The Employees' Pension Scheme, 1995
In exercise of the powers conferred by section 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. 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 section 16 of the Employees' Provident Funds and Miscellaneous Provisions Act, 1952 (19 of 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 (19 of 1952) applies or is applied under sub-section (3) or sub-section (4) of section 1 or section 3 thereof.
2. Definitions. - In the 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 section 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 [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 [* * *] daughters of a member of the Employees' Pension Fund;
Explanation. - The expression "sons" and "daughters" shall include children [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.
[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 '[received or are receivable];
(xi) "orphan" means a person, none of whose parents is alive [* * *];
(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, 1995;
(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 section 6-A of the Act;
(xv) "pensionable service" means the service rendered by the member for which contributions have been [received or are receivable];
[(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.
3. Employees' Pension Fund. - (1) From and out of the contributions payable by the employer in each month under section 6 of the Act or under the rules of the Provident Fund of the establishment which is exempted either under clauses (a) and (b) of sub-section (1) of section 17 of the Act or whose employees are exempted under either paragraph 27 or paragraph 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 six thousand and five hundred] per month the contribution payable by the employer and the Central Government be limited to the amount payable on his pay of [rupees six thousand and five hundred] 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:
[Provided that the Central Government shall pay the contribution payable to the Employees' Pension Fund in respect of an employee who is a person with disability under the Persons with Disabilities (Equal Opportunities, Protection of Rights and Full Participation) Act, 1995 (1 of 1996) and under the National Trust for Welfare of Persons with Autism, Cerebral Palsy, Mental Retardation and Multiple Disabilities Act, 1999 (44 of 1999) respectively, up to a maximum period of three years from the date of commencement of membership of the Fund.]
5. Recovery of damages for default in payment of any contribution.- [(1) Where a 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 authorized 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 in the table below:-
|
SL.No |
Period of default |
Rate of damages (Percentage of arrears per annum) |
|
(1) |
(2) |
(3) |
|
(a) |
Less than two months |
Five |
|
(b) |
Two months and above but less than four months |
Ten |
|
(c) |
Four months and above but less than six months |
Fifteen |
|
(d) |
Six months and above |
Twenty-five. |
(2) The damages shall be calculated to the nearest rupee, fifty raise or more to be counted as the nearest higher rupee and fraction of a rupee Less than fifty paise to be ignored.
[6. Membership of the Employees' Pension Scheme. - Subject to sub-paragraph (3) of paragraph 1, this 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 section 17 of the Act, or in whose case exemption has been granted under paragraph 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 paragraph 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 section 17 of the Act or in whose case exemption has been granted under paragraph 27 or 27-A of the Employees' Provident Fund 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 paragraph 7.]
[6A. Retention of membership. - A member of the Employees' 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.]
[7. Option for joining the Scheme. - (1) Members referred to under sub-paragraph (c) of paragraph 6 who have died between 1st 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 paragraph 6 who are alive shall have the option to join the Scheme as per the provisions of paragraph 17 from the date of exit from the employment.
(3) Members referred to in sub-paragraph (d) of paragraph 6 shall have the option to join the Scheme as per the provisions of paragraph 17 from 16th November, 1995.]
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 "[contributory service]" shall be treated as eligible service. The total [contributory 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 "[contributory 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 the "existing member" the aggregate of [contributory 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 aggregate of [contributory service] and past service for less than six months shall be ignored and 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 [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] who has rendered 20 years pensionable service or more, his pensionable service shall be increased by adding a weightage of 2 years.
11. Determination of pensionable salary. - (1) Pensionable salary shall be the average monthly pay drawn [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:
[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 12 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 [rupees six thousand and five hundred/Rs. 6,500] per month:
[Provided that if at the option of the employer and employee, contribution paid on salary exceeding [rupees six thousand and five hundred/Rs. 6,500][per month from the date of commencement of this Scheme or from the date salary exceeds [rupees six thousand and five hundred/Rs. 6,500][whichever is later, and 8.33 per cent share of the employers thereof is remitted into the Pension Fund, pensionable salary shall be based on such higher salary.]
[12. Monthly member's pension. - (1) A member shall be entitled to
(a) superannuation pension, if he has rendered eligible service of 10 years or more and retires on attaining the age of 58 years;
(b) early pension, if he has rendered eligible service of 10 years or more and retires or otherwise ceases to be in the employment before attaining the age of 58 years.
(2) In the case of a new entrant, the amount of monthly superannuation pension or early 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 |
(3) In the case of an existing member in respect of whom the date of commencement of pension is after the 16th November, 2005,
(i) Superannuation or early pension shall be equal to the aggregate of:
(a) pension as determined under sub-paragraph 42) for the period of pensionable service rendered from the 16th November, 1995 or Rs. 635 per month, whichever is more;
(b) past service pension shall be as given below:
The past service pension payable on completion of 58 years of age on 16th November, 1995.
|
Sl.No. |
Years of past service |
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 less than 20 years |
120 |
135 |
|
(iv) |
Beyond 20 years |
150 |
170 |
The amount udder 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 the 16th November, 1995 and the date of exit to arrive at past service pension payable.
(ii) The aggregate of (a) and (b) calculated as above shall be subject to a minimum of Rs. 800 per month, provided the eligible service is 24 years. Provided further, if it is less than 24 years, the pension as computed above shall be reduced proportionately subject to a minimum of Rs. 450 per month.
(4) In the case of an existing member and in respect of whom the date of commencement of pension is between the 16th November, 2000 and the 16th November, 2005,
(i) Superannuation or early 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 pension as provided in sub-paragraph (3).
(ii) The aggregate of (a) and (b) calculated as above shall bye subject to a minimum of Rs. 600 per month, provided the eligible service is 24 years. Provided further, that if it is less than 24 years the pension shall be proportionately less subject to the minimum of Rs. 325 per month.
(5) In the case of an existing member and in respect of whom the date of commencement of pension is before the 16th November, 2000,
(i) The superannuation or early 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. 335 per month, whichever is more;
(b) past service pension as provided in sub-paragraph (3).
(ii) The aggregate of (a) and (b) calculated as above shall be subject to the minimum of Rs. 500 per month, provided the eligible service is 24 years. Provided further, if it is less than 24 years the pension shall be proportionately lesser but subject to a 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 an early 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 [four per cent.][, for every year the age falls short of 58 years.]
[(7A) The monthly member's pension including any relief payable to any existing or future member under this paragraph shall not be less than one thousand rupees [* * *].]
[Provided that, on and from the 1st day of September, 2014, the minimum pension of one thousand rupees payable under this sub-paragraph shall be subject to-
(i) deductions on account of benefits of commutation and return of capital taken by members under the extant provisions of this scheme prior to 26th September, 2008; and
(ii) deductions on account of early pension under sub-paragraph (7).]
[(7B) (a) A member who has attained the age of fifty-eight years and is otherwise eligible for pension under clause (a) of sub-paragraph (1) of this paragraph, if he so desires, may be allowed to defer the age of drawing pension later than fifty-eight years but not beyond sixty years of age.
(b) In such cases as is referred to in clause (a),-
(i) the amount of pension shall be increased at the rate of four per cent. for every completed year after the age of fifty-eight years which shall be restricted to the wage ceiling given under the proviso to sub-paragraph (2) of paragraph 3;
(ii) the member, at his or her option, may also be allowed to continue contributions under paragraph 3 to the Employees' Pension Fund for the period for which the drawal of pension has been deferred, if the member is continuing in employment after the age of fifty-eight years, and the pensionable service and pensionable salary for the purpose of determination of pension under sub-paragraph (2) will be reckoned taking into account the period for which contributions were made after the age of fifty-eight years but not beyond the age of sixty years;
(iii) in the event of death of the member, who has opted for deferring the age of drawing pension under this sub-paragraph, after attaining the age of fifty-eight years and before the commencement of the pension so deferred, the family of the member will be entitled to pension under clause (c) of sub-paragraph (1) of paragraph 16 from the date following the date of death of the member as if the member monthly pension had commenced on the date of death of the member.]
(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 coverable 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 coverable under this Scheme and has rendered less than ten years eligible service on the date of exit, but dies before attaining the age of fifty-eight years and before a continuous period of thirty-six months has elapsed during which contributions have not been received in respect of the member in the Pension Fund, the amount of contributions received in his case shall be converted into a monthly widow pension or children pension and 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):
Provided further that 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 the paragraph 16.
Provided also that if the member does not take up an employment coverable under this Scheme and has rendered less than ten years eligible service on the date of exit, but dies before attaining the age of fifty-eight years after a continuous period of thirty-six months has elapsed during which contributions have not been received in respect of the member in the Pension Fund, the family shall be entitled to benefits under paragraph 14.]
[12B. Restoration to normal pension in cases of grant of commutation. – The normal pension in respect of those members who availed the benefit of commutation of pension under the erstwhile paragraph 12A of this Scheme, on or before the 25th day of September, 2008, shall be restored after completion of fifteen years from the date of such commutation.]
[13. * * *]
14. Benefits on leaving service before being eligible for monthly member's pension. - If a member has not rendered the eligible service prescribed in paragraph [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.
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 [paragraph 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 paragraph 12 provided that he/she has made atleast one month's contribution to the Pension Fund.
(2) The monthly member's pension in such cases shall be payable from the date following the date of permanent total disablement and shall be tenable for the life-time 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) [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
(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' [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 paragraph 12.
(2)(a) The monthly widow pension shall be
(i) in the cases covered by clause (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 clause (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. 450 per month] or the amount indicated in Table C, whichever is more;
(iii) in the cases covered by clause (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. 450 per month];
[(iv) in all the cases, where the amount of family pension sanctioned under the Ceased Family Pension Scheme, 1971 and is paid/payable under this scheme is less than Rs. 450 per month, the amount of family pension in such cases shall be enhanced to Rs. 450 per month;]
[(v) in all the cases, where the monthly widow pension including relief, if any, is less than one thousand rupees per month, the amount of monthly widow pension in such cases shall be enhanced to one thousand rupees per month [* * *].]
(b) The monthly widow pension shall be payable upto the date of death of the widow or re-marriage whichever is earlier.
Note. - In cases where there are two 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 of the deceased member as monthly widow pension payable under clause (a) of sub-paragraph (2):
Provided that the minimum monthly children pension including relief, if any, for each child of the deceased member shall not be less than two hundred and fifty rupees per month [* * *].];
[(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 the maximum of two
[(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 clause (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 entitles to a monthly orphan pension equal to 75 per cent of the amount of the monthly widow pension as payable under clause (a) of sub-paragraph (2):
Provided that the minimum monthly orphan pension including relief, if any, for each orphan shall not be less than seven hundred and fifty rupees per month [* * *].]
[(aa) The monthly orphan pension shall be payable to each orphan till such orphan attains the age of twenty-five years:
Provided that the monthly orphan pension shall be payable to an orphan beyond the age of twenty-five years, if such orphan is suffering from disorder or disability of mind or who is physically crippled or disabled.]
(b) In the event of death or re-marriage of the widow/widower after sanctioning of widow/ widower pension the children shall be entitled in lieu of the monthly children pension, to a monthly orphan pension from the date following the date of death/re-marriage of the widow/widower.
[(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's pension, as admissible under sub-clauses (i) and (ii) of clause (a) of sub-paragraph (2).
[(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 clause (a) of sub-paragraph (2) either to dependant father or dependant mother as the case may be. On grant of pension to such dependant father and in the event of death of the 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 employment which would have made him entitled to a monthly member pension under paragraph 12, but had opted to retain the membership of this Scheme under sub-paragraph (8) of paragraph 12, the [nominee or the dependant father or the dependant mother, as the case may be,] shall be entitled to [a withdrawal benefit as provided in paragraph 14].
[16A. Guarantee of pensionary benefits.-None of the pensionary benefits under this Scheme shall be denied to any member or beneficiary for want of compliance of the requirements by the employer under sub-paragraph (1) of paragraph 3 provided, however, that the employer shall not be absolved of his liabilities under the Scheme.]
[17. Payments on exercise of option. - (1) Beneficiaries of the deceased members of Employees' Family Pension Scheme, referred to in sub-paragraph (1) of paragraph 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 paragraph 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 paragraph 7 shall be deemed to have joined the ceased Employees' Family Pension Scheme, 1971, with effect from 1-3-1971 on remittance of past period contribution with interest thereon.]
[17A. Payment of pension. - The claims, complete in all respects submitted alongwith the requisite documents shall be settled and benefit amount paid to the beneficiaries within 30 days from the date of its receipt by the Commissioner. If there is any deficiency in the claim, the same shall be recorded in writing and communicated to the applicant within [twenty 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 [twenty days], the Commissioner shall be liable for the delay beyond the said period an days, 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.]
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.
20. Duties of employers. - (1) 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 of implementing the Scheme, and it shall be the duty of every employer to carry out such directions.
21. Employer to furnish particulars of ownership. - 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 [numbers]. - (1) 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 section 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 section 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.
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 paragraph 12 as the case may be. If the person concerned was not in employment previously or had availed of return of contribution in 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 and his/her family in the Form prescribed by the Central Provident Fund Commissioner:
[Provided that if such person is a person with disability, the aforesaid Form shall further contain such particulars as are necessary for such person.]
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. - (1) All moneys accruing to the Employees' Pension Fund Account except the contributions of the Central Government shall be invested in accordance with the provisions of paragraph 52 of the Employees' Provident Funds Scheme, 1952.
(2) Net assets of the Family Pension Fund as on the 16-11-1995 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.
27. Disposal of the Fund. - (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 the date.
[(2) All administrative expenses shall be met from the "Central Administration Account" as specified in paragraph 49 of the Employees' Provident Funds Scheme, 1952. However, the cost of remittance of pension shall be charged on the Pension Fund.]
[28. * * *]
[29. Format and manner of maintenance of accounts. - The Central Board shall maintain a consolidated income and expenditure account as well as a consolidated balance sheet in respect of the Pension Scheme, in the common format of annual accounts, approved by the Central Government.]
30. Audit. - The accounts of the Employees' Pension Fund including the administrative expenses incurred 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, fifty paise or more to be counted as the next higher rupee and fraction of a rupee less than fifty paise shall be ignored.
32. Valuation of the Employees' Pension Fund and review of the rates of contributions and quantum of the pension and other benefits. - [(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 a 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.
[33. Disbursement of pension and other benefits. - (1) 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 like post office or nationalised banks or Treasuries or scheduled commercial banks including regional rural banks or co-operative banks through electronic or digital funds transfer system.
(2) The Commission payable to the disbursing agencies and other charges incidental thereto shall be met as provided in paragraph 27 of the 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 issue 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 paragraph 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 section 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 this Scheme prepared under paragraph 74 of the Employees' Provident Funds Scheme, 1952, a report on the working of this Scheme during the previous financial year.
38. Application 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 provisions in the Employees' Provident Funds Scheme, 1952 shall apply.
[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 purpose to be members of a Pension Scheme wherein the pensionary benefits are at par 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 establishment(s) 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 establishment(s) 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, employers' share of the contribution shall not be remitted to the Pension Fund as envisaged in sub-paragraph (1) of paragraph 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 given in complete form to the satisfaction of the Regional Provident Fund Commissioner.]
[39A. Submission of return. - The employer of the exempted establishment or class of establishments and/or the Board of Trustees of the exempted establishment or class of establishments shall submit a monthly return to the Commissioner in Form 1.]
[39B. Transfer value. - In case exemption is granted to any establishment or in the case of a member being transferred from pension fund of one exempted establishment to another pension fund of exempted establishment or statutory pension fund or vice versa, a transfer value payment will be made which will consist of the following:
(a) Withdrawal benefit relating to past service period upto 15-11-1995 as per Table A multiplied by Table B factor for the period between 16-11-1995 to the date of exemption/transfer, and
(b) Transfer value for pensionable service as per Table E for the service rendered from 16-11-1995 or from the date of joining the establishment to the date of exemption/transfer, as the case may be.
(c) In the event of cancellation of exemption granted under Para 39, transfer of fund will be made as per the conditions mentioned in the exemption notification.]
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 paragraph 12 or paragraph 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.
[43A. Special provisions in respect of International Workers. - The Scheme shall, in its application to International Workers as defined in paragraph 83 of the Employees' Provident Fund Scheme, 1952 be subject to the following modifications, namely:-
(1) For clause (xv) of paragraph 2, the following clause shall be substituted, namely:
(xv) "pensionable service" means the service rendered by the member covered by an international social security agreement for which contributions have been received or are receivable, the period of service rendered and considered as eligible under such agreement.
(2) For sub-para (1) of paragraph 10, the following sub-paragraph shall be substituted, namely:
10. Determination of pensionable service.-(1) The pensionable service of the member covered by an international social security agreement shall be determined with reference to the contributions receive or are receivable on his behalf in the Employees' Pension Fund, the period of service rendered under a relevant social security programme and considered as eligible for benefits shall be added only for the purpose mentioned under such agreement.
(3) For paragraph 11, the following paragraph shall be substituted, namely:
11. Determination of pensionable salary.-The pensionable salary shall be the average monthly pay drawn in any manner including on piece-rate basis during the contributory period of service of the membership of the Employees' Pension Fund.
(4) For paragraph 14, the following paragraph shall be substituted, namely:
14. Benefits on leaving service before being eligible for monthly members' pension.-(1) If a member not being an Indian employee, hailing from a country with which India has entered into a social security agreement, has not rendered the eligible service prescribed in paragraph 9 on the date of exit, or on attaining the 58 years of age, whichever is earlier, he/she shall be entitled to a benefit as may be prescribed in the said Agreement on reciprocal basis.
(2) If a member not being an Indian employee hailing from a country with which India has not entered into a social security agreement, has not rendered the eligible service specified in paragraph 9 on the date of exit, or on attaining the 58 years of age, whichever is earlier, his/her entitlement to the withdrawal benefit under paragraph 14 shall be, on the principle of reciprocity, as may be available to Indian employees in that country."]
[43B. Special provision in respect of Employees' Enrollment Campaign, 2017. – The exceptions and modifications subject to which the provisions of this Scheme shall apply, in relation to the employees' whose membership have been declared under paragraph 82A of the Employees' Provident Funds Scheme, 1952, in accordance with the Employees' Enrollment Campaign, 2017, shall be as follows, namely:--
In paragraph 5, in sub-paragraph (1), for the table, the following table shall be substituted, namely:--
Table
(Applicable for remittances in respect of valid declarations under Employees' Enrollment Campaign, 2017)
|
Period of default |
Rate of damages |
|
(1) |
(2) |
|
Between the 1st day of April, 2009 to the 31st day of December, 2016 |
One rupee per annum.] |
44. Repeal and savings. - (1) 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.
TABLE-A
(See paragraph 14)
WITHDRAWAL BENEFIT
|
No. of full years contribution paid |
Proportion of pay payable at cessation of membership |
No. of Full years contribution paid |
Proportion of pay payable at cessation of membership |
|
(1) |
(2) |
(1) |
(2) |
|
1 |
0.20 |
21 |
5.21 |
|
2 |
0.41 |
22 |
5.52 |
|
3 |
0.62 |
23 |
5.83 |
|
4 |
0.84 |
24 |
6.14 |
|
5 |
1.06 |
25 |
6.46 |
|
6 |
1.29 |
26 |
6.79 |
|
7 |
1.51 |
27 |
7.12 |
|
8 |
1.75 |
28 |
7.46 |
|
9 |
1.98 |
29 |
7.81 |
|
10 |
2.23 |
30 |
8.16 |
|
11 |
2.47 |
31 |
8.52 |
|
12 |
2.72 |
32 |
8.89 |
|
13 |
2.98 |
33 |
9.26 |
|
14 |
3.24 |
34 |
9.64 |
|
15 |
3.51 |
35 |
10.03 |
|
16 |
3.78 |
36 |
10.43 |
|
17 |
4.05 |
37 |
10.83 |
|
18 |
4.34 |
38 |
11.24 |
|
19 |
4.62 |
39 |
11.66 |
|
20 |
4.92 |
40 |
12.08 |
[TABLE-B
(See paragraphs 12 and 14)
FACTOR FOR COMPUTATION OF PAST SERVICE BENEFIT UNDER THE CEASED FAMILY PENSION SCHEME FOR EXISTING MEMBERS ON EXIT FORM THE EMPOLYMENT.
|
(1) |
(2) |
(1) |
(2) |
|
YEARS |
FACTOR |
YEARS |
FACTOR |
|
Less than 1 |
1.039 |
Less than 18 |
3.845 |
|
Less than 2 |
1.122 |
Less than 19 |
4.152 |
|
Less than 3 |
1.212 |
Less than 20 |
4.485 |
|
Less than 4 |
1.309 |
Less than 21 |
4.843 |
|
Less than 5 |
1.413 |
Less than 22 |
5.231 |
|
Less than 6 |
1.526 |
Less than 23 |
5.649 |
|
Less than 7 |
1.649 |
Less than 24 |
6.101 |
|
Less than 8 |
1.781 |
Less than 25 |
6.589 |
|
Less than 9 |
1.923 |
Less than 26 |
7.117 |
|
Less than 10 |
2.077 |
Less than 27 |
7.686 |
|
Less than 11 |
2.243 |
Less than 28 |
8.301 |
|
Less than 12 |
2.423 |
Less than 29 |
8.965 |
|
Less than 13 |
2.616 |
Less than 30 |
9.682 |
|
Less than 14 |
2.826 |
Less than 31 |
10.457 |
|
Less than 15 |
3.052 |
Less than 32 |
11.294 |
|
Less than 16 |
3.296 |
Less than 33 |
12.197 |
|
Less than 17 |
3.560 |
Less than 34 |
13.173] |
TABLE-C
(See paragraph 16)
EQUIVALENT WIDOW PENSION
|
Salary at day of death not more than |
Equivalent widow pension |
Salary at day of death not more than |
Equivalent widow pension |
Salary at day of death not more than |
Equivalent widow pension
|
Salary at day of death not more than |
Equivalent widow pension
|
Salary at day of death not more than
|
Equivalent widow pension |
|
(1) |
(2) |
(1) |
(2) |
(1) |
(2) |
(1) |
(2) |
(1) |
(2) |
|
(Rupees) |
(Rupees) |
(Rupees) |
(Rupees) |
(Rupees) |
(Rupees) |
(Rupees) |
(Rupees) |
(Rupees) |
(Rupees) |
|
Upto 300 |
250 |
2850 |
1221 |
[6550 |
2056 |
9700 |
2371 |
12850 |
2686 |
|
350 |
327 |
2900 |
1241 |
6600 |
2061 |
9750 |
2376 |
12900 |
2691 |
|
400 |
343 |
2950 |
1261 |
6650 |
2066 |
9800 |
2381 |
12950 |
2696 |
|
450 |
359 |
3000 |
1281 |
6700 |
2071 |
9850 |
2386 |
13000 |
2701 |
|
500 |
375 |
3050 |
1301 |
6750 |
2076 |
9900 |
2391 |
13050 |
2706 |
|
550 |
391 |
3100 |
1321 |
6800 |
2081 |
9950 |
2396 |
13100 |
2711 |
|
600 |
408 |
3150 |
1341 |
6850 |
2086 |
10000 |
2401 |
13150 |
2716 |
|
650 |
425 |
3200 |
1361 |
6900 |
2091 |
10050 |
2406 |
13200 |
2721 |
|
700 |
442 |
3250 |
1381 |
6950 |
2096 |
10100 |
2411 |
13250 |
2726 |
|
750 |
459 |
3300 |
1401 |
7000 |
2101 |
10150 |
2416 |
13300 |
2731 |
|
800 |
476 |
3350 |
1421 |
7050 |
2106 |
10200 |
2421 |
13350 |
2736 |
|
850 |
493 |
3400 |
1441 |
7100 |
2111 |
10250 |
2426 |
13400 |
2741 |
|
900 |
510 |
3450 |
1461 |
7150 |
2116 |
10300 |
2431 |
13450 |
2746 |
|
950 |
527 |
3500 |
1481 |
7200 |
2121 |
10350 |
2436 |
13500 |
2751 |
|
1000 |
544 |
[3550 |
1501 |
7250 |
2126 |
10400 |
2441 |
13550 |
2756 |
|
1050 |
561 |
3600 |
1521 |
7300 |
2131 |
10450 |
2446 |
13600 |
2761 |
|
1100 |
578 |
3650 |
1541 |
7350 |
2136 |
10500 |
2451 |
13650 |
2766 |
|
1150 |
595 |
3700 |
1561 |
7400 |
2141 |
10550 |
2456 |
13700 |
2771 |
|
1200 |
612 |
3750 |
1581 |
7450 |
2146 |
10600 |
2461 |
13750 |
2776 |
|
1250 |
629 |
3800 |
1601 |
7500 |
2151 |
10650 |
2466 |
13800 |
2781 |
|
1300 |
646 |
3850 |
1621 |
7550 |
2156 |
10700 |
2471 |
13850 |
2786 |
|
1350 |
664 |
3900 |
1641 |
7600 |
2161 |
10750 |
2476 |
13900 |
2791 |
|
1400 |
682 |
3950 |
1661 |
7650 |
2166 |
10800 |
2481 |
13950 |
2796 |
|
1450 |
700 |
4000 |
1681 |
7700 |
2171 |
10850 |
2486 |
14000 |
2801 |
|
1500 |
718 |
4050 |
1701 |
7750 |
2176 |
10900 |
2491 |
14050 |
2806 |
|
1550 |
736 |
4100 |
1701 |
7800 |
2181 |
10950 |
2496 |
14100 |
2811 |
|
1600 |
754 |
4100 |
1721 |
7850 |
2186 |
11000 |
2501 |
14150 |
2816 |
|
1650 |
772 |
4150 |
1741 |
7900 |
2191 |
11050 |
2506 |
14200 |
2821 |
|
1700 |
797 |
4200 |
1751 |
7950 |
2196 |
11100 |
2511 |
14250 |
2826 |
|
1750 |
808 |
4250 |
1761 |
8000 |
2201 |
11150 |
2516 |
14300 |
2831 |
|
1800 |
826 |
4300 |
1771 |
8050 |
2206 |
11200 |
2521 |
14350 |
2836 |
|
1850 |
844 |
4350 |
1781 |
8100 |
2211 |
11250 |
2526 |
14400 |
2841 |
|
1900 |
862 |
4400 |
1791 |
8150 |
2216 |
11300 |
2531 |
14450 |
2846 |
|
1950 |
880 |
4450 |
1801 |
8200 |
2221 |
11350 |
2536 |
14500 |
2851 |
|
2000 |
898 |
4500 |
1811 |
8250 |
2226 |
11400 |
2541 |
14550 |
2856 |
|
2050 |
916 |
4550 |
1821 |
8300 |
2231 |
11450 |
2546 |
14600 |
2861 |
|
2100 |
935 |
4600 |
1831 |
8350 |
2236 |
11500 |
2551 |
14650 |
2866 |
|
2150 |
954 |
4650 |
1841 |
8400 |
2241 |
11550 |
2556 |
14700 |
2871 |
|
2200 |
973 |
4700 |
1851 |
8450 |
2246 |
11600 |
2561 |
14750 |
2876 |
|
2250 |
992 |
4750 |
1861 |
8500 |
2251 |
11650 |
2566 |
14800 |
2881 |
|
2300 |
1011 |
4800 |
1871 |
8550 |
2256 |
11700 |
2571 |
14850 |
2886 |
|
2350 |
1030 |
4850 |
1881 |
8600 |
2261 |
11750 |
2576 |
14900 |
2891 |
|
2400 |
1049 |
4900 |
1891 |
8650 |
2266 |
11800 |
2581 |
14950 |
2896 |
|
2450 |
1068 |
4950 |
1896 |
8700 |
2271 |
11850 |
2586 |
15000 or more |
2901] |
|
2500 |
1087 |
5000 |
1901 |
8750 |
2276 |
11900 |
2591 |
|
|
|
2550 |
1106 |
5050 |
1906 |
8800 |
2281 |
11950 |
2596 |
|
|
|
2600 |
1125 |
5100 |
1911 |
8850 |
2286 |
12000 |
2601 |
|
|
|
2650 |
1144 |
5150 |
1916 |
8900 |
2291 |
12050 |
2606 |
|
|
|
2700 |
1163 |
5200 |
1921 |
8950 |
2296 |
12100 |
2611 |
|
|
|
2750 |
1182 |
5250 |
1926 |
9000 |
2301 |
12150 |
2616 |
|
|
|
2800 |
1201 |
5300 |
1931 |
9050 |
2306 |
12200 |
2621 |
|
|
|
5350 |
1936 |
5950 |
1996 |
9100 |
2311 |
12250 |
2626 |
|
|
|
5400 |
1941 |
6000 |
2001 |
9150 |
2316 |
12300 |
2631 |
|
|
|
5450 |
1946 |
6050 |
2006 |
9200 |
2321 |
12350 |
2636 |
|
|
|
5500 |
1951 |
6100 |
2011 |
9250 |
2326 |
12400 |
2641 |
|
|
|
5550 |
1956 |
6150 |
2016 |
9300 |
2331 |
12450 |
2646 |
|
|
|
5600 |
1961 |
6200 |
2021 |
9350 |
2336 |
12500 |
2651 |
|
|
|
5650 |
1966 |
6250 |
2026 |
9400 |
2341 |
12550 |
2656 |
|
|
|
5700 |
1971 |
6300 |
2031 |
9450 |
2346 |
12600 |
2661 |
|
|
|
5750 |
1976 |
6350 |
2036 |
9500 |
2351 |
12650 |
2666 |
|
|
|
5800 |
1981 |
6400 |
2041 |
9550 |
2356 |
12700 |
2671 |
|
|
|
5850 |
1986 |
6450 |
2046 |
9600 |
2361 |
12750 |
2676 |
|
|
|
5900 |
1991 |
6500 |
2051] |
9650 |
2366 |
12800 |
2681 |
|
|
[***]
[TABLE-D
(See paragraph 14)
RETURN OF CONTRIBUTION ON EXIT FROM THE EMPLOYMENT
|
Years of service |
Proportion of wages at exit |
Years of service |
Proportion of wages at exit |
|
1 |
1.02 |
6 |
6.07 |
|
2 |
1.99 |
7 |
7.13 |
|
3 |
2.98 |
8 |
8.22 |
|
4 |
3.99 |
9 |
9.33 |
|
5 |
5.02 |
|
|
Note: The above table is based on aflat addition in benefit.]
[TABLE-E
(See paragraph 39-B)
TRANSFER VALUE OF CONTRIBUTION FROM EMPLOYEES PENSION SCHEME, 1995
TO EXEMPTED OR OTHER PENSION FUND AND VICE VERSA
|
No. of full year's contribution paid |
Proportion of pay on last contribution month |
No. of full year's contribution paid |
Proportion of pay on last contributionmonth |
|
1. |
0.987 |
13. |
14.841 |
|
2. |
1.998 |
14. |
16.182 |
|
3. |
3.033 |
15. |
17.554 |
|
4. |
4.093 |
16. |
18.960 |
|
5. |
5.178 |
17. |
20.399 |
|
6. |
6.289 |
18. |
21.872 |
|
7. |
7.426 |
19. |
23.380 |
|
8. |
8.590 |
20. |
24.924 |
|
9. |
9.782 |
21. |
26.505 |
|
10. |
11.003 |
22. |
28.123 |
|
11. |
12.252 |
23. |
29.780 |
|
12. |
13.531 |
24. |
31.477] |
[FORM 1]
(See paragraph 39-A)
Monthly return to be submitted by the exempted establishments/class of establishments/Board of trustees.
| 1. | Details of Establishment: | ||||||||||
| (a) Name of the establishment with full address: |
|
||||||||||
| (b) Code No.allotted by the Employees Provident Fund Organisation: |
|
||||||||||
| 2. | Details of employees (include all branches/units,etc.): |
|
|||||||||
|
(a) No. of employees as at the end of previous month: |
|
||||||||||
|
(b) No.of employees who joined during the month. |
|
||||||||||
|
(c) No. of employees who left service during the month: |
|
||||||||||
| (d) No. of employees as at the ende of the mon: | |||||||||||
|
[(a)+(b)-(c)] |
|
||||||||||
| (e) Out of (d) above, No. of excluded employees: | |||||||||||
| (f) No. of Pension Fund members as at the end of the month [Please furnish the above mentioned details unit-wise situated at different places. | |||||||||||
|
Attach separate sheet, if necessary]: |
|
||||||||||
| 3. | Constitution of Board of Trustees: | ||||||||||
|
(a) Date on which the present Board was constituted: |
DD MM YYYY
|
||||||||||
|
(b) Its term: |
Years |
||||||||||
| (c) Total number of Trustees: | |||||||||||
|
(i) Employee's Representatives: |
|
||||||||||
|
(ii) Employers Representatives: |
|
||||||||||
| 4. | Wages, contributions, etc.: | ||||||||||
|
(a) Amount of gross wages liable to Pension Contribution: |
|
||||||||||
|
(b) Rate of contribution to Pension Fund: |
|
||||||||||
|
(c) Amount of Pension contribution to be transferred for the current month: |
Rs.
|
||||||||||
|
(d) Amount of arrears due, if any, for transfer to the Board of Trustees at the end at the previous month: |
Rs.
|
||||||||||
|
(e) Total of (c) and (d): |
Rs.
|
||||||||||
|
(f) Amount actually transferred to the Board of Trustees: |
Rs.
|
||||||||||
|
(g) Balance due, if any, for transfer to the Board of Trustees [(e)-(f)]: |
Rs.
|
||||||||||
|
(h) Whether the interest payable under section 7-Q of the Act for the belated transfer of Funds, if any, has been paid? |
Yes No |
||||||||||
|
(i) Amount of interest still payable at the end of the month: |
|
||||||||||
| 5. | Details of pensioners: | ||||||||||
|
(a) No. of pensioners at the end of the month: |
|
||||||||||
| (i) Member (Self) Pensioners: | |||||||||||
|
-Superannuation Pension: |
|
||||||||||
|
-Early Pension: |
|
||||||||||
|
-Disablement Pension: |
|
||||||||||
| (ii) Spouse Pensioners: | |||||||||||
|
-Death in service: |
|
||||||||||
|
-Death away from service: |
|
||||||||||
|
-Death as pensioner: |
|
||||||||||
| (iii) Children Pensioner: | |||||||||||
|
-Normal Children: |
|
||||||||||
|
-Disabled Children: |
|
||||||||||
| (Life-long pension) | |||||||||||
|
(iv) Orphan Pensioner: |
|
||||||||||
|
(v) Nominee Pensioner: |
|
||||||||||
|
(vi) Dependent Parents Pensioner: |
|
||||||||||
|
(b) Total amount of pension paid during the month: |
Rs.
|
||||||||||
| 6. | Details of Exit Cases: | ||||||||||
|
(a) No. of persons who have taken withdrawal benefit during the month: |
Rs.
|
||||||||||
|
(b) Amount paid during the month: |
|
||||||||||
|
No. of exit cases where Scheme certificate has been issued: |
|
||||||||||
| 7. | Details of investment: | ||||||||||
|
(a) Amount lying invested in the Pension Fund in the beginning of the month: |
Rs.
|
||||||||||
| (b) Amount received during the month- | |||||||||||
|
(i) By way of contribution from the employer: |
|||||||||||
|
-Current month: |
Rs.
|
||||||||||
|
-Arrears, if any: |
Rs.
|
||||||||||
|
(ii) Encashment of matured securities/deposits |
Rs.
|
||||||||||
|
(iii) Interest/dividend on investments: |
Rs.
|
||||||||||
|
(iv) Other transfer-in-cases: |
Rs.
|
||||||||||
|
(v) Damages, if any: |
Rs.
|
||||||||||
|
(vi) Interest on belated payments, if any: |
Rs.
|
||||||||||
|
(vii) Miscellaneous, if any (please specify): |
Rs.
|
||||||||||
|
(c) Payments made during the month |
Rs.
|
||||||||||
| (d) Amount invested during the month: | |||||||||||
| Securities | |||||||||||
|
-Central Government |
Rs.
|
||||||||||
|
-State Government: |
Rs.
|
||||||||||
|
-Others, if any: |
Rs.
|
||||||||||
| Deposits | |||||||||||
|
-Public Financial Institutions/Banks: |
Rs.
|
||||||||||
|
(e) Whether pattern of investment followed? |
Yes
|
||||||||||
|
(f) If so, classify the percentage: |
No
|
||||||||||
| (i) Securities | |||||||||||
|
-Central Government: |
|
||||||||||
|
-State Government |
|
||||||||||
|
-Others |
|
||||||||||
| (ii)Deposits | |||||||||||
|
-Public Financial Institutions/Banks: |
|
||||||||||
|
(iii)Annuity purchased from Life Insurance Corporation: |
Rs.
|
||||||||||
|
(g) Amount lying un-invested in Cash/Bank: |
Rs.
|
||||||||||
| 8. | Mode of Disbursement: | ||||||||||
|
[]Tick one |
|
||||||||||
|
-Through Bank: |
|
||||||||||
|
-Though Post Offices: |
|
||||||||||
|
-Through LIC by purchase of Annuity: |
|
||||||||||
|
-Other, if any (Please specify): |
|
||||||||||
| 9. | Rules of Establishment's Pension Fund: | ||||||||||
| Details of amendment, if any, carried out during the month to make the rules at par with the Statutory Pension Scheme (Employees Pension Scheme, 1995): | ……………………………………..
……………………………………… ……………………………………… |
||||||||||
| Date…………………………. | ……………………………………………. | ||||||||||
| Signature with Official Seal of the Employer/Trustees of the Board] | |||||||||||
FORM 2
THE EMPLOYEES' PROVIDENT FUNDS SCHEME, 1952
[See paragraphs 33 and 61(1)]
THE EMPLOYEES' PENSION SCHEME, 1995
(Paragraph 18)
Declaration and nomination form under the Employees' Provident Funds Scheme and Employees' Pension Scheme
- Name (in block letters) .............................................................................................................
- Father's/Husband's Name ......................................................................................................
- Date of Birth ...............................................................................................................................
- Sex ...............................................................................................................................................
- Marital Status ............................................................................................................................
- Account No ...............................................................................................................................
- Address ......................................................................................................................................
Permanent ..................................................................................................................................
Temporary .................................................................................................................................
- (A) Date of joining of EPF Scheme, 1952 ......... .............
(B) Date of joining of EPF Scheme, 1971 .................................................................................
(C) Date of joining of EPF Scheme, 1995 .................................................................................
PART A (EPF)
I reby nominate the person(s) /cancel the nomination made by me previously and nominate the person(s), mentioned below to receive the amount standing to my credit in the Employees' Provident Fund, in the event of my death:
| Name of the nominee/nominees | Address | Nominee's relationship with the member | Date of Birth | Total amount or share of accumulations in Provident Fund to be paid to each nominee | If the nominee is a minor, name and relationship and address of the guardian who may receive the amount during the minority of nominee |
| (1) | (2) | (3) | (4) | (5) | (6) |
1.*Certified that I have no family as defined in Para 2(g) of the Employees' Provident Funds Scheme, 1952 and should I acquire a family hereafter the above nomination should be deemed as cancelled.
2.*Certified that my father/mother is/are dependant upon me.
Signature of thumb-impression of the subscriber
*Strike out whichever is not applicable.
PART B (EPS)
(See paragraph 18)
I hereby furnish below particulars of the members of my family who would be eligible to receive widow/children pension in the event of my death:
| Sl.No. | Name and address of the family members | Address | Date of Birth | Relationship with the member |
| (1) | (2) | (3) | (4) | (5) |
| 1. | ||||
| 2. | ||||
| 3. |
*Certified that I have no family as defined in Para 2(vii) of t he Employees' PensionScheme. 1995 and should I acquire a family hereafter I shall furnis h particulars thereon in the above form.
I hereby nominate the following person for receiving the monthly widow pension admissible under Para 16(2)(a)(i) and (ii) in the event of my death without leaving any eligible family member for receiving pension.
| Name and Address of the nominee | Date of Birth | Relationship with the member |
|
|
Date...............
Signature or thumb-impression of the subscriber
*Strike out whichever is not applicable.
Certificate by Employer
Certified that the above declaration and nomination has been signed/thumb-impressed before me by Shri/Smt./Km .............................................................................................................. employed in my establishment after he/she has read the entries. The entries have been read over to him/her by me and got confirmed by him/her.
Signature of the Employer or other
Authorized Officer of the Establishment
Place.....................
Designation............................
Date......................
Name and Address of the Factory/
Establishment or rubber stamp thereof
FORM 3(EPS)
(For Exempted Establishment only)
THE EMPLOYEES PENSION SCHEME, 1995
[See paragraph 20(1)]
Consolidated Return of employees who are entitled and required to become members of the Pension Fund on the date the Pension Scheme comes into force.
Name and Address of the Establishment.....................
Date of coverage...............................
Industry in which the Establishment is engaged....................
Code No. of the Establishment.........................
Registration Number of the Establishment.........................
| Sl.No. | Account No. | Name of the employee (in block capitals) | Father's Name or Husband's Name (in case of married woman) | Basic wages,D.A. including cash value of food concession & retaining allowance, if any | Date of Birth | Sex | Date of entitlement for membership | Remarks |
| 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 |
|
|
Date....................
...................................
Signature of the Employer or other
Station...................................
Authorized Officer of the Establishment
Stamp of the Establishment
The information received in Form 5(PS) in respect of the members leaving service shall be entered in this form by Commissioner specifying clearly the reason for leaving service.
Note:-This form should be accompanied by declaration in Form 2 by every employee mentioned in column 3.
FORM 4 (EPS)
(For Exempted Establishments only)
THE EMPLOYEES PENSION SCHEME, 1995
Return of employees entitled for membership of the Employees Pension Fund during the month of...........20.........
Name and Address of the Establishment............................................................................
Code No. of the Establishment....................................................................................
| Sl.No. | Account No. | Name of the employee (in block capitals) | Father's Name or Husband's Name (in case of married woman) | Age at entry | Sex | Date of entitlement for membership | Remarks Previous Account No. and particulars of previous service, if any |
| 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 |
|
|
Date:
| Stamp of the Establishment |
...........................................
Signature of the Employer or other
Authorized Officer of the Establishment
Note:-An employee who has attained 58 years and/or for drawing Pension under the EPS-95 is not to be enrolled as a member.
FORM 5(EPS)
(For Exempted Establishments only)
THE EMPLOYEES PENSION SCHEME, 1995
[See paragraph 20(2)]
Return of Members Leaving Service during the month of ..............20.............
Name and address of the Establishment...................................................................................
Code No. of the Establishment...........................................................................................
| Sl.No. | Account No. | Name of the member(in block capitals) | Father's Name or Husband's Name (in case of married woman) | Date of leaving service | Reason for leaving service (See note given below) | Remarks |
| 1 | 2 | 3 | 4 | 5 | 6 | 7 |
|
|
.................................................
Signature of the Employer
Stamp of the Establishment
Note.-An employee who has attained the age of 58 years will cease to be a member of the Scheme and entitled to receive the due benefit under the Employees Pension Scheme, 1995
FORM 6
(For Exempted Establishments only)
THE EMPLOYEES PENSION SCHEME, 1995
(See paragraph 20)
Statement of Contribution for the month of.........20...................
Total No. of Employees.....................(Contract) Rest Total)
Total No. of Subscribers......................................
Name and address of the Establishment....................................................
Currency period from 1st Apri, 20...................to 31st March, 20...............
Code No. of the Establishment...............Statutory Rate of Contribution 8.33%..................
| Total No. of Subscribers | Wages for which contributions are payable | Amount of contribution due 8.33% | Amount of contribution remitted in A/c No. 10 | Date of Remittance (Triplicate copy of the challan to be enclosed) | Name and Address of the bank in which amount is remitted. |
| (1) | (2) | (3) | (4) | (5) | (6) |
|
|
No. of Subscribers as per last month's return.....................................................
Add No. of new Subscribers-vide Form 4(PS)......................................................
Less No. of Subscribers left service-vide Form 5(PS)......................................................
Signature of the Employer)
(with official seal)
Net total:
(This should tally with the figures given in column 1)
Date............................
Note.-(1) IF there is any substantial variation between the wages and contribution shown above and those shown in the last month's return, suitable explanation should be given in the "Remarks" column.
(2) If any arrears of contributions or damages are included in the figuress under the column 4, suitable details indicating the circumstances, amount, No. of subscribers and the period involved should be furnished in the "Ramarks" column or on the reverse
FORM 7
(For Exempted Establishments only)
THE EMPLOYEES'PENSION SCHEME, 1995
(See paragraph 19)
Contribution Card for members for the year 20...........20...........
(1) Acdcount No............................................................................................
(2) Name (in block capitals).....................................................................................
(3) Father's/Husband's Name...........................................................................................
(4) Name and Address of the Establishment..................................................................................
(5) Statutory Rate of Contribution 8.33%..........................................................................................
| Month | Amount of wages, retaining allowance, if any and DA including cash value of food concession paid during the month | Contribution to Pension fund 8.33% | Remarks |
| (1) | (2) | (3) | (4) |
| April,20…. | |||
| May | |||
| June | (a) (a) Date of leaving service | ||
| July | ………………………………… | ||
| August | |||
| September | |||
| October | |||
| November | |||
| December | (b) Reason for leaving service | ||
| January | …………………………………. | ||
| February | |||
| March | |||
| Rs. | Rs. |
Certified that the difference between the total contributiosn shown under column (3)of the above and that arrived at the total wages shown in column (2) at the prescribed rate is solely due to the rounding off of contribution to the nearest Rs. under the rules.
Certified that the total amount of contributions indicated under colunmn (3) has already been remitted in full in Account No. 10 (Pension Fund Contributions).
Date.........................
Signature of Employer
(Office Seal)
FORM 8(EPS)
(For Exempted Establishment only)
THE EMPLOYEES' PENSION SCHEME, 1995
(See paragraph 20)
Annual Statement of Contribution for the currency period From 1st.......................20...............to...................20
Name and Address of the Establishment.....................................................................................
Code No. of the Establishment.......................................................................................
| Sl.No. | Account Number | Name of the members (in block letters) | Wages, retaining allowances (if any) and D.A. including cash value of food concession paid during the currency period | Employer's Contribution Pension Fund 8.33% (Rs.) | Remarks |
| 1 | 2 | 3 | 4 | 5 | 6 |
|
|
|
Total Rs.
Rs. Aggregate Contributions Certified that the difference between the figures of total Pension Fund contributions remitted during the currency period and those shown in Cols. 5&6 is solely due to the rounding off amounts to the nearest rupee under the rules. |
Rs.
[ ]Cols.5 7 6 Rs. [ ] (i) Total number of contribution card enclosed [Form 7] (ii) Certified that Form 7 duly completed, of all the members listed in this statement are enclosed except those already sent during the course of the currency period for the final settlement of the concerned members account vide "Remarks furnished against the names of the respective members above |
|||||||||||||||||||||||||||||||||||||||||||||
| ……………………… | |||||||||||||||||||||||||||||||||||||||||||||||
| Signature of the Employer | ………………………… | ||||||||||||||||||||||||||||||||||||||||||||||
| [with Official Seal] | Signature of the Employer | ||||||||||||||||||||||||||||||||||||||||||||||
| Note.-(1) The names of all members, including those who had left service during the currency period should be included in the statement where the Form 7(PS) in respect of such members who had left service were already sent to the Regional Office for the purpose of final settlement of their accounts, the fact should be stated against the members in the "Remarks" column above the Form 7(PS) already sent in the month of………………………….20…………….. | |||||||||||||||||||||||||||||||||||||||||||||||
| (2) In case of substantial variation in the wages contributions of any member as compares to shoes shown in previous month's statement the reason should be explained adequately in the "Remarks" column. | |||||||||||||||||||||||||||||||||||||||||||||||
FORM 9
(For Exempted Establishments only)
THE EMPLOYEES' PENSION SCHEME, 1995
(See paragraph 24)
Declaration by a person taking up employment in the establishment
I, ............................................S/o/w/o/D/o.............................do hereby solemnly declare that-
(a) I was employed in M/s.........................................................................(Name and Full Address of the establishment) with PF A/c No.......................................and left service on.....................Prior to that, I was employed in ...............................with PF A/c No..........................From.......................to.....................
(b) I am a member of the Pension Fund from.....................to........................and copy of the Scheme Certificate is enclosed.
(c) I have/have not withdrawn the amount of my Provident Fund/Pension Fund.
(d) I have/have not drawn any benefits under the Employees'Pension Scheme, 1995 in respect of my past service, in any establishment.
(e) I have/have never been a mamber of any Provident Fund and/or Pension Fund. Date.....................
*Signature or left hand thumb-impression of the employee
Encl:Copy of Scheme Certificate
(To be filled by the Employer)
(1) Shri ......................................is appointed as....................................
(Name of Employees) (Designation)
in M/s.......................................................with effect from........................................
(Name of the Factory/Establishment) (Date of appointment)
(2) Copy of the Sheme Certificate is enclosed.
(3) Declaration and nomination in Form 2 is enclosed
Date..........................
Siganture of the Employer or Manager
or other Authorized Officer
*Left hand thumb-impression in the case of illiterate male member and right hand thumb-impression by illiterate female member.
FORM 10-C
THE EMPLOYEES' PENSION SCHEME, 1995
Form to be used by a member of the Employees' Pension Scheme, 1995 for claiming withdrawal benefit only Inward No ..................................................(for office use only)..................................................
- Name of the member (in block letters) ...................................................................................
- (a) Father's Name ......................................................................................................................
(b) Husband's Name .................................................................................................................
- Name and address of the factory /establishment in which the member was last, employed .....................................................................................................................................
- Code No ....................................................Account No...........................................................
- Reasons for leaving service and date of leaving ....................................................................
- Full postal address (in block letters) .....................................................................................
Sh./Smt./Km .................................................... %..........................................................
S/o W/o D/o ..........................................................................................................................
Pin .......................................
- Mode of remittance [Put a tick ('f) 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
ADVANCE STAMPED RECEIPT
[To be furnished only in case of 7(b) overleaf]
Received a sum of Rs . ..........................................(Rupees...........................................only) from Regional Provident Fund Commissioner/Officer-in-charge of Sub-Regional Office ........................ by deposit in my Saving Bank A/c. towards the settlement of my Pension Fund Account.
(The space should be left blank which shall be filled in by RPFC/Officer-in-charge).
| Revenue Stamp |
.........................................
Signature or left hand thumb-impression
of the member on the stamp
Certified that the particulars of the members given are correct and the member has signed/thumb-impressed before me.
Date............................
........................
Signature of the Employer with Official Seal.
(For the use of Commissioner's Office)
Control No ..................dated................the benefit is authorized 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...........dated..........vide Cash Book (Bank) Account No. 10,Debit Item No............
Head Clerk
AC/RC
FORM 10-D (EPS)
EMPLOYERS' PENSION SCHEME, 1995
APPLICATION FOR MONTHLY PENSION
(Read Instructions before filling in this Form)
| Inward No……………………...(For Office Use only) |
|
1. |
By whom the pension is claimed? |
|
||||||||||||||||||
|
2. |
Type of Pension claimed |
|
||||||||||||||||||
| 3. | (a) Member's Name (in block-letters) | : | ………………………………………….. | |||||||||||||||||
| (b) Sex | : | ………………………………………….. | ||||||||||||||||||
| (c)Marital Status | : | ………………………………………….. | ||||||||||||||||||
| (d) Date of Birth/Age | : | ………………………………………….. | ||||||||||||||||||
| (e) Father's/Husband's Name | : | ………………………………………….. | ||||||||||||||||||
|
4. |
E.P.F. Account Number |
|
||||||||||||||||||
| 5. | Name and Address of the establishment in which the member was last employed | : | ……………………………………………
…………………………………………... |
|||||||||||||||||
| 6. | Date of leaving service | : | …………………………………………… | |||||||||||||||||
| 7. | Reason for leaving service | : | …………………………………………… | |||||||||||||||||
| 8. | Address for communication | : | …………………………………………… | |||||||||||||||||
| ……………………………………………. | ||||||||||||||||||||
| ……………………………………………. | ||||||||||||||||||||
| PIN:…………………………. | ||||||||||||||||||||
| 9. | Option for commutation of 1/3 of Quantum | : |
|
|||||||||||||||||
|
10. |
Option for Return of Capital (Please refer: Serial Number 10 of Instrctions) |
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| 11. | Mention your nominee for return of capial | : | …………………………………………… | |||||||||||||||||
| Name | : | …………………………………………… | ||||||||||||||||||
| Relationship | : | ……………………………………………. | ||||||||||||||||||
| Date of Birth | : | ……………………………………………. | ||||||||||||||||||
| Address | : | ……………………………………………. | ||||||||||||||||||
| 12. | Particulars of Family | : | ……………………………………………. | |||||||||||||||||
| Sl.No. | Name | Date of Birth/Age | Relationship with member | Indicate against minor | |
| Guardian's name | Relationship with member | ||||
| (1) | (2) | (3) | (4) | (5) | (6) |
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| Note.-If any child is physically handicapped, please indicate "Disabled" below the name. | |||
| 13. | Date of death of Member (if applicable) | : | ……………………………………………. |
| 14. | Details of Savings Bank Account opened | : | …………………………………………….. |
| (1) Name of the Bank | : | ……………………………………………. | |
| (2) Name of the Branch | : | ……………………………………………. | |
| (3) Full Postal Address | : | ……………………………………………. | |
| PIN CODE…………………………….. | |||
| Sl.No. | Name of the Claimant(s) | Savings Bank Account No. |
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| 14-A. | If the claim is preferred by nominee, indicate his/her | : | ……………………………………………. | ||
| (1) (1)Name | : | ……………………………………………. | |||
| (2) (2)Relationship with the deceased Member | : | ……………………………………………. | |||
| 15. | Details of Scheme Certificate already in possession of the Member, if any | Scheme Certificate received and enclosed |
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| Not Received |
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| Not Applicable |
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| SL.No. | Scheme Certificate Control No. | Authority who issued the Scheme Certificate |
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| 16. | If pension is being drawn under Employees' Pension Scheme, 1995 | : |
PPO No. issued |
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| 17. | Documents enclosed (Indicate as per the instructions) | |||||
| (1) | (6) | |||||
| (2) | (7) | |||||
| (3) | (8) | |||||
| (4) | (9) | |||||
| (5) | (10) | |||||
TO BE SUBMITTED IN DUPLICATE IN RESPECT OF EACH PERSON ELIGIBLE FOR PENSION
| Descriptive roll of Pensioner and his/her specimen signature/ thumb-impression | : | ……………………………………………. | |||||||||||||||||||
| 1. | Name of the Member | : | …………………………………………….. | ||||||||||||||||||
| 2. | E.P.F. Account Number | : | ……………………………………………. | ||||||||||||||||||
| 3. | Name of the Pensioner | : | ……………………………………………. | ||||||||||||||||||
| 4. | Father's/Husband's Name | : | ……………………………………………. | ||||||||||||||||||
| 5. | Sex | : | ……………………………………………. | ||||||||||||||||||
| 6. | Nationality | : | ……………………………………………. | ||||||||||||||||||
| 7. | Religion | : | ……………………………………………. | ||||||||||||||||||
| 8. | Height | : | ……………………………………………. | ||||||||||||||||||
| 9. | Personal Marks of Identification | : | (1) …………………………………….. | ||||||||||||||||||
| (2). ……………………………………… | |||||||||||||||||||||
| 10. | Specimen Signature of Pensioner | : | (1). ……………………………………… | ||||||||||||||||||
| : | (2) ……………………………………… | ||||||||||||||||||||
| : | (3) ……………………………………… | ||||||||||||||||||||
| 11. (Only in the case of illiterate Claimant (Pensioner) Left Hand Finger-impression): | |||||||||||||||||||||
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Signature......................................
Place:
Name of Attesting Authority............................
Date:
Official Seal:
Certified that:
(i) I am not drawing pension under Employees' Pension Scheme, 1995.
(ii) The paarticulars given in this application are true and correct.
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Signature of the applicant/
Left hand thumb-impression
TO BE FILLED IN THE EMPLOYER, AUTHORISED OFFICER OF THE ESTABLISHMENT
Certified that:
(i) the pariculars of the member are correct:
(ii) the particulars of Wages and Pension Contribution for the period of 12 months preceding the date of leaving service are as under:
(In case, the wages is not earned for all 12 months, the block of 12 months will commerce backwards from the last pay drawn)
| Year | Month | Wages | Pension contribution due | Details of period of non-contributory service. If there is no such period, indicated "Nil" | ||
| No.of days | Amount | Year | No of days for which no wages were earned | |||
| (1) | (2) | (3) | (4) | (5) | (6) | (7) |
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Encl. 1. Documents as given in the Instructions.
- Form of descriptive roll and speciment signature.
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Signature of Employer/Authorized Official
of the Establishment with Seal and Date
(FOR OFFICE USE ONLY)
(PENSION SECTION/ACCOUNTS SECTION)
Certified that the particulas in the application have been verifited wth the relevant concerned documents. The claimant is eligible for pension. The Input Date Sheet is placed below for approval.
Entereed in Form 9/Form 3(PS), Master Ledger Card/Claim Inward Register
Form 2(R) enclosed alongwith the documents furnished by the claimants.
| Clerk | S.S | A.A.O | A.P.F.C. |
| Date | Date | Date | Date |
FOR USE IN PENSION PRE-AUDIT CELL
The Input Date sheet vertified with reference to the application and the documents enclosed and found correct P.P.P. may be generated through Computer.
| Clerk | S.S | A.A.O | A.P.F.C. (Pension) |
| Date | Date | Date | Date |
FOR USE IN PENSION DISBURSEMENT SECTION
| P.P.O. | : | …………………………………………….. |
| Date of issue to the Bank | : | ……………………………………………. |
| Intimation sent to the claimant and also to Accounts Branch on | : | ……………………………………………. |
| Clerk | S.S | A.A.O | A.P.F.C. |
| Date | Date | Date | Date |
FROM 10-D(EPS)
EMPLOYEES'PENSION SCHEME, 1995
Application for monthly pension
(To be submitted in two copies in case pension is to be drawn in other region)
EXPLANATORY NOTE FOR THE APPLICATION
Serial No. given below relates to the Correspondeing No. given in the application.
- By whom the pension is claimed?
Indicate any one of the following under Sl.No. 1
| Member | Widow/Widower | Major Orphan | Guardian | Nominee |
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- Type of Pension Claim-Indicate any one of the following:
(a) On attaining 58 years whether in service or not
SUPERANNUATION PENSION
(b) Attained the age of 50 years but below 58 years and left service
REDUCED PENSION
(c) DISABLEMENT PENSION
(d) WIDOWS AND CHILDREN PENSION
(e) ORPHAN PENSION
(f) NOMINEE PENSION
- (a) to (e), 4 & 5
Please furnish the particulars relating to the member correctly.
- Indicate the actual date of leaving service.
This need not be filled by a member who has attained 58 years and continued to be in service. Indicate "still in service".
- If the reason for leaving service was on account of total and permanent disablement, as indicated by the establishment to the P.F. Office through Form 10, then only the member is entitled for Disablement Pension. In all other cases the actual reason for leaving service may be given. However, a member who continues in services beyond the age of 58 years may indicate "still in service".
- If the present address is temporary one, also indicate permanent address.
- Si. No. 9 is applicable only to a member of the Pension Scheme and not for his family. The applicant is eligible to commute upto a maximum of 1/3rd of his pension so as to receive 100 times of the pension commuted. If a pensioner who is getting an original pension of Rs. 600 commutes 1/3rd of it, he will get Rs. 20,000 as commuted value. The commutation will be effective only from 16-11-1998. The applicant may give his option for commutation in the application and this will be effective and paid only if the member-pensioner continues to draw his pension as on 16-11-1998.On opting for commuted value of pension, the original pension mentioned for Return of Capital will be the balance of pension after commutation.
- The member can give his option for Return of Capital. Option once exercised is final.He may choose any one of the following and indicate the no. shown under alternativeagainst Sl. No.10 of the application.
| Alternative | Quantum of Pension | Return of Capital |
| 1. | 90% of original pension | On member's death, 100 times the original monthly pensions to nominee. |
| 2. | 90% of original pension to member.
On his/her death 80% pension to widow/widower. |
On death or remarriage of widow/widower whichever is earlier.
90 times of original pension to nominee |
| 3. | 87.5% of original pension for a fixed period of 20 years to member. On his death before 20 years, nominee will get pension for balance period | At the end of 20 years, 100 times of original pension to member, if he is alive, otherwise to nominee. |
- The member is required to furnish the details of his/her nominee for receiving the Return of Capital. A member can nominate his/her spouse or sons or daughters. A married member who is not survived by any member or his family (spouse/sons/daughters) and a bachelor/spinster may nominate a person of his/her choice to receive the Return of Capital/Pension due, if any, under alternative 3 as per Sl. No. 10 above.
- This should be completed by the member. In his absence, by the spouse/children. The list of surviving family members of the member covering his spouse, all children should be furnished. The particulars of guardian should be given in respect of each minor child, as on the date of application. In support of the age of children, age proof certificate obtained from the School or Registrar of Birth-Deaths or E.S.I. Record, or Municipal authorities should be enclosed. In the case of guardian other than natural guardian, a Guardianship Certificate should be enclosed.
- Applicable only in case the member is not alive. In support to the date of death, Death Certificate should be enclosed.
- The details of Bank, Saving Bank Account number should be given.
In case the claim is preferred by spouse, he/she should give his/her Saving Bank Account Number and also separate Saving Bank Account Numbers. In respect of each child Saving Bank Account Numbers of children who are below the age of 25 years (as on date of death of the member) should be given. On behalf of minor child, Savings Bank Account opened in the name of minor and operated by the guardian of the minor and Account Number should be given.
Pension is payable through any branch of the (PNB/SBI on the specified day of each month by credit to the Savings Bank Account of eligible pensioners. Hence, Savings Bank Account should be opened only in the said Bank. Necessary guidelines have been given to all branches of the Bank to open a Savings Bank Account for the pensioners. The applicant may approach any branch of the said bank to open the account.
The member, spouse and children (minor or major) should necessarily open Savings Bank Accounts in the same branch of the Bank.
Whenever pension is opted from a place beyond the jurisdiction of the Region in which the member was last employed, he should ascertain the name of the designated bank applicable in that Region and open a Savings Bank Account therein.
On sanction of Pension, intimation will be sent to the pensioner to contract the Bank.
14-A. In case of death of the member before attaining 58 years without leaving any eligible family members to receive the pension, the nominee as appointed by the member through the Form 2 (revised) already sent to the P.F. Office may apply giving his particulars against this column.
- In case the member was working in different establishments and obtained Scheme Certificate, the details should be furnished against this column. In case, no Scheme Certificate was received or not applied for the same, the details of past employment may be indicated in this column.
- If the applicant is already receiving pension under Employees' Pension Scheme, 1995 or Claim Pension, the details should be furnished against the column.
- List of documents to be enclosed and specified under Column No. 17:
(a) Descriptive role of pensioner and his/her specimen signature/thumt,-impression in duplicate;
(b) 3 passport size photographs (if claimed by the member, joint photo with spouse). If the pension is claimed by member, there is not need to send photograph of the children. If claimed by widow/widower, the photograph should be sent for widow/ widower and his/her two children (below 25 years) separately. The photographs are to be attested by the employer or his authorized official, indicating the person to whom the photograph relates and also the P.F. Account Number of the member, written on the reverse and placed in a separate envelope.
(c) In the case of a member, who is permanently and totally disabled during the employment, he/she should undergo a medical examination before the Medical Board as advised by the E.P.F. Office. However, the disablement should occur while in employment.
(d) The application should be forwarded through the establishment in which the member last served/died. The establishment should furnish the certificate and wage particulars duly attested by the authorized officer.
(e) Only if the establishment is closed, the application should be forwarded through the Magistrate/Gazetted Officer/Bank Manager/any other authorized officer as may be approved by the Commissioner.
| ACKNOWLEDGEMENT CARD | |||||||||
| Account No_______________ | Seal of EPFO____________ | ||||||||
| Employees' Provident Fund Organisation
Regional/Sub-Regional Office |
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| Received the following claims:- | Registration | ||||||||
| 1.EPF |
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Number________________ | |||||||
| 2.EPS |
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Dated Office | |||||||
| 3.EDLI |
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| [Tick the relevant box of the form (s) received] | Seal | ||||||||
Back Side of the post card
| In case no intimation is received within a month, you may write to the Regional PF Commissioner/Officer-in-charge of the concerned EPF Office quoting your Registration Number, Date and your P.F. Account Number. | POST CARD
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| PIN |
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FORM 12-A (Revised)
(For Unexempted Establishments only)
EMPLOYEES'PENSION SCHEME, 1995
[See paragraph 20(4)]
| Name and address of the Establishment | [To be filled in by the EPFO] | ||||||||
| M/s……………………………………………………. | EstablishmentStatus |
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| …………………………………………………………… | |||||||||
| Code No. |
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| Currency Period from 1st April, 20……..to | |||||||||
| 31st March, 20……………………………… | Group Code |
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| Statement of Contribution for the Month of……………………………………. | |||||||||
| Statutory Rate of Contribution…………….. | |||||||||
| Particulars | Wages on which contributions are payable | Amount of contribution | Amount of contributions remitted | Amount of administrative charges due | Amoutn of administrative charges remitted | Date of remittance (enclose triplicate copies of challan) | ||
| Recovered from the workers | Payable by the employer | Worker's share | Employer's share | |||||
| EPF A/c.No.01 | ||||||||
| Pension Fund A/c No. 10 | NIL | NIL | NIL | NIL | ||||
| DLI A/c No. 21 | NIL | NIL | ||||||
Total No. of Employee......................................................
(a) Contract...............................
(b) Rest...................................
(c) Total..................................
Name and address of the bank in which the amount is remitted........................
| Details of subscribers | EPF | Pension Fund | EDLI |
| No.of subscribers as per last month | |||
| No. of New Subscribers (vide Form 5) | |||
| No. of Subscribers left service (vide Form 10) | |||
| (Nett) Total Number of Subscribers |
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Signature of the Employer with Official Seal