7 Steps of Timeline of finalizing the pension case as prescribed in CCS (Pension) Rules, 1972
(Annexure-1 of CPAO letter Simplification of pension procedure-submission of undertaking by retiring Government servant and Handing over of PPO booklet by HOO)
Annexure-1
Timeline of finalizing the pension cases
| 1. | Rule-58 of CCS (Pension) Rules, 1972 | Undertake the work of preparation of pension paper by the HOO. | One year before the date of retirement on superannuation or on the date on which he proceeds on leave preparatory to retirement. |
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| 2. | Rule-59 of CCS Pension Rules, 1972 | Timelines for completion of two stages of preparation of paper. | Not later than eight months prior to the date of retirement |
| 3 | Rule-59 of ccs (Pension) Rules, 1972 | Forwarding Form-5 to retiring govt. servant of superannuation advising him to submit the form duly completed in all respect. | Not later than six months prior to the date of his retirement |
| 4 | Rule-59 (A) of ccs (Pension) Rules, 1972 | Forwarding Form-5 to the retiring govt. servant other than superannuation | Should be forwarded before retirement but after the approval of such retirement by the competent authority or the retirement has become effective. |
| 5 | Rule-60 of ccs (Pension) Rules, 1972 | Completion of pension papers by HOO. | |
| i) Superannuation: Completion of Part-I of Form-7 by HOO. | Not later than four months before the retirement | ||
| ii) other than superannuation | Within 3 months after submission of Form-5 by the Govt. servant. | ||
| 6 | Rule-61 of ccs (Pension) Rules, 1972 | Forwarding of pension papers to Accou nts Officer by HOO. | |
| i) Superannuation | Not later than four months | ||
| ii) other than superannuation | Not later than three months after the date of submission of Form-5 | ||
| 7 | Rule-65 of ccs (Pension} Rules, 1972 | Authorisation of pension and gratuity by the Accounts Officer of PAO. | One month in advance of the date of retirement of the Govt. servant. |
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