SCOPE INTRODUCTION AGENDA POINTS DISCUSSIONS

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1 05 JUL 2017

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5 SCOPE INTRODUCTION AGENDA POINTS DISCUSSIONS 5

6 INTRODUCTION NAVAL PENSION OFFICE (NAVPEN) WAS SET-UP IN DEC 2013 NAVPEN IS THE RECORD OFFICE AND A SINGLE POINT INTERFACE TO ADDRESS ALL ISSUES OF NAVAL VETERANS LOCATED AT MANKHURD, MUMBAI 6

7 INTRODUCTION NAVPEN MAINTAINS ALL RECORDS AND DOCUMENTS OF NAVAL VETERANS THE OFFICE HOLDS 1.7 LAKH PENSION FILES OF VETERANS APPROX 3500 PERSONNEL RETIRE EVERY YEAR AND ADDS TO THE EXISTING RECORDS 7

8 INTRODUCTION NAVPEN PROCESSES ALL CASES OF PENSION AND OTHER MONETARY CLAIMS OF THE VETERANS AND THE FAMILY PENSIONERS WE LOOK AFTER THE WELFARE OF NAVAL VETERANS AND THEIR FAMILIES BY REACHING OUT TO THEM IN DIFFERENT WAYS NAVPEN TAKES UP THE CASES WITH MoD FOR FORMULATING POLICIES FOR ACHIEVING NECESSARY REVISION OF PENSION AS PER EXTANT RULES 8

9 INTRODUCTION NAVPEN ALSO UNDERTAKES REDRESSAL OF GRIEVANCES OF VETERANS ON MISCELLANEOUS ISSUES, OTHER THAN PENSION WE STRIVE TO ACHIEVE SEAMLESS MOVEMENT OF DOCUMENTS AND EXCHANGE OF INFORMATION BETWEEN VARIOUS ORGS NAVPEN LIASES WITH PSAs AND PDAs FOR RESOLUTION OF PROBLEMS FACED BY VETERANS 9

10 NAVAL HQs PSAs CPPCs NAVPEN THE FACILITATOR PENSIONER PDAs 10

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12 AGENDA POINT NO 1 INCORRECT READING OF GROUP CODE 2 FROM PPO FEW PDAs ERR IN CORRECTLY READING THE NUMERICAL CODE ON THE PPOs. THE GROUP CODE 2 IS MISTAKENLY READ AS ALPHABET Z WHICH ITSELF IS A DIFFERENT GROUP CORRECT READING OF GROUP CODE 12

13 AGENDA POINT NO 2 RESTORATION OF COMMUTED ELEMENT OF PENSION AS PER PARA 33.1 OF DPPI , PCDA (P) CIRCULAR NO. 01/93, 28/02 & 165/13, PDAs TO RESTORE COMMUTED PORTION OF PENSION AFTER COMPLETION OF 15 YEARS OF FIRST DISBURSEMENT FEW PDAs, DO NOT RESTORE THE COMMUTED ELEMENT OF PENSION, ON COMPLETION OF 15 YEARS PERIOD OF PENSION PRO-ACTIVE ACTION TO RESTORE COMMUTED ELEMENT WHEN FALLING DUE 13

14 AGENDA POINT NO 3 NON COMMENCEMENT OF ADDL. PENSION ON ATTAINING AGE OF 80 YRS (85, 90, 95 & 100 YRS) PCDA (P) CIRCULAR 441 DATED 01 OCT 10 & 165 DATED 22 FEB 13 ADDL. PENSION IS NOT COMMENCED AUTOMATICALLY FOR THE PENSIONER ON REACHING 80 YRS OF AGE (ALSO 85, 90, 95 & 100 YRS) EVEN IF DOB IS NOT MENTIONED IN THE PPO, AND IF THE PENSIONER SUBMITS DOCUMENTS OF DOB, ADDL PENSION BE PROVISIONALLY PAID FOR 06 MONTHS FOR ISSUE OF CORR PPO, THE PDAs SHOULD THEN FORWARD SUCH CASES TO THE PSAs 14

15 AGENDA POINT NO 4 NON REVISION OF PENSION EVEN AFTER ISSUANCE OF CIRCULARS BY PCDA (P), ALLAHABAD SEVERAL PDAs DO NOT CARRY OUT TIMELY REVISION OF PENSION (CIRCULAR BASED) PENSIONERS ARE INCORRECTLY TOLD THAT RELEVANT ORDERS ARE AWAITED FROM CPPC/ CDAs AND ONLY AFTER THAT THE REVISIONS WOULD BE CARRIED OUT PDAs TO CARRY OUT AUTOMATIC REVISIONS BASED ON CIRCULARS ISSUED BY PCDA 15

16 AGENDA POINT NO 5 NON INCLUSION OF CONDONATION PERIOD OF QS, WHILE DISBURSING PENSION FEW PDAs CALCULATE LESS PENSION IN THE CASES WHERE VETERAN MIGHT HAVE QUALIFIED AS A PENSIONER, AFTER CONDONATION OF THEIR DEFICIENT SERVICE WHILE PPOs SHOULD REMAIN THE SOLE AUTHORITY FOR PENSION CALCULATION, THE PDAs DRAW INFO FROM DESCRIPTIVE ROLL AND INCORRECTLY DECIDE PENSION PDAs TO CALCULATE PENSION BASED ON QS OF 15 YEARS PRINTED ON PPO DISREGARD CONDONATION PERIOD, FOR THE PURPOSE OF PENSION CALCULATION 16

17 AGENDA POINT NO 6 DE-LINKING OF 33 YEARS OF SERVICE FOR PRE 2006 RETIREES AS PER PCDA (P) CIRCULAR NO. 568 DATED 13 OCT 16, ALL PRE-06 RETIREES ARE ENTITLED TO MINIMUM GUARANTEED PENSION (MGP) IN SEVERAL INSTANCES, THE PDAs HAVE NOT REVISED PENSION OF PRE2006 RETIREES AS PER SAID CIRCULAR ALL AFFECTED PENSIONERS SHOULD BE PAID MGP WEF 01 JAN 06 TO 30 JUN 14 17

18 AGENDA POINT NO 7 POOR RESPONSE OF PDAs ON THE ISSUES RAISED BY PENSIONERS FEW PDAs DO NOT RESPOND SUITABLY TO THE QUERIES OF PENSIONERS. THEY ARE TOLD TO CONTACT NAVPEN/ CPPC, EVEN FOR ISSUES WHOSE RESOLUTION IS WITHIN THE AMBIT OF THE PDAs FEW PDAs DO NOT ATTEND TO THE QUERIES SUITABLY ONLY VERBAL DIRECTIONS ARE GIVEN TO PENSIONERS WHICH INCREASES AMBIGUITY IN THEIR MINDS & MISLEAD THEM PDAs TO INFORM PSA / NAVPEN/ PENSIONER IN WRITING ABOUT ANY ISSUE REQUIRING INTERVENTION 18

19 AGENDA POINT NO 8 TDS UNDERTAKEN EVEN FOR EXEMPTED CATEGORY OF PENSIONERS (LIKE GALLANTRY AWARD WINNERS AND DISABILITY PENSIONERS) AS PER CBDT GUIDELINES DT. 06 MAY 2000, DISABILTY PENSION AND SERVICE ELEMENT ARE EXEMPTED FROM INCOME TAX SEVERAL PDAs DEDUCT INCOME TAX FROM THE PENSIONERS WHO ARE EXEMPTED TO PAY TAX FOLLOW CORRECT PROCEDURES AND DO NOT DEDUCT TAX FROM THE EXEMPTED CATEGORY OF PENSIONERS 19

20 AGENDA POINT NO 9 GIVING OF FORM 16 AND TDS CERT. TO PENSIONERS FOR FILING ITR TAX DEDUCTION SHOULD BE QUARTERLY FEW PENSIONERS HAVE SUBMITTED THAT PDAs DO NOT GIVE FORM 16/ TDS CERT. IN TIME WHICH DELAYS THEIR FILING OF ITR ALSO, PDAs DEDUCT TDS IN THE LAST QUARTER OF FY RATHER THAN QUARTERLY WHEN ASKED, THE FORM 16 AND TDS CERTIFICATE BE GIVEN TO THE PENSIONERS BY THE PDAs DEDUCT TDS QUARTERLY GIVE YEAR WISE BREAK DOWN OF ARREARS FOR ENABLING PENSIONERS TO SEEK INCOME-TAX REFUND 20

21 AGENDA POINT NO 10 NON COMPLIANCE OF CIRCULAR 24 & 25 FOR PENSION OF MEDICAL OFFICERS FEW PDAs HAVE NOT REVISED PENSION OF NAVAL MEDICAL OFFICERS AS PER CIRCULARS 24 & 25 FOLLOW PROMULGATED GUIDELINES THE TERM MED IS EQUIVALENT TO AMC OF ARMY AND MEDICAL OF AF 21

22 AGENDA POINT NO 11 ISSUING OF EXPLANATORY SHEET TO THE PENSIONERS, BY PDAs (BREAKDOWN DETAILS OF REVISION) POST 6TH CPC, PCDA (P) INFORMED ALL PDAs TO FORWARD EXPLANATORY SHEET FOR INTIMATING PENSIONERS ABOUT REVISION OF THEIR PENSION (AS PER ANNEXURE TO CIRCULARS) FEW PDAs DO NOT ISSUE EXPLANATORY SHEETS TO THE PENSIONERS PDAs SHOULD FOLLOW LAID DOWN PROCEDURES AND ISSUE EXPLANATORY SHEETS TO PENSIONERS 22

23 AGENDA POINT NO 12 NO INTEREST IS PAID TO THE PENSIONERS, IF PAYMENTS ARE DELAYED BY THE PDAs PCDA (N) CIRCULAR 165 DATED 22 FEB 13 STIPULATES PAYEMENT OF 8% INTEREST FOR DELAYED PERIOD OF PAYMENTS BY PDAs THE QUOTED CIRCULAR IS NOT BEING FOLLOWED BY FEW PDAs PAY 8% INTEREST FOR DELAYED PERIOD AS PER PROCEDURE 23

24 AGENDA POINT NO 13 NON COMMENCEMENT OF PENSION TO THE FAMILY PENSIONER, DESPITE JOINT NOTIFICATION EXISTING DETAILED INSTRUCTIONS ALREADY PRINTED ON REAR SIDE OF ORIGINAL PPO ARE NOT COMPLIED FEW PDAs INSIST ON ISSUE OF CORR. PPOs FOR COMMENCING FAMILY PENSION INSPITE OF EXISTING JOINT NOTIFICATION PPO FOLLOW INSTRUCTIONS, PRINTED AT THE BACK OF THE PPOs 24

25 AGENDA POINT NO 14 PAYMENT OF LIFE TIME ARREARS (LTAs) TO LEGAL HEIR, POST CLOSING THE PENSION ACCOUNT OF DECEASED PENSIONER HAPPENS POST ACCRUAL OF ARREARS ON ENHANCEMENT OF PENSION FOR PERIOD PRIOR TO DEATH SOME LEGAL HEIRS HAVE COMPLAINED ON THIS ISSUE METHODOLOGY OF PAYMENT OF LTA NEEDS TO BE WORKED OUT 25

26 AGENDA POINT NO 15 ISSUE OF DUPLICATE PENSION CERTIFICATE (BOOK) PENSION CERTIFICATE (BOOK) IS ISSUED BY PCDA (P) / PCDA (N) AS PER PARA 13.1 OF DPPI AND PCDA (P) CIRCULAR NO. 117 DATED 02 SEP 05. FEW PDAs DO NOT ISSUE DUPLICATE PENSION CERT. AND STATE NONAVAILABILITY OF BLANK COPIES. FEW LABEL THE REQUEST ITSELF AS UNAUTHORISED PDAs SHOULD ISSUE DUPLICATE PENSION CERTIFICATE IF BLANK COPY IS NOT AVAILABLE, SAME MAY BE SOUGHT FROM PSAs 26

27 AGENDA POINT NO 16 OVER-PAYMENT RECOVERY AS PER PARA & OF DPPI , PDAs ARE TO RECOVER OVERPAYMENTS OF PENSION AT THE RATE OF 1/3RD OF THE NET PENSION PLUS MONTHLY DR, UNLESS THE PENSIONER GIVES HIS CONSENT TO PAY A HIGHER AMOUNT OF INSTALLMENT FEW PDAs ARE NOT FOLLOWING THE GUIDELINES WHILE RECOVERING OVERPAYMENT OF PENSION FOLLOW RECOVERY GUIDELINES AS PROMULGATED 27

28 AGENDA POINT NO 17 NON-PAYMENT OF DR ON PENSION FOR THOSE RE-EMPLOYED IN GOVT SECTOR AS PER GoI MoP MEMO NO. 45/73/97-P&PW(G) DATED 02 JUL 99 AND PCDA (P) CIRCULAR NO. 07, 386, 395, 165, 166 & 179, DR NEEDS TO BE PAID ON DEFENCE PENSION TO JCOs / ORs RE-EMPLOYED IN GOVT. JOBS PDAs ARE NOT PAYING DR IN SEVERAL CASES AS PER REGULATIONS (C & D CATEGORY EMPLOYEES) ADHERE TO THE EXTANT POLICY ISSUED BY GOI 28

29 AGENDA POINT NO 18 MONETARY ALLOWANCE FOR GALLANTRY AWARDEES PCDA (P) CIRCULAR NO. 9 DATED 10 JUN 11 IS RELEVANT FEW PDAs HAVE NOT REVISED MONETARY ALLOWANCE FOR GALLANTRY AWARDEES AS PER REVISED RATES REVISE ALLOWANCE AS PER SAID CIRCULAR 29

30 AGENDA POINT NO 19 OROP FOR PSU ABSORBEES SOME CONFUSION IN IMPLEMENTATION OF OROP FOR PSU ABSORBEES (OFFICERS CASES) IN BOTH 43% & 100% COMMUTED CASES IN FEW CASES PSU ABSORBEES HAVE BEEN PAID FULL PENSION IRRESPECTIVE OF WHETHER ABSORBEE COMMUTED 43% OR 100% PENSION PDAs INCORRECTLY SEEK ISSUE OF CORR PPO FOR RESTORING COMMUTED PORTION OF THOSE WHO OPTED FOR 43% COMMUTATION THE BANK STAFF SHOULD BE AWARE OF NECESSARY REGULATIONS. ABSORBEES WITH 100% COMMUTED CASES BE IDENTIFIED FROM THEIR INITIAL PPOs 30

31 AGENDA POINT NO 20 INFORMATION ON RANK, GROUP & QUALIFYING SERVICE AS PER CIRCULAR NO. 555, THE PDAs SHALL SEEK THE DETAILS OF QUALIFYING SERVICE (QS) FROM THE PSAs, IF REQUIRED THE PDAs SEEK INFO ABOUT THE RANK, GROUP & QS OF PENSIONERS FROM NAVPEN, IF REQUIRED HOWEVER, THIS INFO BY NAVPEN IS NOT CONSIDERED AUTHENTIC AND PDAs THEREAFTER SEEKS CONFIRMATION FROM PSAs BEFORE TAKING STEPS TO REVISE THE PENSION PSAs/ PDAs SHOULD EFFECTIVELY COORDINATE FOR ENABLING TIMELY PENSION DISBURSEMENT 31

32 AGENDA POINT NO 21 INCORRECT FIXATION OF PENSION DUE TO INCORRECT CORRELATION OF PENSION GROUP PDAs INCORRECTLY FIX PENSION OF Y GROUP TO X GROUP EXSAILORS THE GROUP MENTIONED IN THE PPO SHOULD BE TAKEN FOR CALCULATION OF REVISION OF PENSION STAFF BE BRIEFED ABOUT PREVIOUSLY DEFINED GROUPS WHICH MIGHT BE THE REASON FOR INCORRECT CORRELATION OF GROUPS 32

33 AGENDA POINT NO 22 NON REVISION OF FAMILY PENSION AS PER PCDA (P) CIRCULARS PDAs DO NOT REVISE FP AS PER PCDA (P) CIRCULAR NO. 397, 456, 502, 503, 510, 547, 548, 555, 560 & 570 FEW PDAs HAVE NOT REVISED FAMILY PENSION AS PER QUOTED CIRCULARS AFTER OROP & 7TH CPC, QUERIES ABOUT NON DISBURSEMENT OF PENSION AND ARREARS HAVE CONSIDERABLY INCREASED REVISE PENSION AS PER CIRCULARS FOR SEEKING INFO ON QS & GROUP, THE PSAs MAY BE APPROACHED NAVPEN MAY ALSO BE APPROACHED 33

34 INFORMATION REQUIRED FROM PDAs CONSIDER GIVING AADHAAR NOS. AND SERVICE NUMBER OF THE NAVAL PENSIONERS. THIS WOULD HELP NAVPEN AND THE PCDA FOR ISSUING e-ppos CONSIDER APPOINTING EXCLUSIVE PROs / SINGLE POINT CONTACT FOR ATTENDING TO THE GRIEVANCES OF NAVAL PENSIONERS INTIMATION ON COMMENCEMENT OF FAMILY PENSION 34

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36 PENSION A NATION S GRATITUDE TO A SOLDIER HE GAVE HIS PRIME FOR THE SAFETY AND SECURITY OF THE NATION 36

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39 THANK YOU 39