature
and not substituted by the Codal provisions which have to be observed by the
disbursing authorities while making payment
