DEATH CUM RETIREMENT BENEFIT SCHEME FOR THE STATE

DEATH CUM RETIREMENT BENEFIT SCHEME FOR THE STATE GOVERNMENT EMPLOYEES

NAME OF THE SCHEME : THE WEST BENGAL SERVICES (DEATH CUM RETIREMENT BENEFITS) RULE, 1971 DATE OF EFFECT : 01. 1972 INTRODUCED VIDE NO. 5827 F DT. 01. 12. 1971 APPLICATION : THESE RULES SHALL APPLY TO ALL GOVT. SERVANTS EXCEPT DAILY RATED WORKERS NOT IN WHOLETIME EMPLOYMENT MEMBERS OF ALL INDIA SERVICES MEMBERS OF W. B. HIGHER JUDICIAL SERVICES PERSONS FOR WHOM SPECIAL PROVISIONS HAVE BEEN MADE

TYPES OF PENSIONS : PENSION SANCTIONING AUTHORITY : COMPENSATION PENSION(RULE 38 OF DCRB RULES 1971) INVALID PENSION (RULE 48) SUPERANNUATION PENSION( RULE 57) RETIRING PENSION (RULE 58) HEAD OF OFFICE. IN CASE OF CONSTITUENT SERVICES PENSION MAY BE SANCTIONED BY CADRE CONTROLLING AUTHORITY OR BY HEAD OF OFFICE ACCORDING TO CHOICE OF THE RETIRING EMPLOYEE.

QUALIFYING SERVICE : QUALIFYING SERVICES IN COUNTED IN SIX MONTHLY UNITS PERIOD OF 3 MONTHS AND ABOVE IS TREATED AS 6 MONTHLY UNIT MINIMUM QUALIFYING SERVICE REQUIRED FOR SERVICE IS 10 YEARS FULL PENSION IS ADMISSIBLE WHEN Q. SERVICE IS 20 YEARS OR ABOVE SERVICE AS PROBATIONER QUALIFIES BUT APPRENTICE RESIGNATION/REMOVAL ENTAILS FORFEITURE OF PAST SERVICE

NON QUALIFYING SERVICE : EXTRA-ORDINARY LEAVE PERIOD DOES NOT QUALIFY SUSPENSION PERIOD

E. O. L. : PERIOD OF SUSPENSION : E. O. L. , HOWEVER COUNTS TOWARDS PENSION WHEN THE SAME IS GRANTED ON MEDICAL GROUND FOR CIVIL COMMOTION FOR PROSECUTION OF SCIENTIFIC AND TECHNICAL STUDIES PERIOD OF SUSPENSION FOLLOWED BY REINSTATEMENT SHALL COUNT AS QUALIFYING SERVICE PROVIDED IT HAS BEEN TREATED AS DUTY BY THE COMPETENT AUTHORITY MAKING A SPECIFIC ORDER TO THAT EFFECT

EMOLUMENTS : EMOLUMENT MEANS PAY AS DEFINED IN RULE 5(28) OF WBSR PART-1. IT INCLUDES THE FOLLOWINGS: BASIC PAY INCLUDING GRADE PAY SPECIAL PAY PERSONAL PAY ANY OTHER ITEM WHICH MAY BE DEFINED AS PAY BY THE GOVT.

FAMILY : FAMILY HAS BEEN DEFINED IN TWO SEPARATE WAYS FOR DEATH GRATUITY PURPOSE (RULE 7(1)(E)(1)) FOR FAMILY PENSION PURPOSE(RULE 7(1)(E)(2)) FOR DEATH GRATUITY FAMILY MEANS: WIFE/HUSBAND SON INCLUDING STEP SON UNMARRIED & WIDOWED DAUGHTER INCLUDING STEP DAUGHTER BROTHER BELOW 18 YEARS OF AGE & UNMARRIED OR WIDOWED SISTER FATHER MOTHER

FAMILY FOR FAMILY PENSION : MEANS: WIFE/HUSBAND MINOR SONS INCLUDING ADOPTED SONS/UNMARRIED DAUGHTER INCLUDING ADOPTED DAUGHTER ACCORDING TO AGE DEPENDENT PARENTS

SPECIAL POINTS: MINOR SONS & UNMARRIED MINOR DAUGHTER WILL GET FAMILY PENSION UPTO 25 YEARS OF AGE/ MARRIAGE IN CASE OF UNMARRIED DAUGHTER PARENTS WHOSE MONTHLY INCOME IS UPTO 3500/P. M. ARE TREATED AS DEPENDENT AND WILL GET FAMILY PENSION UPTO DEATH IN TERMS OF G. O. NO. 620 -F (PEN) DT. 29. 06. 2006, FAMILY PENSION SHALL BE EXTENDED TO WIDOWED/ DIVORCED DAUGHTER OF STATE GOVT. EMPLOYEES EVEN AFTER ATTAINING AGE OF 25 YEARS TILL REMARRIAGE PROVIDED INCOME IS UPTO 3500/-

FAMILY PEN(CONTD) : FAMILY PENSION IS ADMISSIBLE FOR LIFE TO SON OR DAUGHTER WHO IS PHYSICALLY CRIPPLED OR DISABLED SO AS TO RENDER HIM/HER UNABLE TO EARN A LIVING. RULE 104 A MODIFIED VIDE G. O. NO. 839 -F DT. 02. 1977 AND FURTHER AMENDED VIDE 550 -F DT. 13. 04. 1993 IN TERM OF G. O. NO. 138 -F (PEN) DT. 03. 2008 FAMILY PENSION SHALL BE EXTENDED TO UNMARRIED DAUGHTER OF STATE GOVT. EMPLOYEE/PENSIONERS EVEN AFTER ATTAINING AGE OF 25 YEARS TILL REMARRIAGE OR DEATH PROVIDED THAT HIS/HER INCOME IS UPTO RS. 3500/-

FAMILY PENSION : F. PENSION SHALL BE SANCTIONED IN FOLLOWING ORDER WIFE/HUSBAND MINOR CHILDREN PHYSICALLY HANDICAPPED SON/DAUGHTER WIDOWED/DIVORCED/UNMAR RIED DAUGHTER ABOVE 25 YR. DEPENDENT MOTHER DEPENDENT FATHER

RATE OF PENSION : 50% OF LAST PAY X 6 MONTHLY UNITS OF Q. SERVICE (MAX. 40) 40 40 MINIMUM BASIC PENSION-RS. 3300 P. M. MAXIMUM BASIC PENSION-RS. 35000 P. M. RATE OF FAMILY PENSION : 30% OF LAST PAY DRAWN MINIMUM F. P. -RS. 3300/- P. M. MAXIMUM F. P. -RS. 21000/- P. M.

ENHANCED FAMILY PENSION : ADMISSIBLE FOR A PERIOD OF 7 YEARS OR 67 YEARS OF AGE WHICHEVER IS EARLIER PROVIDED AT LEAST 7 YEARS SERVICE WAS PUT IN BY THE DECEASED EMPLOYEE

RATE OF ENHANCED A. DEATH WHILE IN SERVICE: LEAST OF THE FOLLOWINGS: FAMILY PENSION : i) 50% OF LAST BASIC PAY ii) TWICE THE AMOUNT OF NORMAL FAMILY PENSION B. DEATH AFTER RETIREMENT LEAST OF FOLLOWING TWO ALTERNATIVES i) AMOUNT OF PENSION ii) TWICE THE AMOUNT OF NFP IN NO CASE EPF WILL BE LESS THAN NFP

ADDITIONAL PENSION: -RECENTLY INTRODUCED ASPER ROPA, 2009 AGE OF PENSIONS/ FAMILY PENSION ADDITIONAL PENSION/ FAMILY PENSION A. FROM 80 YEARS TO LESS THAN 85 YEARS 20% OF BASIC PENSION/ F. PEN B. FROM 85 YEARS TO LESS THAN 90 YEARS 30% OF BASIC PENSION/ F. PEN C. FROM 90 YEARS TO LESS THAN 95 YEARS 40% OF BASIC PENSION/ F. PEN D. FROM 95 YEARS TO LESS THAN 100 YEARS 50% OF BASIC PENSION/ F. PEN E. 100 YEARS OR MORE 100% OF BASIC PENSION/ F. PEN

CONDITIONS FOR PENSION RULE-18 : 1. THE SERVICE MUST BE UNDER GOVT. 2. THE EMPLOYMENT MUST BE a. OF PERMANENT OR QUASI PERMANENT STATUS OR b. SUBSTANTIVE OR PERMANENT 3. THE SERVICE MUST BE PAID BY GOVT. ON WHOLE TIME BASIS

RATE OF RETIRING GRATUITY A. WHEN Q. SERVICE IS LESS THAN 10 YEARS GRATUITY= PAY+DA LAST DRAWN X 6 MONTHLY UNITS OF Q. S. 2 B. Q. SERVICE - 10 YEARS OR MORE PAY+DA LAST DRAWN X 6 MONTHLY UNITS OF Q. SERVICE(MAX-66) 4 MAXIMUM GRATUITY - RS. 600, 000/-

DEATH GRATUITY WHILE IN SERVICE 1. Q. S. -LESS THAN 1 YR 2 X PAY+ DA LAST DRAWN 2. Q. S. -1 YR OR MORE BUT LESS THAN 5 YR 6 X PAY+ DA LAST DRAWN 3. Q. S. -5 YR TO LESS THAN 20 YR 12 X PAY+ DA LAST DRAWN 4. Q. S. -20 YR AND MORE PAY+DA LAST DRAWN X Q. S. IN SIX MONTHLY UNIT 2 PROV. PENSION 100% OF ADMISSIBLE PENSION FOR 12 MONTHS MAY BE SANCTIONED BY PSA PROV. PENSION 100% OF ADMISSIBLE GRATUITY LESS 10% OR RS. 1000/- WHICHEVER IS LESS

NOMINATION FOR DEATH GRATUITY MAY NOMINATE ONE OR MORE FAMILY MEMBERS OR OTHER PERSONS IF NO FAMILY MEMBERS EXISTS LTA DO LTA NOMINEE IS ENTITLED TO GET UNPAID DCRG, CVP LTA PENSION AFTER DEATH

COMMUTATION OF PENSION 1. ON RETIREMENT GOVT. EMPLOYEE MAY COMMUTE UPTO 40% OF BASIC PENSION 2. TO APPLY 24 MONTHS AHEAD OF RETIREMENT TO 1 YEAR AFTER RETIREMENT 3. MAY APPLY IN FORM-A OVER YEAR AFTER RETIREMENT 4. COMMUTED VALUE OF RE. 1 AT 61 YEAR RATE IS RS. 98. 328 5. BASIC PENSION IS REDUCED AFTER PAYMENT. BUT RELIEF IS PAID ON FULL PENSION 6. AMOUNT COMMUTED IS RESTORED 15 YEAR AFTER RETIREMENT

SCHEME FOR PAYMENT OF PENSION ON THE DATE OF RETIREMENT ON SUPERANNUATION FUNCTIONS OF HEAD OF THE OFFICE BEFORE RETIREMENT: TO ISSUE NOTICE TO THE RETIRING EMPLOYEE 2 YEARS BEFORE RETIREMENT ENCLOSING THE FOLLOWING WITH DIRECTION TO SUBMIT THE SAME 1 YAER PRIOR TO THE DATE OF RETIREMENT 1. FORM-“ 5” (FORMAL APPLICATION FOR PENSION) 2. FORM-“C” (FORM FOR COMMUNICATION OF PENSION) 3. FORM OF L. T. A. OF PENSION 4. FORM FOR THE DRAWAL OF PENSION THROUGH PUBLIC SECTOR BANK

SCHEME FOR PAYMENT OF PENSION ON THE DATE OF RETIREMENT ON SUPERANNUATION FUNCTIONS OF HEAD OF THE OFFICE TO PREPARE THE PENSION CASE IN “SINGLE COMPROHENSIVE FORM” ON RECEIPT OF THE SAID FORMS AND SEND IT TO THE PRINCIPAL A. G. (A&E) W. B. ALONG WITH L. P. C. , CALCULATION OF PEN. & GRAT. 6 MONTH PRIOR RETIREMENT TO ISSUE REPLY PROMPTLY REGARDING OBSERBVATION (IF ANY) MADE BY THE PRINCIPAL A. G. (A&E) W. B. TO DRAW BILL FOR GRAT & C. V. P FROM TRY/CAL PAO ON RECEIPT OF AUTHORITY FROM THE PRINCIPAL A. G. (A&E) W. B.

ON THE DATE OF RETIREMENT TO HANDOVER THE FOLLOWING TO THE RETIRING GOVT. EMPLOYEE 1. CHEEQUES FOR GRAT. & C. V. P. 2. A CERTIFICATE TO THE EFFFECT THAT NO PROVISIONAL PENSION HAS BEEN AUTHORISED 3. A CERTIFICATE MENTIONING THE AMOUNT PAID ON ACCOUNT OF GRAT. & C. V. P & THE DATE OF SUCH PAYMENTS 4. A NO LIABILITY CERTIFICATE 5. PENSIONER’S COPY OF INTIMATIOON LETTER RECEIVED FROM THE PRINCIPAL A. G. (A&E) W. B. REGARDING ISSUE OF P. P. O.

FUNCTIONS OF A. G. (A&E) W. B. TO CHECK THE PENSION PAPERS RECEIVED FROM THE H. O. & ISSSUE THE FOLLOWING 1. IF THE FILE IS NOT O. K. OBJECTION MEMO TO THEH. O. 1. IF FILE IS O. K. A) P. P. O. (BOTH HALVES) TO THE PENSION DISBURSING OFFICER B) PENSINER’S COPY OF INTIMATION LETTER REGARDING ISSUE OF P. P. O A) AUTHORITY FOR PAYMENT OF GRAT. & C. V. P

FUNCTIONS OF EMPLOYEE BEFORE RETIREMENT TO SUBMIT THE PAPERS ALL THE PAPERS RECEIVED FROM H. O. DULY FILLED IN ALONGWITH JOINT/SINGLE PHOTOGRAPH & OTHER REQUIRED DOCUMENTS ONE YEAR BEFORE RETIREMENT AFTER RETIREMENT 1) TO APPEAR BEFORE THE PENSION DISBURSING OFFICER (PUBLIC SECTOR BANKS IN KOLKATA/TREASURY IN THE DISTRICTS) AS CHOSEN BY HIM EARLIER 2) TO SUBMIT THE INTIMATION LETTER & CERTIFICATE ISSUED BY THE H. O. TO THE P. D. O.

FUNCTIONS OF EMPLOYEE FUNCTION OF P. D. O TO COMPLETE THE FORMALITIES & START PAYMENT OF PENSION AFTER DEDUCTING/ADJUSTING COMMUTED PORTION OF PENSION/PROVISIONAL PENSION (IF ANY), AFTER APPEARANCE OF THE PENSIONER & SUBMISSION OF REQUIRED DOCUMENTS BY THE PENSIONER

FUNCTIONS OF FAMILY PENSIONER 1) TO APPLY TO THE H. O. ALONG WITH CERTIFICATE OF DEATH OF THE GOVT. EMPLOYEE FOR SANCTION OF FAMILY PENSION & DEATH GRATUITY 2) TO APPEAR BEFORE THE P. D. O. AFTER RECEIPT OF REQUIRED PAPERS FOR FAMILY PENSION FROM THE PRINCIPAL A. G. (A&E) W. B. & HEAD OF THE OFFICE FUNCTIONS OF HEAD OF THE OFFICE 1) TO SEND PENSION PAPERS TO THE PRINCIPAL A. G. (A&E) W. B. FOR ISSUANCE OF F. P. P. O 2) TO REPLY PROMPTLY ANY AUDIT OBSERVATION RECEIVED FROM THE PRINCIPAL A. G. (A&E) W. B.

FUNCTIONS OF AG(A&E) W, B. TO CHECK THE PENSION PAPERS RECEIVED FROM THE H. O. & ISSUE THE FOLLOWING 1)IF THE FILE IS NOT O. K. , OBJECTION MEMO TO THE H. O. 2) IF FILE IS O. K. F. P. P. O. (BOTH HALVES) TO THE PENSION DISBURSING OFFICER PENSIONER’S COPY OF INTIMATION LETTER REGARDING ISSUE OF F. P. P. O & AUTHORITY FOR PAYMENT OF DEATH GRATUITY FUNCTIONS OF P. D. O. TO COMPLETE THE FORMALITIES & START PAYMENT OF FAMILY PENSION AFTER APPEARANCE & SUBMISSION OF REQUIRED DOCUMENTS BY THE PENSIONER

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