Union of India - Act
The Employees' Pension Scheme, 1995
UNION OF INDIA
India
India
The Employees' Pension Scheme, 1995
Rule THE-EMPLOYEES-PENSION-SCHEME-1995 of 1995
- Published on 16 November 1995
- Commenced on 16 November 1995
- [This is the version of this document from 16 November 1995.]
- [Note: The original publication document is not available and this content could not be verified.]
1. Short title, commencement and application.
2. Definitions.
- In the Scheme, unless the context otherwise requires,3. Employees' Pension Fund.
4. Payment of contribution.
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. |
6. [ Membership of the Employees' Pension Scheme. [ Substituted by G.S.R. 134, dated 28.2.1996 (w.e.f. 16.3.1996). ]
- Subject to sub-paragraph (3) of paragraph 1, this Scheme shall apply to every employee,6A. [ Retention of membership. [ Inserted by G.S.R. 66, dated 22.2.1999 (w.e.f. 6.3.1999).]
- 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. [ Substituted by G.S.R. 134, dated 28.2.1996 (w.e.f. 16.3.1996). ]
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:10. Determination of pensionable service.
11. Determination of pensionable salary.
12. [ Monthly member's pension. [Substituted by G.S.R. 431(E), dated 15.6.2007 (w.r.e.f. 16.11.1995) ]
| Pensionable salary x Pensionable service | ||
| Monthly member's pension | = | |
| 70 |
| 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 |
12B. [ Restoration to normal pension in cases of grant of commutation. [Inserted by Notification No. G.S.R. 132(E), dated 20.2.2020 (w.e.f. 16.11.1995).]
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.] [Inserted by Notification No. G.S.R. 440(E), dated 25.4.2016 (w.e.f. 16.11.1995).]13. [ [ Paras. 12-A and 13 omitted by G.S.R. 688(E), dated 26.9.2008 (w.e.f. 26.9.2008).]
* * *]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] [ Substituted by G.S.R. 134, dated 28.2.1996 (w.e.f. 16.3.1996). ] 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.
16. Benefits to the family on the death of a member.
16A. [ Guarantee of pensionary benefits. [ Inserted by G.S.R. 134, dated 28.2.1996 (w.e.f. 16.3.1996). ]
-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. [ Substituted by G.S.R. 134, dated 28.2.1996 (w.e.f. 16.3.1996). ]
17A. [ Payment of pension. [ Inserted by G.S.R. 376, dated 27.10.1996 (w.e.f. 18.11.1997).]
- 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] [Substituted by Notification No. G.S.R. 526(E) dated 2.7.2015, (w.e.f. 16.11.1995).], 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.
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] [ Substituted by G.S.R. 134, dated 28.2.1996 (w.e.f. 16.3.1996). ].
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.] [ Inserted by G.S.R. 252(E), dated 31.3.2008 (w.e.f. 1.4.2008).]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.
27. Disposal of the Fund.
28. [ [ Para. 28 omitted by G.S.R. 3, dated 29.12.2006 (w.e.f. 6.1.2007).]
* * *]29. [ Format and manner of maintenance of accounts. [Substituted by Notification No. G.S.R. 285(E), dated 4.4.2019 (w.e.f. 16.11.1995).]
- 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] [ Substituted by G.S.R. 134, dated 28.2.1996 (w.e.f. 16.3.1996). ]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.33. [ Disbursement of pension and other benefits. [Substituted by Notification No. G.S.R. 437(E), dated 4.5.2017 (w.e.f. 16.11.1995).]
| 33. [ Disbursement of pension and other benefits. - 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. The commission payable to the disbursing agencies and other charges incidental thereto shall be met as provided in paragraph 27 of this Scheme.] [ Modified by G.S.R. 746(E), dated 27.9.2001 (w.e.f. 27.9.2001).] |
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, on37. 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. [ Substituted by G.S.R. 134, dated 28.2.1996 (w.e.f. 16.3.1996).]
- 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. [ Inserted by G.S.R. 747(E), dated 27.9.2001 (w.e.f. 28.9.2001).]
- 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. [ Inserted by G.S.R. 430(E), dated 19.5.2003 (w.e.f. 23.5.2003).]
- 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: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,43. Payment of pension in the case of a person charged with the offence of murder.
43A. [ Special provisions in respect of International Workers. [Inserted by G.S.R. 705(E), dated 1.10.2008 (w.e.f. 1.10.2008).]
- 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:-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.
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.
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.
43B. [ Special provision in respect of Employees' Enrollment Campaign, 2017. [Inserted by Notification No. G.S.R. 1191(E), dated 30.12.2016 (w.e.f. 16.11.1995).]
- 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 1stday of April, 2009 tothe 31stday of December, 2016 | One rupee per annum.] |
44. Repeal and savings.
| 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 |
| (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] |
| 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 widowpension | Salary at day of death not more than | Equivalent widowpension | Salary at day of deathnot 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 [ Inserted by Notification No. G.S.R. 227(E), dated 26.3.2015 (w.e.f. 1.9.2014).] | 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 [ Inserted by G.S.R. 747(E), dated 27.9.2001 (w.e.f. 28.9.2001).] | 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 |
| 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 |
| 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] |
| 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: | {| | |||
1. Name (in block letters) .............................................................................................................
2. Father's/Husband's Name ......................................................................................................
3. Date of Birth ...............................................................................................................................
4. Sex ...............................................................................................................................................
5. Marital Status ............................................................................................................................
6. Account No ...............................................................................................................................
7. Address ......................................................................................................................................
Permanent ..................................................................................................................................Temporary .................................................................................................................................8. (A) Date of joining of EPF Scheme, 1952 ......... .............
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. |
| Name and Address of the nominee | Date of Birth | Relationship with the member |
| 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 |
| 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 |
| Stamp 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 |
| 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) |
| 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. |
| 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 |
| {| | ||
| Reconciliation of Remittances | ||
| Sl. No | Month | Pension Fund Contribution Account No.10 |
| 1 | Rs. | |
| 2 | Rs. | |
| 3 | Rs. | |
| 4 | Rs. | |
| 5 | Rs. | |
| 6 | Rs. | |
| 7 | Rs. | |
| 8 | Rs. | |
| 9 | Rs. | |
| 10 | Rs. | |
| 11 | Rs. | |
| 12 | Rs. | |
| Total | Rs. |
1. Name of the member (in block letters) ...................................................................................
2. (a) Father's Name ......................................................................................................................
3. Name and address of the factory /establishment in which the member was last, employed .....................................................................................................................................
4. Code No ....................................................Account No...........................................................
5. Reasons for leaving service and date of leaving ....................................................................
6. Full postal address (in block letters) .....................................................................................
Sh./Smt./Km .................................................... %..........................................................S/o W/o D/o ..........................................................................................................................Pin .......................................7. Mode of remittance [Put a tick ('f) in the box ^ against the one opted]
| Revenue Stamp |
| Inward No...........................(For Office Use only) |
| 1. | By whom the pension is claimed? | {| | |
2.
|Type of Pension claimed||4.
|E.P.F. Account Number|| {||-| RO| SRO| Establishment Code No.|-||||-| Member's Account No.| {||-||}|-| | | ||}|-| 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| :| {||-| Yes| No| Amount|-| {||-||}| {||-||}| {||-||}|}|-|10.
|Option for Return of Capital (Please refer: Serial Number 10 of Instrctions)| :|| Yes | No |
| {| | |
| 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) |
| 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. |
| 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 | {| |
| SL.No. | Scheme Certificate Control No. | Authority who issued the Scheme Certificate |
| 16. | If pension is being drawn under Employees' Pension Scheme, 1995 | : | PPO No. issued | {| |
| RO | SRO |
| 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): | ||||||||
| {| | ||||||||
| Thumb | Index | Middle | Ring | Small | ||||
| 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) |
2. Form of descriptive roll and speciment signature.
.........................................Signature of Employer/Authorized Officialof 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 RegisterForm 2(R) enclosed alongwith the documents furnished by the claimants.| Clerk | S.S | A.A.O | A.P.F.C. |
| Date | Date | Date | Date |
| Clerk | S.S | A.A.O | A.P.F.C. (Pension) |
| Date | Date | Date | Date |
| 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 |
1. By whom the pension is claimed?
Indicate any one of the following under Sl.No. 1| Member | Widow/Widower | Major Orphan | Guardian | Nominee |
2. Type of Pension Claim-Indicate any one of the following:
3. (a) to (e), 4 & 5
Please furnish the particulars relating to the member correctly.6. 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".7. 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".
8. If the present address is temporary one, also indicate permanent address.
9. 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.
10. 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. |
11. 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.
12. 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.
13. Applicable only in case the member is not alive. In support to the date of death, Death Certificate should be enclosed.
14. 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.15. 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.
16. If the applicant is already receiving pension under Employees' Pension Scheme, 1995 or Claim Pension, the details should be furnished against the column.
17. List of documents to be enclosed and specified under Column No. 17:
| ACKNOWLEDGEMENT CARD | ||||||
| Account No_______________ | Seal of EPFO____________ | |||||
| Employees' Provident Fund OrganisationRegional/Sub-Regional Office | ||||||
| Received the following claims:- | Registration | |||||
| 1.EPF | {| | |||||
| 19 | 20 | 13 | 31 |
| 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{| |
| Postage Pre-paid |
| Name and address of the Establishment | [To be filled in by the EPFO] | |
| M/s............................................................. | EstablishmentStatus | {| |
20.
...................................| Group Code| {||-||||}|-| 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 |
| 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 |