BHAVISHYA. Pension Sanction & Payment Tracking System For Central Civil Retirees An Initiative of Department of Pension & Pensioner s Welfare

Transcription

1 BHAVISHYA Pension Sanction & Payment Tracking System For Central Civil Retirees An Initiative of Department of Pension & Pensioner s Welfare INSTRUCTIONS FOR HEAD OF OFFICE (HOO) (Extra Ordinary Family Pension Cases)

2 INDEX Sl no. Content Page no. 1. Extraordinary Family Pension (EOP) 1 2. Personal Details Service Book Verification Form B Form Send to PAO View Forms Contact Details 36

3 EXTRAORDINARY FAMILY PENSION (EOP) EOP 1 Step 1: Select EOP Family Pension 1

4 PERSONAL DETAILS 2 Step 2: Select Personal Details 3 Step 3: Click on Add New Employee 2

5 ADD NEW EMPLOYEE 4 5 Step 4: Fill all the desired retiree details Step 5: Click on Save button 3

6 6 Step 6: Again select EOP Family Pension Personal Details 7 Step 7: Click on Edit button against the retiree name whose forms are to be filled 4

7 PERSONAL DETAILS 8 9 Step 8: In Personal Details tab fill the retiree personal details Step 9: Click on Update button after filling all the details 5

8 FAMILY DETAILS 10 Definition of Family 11 Step 10: Select Family Details tab Step 11: One by one fill up the family member details according to the definition of family, and click on Add Family Member after every entry 6

9 EDIT BUTTON REMOVE BUTTON 7

10 Definition of Family for filling FAMILY DETAILS 8

11 NOMINATION FORM 1 Nomination Form 1 is the common nomination form for Gratuity, Central Government Employees Group Insurance Scheme (CGEGIS) and General Provident Fund (GPF) 12 Step 12: Select Nomination Form 1 tab 9

12 13 Definition of Family Step 13: Select Nominee from the drop down. Note: The names of only those person who are added in Family Details will be seen in the drop down. However, if you wish to add persons other than family members but according to Nomination 1 Definition of Family' then click on Other from the Dropdown. As soon as you click on other, the window given below appears, fill the details and click on Submit. 10

13 14 Step 14: Select Nomination For from the dropdown Step 15: Enter Percentage share to be paid and Contingencies Step 16: Click on ADD button after filling all the details 11

14 EDIT REMOVE 17 Step 17: If you wish to add any alternate nominee then click on Add Alternate nominee or else click on Save Nomination 12

15 18 Step 18: Select Alternate Nominee Name from the drop down 13

16 19 Step 19: Select Nomination For from the dropdown 14

17 20 21 Step 20: Enter Percentage Share to be Paid Step 21: Click on Add button 15

18 22 Step 22: Click on Save Nomination button 16

19 EDIT REMOVE 17

20 Definition of Family for filling NOMINATION FORM 1 18

21 SERVICE BOOK VERIFICATION 23 Step 23: Select EOP Family Pension Service Book Verification 24 Step 24: Click on no. against Service book not verified 19

22 Step 25: Tick on check box against the retiree for whom you wish to verify service book Step 26: Service is to be verified from Date of Joining till the Date of death Step 27: Browse the certificate (Certificate should be of size 1MB and in pdf format) Step 28: Enter the Date on which service is verified Step 29: Click on Submit button 20

23 FORM B 30 Step 30: Select EOP Family Pension Form B 31 Step 31: If any member of the deceased is eligible for Family Pension then Click on Edit button below Form B 21

24 CLAIMANT DETAIL Step 32: Select Claimant Detail tab Step 33: Click on the edit button in front of the member who is eligible for family pension 22

25 Step 34: Fill all the desired details like bank details, address details etc. and Click on Save button 23 34

26 DOCUMENT UPLOAD Step 35: Click on Document Upload tab. Step 36: Upload claimant signature, photograph and death certificate of deceased employee and click on Upload. 24

27 FMA (FIXED MEDICAL ALLOWANCE) Step 37: Click on FMA tab. If deceased address falls in CGHS covered area select CGHS covered area and if his address falls in non CGHS area select Non-CGHS area and select the allowance. Step 38: Click on Save as Draft. 25

28 FORM Step 39: Select EOP Family Pension Form Step 40: Click on no. against Form 18 not sent to PAO 26

29 41 Step 34: Click on Edit button against the name of deceased for whom Form 18 is to be filled. 27

30 Fill Form FILL FORM 18 Step 42: Click on Fill Form 18 tab Step 43: Fill the form and click on Submit and Calculate button 43 28

31 Step 44: Verify the pension Calculation Sheet and click on Save Calculation button

32 45 Step 45: Click on Recovery tab. 30

33 RECOVERY 46 Step 46: Fill file no. which is being maintained for retiree manually, if there is any recovery then Select Recovery Type. Note: File Number is mandatory Step 47: Fill Recovery Amount. Step 48: Click on Add Recovery. 31

34 49 Step 49: Click on Submit button. 32

35 SEND TO PAO 50 Step 50: Select EOP Family Pension Send to PAO 51 Step 51: Click on no. against Form not sent to PAO 33

36 Step 52: Tick on check box against the retiree, whose forms are to be forwarded to PAO Step 53: Enter Date of Forwarding to PAO Step 54: Click on Submit button 34

37 VIEW FORMS 55 Step 55: Select EOP Family Pension View Forms 56 Step 56: Take the Print out of the forms (after sending it to PAO) and submit the hard copy of forms to PAO 35

38 CONTACT DETAILS OR visit and click on Bhavishya link. - For technical matters: & 51 For training & other matters: