05 jul 2017...agenda point no 3 non commencement of addl. pension on attaining age of 80 yrs (85,...
TRANSCRIPT
05 JUL 2017
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SCOPE
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INTRODUCTION
AGENDA POINTS
DISCUSSIONS
INTRODUCTION
NAVAL PENSION OFFICE (NAVPEN)
WAS SET-UP IN DEC 2013
NAVPEN IS THE RECORD OFFICE
AND A SINGLE POINT INTERFACE TO
ADDRESS ALL ISSUES OF NAVAL
VETERANS
LOCATED AT MANKHURD, MUMBAI
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INTRODUCTION
NAVPEN MAINTAINS ALL RECORDS AND DOCUMENTS OF NAVAL VETERANS
THE OFFICE HOLDS 1.7 LAKH PENSION FILES OF VETERANS
APPROX 3500 PERSONNEL RETIRE EVERY YEAR AND ADDS TO THE EXISTING RECORDS
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INTRODUCTION
NAVPEN PROCESSES ALL CASES OF PENSION AND OTHER MONETARY CLAIMS OF THE VETERANS AND THE FAMILY PENSIONERS
WE LOOK AFTER THE WELFARE OF NAVAL
VETERANS AND THEIR FAMILIES BY REACHING
OUT TO THEM IN DIFFERENT WAYS
NAVPEN TAKES UP THE CASES WITH MoD FOR
FORMULATING POLICIES FOR ACHIEVING
NECESSARY REVISION OF PENSION AS PER
EXTANT RULES
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INTRODUCTION
NAVPEN ALSO UNDERTAKES REDRESSAL OF
GRIEVANCES OF VETERANS ON
MISCELLANEOUS ISSUES, OTHER THAN
PENSION
WE STRIVE TO ACHIEVE SEAMLESS MOVEMENT
OF DOCUMENTS AND EXCHANGE OF
INFORMATION BETWEEN VARIOUS ORGS
NAVPEN LIASES WITH PSAs AND PDAs FOR
RESOLUTION OF PROBLEMS FACED BY
VETERANS 9
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NAVPEN THE
FACILITATOR
NAVAL HQs
PSAs CPPCs
PENSIONER PDAs
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AGENDA POINT NO 1
INCORRECT READING OF GROUP CODE ‘2’ FROM PPO
The Problem …
FEW PDAs ERR IN CORRECTLY READING THE NUMERICAL CODE ON THE PPOs.
THE GROUP CODE ‘2’ IS MISTAKENLY READ AS ALPHABET ‘Z’ WHICH ITSELF IS A DIFFERENT GROUP
What we Need …
CORRECT READING OF GROUP CODE
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AGENDA POINT NO 2
RESTORATION OF COMMUTED
ELEMENT OF PENSION
AS PER PARA 33.1 OF DPPI - 2013, PCDA (P) CIRCULAR NO. 01/93,
28/02 & 165/13, PDAs TO RESTORE COMMUTED PORTION OF
PENSION AFTER COMPLETION OF 15 YEARS OF FIRST
DISBURSEMENT
The Problem …
FEW PDAs, DO NOT RESTORE THE
COMMUTED ELEMENT OF PENSION, ON
COMPLETION OF 15 YEARS PERIOD OF
PENSION
What we Need …
PRO-ACTIVE ACTION
TO RESTORE
COMMUTED ELEMENT
WHEN FALLING DUE
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AGENDA POINT NO 3
NON COMMENCEMENT OF ADDL. PENSION ON ATTAINING AGE OF 80 YRS
(85, 90, 95 & 100 YRS)
PCDA (P) CIRCULAR 441 DATED 01 OCT 10 & 165 DATED 22 FEB 13
The Problem …
ADDL. PENSION IS
NOT COMMENCED
AUTOMATICALLY FOR
THE PENSIONER ON
REACHING 80 YRS OF
AGE (ALSO 85, 90, 95
& 100 YRS)
What we Need …
EVEN IF DOB IS NOT MENTIONED IN THE PPO, AND
IF THE PENSIONER SUBMITS DOCUMENTS OF DOB,
ADDL PENSION BE PROVISIONALLY PAID FOR 06
MONTHS
FOR ISSUE OF CORR PPO, THE PDAs SHOULD THEN
FORWARD SUCH CASES TO THE PSAs
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AGENDA POINT NO 4
NON REVISION OF PENSION EVEN AFTER ISSUANCE OF CIRCULARS BY
PCDA (P), ALLAHABAD
The Problem …
SEVERAL PDAs DO NOT CARRY OUT TIMELY
REVISION OF PENSION (CIRCULAR BASED)
PENSIONERS ARE INCORRECTLY TOLD
THAT RELEVANT ORDERS ARE AWAITED
FROM CPPC/ CDAs AND ONLY AFTER THAT
THE REVISIONS WOULD BE CARRIED OUT
What we Need …
PDAs TO CARRY OUT
AUTOMATIC REVISIONS
BASED ON CIRCULARS ISSUED
BY PCDA
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AGENDA POINT NO 5
NON INCLUSION OF CONDONATION PERIOD OF QS, WHILE DISBURSING
PENSION
The Problem …
FEW PDAs CALCULATE LESS PENSION IN THE
CASES WHERE VETERAN MIGHT HAVE QUALIFIED
AS A PENSIONER, AFTER CONDONATION OF THEIR
DEFICIENT SERVICE
WHILE PPOs SHOULD REMAIN THE SOLE
AUTHORITY FOR PENSION CALCULATION, THE
PDAs DRAW INFO FROM DESCRIPTIVE ROLL AND
INCORRECTLY DECIDE PENSION
What we Need …
PDAs TO CALCULATE
PENSION BASED ON QS
OF 15 YEARS PRINTED
ON PPO
DISREGARD
CONDONATION PERIOD,
FOR THE PURPOSE OF
PENSION CALCULATION 16
AGENDA POINT NO 6
DE-LINKING OF 33 YEARS OF SERVICE FOR PRE 2006 RETIREES
AS PER PCDA (P) CIRCULAR NO. 568 DATED 13 OCT 16, ALL PRE-06
RETIREES ARE ENTITLED TO MINIMUM GUARANTEED PENSION
(MGP)
The Problem …
IN SEVERAL INSTANCES, THE PDAs
HAVE NOT REVISED PENSION OF PRE-
2006 RETIREES AS PER SAID
CIRCULAR
What we Need …
ALL AFFECTED
PENSIONERS SHOULD BE
PAID MGP WEF 01 JAN 06
TO 30 JUN 14
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AGENDA POINT NO 7
POOR RESPONSE OF PDAs ON THE
ISSUES RAISED BY PENSIONERS
FEW PDAs DO NOT RESPOND SUITABLY TO THE QUERIES OF PENSIONERS.
THEY ARE TOLD TO CONTACT NAVPEN/ CPPC, EVEN FOR ISSUES WHOSE
RESOLUTION IS WITHIN THE AMBIT OF THE PDAs
The Problem …
FEW PDAs DO NOT ATTEND TO THE QUERIES
SUITABLY
ONLY VERBAL DIRECTIONS ARE GIVEN TO
PENSIONERS WHICH INCREASES AMBIGUITY
IN THEIR MINDS & MISLEAD THEM
What we Need …
PDAs TO INFORM PSA /
NAVPEN/ PENSIONER IN
WRITING ABOUT ANY ISSUE
REQUIRING INTERVENTION
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AGENDA POINT NO 8
TDS UNDERTAKEN EVEN FOR ‘EXEMPTED’ CATEGORY OF PENSIONERS
(LIKE GALLANTRY AWARD WINNERS AND DISABILITY PENSIONERS)
AS PER CBDT GUIDELINES DT. 06 MAY 2000, DISABILTY PENSION
AND SERVICE ELEMENT ARE EXEMPTED FROM INCOME TAX
The Problem …
SEVERAL PDAs DEDUCT INCOME TAX FROM THE PENSIONERS WHO ARE EXEMPTED TO PAY TAX
What we Need …
FOLLOW CORRECT PROCEDURES AND DO NOT DEDUCT TAX FROM THE EXEMPTED CATEGORY OF PENSIONERS
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AGENDA POINT NO 9
GIVING OF FORM 16 AND TDS CERT. TO
PENSIONERS FOR FILING ITR
TAX DEDUCTION SHOULD BE QUARTERLY
The Problem …
FEW PENSIONERS HAVE
SUBMITTED THAT PDAs DO NOT
GIVE FORM 16/ TDS CERT. IN
TIME WHICH DELAYS THEIR
FILING OF ITR
ALSO, PDAs DEDUCT TDS IN
THE LAST QUARTER OF FY
RATHER THAN QUARTERLY
What we Need …
WHEN ASKED, THE FORM 16 AND TDS
CERTIFICATE BE GIVEN TO THE
PENSIONERS BY THE PDAs
DEDUCT TDS QUARTERLY
GIVE YEAR WISE BREAK DOWN OF
ARREARS FOR ENABLING PENSIONERS TO
SEEK INCOME-TAX REFUND
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AGENDA POINT NO 10
NON COMPLIANCE OF CIRCULAR 24 & 25 FOR PENSION OF MEDICAL OFFICERS
The Problem …
FEW PDAs HAVE NOT REVISED PENSION OF NAVAL MEDICAL OFFICERS AS PER CIRCULARS 24 & 25
What we Need …
FOLLOW PROMULGATED GUIDELINES
THE TERM ‘MED’ IS EQUIVALENT TO ‘AMC’ OF ARMY AND ‘MEDICAL’ OF AF
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AGENDA POINT NO 11
ISSUING OF EXPLANATORY SHEET TO THE
PENSIONERS, BY PDAs
(BREAKDOWN DETAILS OF REVISION)
POST 6TH CPC, PCDA (P) INFORMED ALL PDAs TO FORWARD ‘EXPLANATORY SHEET’ FOR INTIMATING PENSIONERS ABOUT REVISION OF THEIR PENSION
(AS PER ANNEXURE TO CIRCULARS)
The Problem …
FEW PDAs DO NOT ISSUE EXPLANATORY SHEETS TO THE PENSIONERS
What we Need …
PDAs SHOULD FOLLOW LAID DOWN PROCEDURES AND ISSUE EXPLANATORY SHEETS TO PENSIONERS
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AGENDA POINT NO 12
NO INTEREST IS PAID TO THE PENSIONERS, IF PAYMENTS ARE
DELAYED BY THE PDAs
PCDA (N) CIRCULAR 165 DATED 22 FEB 13 STIPULATES PAYEMENT
OF 8% INTEREST FOR DELAYED PERIOD OF PAYMENTS BY PDAs
The Problem …
THE QUOTED CIRCULAR IS NOT BEING FOLLOWED BY FEW PDAs
What we Need …
PAY 8% INTEREST FOR DELAYED PERIOD AS PER PROCEDURE
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AGENDA POINT NO 13
NON COMMENCEMENT OF PENSION TO THE FAMILY PENSIONER, DESPITE JOINT
NOTIFICATION EXISTING
DETAILED INSTRUCTIONS ALREADY PRINTED ON REAR SIDE OF
ORIGINAL PPO ARE NOT COMPLIED
The Problem …
FEW PDAs INSIST ON ISSUE OF CORR. PPOs FOR COMMENCING FAMILY PENSION INSPITE OF EXISTING JOINT NOTIFICATION PPO
What we Need …
FOLLOW INSTRUCTIONS, PRINTED AT THE BACK OF THE PPOs
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AGENDA POINT NO 14
PAYMENT OF LIFE TIME ARREARS (LTAs) TO LEGAL HEIR, POST CLOSING THE PENSION ACCOUNT OF DECEASED
PENSIONER
HAPPENS POST ACCRUAL OF ARREARS ON ENHANCEMENT OF PENSION FOR PERIOD PRIOR TO
DEATH
The Problem …
SOME LEGAL HEIRS HAVE COMPLAINED ON THIS ISSUE
What we Need …
METHODOLOGY OF PAYMENT OF LTA NEEDS TO BE WORKED OUT
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AGENDA POINT NO 15
ISSUE OF DUPLICATE PENSION
CERTIFICATE (BOOK)
PENSION CERTIFICATE (BOOK) IS ISSUED BY PCDA (P) / PCDA (N) AS
PER PARA 13.1 OF DPPI - 2013 AND PCDA (P) CIRCULAR NO. 117
DATED 02 SEP 05.
The Problem …
FEW PDAs DO NOT ISSUE DUPLICATE PENSION CERT. AND STATE NON-AVAILABILITY OF BLANK COPIES.
FEW LABEL THE REQUEST ITSELF AS ‘UNAUTHORISED’
What we Need …
PDAs SHOULD ISSUE DUPLICATE PENSION CERTIFICATE
IF BLANK COPY IS NOT AVAILABLE, SAME MAY BE SOUGHT FROM PSAs
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AGENDA POINT NO 16
OVER-PAYMENT RECOVERY
AS PER PARA 103.1 & 103.2 OF DPPI - 2013, PDAs ARE TO RECOVER
OVERPAYMENTS OF PENSION AT THE RATE OF 1/3RD OF THE NET PENSION
PLUS MONTHLY DR, UNLESS THE PENSIONER GIVES HIS CONSENT TO PAY A
HIGHER AMOUNT OF INSTALLMENT
The Problem …
FEW PDAs ARE NOT FOLLOWING THE GUIDELINES WHILE RECOVERING OVERPAYMENT OF PENSION
What we Need …
FOLLOW RECOVERY GUIDELINES AS PROMULGATED
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AGENDA POINT NO 17
NON-PAYMENT OF DR ON PENSION FOR
THOSE RE-EMPLOYED IN GOVT SECTOR
AS PER GoI MoP MEMO NO. 45/73/97-P&PW(G) DATED 02 JUL 99 AND PCDA
(P) CIRCULAR NO. 07, 386, 395, 165, 166 & 179, DR NEEDS TO BE PAID ON
DEFENCE PENSION TO JCOs / ORs RE-EMPLOYED IN GOVT. JOBS
The Problem …
PDAs ARE NOT PAYING DR IN SEVERAL CASES AS PER REGULATIONS
(C & D CATEGORY EMPLOYEES)
What we Need …
ADHERE TO THE EXTANT POLICY ISSUED BY GOI
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AGENDA POINT NO 18
MONETARY ALLOWANCE FOR
GALLANTRY AWARDEES
PCDA (P) CIRCULAR NO. 9 DATED 10 JUN 11 IS RELEVANT
The Problem …
FEW PDAs HAVE NOT REVISED MONETARY ALLOWANCE FOR GALLANTRY AWARDEES AS PER REVISED RATES
What we Need …
REVISE ALLOWANCE AS PER SAID CIRCULAR
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AGENDA POINT NO 19
OROP FOR PSU ABSORBEES
SOME CONFUSION IN IMPLEMENTATION OF OROP FOR PSU
ABSORBEES (OFFICERS CASES) IN BOTH 43% & 100% COMMUTED
CASES
The Problem …
IN FEW CASES PSU ABSORBEES HAVE BEEN PAID FULL PENSION IRRESPECTIVE OF WHETHER ABSORBEE COMMUTED 43% OR 100% PENSION
PDAs INCORRECTLY SEEK ISSUE OF CORR PPO FOR RESTORING COMMUTED PORTION OF THOSE WHO OPTED FOR 43% COMMUTATION
What we Need …
THE BANK STAFF SHOULD BE AWARE OF NECESSARY REGULATIONS.
ABSORBEES WITH 100% COMMUTED CASES BE IDENTIFIED FROM THEIR INITIAL PPOs
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AGENDA POINT NO 20
INFORMATION ON RANK, GROUP &
QUALIFYING SERVICE
AS PER CIRCULAR NO. 555, THE PDAs SHALL SEEK THE DETAILS OF
QUALIFYING SERVICE (QS) FROM THE PSAs, IF REQUIRED
The Problem …
THE PDAs SEEK INFO ABOUT THE ‘RANK, ‘GROUP’ & ‘QS’ OF PENSIONERS FROM NAVPEN, IF REQUIRED
HOWEVER, THIS INFO BY NAVPEN IS NOT CONSIDERED AUTHENTIC AND PDAs THEREAFTER SEEKS CONFIRMATION FROM PSAs BEFORE TAKING STEPS TO REVISE THE PENSION
What we Need …
PSAs/ PDAs SHOULD EFFECTIVELY COORDINATE FOR ENABLING TIMELY PENSION DISBURSEMENT
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AGENDA POINT NO 21
INCORRECT FIXATION OF PENSION
DUE TO INCORRECT CORRELATION OF
PENSION GROUP
The Problem …
PDAs INCORRECTLY FIX PENSION OF ‘Y’ GROUP TO ‘X’ GROUP EX-SAILORS
What we Need …
THE GROUP MENTIONED IN THE PPO SHOULD BE TAKEN FOR CALCULATION OF REVISION OF PENSION
STAFF BE BRIEFED ABOUT PREVIOUSLY DEFINED GROUPS WHICH MIGHT BE THE REASON FOR INCORRECT CORRELATION OF GROUPS
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AGENDA POINT NO 22
NON REVISION OF FAMILY PENSION
AS PER PCDA (P) CIRCULARS
PDAs DO NOT REVISE FP AS PER PCDA (P) CIRCULAR NO. 397, 456,
502, 503, 510, 547, 548, 555, 560 & 570
The Problem …
FEW PDAs HAVE NOT REVISED FAMILY PENSION AS PER QUOTED CIRCULARS
AFTER OROP & 7TH CPC, QUERIES ABOUT NON DISBURSEMENT OF PENSION AND ARREARS HAVE CONSIDERABLY INCREASED
What we Need …
REVISE PENSION AS PER CIRCULARS
FOR SEEKING INFO ON QS & GROUP, THE PSAs MAY BE APPROACHED
NAVPEN MAY ALSO BE APPROACHED
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INFORMATION REQUIRED FROM PDAs
CONSIDER GIVING AADHAAR NOS. AND SERVICE
NUMBER OF THE NAVAL PENSIONERS. THIS WOULD
HELP NAVPEN AND THE PCDA FOR ISSUING e-PPOs
CONSIDER APPOINTING EXCLUSIVE PROs / SINGLE
POINT CONTACT FOR ATTENDING TO THE
GRIEVANCES OF NAVAL PENSIONERS
INTIMATION ON COMMENCEMENT OF FAMILY
PENSION
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PENSION – A NATION’S GRATITUDE TO A SOLDIER
HE GAVE HIS PRIME FOR THE SAFETY
AND SECURITY OF THE NATION
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THANK YOU
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