Pensioner;s Portal Government of India has been issued an Office Memorandum regarding Submission of Form 14 by the spouse to the pension disbursing bank after the death of the pensioner. The detailed office memorandum is as follows:
No.1/27/2011-P&PW(E)
Government of India
Ministry of Personnel, P.G. & Pensions
Department of Pension & Pensioners' Welfare
3rd Floor, Lok Nayak Bhawan,
Khan Market, New Delhi
Dated: 20th September, 2013
OFFICE MEMORANDUM
Sub: Submission of Form 14 by the spouse to the pension disbursing bank after the death of the pensioner - instructions reg.
The undersigned is directed to draw attention to the requirement of
applying for family pension in Form 14 as given in rule 81 (2) (A) (ii)
of the CCS (Pension) Rules, 1972.
2. This Department has been receiving representations from various
quarters to do away with the condition of applying for family pension in
Form 14 as it is causing inconvenience to widows, who find it difficult
and embarrassing to present themselves before two Gazetted
Officers/persons of repute for attestation of Form 14.
3. Before commencement of family pension, personal identification
details of the spouse such as specimen signature, personal mark of
identification and left hand thumb impression, proof of age/date of
birth of spouse and an undertaking from him/her for recovery of excess
payment are to be obtained by the bank. Form 14 serves as a standard
processing sheet, which defines and delineates the exact requirement of
information to be given to the pension disbursing Bank. It was
apprehended that in the absence of this standard, the widows may be
asked to submit any relevant or irrelevant information by the bank. This
could also lead to delay in commencement of the family pension.
4. The matter has been examined and it has been agreed that in case the
pensioner and spouse are holding a joint account, the possibility of
claim for family pension from someone else does not arise. Therefore, in
such cases, there is no requirement of Form 14. The spouse may inform
the Bank of death of the pensioner and request the bank for commencement
of family pension, through a simple letter. He/she may enclose a copy
of death certificate of pensioner, PPO, proof of his/her own age/date of
birth and an undertaking for recovery of excess payment. In other
cases, i.e., where the pension is not being credited to the joint bank
account of the pensioner and his/her spouse, Form 14 will be continued
to be obtained by the banks. However, the condition of attestation of
Form 14 has been done away with and witnessing by two persons has been
considered as sufficient.
5. For all future cases, Head of Office will forward to the PAO, along
with similar details for the pensioner, the specimen signature, personal
mark of identification, left hand thumb impression, the proof of
age/date of birth and an undertaking from the spouse regarding recovery
of excess payment. After the death of the pensioner, the spouse of the
deceased pensioner will be required to provide only death certificate to
the paying bank, who will identify the spouse based on their formation
given in the PPO and its own "Know Your Customer" procedures. Where the
pensioner and his/her spouse do not have a joint account, Form 14 will
be required as in para 4 above.
6. This issues with the concurrence of Department of Expenditure, vide their ID No. 601/E.V/2013, dated 13.09.2013.
(D.K. Solanki)
Under Secretary to the Government of India
Source : www.pensionersportal.gov.in
