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EPENSION PROFORMA S No Name To be filled by Head of Office 1. PERSONAL DETAILS 1.1 EMPLOYEES INFORMATION 1 Retirement/Pension Type 2 GPF No./Employee Id* 3 Employees Name* 4 Sex 5 Employees DOB* 6.

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How to fill out the E Pension Proforma online

Filling out the E Pension Proforma online is a straightforward process that requires careful attention to detail. This guide will help you navigate each section of the form, ensuring that all necessary information is accurately provided.

Follow the steps to complete your E Pension Proforma

  1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
  2. Begin by filling out the personal details section. Provide the employee’s information, including the retirement or pension type, GPF number or employee ID, full name, sex, date of birth, date of joining, date of retirement, date of missing or death, father's or spouse's name, and nominee's name.
  3. Move to the pensioner’s information section. Enter the pensioner's name, date of birth, sex, identification mark, height in centimeters, mobile number, email ID, and address.
  4. In the basic service details section, fill in the last designation, last office name and address, department name, and category. Note that fields marked with an asterisk (*) are usually retrieved from the Treasury Database.
  5. Continue to the basic salary details section. Provide the last drawn basic pay, average basic pay for the last ten months, pay band, grade pay, dearness allowance (DA) percentage, NPA (if applicable), commutation percentage, and whether DA is admissible.
  6. Complete the pensioner's payment details section by selecting the treasury name, treasury code, bank name, bank account number, bank code, and IFSC code. Include the PAN number as well.
  7. In the deductions and recoveries section, indicate any provisional commutation, deductions in pension, provisional pension, gratuity amounts, and the details of any recoveries to be made.
  8. Fill in the total recovery amounts and if there are any one-time recoveries, including the total recovery amount, installment dates, and amount.
  9. List the gratuity nominee details, including their name, date of birth, relation, sex, percentage of gratuity, bank details, mobile number, email ID, and address.
  10. Specify the total service period, non-qualifying service details, net qualifying service period, and qualifying six-monthly details.
  11. Lastly, fill the LTA nominee details and family details sections as required, ensuring to include the names, relations, and any relevant information regarding disabilities.
  12. Review all entered information for accuracy. Save your changes, and you may download, print, or share the form as needed.

Complete your E Pension Proforma online today for a seamless experience.

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You can apply for benefits by calling our national toll-free service at 1-800-772-1213 (TTY 1-800-325-0778) or visiting your local Social Security office. An appointment is not required, but if you call ahead and schedule one, it may reduce the time you spend waiting to apply.

Spousal benefits are capped at 50 percent of the worker's benefit. Survivor benefits are set at 100 percent of the deceased worker's benefit.

(ii) The family pension is payable to the unmarried / widowed / divorced daughters above the age of 25, after all unmarried children have attained the 25 years of age or started earning their livelihood whichever is earlier.

Surviving spouse, full retirement age or older — 100% of the deceased worker's benefit amount. Surviving spouse, age 60 — through full retirement age — 71½ to 99% of the deceased worker's basic amount. Surviving spouse with a disability aged 50 through 59 — 71½%.

Widows or widowers benefits based on age can start any time between age 60 and full retirement age as a survivor. If the benefits start at an earlier age, they are reduced a fraction of a percent for each month before full retirement age.

Widows and widowers These benefits are payable for life unless the spouse begins collecting a retirement benefit that is greater than the survivor benefit. Beneficiaries entitled to two types of Social Security payments receive the higher of the two amounts.

 For this, the User may send SMS to 9002481874 in the following format: - WBEPEN < Blank Space < USER ID. For example: WBEPEN JDABKP1. Condition: Mobile No. of the Employee/ Applicant/ User has to be registered in e-Pension Portal.

Procedure for getting Pension & related Forms Application for Family Pension in Form - 14. ... Proof for Death; Legal heirship certificate issued by the Tahsildar or by the Court of Law; Where claim is made by guardian, guardianship certificate. All other documents specified in Form -1.

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