State of Uttar Pradesh - Act
The General Provident Fund (U.P.) Rules, 1985
UTTAR PRADESH
India
India
The General Provident Fund (U.P.) Rules, 1985
Rule THE-GENERAL-PROVIDENT-FUND-U-P-RULES-1985 of 1985
- Published on 29 October 1985
- Commenced on 29 October 1985
- [This is the version of this document from 29 October 1985.]
- [Note: The original publication document is not available and this content could not be verified.]
1. Short title and commencement.
2. Definitions.
3. Constitution of the Fund.
4. [ Conditions of eligibility. [Substituted by Notification No. G-4-642/X-97-502-85, dated 29th July, 1997, published in U.P. Gazette, Part 1-Ka, dated 28th March, 1998, (w.e.f. at once).]
- All permanent Government servants and all temporary Government servants, other than those appointed on contract and reemployed pensioner, whose services are likely to continue for more than a year shall subscribe to the fund from the date of joining the service.Note 1. - Apprentices and Probationers shall be treated as temporary Government servant for the purpose of this rule.Note 2. - Temporary Government servant (including Apprentices and Probationers) who have been appointed against regular or temporary vacancies and are likely to continue for more than a year shall subscribe to the Fund from the date of joining the service.Note 3. - Executive authorities should inform the Accounts Officer as soon as a Government servant becomes liable to subscribe to the Fund.]Note 4. - Executive authorities should inform the Account Officer as soon as a government servant becomes liable to subscribe to the Fund.5. Nomination.
6. Subscriber's Account.
7. Conditions and rates of subscription.
8. Amount of subscription.
9. Transfer to foreign service or deputation out of India.
- When a subscriber is transferred to foreign service or sent on deputation out of India, he shall remain subject to the rules of the Fund in the same manner as if he were not so transferred or sent on deputation.10. Realisation of subscription.
- When emoluments are drawn from a Government Treasury in India or from an authorised office of disbursement outside India, recovery of subscriptions and of advances shall be made from the emoluments themselves.11. Interest.
12. Incentive Bonus Scheme.
13. Advances from the Fund.
14. Recovery of advances.
15. Wrongful use of advance.
- Notwithstanding anything contained in these rules, if the sanctioning authority is satisfied that money drawn as an advance from the Fund under Rule 13 has been utilised for a purpose other than that for which sanction was recorded, he shall direct the subscriber to repay the amount in question to the Fund forthwith or, in default, order the amount to be recovered by deduction in one lump sum from the emoluments of the subscriber, and if the total amount to be repaid before than half the subscriber's emoluments recoveries shall be made in monthly instalments as may be determined.16. Withdrawal from the Fund.
17. [ Conditions for withdrawal. [Substituted by Notification No. G-4-642/X-97-502-85, dated 29th July, 1997, published in U.P. Gazette, Part 1-Ka, dated 28th March, 1998, (w.e.f. at once).]
18. Conversion of an advance into withdrawal.
- The authority competent to sanction an advance for special reasons under sub-rule (4) of Rule 13 may, on a written request from a subscriber who has earlier drawn a temporary advance under Rule 13 for a purpose for which a final withdrawal is also admissible under Rule 16, convert the outstanding balance of the advance into a withdrawal, subject to the fulfilment of conditions laid down in Rules 16 and 17.Note 1. - The drawing and disbursing officer shall on receipt of information from the competent authority mentioned above, regarding conversion of an advance into a withdrawal, stop recovery from the pay bills. In the case of gazetted subscribers who are self-drawing officers, the competent authority shall endorse a copy of the order regarding such conversion to the Treasury Officer from where the subscriber draws his pay in order to enable the former to stop further recoveries. In every case of conversion the competent authority shall endorse a copy of his order to the Accounts Officer also.Note 2. - The amount of an advance to the converted into a withdrawal shall not exceed the limits laid down in sub-rule (1) of Rule 17 and for this purpose the balance in the account of the subscriber at the time of conversion plus the outstanding amount of advance shall be taken as the balance at his credit in the Fund. Each withdrawal shall be treated as a separate one and the same principle shall apply in the event of more than one conversion.19. Re-assignment of Insurance Policies.
- After the commencement of these rules, the Account Officer shall take the following action in respect of the existing policies hereto being financed from the Fund :20. Final payments of accumulation in the Fund.
- When a subscriber quits the service, the amount standing to his credit in the Fund shall become payable to him :Provided that a subscriber, who has been dismissed from the service and is subsequently reinstated shall, if required to do so by the Government repay any amount paid to him from the Fund in pursuance of this rule, in a lump sum or in instalments as may be determined. The amount so repaid shall be credited to his account:Provided further that where a subscriber after quitting the service takes up appointment, with or without any break, on a new post under the Central Government, another State Government or an Undertaking the amount of his subscriptions together with interest thereon may, if he so desires, be transferred to his new Provident Fund Account of the concerned Government or Undertaking, as the case may be, also agree to such a transfer. If, however, the subscriber does not opt for such transfer of the concerned Government or Undertaking does not agree to it, the amount aforesaid shall be refunded to the subscriber.21. Retirement of subscriber.
- When a subscriber :22. Procedure on death of subscriber.
- On the death of a subscriber before the amount standing to his credit has become payable, or where the amount has become payable, before payment has been made, the amount at the credit of the subscriber shall be paid in the following manner :(i)When the subscriber leaves a family and-(a)if a nomination made by the subscriber in accordance with the provisions of Rule 5, or of the corresponding rule heretofore in force, in favour of a member or members of his family subsists, the amount standing to his credit in the Fund or the part thereof to which the nomination relates shall become payable to his nominee or nominees in the proportion specified in the nomination;(b)if no such nomination in favour of a member or members of the family of the subscriber subsists or if such nomination relates only to a part of the amount standing to his credit in the Fund, the whole amount or the part thereof to which the nomination does not relate, as the case may be, shall, notwithstanding any nomination purporting to be in favour of any person or persons other than a member or members of his family, become payable to the members of his family in equal shares :Provided that not share shall be payable to-23. [ Deposit Linked Insurance Scheme. [Substituted by Notification No. G-4-642/X-97-502-85, dated 29th July, 1997, published in U.P. Gazette, Part 1-Ka, dated 28th March, 1998, (w.e.f. at once).]
- On the death of a subscriber during service, the Account Officer in the case of subscribers belonging to Group 'D' and the authority specified in paragraph 2 of the Second Scheduled in other cases shall sanction, subject to the following conditions, payment of an additional amount equal to the average balance in the account during the 3 years immediately preceding the death of such subscriber and arrange its prompt disbursement to the person entitled to receive the amount standing to the credit of the subscriber by the Drawing and Disbursing Officer.24. Manner or payment of amount in the Fund.
25. Procedure on appointment to Government service of a person from the service of Central or any other State Government.
26. Procedure on transfer to Government servant of a person from the service of an undertaking.
- If a person admitted to the Fund was previously a subscriber to a Provident Fund of an Undertaking or governed by the Employees Provident Fund and Miscellaneous Provisions Act, 1952 (Act No. 19 of 1952), the amount of his subscriptions and the employer's contribution, if any, together with the interest thereon, may be transferred to his credit in the Fund, with the consent of that body.27. [ Annual statement of account to be supplied to subscriber. [Substituted by Notification No. G-4-642/X-97-502-85, dated 29th July, 1997, published in U.P. Gazette, Part 1-Ka, dated 28th March, 1998 (w.e.f. at once).]
28. General Provident Fund Pass-book.
| Whether the subscriber has afamily.......................Yes/No. | General Provident Fund AccountNo...................................................... |
| Name and Full address of the nominee(s) | Relationship with the subscriber | Age of the nominee(s) | Share payable to each nominee | Contingencies on the happening of which thenomination will become invalid | Name, address and relationship of the person(s)if any to whom the right of nominee shall pass in the event ofhis predeceasing the subscriber |
| 1 | 2 | 3 | 4 | 5 | 6 |
| Station: | |
| Two witnesses to signature. | |
| Name Address Signature. | Signature of the subscriber. |
| 1. | .................................................. |
| 2. | Name in Block letters.............................. |
| Designation............................................... |
1. An advance for the grant of which special reasons are not required under sub-rule (4) of Rule 13, may be sanctioned by the authority competent to grant an advance of pay on transfer under paragraph 249 of the Financial Handbook, Volume V, Part I.
2. An advance for the grant of which special reasons are required under subrule (4) of Rule 13, may be sanctioned by the following authorities or such other authorities as may be declared competent by the Government from time to time :
(i)A department of the Government of Uttar Pradesh.(ii)The following heads of departments and other authorities namely-| YZ | XY |
| (One witness who should add his designation andaddress) | Signature of Account Officer. |
| YZ | XY |
| (One witness who should add his designation andaddress) | Signature of Account Officer. |
Part I – Form of Application for Final Payment of 90 Per Cent of Balance in the General Provident Fund Account
To,........................................................................................................................(Drawing and Disbursing Officer)Sir,I am due to retire/have proceeded on leave preparatory to retirement for .............................. months/have resigned from Government service and my resignation has been accepted/have been discharged/dismissed with effect from ....................... forenoon/afternoon.2. I request that 90 per cent of the balance at my credit in my General Provident Fund Account, with interest and bonus (if any) due under the rules, may be paid to my. My Provident Fund Account No. is .....................
3. A sum of Rs was last deducted as Provident Fund subscription from my pay bill for the month of .................. 19 .........
4. I certify that I have neither drawn any temporary advance nor made any final withdrawal from my Provident Fund Account during the current as well as five preceding financial years.
Details of final withdrawals/last temporary advance together with details of recovery, taken by me from my Provident Fund Account during the current as well as five preceding financial years are given below :A - Final Withdrawals| Serial No. | Amount of withdrawal | Date of drawal |
| (1) | ||
| (2) | ||
| (3) | ||
| (4) |
| Amount of Advance | Date of drawal | Number of instalments which amount was to berecovered | Number of instalments and amount recovered uptothe date of application | Number of instalments and amount unrecovered uptothe date of application | If the recovery has not been regular give reasonstherefor |
5. I hereby certify that no amount was withdrawn/the following amounts were withdrawn by me from my Provident Fund Account during the current as well as five preceding financial years for payment of Insurance premia :
| Serial No. | Amount | Date of drawal |
| 1 | ||
| 2 | ||
| 3 | ||
| 4 | ||
| 5 | ||
| 6 |
6. The particulars of the Life Insurance policies financed by me from the Provident Fund which are to be released are given below :
| Serial No. | Policy No. | Name of Branch of Life Insurance Corporation ofIndia | Sum assured |
| 1234 |
7. I undertake that if any payment is made to me in excess of 90 per cent of the balance in the G.P.F. pass-book and such excess payment has not been adjusted from the Payment of residual amount or from the Gratuity, I shall pay such excess amount to the Government.
| Your's faithfully | |
| Station : | (Signature) |
| Date: | Name and Address. |
Part II – Form of Application for final Payment of the Residual Amount in the General Provident Fund Account
To,The Accountant-General,Uttar Pradesh, Allahabad.(Through the Drawing and Disbursing Officer)Sir,I am due to retire/have retired/have proceeded on leave preparatory to retirement for..........................months/have resigned from Government service and my resignation has been accepted/have bee discharged/dismissed with effect from..................forenoon/afternoon.2. I have submitted an application (vide Part I above) for the payment of 90 per cent of the balance at my credit in my General Provident Fund Account No. ................. with interest and bonus (if any) due under the rules. I hereby request that the residual amount, after payment of 90 per cent of the balance in my General Provident Fund Account, may also be paid to me through the Drawing and Disbursing Officer ..................... Treasury/Sub-Treasury.
*3. My specimen signatures, in duplicate, duly attested by a Gazetted Officer, are enclose.| Your's faithfully | |
| Station : | (Signature) |
| Date: | Name and Address. |
Part III – Form of Application for Final Payment of 90 per cent of Balance in the General Provident Fund Account of a Deceased Subscriber (to be used by Nominees or other Claimants where no Nomination Subsists)
To,................................................................................................(Drawing and Disbursing Officer)Sir,It is requested that arrangements may be made for the payment of 90 per cent of the balance in the General Provident Fund Account of Sri/Srimati .................................. with interest and bonus (if any) due under the rules. The necessary particulars are given below :1. Name of the Government servant.
2. Post held by the Government servant.
3. Date of death (enclose certificate of death).
4. Provident Fund Account No .....................
5. Details of members of the family, as defined in Rule 2, of the subscriber :
| Serial No. | Name | Relationship with the subscriber | Age on the date of subscriber's death | In case a daughter or a daughter of a deceasedson of the subscriber, state whether she was unmarried, marriedor widowed on the date of subscriber's death |
| 1 | ||||
| 2 | ||||
| 3 | ||||
| 4 | ||||
| 5 | ||||
| 6 |
6. Details of the nominees alive on the date of death of subscriber, if nomination subsists:
| Serial No. | Name of the nominee | Relationship with the subscriber | Share of nominee | Reasons for the claim of the nominee is not amember of the subscriber's family |
| 1 | ||||
| 2 | ||||
| 3 | ||||
| 4 |
7. In the case of amount due to a minor child whose mother (widow of subscriber), is not Hindu, the claim should be supported by Indemnity Bond or Guardianship Certificate, as the case may be.
8. If the subscriber has left no family and no nomination subsists the name of persons to whom Provident Fund money is payable (to be supported by letters of probate or succession certificate, etc):
| Serial No. | Name | Relationship with the subscriber | Address |
| 1234 |
9. Religion of the claimant(s).
10. The payment is desired through the Drawing and Disbursing Officer/ through the ........................... Treasury/Sub-treasury. In this connection the following documents duly attested by a Gazetted Officer in service/Magistrate are attached:
11. I/We undertake that if any payment is made to me/us in excess of 90 per cent of the balance in the G.P.F. pass-book and such excess payment has not been adjusted from the payment of residual amount or from the Gratuity, I/we shall pay such excess amount to the Government.
| Your's faithfully | |
| Station...................... | Signature of claimant(s) |
| Date...................... | (Full name and address) |
Part IV – Form of Application for final Payment of the Residual Amount in the General Provident Fund Account of a Deceased Subscriber (to be used by the Nominees or other Claimants where no Nomination Subsists)
To,The Accountant-General,Uttar Pradesh, Allahabad.(Through the Drawing and Disbursing Officer)Sir,I/We have submitted an application (vide Part III above) for the payment of 90 per cent of the balance in the General Provident Fund Account No. .............. of Sri/Srimati with interest and bonus (if any) due under the rules. It is requested that the residual amount, after payment of 90 per cent of the balance as aforesaid, may also, be paid to me/us through the Drawing and Disbursing Officer/....................... Treasury/Sub-treasury.| Your's faithfully | |
| Station...................... | Signature of claimant(s) |
| Date...................... | (Full name and address) |
1. The Provident Fund Account No. .................................... of Shri/Srimati .............................. is ..............................
2. He/She has retired/will retire/has proceeded on leave preparatory to retirement for ............................... months/has resigned from Government service and his/her resignation has been accepted/has been discharged/dismissed with effect from............................forenoon/afternoon.
3. The last Fund deduction of Rs. .............................. and recovery on account of refund of advance, Rs. ............................ was made from his/her pay vide voucher No. ................................ dated ............ for Rs. ........................ of ........................ Treasury and was included in the G.P.F. schedule for Rs. ................ attached with the above voucher.
4. Certified that he/she was neither sanctioned any temporary advance nor any final withdrawal from his/her Provident Fund Account during the current as well as five preceding financial years.
OrCertified that the following final withdrawals last temporary advance were sanctioned to him/her and drawn from his/her Provident Fund Account during the current as well as five preceding financial years :A - Final Withdrawal| Serial No. | Amount of withdrawal | Date of drawal | Voucher No. | Name of Treasury | Head of Account |
| 1 | |||||
| 2 | |||||
| 3 | |||||
| 4 |
| Serial No. | Amount of advance | Date of drawal | Voucher No. | Name of Treasury | Head of Account | Month and year in which recovery completed |
| 1 | ||||||
| 2 | ||||||
| 3 | ||||||
| 4 |
5. Certified that no amount was withdrawn/the following amounts were withdrawn from his/her Provident Fund Account during the current as well as five preceding financial years for payment of Insurance premia.
| Serial No. | Amount of withdrawal | Date of drawal | Voucher No. | Name of Treasury | Head of Account |
| 1 | |||||
| 2 | |||||
| 3 | |||||
| 4 |
6. The balance in his/her G.P.F. pass-book as on ............................. (date on which the amount became payable), including interest payable upto that date and bonus (if any) is Rs (in figures) Rupees ..................................... (in words), as per calculation sheets attached and 90 per cent of the above balance comes to Rs. ...................
7. Certified that no recoveries pertaining to G. P. Fund are to be made from him/her. Therefore, the payment of Rs (in figures) Rupees ....................................... (in words), which is 90 per cent of the balance in the subscriber's G.P.F. pass-book, to ................................ [name of subscriber or claimants(s) if he is dead] is recommended.
OrThe following recoveries pertaining to G. P. Fund are to be made from the subscriber:| Serial No. | Particulars of recoveries | AmountRs. |
| 1 | ||
| 2 | ||
| 3 | ||
| 4 | ||
| Total |
9. Forwarded along with the calculation sheets (in duplicate) and the application for the payment of the residual amount, to .......................
Date .......................Signature and Seal of Drawing and Disbursing Officer.* Information against Serial No. 8 to be furnished, if the subscriber is dead.For use by the Checking Accounts Authority1. Certified that I have checked the attached calculation sheets and the above calculations, which are correct.
2. The payment of Rs.......................... (in (figures) Rupees ....................... (in words) is recommended.
3. Forwarded to ................................................. (sanctioning authority).
Date ....................Signature and Seal of the checking account authority.(For the use by the Sanctioning Authority)1. Payment of Rs. ................................... (in figures) Rupees ............................... (in words) to ............................. [name of subscriber or claimant(s) if he is dead] sanctioned.
2. Application for payment of the residual amount along with calculation sheets and G. P. Fund pass-book forwarded to the Accountant-General, Uttar Pradesh, Allahabad. The G.P.F. pass-book may be returned to the Drawing and Disbursing Officer after authorising payment.
Date ....................Signature and Seal of Sanctioning Authority.Form 425-B(For Government Servants belonging to Group 'D')Part I – Form of Application for final Payment of Balance in the General Provident Fund Account
To................................................................................................(Account Officer)Sir,I am due to retire/have retired/have proceeded on leave preparatory to retirement for ......................... months/have resigned from Government service and my resignation has been accepted/ have been discharged/dismissed with effect from ................ forenoon/afternoon.2. I, request that arrangement may kindly be made to pay the entire amount at may credit in my General Provident Fund Account with interest and bonus (if any) due under the rules.
3. My Provident Fund Account No. is ............................ I, desire to receive payment through the Drawing and Disbursing Officer.
4. The undermentioned life insurance policies financed by me from Provident Fund Account may kindly be released.
| Policy No. | Name of Branch of Life Insurance Corporation | Sum assured |
| 1 | ||
| 2 | ||
| 3 | ||
| 4 |
| Station.......................... | Yours faithfully |
| Date.............................. | (Signature) |
| Name............................ | |
| Address......................... |
Part II – Form of Application for final Payment of Balance in the Provident Fund Account of a Deceased Subscriber (to be used by the Nominees or other Claimants where no Nomination Subsists)
To................................................................................................(Account Officer)Sir,It is requested that arrangements may be made for the payment of the accumulation in the General Provident Fund Account of Sri/Srimati ................ with interest and bonus (if any) dues under the rules. The necessary particulars required in this connection are given below :1. Name of the Government servant.
2. Post held by the Government servant.
3. Date of death (enclose certificate of death).
4. Provident Fund Account No....................
5. Details of members of the family, as defined in Rule 2, of the subscriber:
| Serial No. | Name | Relationship with the subscriber | Age on the date of subscriber's death | In case a daughter or a daughter of a deceasedson of the subscriber, state whether she was unmarried, marriedor widowed on the date of subscriber's death |
| 1 | ||||
| 2 | ||||
| 3 | ||||
| 4 | ||||
| 5 | ||||
| 6 |
6. Details of the nominees alive on the date of death of subscriber, if nomination subsists:
| Serial No. | Name of the nominee | Relationship with the subscriber | Share of nominee | Reasons for the claim of the nominee is not amember of the subscriber's family |
| 1 | ||||
| 2 | ||||
| 3 | ||||
| 4 |
7. In the case of amount due to a minor child whose mother (widow of subscriber), is not Hindu, the claim should be supported by Indemnity Bond or Guardianship Certificate, as the case may be.
8. If the subscriber has left no family and no nomination subsists the name of persons to whom Provident Fund money is payable (to be supported by letters of probate or succession certificate, etc):
| Serial No. | Name | Relationship with the subscriber | Address |
| 1234 |
9. Religion of the claimant(s).
10. The payment is desired through the Drawing and Disbursing Officer. In this connection the following documents duly attested by a Gazetted Officer in service/Magistrate are attached:
| Your's faithfully | |
| Station...................... | Signature of claimant(s) |
| Date...................... | (Full name and address) |
1. The Provident Fund Account No. ............................. of Shri/Srimati is ..............................
2. He/She has retired/will retire/has proceeded on leave preparatory to retirement for .......................... months/has resigned from Government service and his/her resignation has been accepted/has been discharged/dismissed with effect from ............................. forenoon/afternoon.
3. The last Fund deduction of Rs. ................................. and recovery ................. on account of refund of advance, Rs. ........................... was made from his/her pay vide voucher No. ................................ dated ................ for Rs. .............. of ....................... Treasury and was included in the G.P.F. schedule for Rs. ........................ attached with the .................. above voucher.
4. Certified that he/she was neither sanctioned any temporary advance nor any final withdrawal from his/her Provident Fund Account during the current as well as five preceding financial years.
OrCertified that the following final withdrawals last temporary advance were sanctioned to him/her and drawn from his/her Provident Fund Account during the current as well as five preceding financial years :A - Final Withdrawal| Serial No. | Amount of withdrawal | Date of drawal | Voucher No. | Name of Treasury | Head of Account |
| 1 | |||||
| 2 | |||||
| 3 | |||||
| 4 |
| Amount of advance | Date of drawal | Voucher No. | Name of Treasury | Head of Account | Month and year in which recovery completed | If recovery not completed number of instalmentsand amount unrecovered upto the date of application |
5. Certified that no amount was withdrawn the following amounts were withdrawn from his/her Provident Fund Account during the current as well as five preceding financial years for payment of Insurance premia :
| Serial No. | Amount of withdrawal | Date of drawal | Voucher No. | Name of Treasury | Head of Account |
| 1 | |||||
| 2 | |||||
| 3 | |||||
| 4 |
6. The balance in his/her G.P.F. pass-book as on ..................... (date on which the amount became payable), including interest payable upto that date and bonus (if any) is Rs (in figures) Rupees ................................. (in words).
7. Certified that no recoveries pertaining to G. P. Fund are to be made from him/her. Therefore, the payment of Rs (in figures) Rupees (in words), to ......................... [name of subscriber or claimant(s) if he is dead) is recommended.
OrThe following recoveries pertaining to G. P. Fund are to be made from the subscriber:| Serial No. | Particulars of recoveries | AmountRs. |
| 1 | ||
| 2 | ||
| 3 | ||
| 4 | ||
| Total |
| Date....................... | Signature and designation of theconcernedofficial in the Office ofthe Account Officer. |
| Date....................... | Signature and seal ofAccount Officer. |