#Pension

FORM 10-D (EPS) (Supplied free of cost at EPFO Offices/can also be downloaded from epfindia website) INSTRUCTIONS ( These Instructions sheets are not required to be printed for submission of the claim form and are not required to be attached with the claim. These are only for information of the member/claimant) THE EMPLOYEES’ PENSION SCHEME, 1995 APPLICATION FOR MONTHLY PENSION Note: Claim Form 10D should be submitted in two copies in case pension is to be drawn in other Region/Sub Region. EXPLANATORY NOTE FOR THE APPLICATION: Serial No given below relates to the corresponding number given in the application form. 1. By whom the pension is claimed? Indicate anyone of the following under Sl. No. 1. MEMBER WIDOW WIDOWER GUARDIAN NOMINEE MAJOR/ORPHAN DEPENDENT PARENT 2. Type of Pension claimed- Indicate any one of the following a) SUPERANNUATION PENSION :By member on attaining 58 years age, whether in service or not b) REDUCED PENSION: By member after the age of 50 years but below 58 years and having left service c) DISABLEMENT PENSION: By member on leaving service on account of total and permanent disablement. d) WIDOW & CHILDREN PENSION: By family (spouse and children) on death of the Member. e) ORPHAN PENSION: By surviving son/daughter (of age up to 25 years as on date of death of member/spouse whichever is later) on the death or remarriage of the deceased member. f) NOMINEE PENSION: By nominee declared by the Member through his/her Form 2(R) in case the member had no family (Spouse and children). g) DEPENDENT PARENT: By the dependent father and mother of the deceased member who died without a family (spouse and children) and failed to nominate a person for pension. Note: A member who has completed 58 years of / claimant on behalf of a deceased member who died after the age of 58 years without completing the eligible service of 10 years should apply for Withdrawal Benefit through Form 10C. 3: Please furnish the particulars relating to the member correctly. (a) The name must be mentioned in BLOCK LETTERS. (b) Marital Status: Whether married/unmarried/widow/widower/Divorcee. (c) Date of Birth: In dd/mm/yyyy format. (d) Father’s Name and in case of a married female member, Husband’s name in BLOCK LETTERS. 4. EPF Account Number: The account number should have the Region Code (two alphabets), Office Code (three alphabets) code number (maximum 7 digits), extension (sub code, if any, maximum three characters) and account number (maximum 7 digits). The region codes have changed after creation of the multiple regions in some states, namely Maharashtra, Tamil Nadu, Karnataka, West Bengal, Punjab, Gujarat, Andhra Pradesh, Uttar Pradesh, Haryana and Delhi. For getting the correct Region and Office Codes, please visit Establishment Search facility provided under link for Employees through the epfindia website [epfindia.gov.in]. 5. Name and Address of the Establishment where the member was last employed. 6. Indicate the actual date of leaving service. This need not be filled by a member who has attained 58 years and continues to be in service. In such case indicate,” still in service”. If the reason for leaving service was on account of total and permanent disablement, as indicated by the establishment to the P.F. Office through Form 10/Form 5 (PS)/ECR (Electronic Challan cum Return) then only the member is entitled for Disablement Pension. In all other cases the actual reason for leaving service may be given. However, a member who continues in service beyond the age of 58 years may indicate “still in service.” 8. If the present address is temporary one, also indicate permanent address. 8 A. If the member has left service before 58 years of age, has not completed 58 years age as on date of application and is ready for drawing reduced pension, he/she should mention the date from which /she wishes to get pension. The opted date cannot be prior to date of attaining 50 years age and date of leaving service. NOTE: Sl. No.9, 10 and 11 are applicable only to a member of the Pension Scheme and not for his/her family or any other claimant. Claimants applying for pension due to death of member need not fill in the details under serial number 9, 10 and 11. For the members also, the serial number 9, 10 and 11 are applicable only if the date of start of member pension is before 26/09/2008 (cases where the application is being filed belatedly but the member is due for pension from such date). From 26/09/2008, the provisions for Commutation and Return of Capital have been abolished vide Notification Number GSR 688 (E) dated 2609-2008 and any member who is due for pension from 26/09/2008 is not eligible for them. 9. Sl. No.9 is applicable only to a member of the Pension Scheme and not for his family.