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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