Procedure of transferring pension to mother's name
Anonymous User
(Querist) 20 December 2014
This query is : Resolved
Hi All,
My father got expired last month. He was a pensioner and receiving pension through treasury office, Bulandshahr(U.P.). Pension is already stopped as we informed treasury office about my father's death.
Now I want to get pension transferred to my mother's name. Treasury office Bulandshahr is asking for succession certificate.
My questions are
1. what is the process of transferring pension?
2. Is succession certificate required for the purpose? can a copy of family register obtained from village head can serve the purpose of succession certificate?
3. Whom should I approach and with what documents?
4. How much time this whole process take?
Devajyoti Barman
(Expert) 21 December 2014
Widow is lawfully equipped to get pension even if no succession certificate is obtained.
If she is a nomonee which is almost compulsory in all govt.services then she can withdraw all the retiral benefits of her husband.
Approach the disbursal authority of the department to know more information.
ajay sethi
(Expert) 21 December 2014
has your father made your mother a nominee or not in govt records? if she has not been made a nominee obtain succession certifcate
Anonymous User
(Querist) 21 December 2014
Yes mother is already a nominee, even had joint photograph with my father in govt records. my father got retired in 2013.
Guest
(Expert) 21 December 2014
Dear Srikant,
Treasury office is merely a mediatory to pay the pension on behalf of the pension sanctioning authority. That will not do anything, except with the orders of the pension sanctioning authority.
Application from your mother (not you) is required to be made to the pension sanctioning authority for family pension by reporting death particulars enclosing the proof in the shape of death certificate of your father. On that pension sanctioning authority would authorise the treasury office to start paying family pension to your mother after the date of death of your father..
For the arears of pension of the life time of your father separate application will have to be moved with the same proof to the same authority to sanction payment of life time arrear of pension till the date of death of your father. No succession certificate is required.
The particulars of the pension sanctioning authority would be available on the Pension Payment Order on the basis of which your father was drawing pension.
The process won't take much time, rather can be expected to be completed within not more than one month after the application of your mother.
Isaac Gabriel
(Expert) 21 December 2014
Trace the pensioner's half of the Pension Payment order wherin all the details of the family ie.the qantum of family pension payable on the death of the pensioner.Visit the Treasury along with the death cerificate for drawing family pension by your mother furnishing the bank account.
P. Venu
(Expert) 21 December 2014
The payment of Family Pension is taken care of in the Pension Payment Order (PPO) itself. As rightly suggested by Expert Mr.Issac Gabriel, trace out the PPO and produce the same together with the death certificate and the requisite form signed by your mother before the Treasury Officer.
Anonymous User
(Querist) 21 December 2014
Thanks to all experts for their valuable suggestions.
How is a PPO look like? I am not able to find it.
I have a copy of form that was submitted to authority for pension. It has details of family members and nominee etc.
What to do in case I don't have PPO? Can I obtained a copy of it from somewhere/online?
Isaac Gabriel
(Expert) 21 December 2014
The other half is available with the treasury office where you can get duplicate,if needed.
Dr J C Vashista
(Expert) 21 December 2014
I agree with experts, nothing more to add.
M V Gupta
(Expert) 24 December 2014
Family pension order has to be obtained from the office from where ur father retired. Pl follow the procedure suggested by Shri.P.S. Dhingra. Treasury office will not entertain ur application for family pension. it is like a bank paying pension under instructions from the Authorities concerned.
P. Venu
(Expert) 24 December 2014
With due respect to the learned expert Mr.M.V.Gupta, I may be permitted to inform that under the extant arrangements, the scheduled bank paying the pension can disburse the family pension also on informed of the death of the pensioner.
M V Gupta
(Expert) 24 December 2014
Thank u Mr. venu. whether the extant arrangement also applies to the Treasury, from where the querist's father was getting his pension. If u can give reference to the relevant arrangements order it may be useful to the querist.
T. Kalaiselvan, Advocate
(Expert) 25 December 2014
Experts have advised well, however the latest issue may be got clarified by the author himself by making visits to the concerned offices.
Anonymous User
(Querist) 25 December 2014
Thanks to all experts.
I'll be visiting Treasury office(from where father was drawing pension) in few days, I'll try to meet an officer, till now talked to a clerk of the office(my father paid him bribe to start his pension as he was delaying the process), who told me to get a succession certificate first. That's why I posted my concern here.
I'll keep posting the progress/issues here.
P. Venu
(Expert) 26 December 2014
Perhaps, you can get a copy of the relevant Treasury Rules and find out the Rule position and then meet the Officer.
Guest
(Expert) 26 December 2014
Shri Venu may probably like to further guide the author, as to which section of which part of the treasury rules can help him to avoid confusion.
