Revised guidelines for Compassionate Appointments in EPFO: Order dated 25.10.2021
File No.HRM-V/11(07)CompassionateAppoi ntment/PolicyMatter/2019/Vol.lll/2345
EPFO, HEAD OFFICE
MINISTRY OF LABOUR & EMPLOYMENT, GOVERMENT OF INDIA
14,BHIKAIJICAMA PLACE, NEW DELHI 110066
25 Oct 2021
To,
All Addi. CPFC (HQ) (Zones)/ Addi. CPFC (Zones)/
Addl. CPFC (ASD)/Director (PDNASS)
All Regional PF Commissioners/Officers-in-charge of Regional Offices
Subject: – Revised guidelines for Compassionate Appointments in EPFO -reg.
References:
(i) HO Circulars No HRM-V/11(07) Compassionate Appointment/Policy Matter/2019Nol.III/ I/473/2020, I/474/2020, I/474/2020, I/478/2020 Dated 23.07.2020.
(ii) HO Letter No HRM-V/IV/11(7)2015/CA Policy Matter/Vol.1/4563 Dated 29.06.2018.
Madam/Sir,
Reference is invited to Head Office Circulars under reference on the above subject envisaging a 100-point relative merit system and the procedure for compassionate appointment in Employees’ Provident Fund Organization.
2.In this context, it is mentioned that the matter has been revisited and 100-point relative merit scale and the procedural guidelines have been modified as under-
(a) Family Pension/Monthly amount received under National Pension Scheme (Excluding DA & Allowances):
(Points Allocated: 20)
Sr. No. |
Range of Benefits | Points to be allotted |
1 | Up to Rs. 11,000 | 20 |
2 | Rs. 11,001 – 14,000 | 18 |
3 | Rs. 14,001- 17,000 | 16 |
4 | Rs. 17,001 – 20,000 | 14 |
5 | Rs. 20,001 – 23,000 | 12 |
6 | Rs. 23,001 – 26,000 | 10 |
7 | Rs. 26,001 – 29,000 | 08 |
8 | Rs. 29,001 -32,000 | 06 |
9 | Rs. 32,001 – 35,000 | 04 |
10 | Rs. 35,001 – 38,000 | 02 |
11 | Rs. 38,001and above | 00 |
(b) Terminal Benefits i.e. Lump Sum amount received by the family on death of I employee (i.e. DCRG, SPF/GPF Account Balance, DRF, LIC/PLI/GIS, Leave \ encashment, pension commutation/ Lump Sum Amount under NPS etc).
(Points Allocated: 10)
SI. No. | Range of Benefits | Points to be allotted |
1 | Upto Rs. 12,00,000 | 10 |
2 | Rs. 12,00,001 to 15,00,000 | 09 |
3 | Rs. 15,00,001 to 18,00,000 | 08 |
4 | Rs. 18,00,001 to 21,00,000 | 07 |
5 | Rs. 21,00,001 to 24,00,000 | 06 |
6 | Rs. 24,00,001 to 27,00,000 | 05 |
7 | Rs. 27,00,001 to 30,00,000 | 04 |
8 | Rs. 30,00,001 to 33,00,000 | 03 |
9 | Rs. 33,00,001 to 36,00,000 | 02 |
10 | Rs. 36,00,001 to 39,00,000 | 01 |
11 | Rs. 39,00,001and above | 00 |
(c) Monthly Income of the family including Pension (DA and FMA included}, Income of earning member(s) of the family and Income from movable/immovable Property:
(Points Allocated: 10)
SI.
No. |
Monthly income of the family from all sources including (monthly pension with DA & FMA and income of earning members) | Points to be allotted |
1 | f Less than or equal to 60 % of the last pay drawn by the employee | 10 |
2 | If more than 60% but less than 70 % of the last pay drawn by the employee | 08 |
3 | f more than 70% but less than 80 % of the last pay drawn by the employee | 06 |
4 | l f more than 80% bu t less than 90 % of the last pay drawn by the employee | 04 |
5 | ff more than 90% bu t less than last pay drawn by the employee | 02 |
6 | I f more than or equal to the last pay drawn by the employee | 00 |
(d) Moveable/ Immovable property of family (Latest market value) including fixed deposit, Bank balance, etc but excluding the terminal benefits amount received as mentioned in (b) above and self occupied house fetching no rental income:-
(Points Allocated: 10)
SI. No. | Annual Income (In Rs.) | Points to be allotted |
1 | NIL | 10 |
2 | Upto 10,00,000 | 08 |
3 | 10,00,001 to 15,00,000 | 06 |
4 | 15,00,001 to 20,00,000 | 04 |
5 | 20,00,001 to 25,00 ,000 | 02 |
6 | 25,00,001 and above | 00 |
(e) Number of dependents:
(Points Allocated: 10)
SI. No. | No. of dependents | Points to be allotted |
1 | 01 | 05 |
2 | 02 and above | 10 |
(t) Number of Unmarried Daughters:
(Points Allocated: 10)
SI. No. | No. of Unmarried Daughters | Points to be allotted |
] | None | |
2 | 01 | 05 |
3 | 02 and above | 10 |
(g) Number of Minor Children:
(Points Allocated: 10)
SI. No. | No. of Unmarried Minor Children | Points to be allotted |
1 | None | 00 |
2 | 01 | 05 |
3 | 02 and above | 10 |
(h)Number of years of Leftover Service of the Deceased Employee:
(Points Allocated: 15)
SJ. No. | Years of Lef tover Service of the deceased employee | Points to be allotted |
1 | 0 – 5 years | 03 |
2 | Over 5 & up to 10 years | 06 |
3 | Over 10 & up to 15 years | 09 |
4 | Over 15 & up to 20 years | 12 |
5 | Over 20 years | 15 |
(i) If there is a dependent person with Benchmark disability
and/or
If the applicant is the widow/wife of the deceased/missing/medically retired employee.
(Points Allocated: 05)
3. Para 7 (a) of the circular dated 23.07.2021 provided that as on 31.12.2019, total sanctioned post in MTS cadre is less than MTS in position strength in EPFO. Though a regional office or a state may have vacancy in MTS cadre but as an organizational perspective, in-position strength is over-saturated and, hence, no appointment in the cadre of MTS shall be considered by any cadre controlling authority till further direction from Head Office. However, in view of limited number of vacancies in MTS cadre, it has now been decided that cases where applicant is eligible for MTS cadre and it has been established that there is more penury in the family, ACC (Zone) may consider compassionate applications for the post of MTS subject to the availability of vacancies under compassionate quota in MTS Cadre in the concerned State/Zone.
4. Zonal offices and Regional Offices are requested to ensure that applications for compassionate appointment are processed in the light of the aforementioned instructions and earnest efforts are made to ensure their timely disposal.
5.The above guidelines will come into force with immediate effect and will be applicable to only prospective cases i.e. cases where date of death/retirement on medical grounds/date of missing is after the date of issuance of the circular.
This issue with the approval of the Competent Authority
Yours faithfully,
(Uma Mandal)
Additional Central P. F. Commissioner (HRM)
Source: Click here to view/download the PDF
[https://www.epfindia.gov.in/site_docs/PDFs/Circulars/Y2021-2022/HRM5_Guidelines_CompassionateApptt_2345.pdf]
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