Steps to complete the pension case as prescribed in in CCS (Pension) Rules, 1972

Steps to complete the pension case as prescribed in 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.

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.
ii) other than superannuation
Not later than four months before the retirement 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 Accounts Officer by HOO.
i) Superannuation
ii) other than superannuation
Not later than four months
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.