What is the procedure for settlement of G.P.Fund final refund case after retirement/death?
After retirement of an employee the G.P.Fund final refund case complete in all respects must be submitted within two years after retirement in the concerned District Fund Office.
DOCUMENTS REQUIRED FOR FINALISATION OF G.P.FUND FINAL REFUND CASES.
- G.P.Fund Form -10 duly filled in & signed by the concerned DDO.
- Debit/ Credit statement for last 5 years preceding the date of retirement.
- Withdrawal/Non withdrawal Certificate from 01.04.1986 to the date of retirement.
- District T.E's where ever required.
- A.G Transfer Advice ending 3/86 along with Debit/Credit statements as per conditions imposed by the Accountant General on the transfer advice. Service History Sheet.
After death of an employee while in service the G.P.Fund final refund case complete in all respects must be submitted within two years after death of the employee in the concerned District Fund Office.
- Form 10- A duly filled in and signed by the concerned DDO.
- Death Certificate issued by the Competent Authority.
- Debit/ Credit statement for last 5 years preceding the date of death.
- District T.E's where ever required.
- Withdrawal/Non withdrawal Certificate from 01.04.1986 to the date of death.
- A.G Transfer Advice ending 3/86 along with Debit/Credit statements as per conditions imposed by the Accountant General on the transfer advice.
- Service History Sheet.
What is the procedure for settlement of T.E cases?
Whenever an employee is transferred from one district to another, the DDO should inform the concerned District Fund Office and submit the T.E. case of the transferee along with following documents:-
- Debit/Credit statements in original for the period the subscriber has contributed his G.P.Fund in that particular district.
- Transfer order copy.
- Photostat copy of L.P.C.
- Covering letter from the DDO.
What is the procedure for settlement of Deposit Linked Insurance cases?
On the death of a subscriber in service, the person(s) eligible to receive Provident Fund balance in terms of the relevant rules will be sanctioned an additional amount equal to the average balance in the account of the deceased Government servant in the Fund during the three years immediately preceding the death of the employee subject to the provisions of sub-para(ii) below:-
The above benefit will be available subject to the fulfillment of the following conditions.
The balances in the account of the Government servant should not have fallen below the following limits at any time during three years preceding the date of death:-
- Rupees 20,000/- in the case of Gazetted officers.
- Rupees 15,000/- in the case of Non-Gazetted officers.
- Rupees 5000/- in the case of Class-IV Employees. (applicable w.e.f. 01.04.2018)
- The upper limit upto which the benefit of the insurance cover will be available will be Rs.50,000/-. Thus any amount in excess of Rs.50,000/- in the Fund will be disregarded for the purpose of this extra benefit. (applicable w.e.f. 01.04.2018)
- The benefit would be admissible only if an employee has put in at least five years service at the time of the death.
The DDO is required to furnish the following certificates/documents for settlement of the D.L.I. claim in favour of the nominee(s) of the deceased subscriber:-
- 36 months debit/credit statements of the deceased subscriber preceding the date of death.
- The certificate that subscriber died while in service before his retirement, removal or dismissal.
- That the deceased subscriber has rendered more than 5 years of continuous service before his death.
- Photostat copy of 1st page of service book for authentication of the date of birth & date of first appointment.
- Death certificate.
What is the procedure for settlement of SLI maturity claims?
Whenever the policy of S.L.I of any employee matures he is advised to submit the S.L.I case through his DDO to the concerned Fund Office.
- Form A, B.
- S.L.I. statement from the date of risk to the date of Maturity.
- History sheet.
- Transfer of ledger balance wherever required.
- Original Policy Bond.
- Last premium deduction certificate.
DOCUMENTS REQUIRED FOR S.L.I DEATH CLAIMS :
- Form A, B.
- S.L.I statement from the date of risk to the date of death.
- History sheet.
- Original Policy Bond.
- Copy of Death Certificate.
- Last premium deduction certificate.