Checklist for Pension & Family Pension Cases of Personal Hearing – AG – dt 04.01.2023

Checklist for Pension & Family Pension Cases of Personal Hearing – AG – dt 04.01.2023

The Accountant General Punjab has issued a directive to streamline the process of personal hearings for pension and family pension cases. It has been noted that representatives from various District Accounts Offices often present incomplete and scattered information during personal hearings, leading to delays and undue hardship for pensioners. To address this issue, a comprehensive checklist has been developed to ensure all necessary information is provided and the process is conducted efficiently.

Purpose of the Checklist
The checklist is designed to assist in the preparation and presentation of pension and family pension cases during personal hearings. This will ensure that all relevant information is available, reducing the chances of delays and errors. The checklist is to be used in accordance with Rule 4.7.9.2 of the Accounts Procedures Manual (A.P.M.).

Procedure

1. Preparation of Cases:
   • Each pension/family pension case must be thoroughly reviewed before the personal hearing.
   • The checklist must be completed and attached to the case file.
   • Ensure all required documents are included and properly organized.
2. Submission of Cases:
   • The completed checklist and case file must be submitted to the designated Accounts Officer/District Accounts Officer.
   • The officer in charge must review and sign the checklist to confirm that all information is accurate and complete.
3. Personal Hearing:
   • During the personal hearing, the checklist will be used to verify that all necessary steps have been followed and all required documents are present.
   • This will facilitate a smooth and efficient hearing process, minimizing delays and ensuring timely finalization of pension claims.

Components of the Checklist
The checklist includes the following key components:

1. Basic Information:
   • Name of the pensioner/family pensioner
   • Pensioner’s ID and PPO (Pension Payment Order) number
   • Date of retirement/death (in case of family pension)
2. Verification of Documents:
   • Retirement order
   • Last Pay Certificate (LPC)
   • Service book and verification of service
   • Death certificate (for family pension cases)
   • Family details and nominee information
   • Any other relevant documents
3. Financial Details:
   • Calculation of pension/family pension
   • Commutation details
   • Gratuity and other retirement benefits
   • Deductions and recoveries, if any
4. Compliance with Rules:
   • Ensure adherence to Rule 4.7.9.2 of A.P.M.
   • Verify any previous correspondence and instructions from the Finance Department
5. Signatures and Approvals:
   • Signatures of the verifying officer
   • Approval from the Accountant General Punjab

Importance of Adhering to the Checklist
Adhering to the checklist is crucial to avoid any inconvenience or delays in the pension/family pension process. It ensures that all necessary information is available and verified before the personal hearing, thereby expediting the approval and disbursement of pension benefits.

Instructions for District Accounts Officers
All District Accounts Officers are directed to implement this checklist immediately and ensure strict compliance. Any deviations or failure to follow these instructions may result in administrative action.

Conclusion
The implementation of this checklist is a significant step towards improving the efficiency and transparency of the pension/family pension process. It reflects the commitment of the Accountant General Punjab to provide timely and accurate services to pensioners and their families.

Issuance and Approval
This directive has been issued with the approval of the Accountant General Punjab. All concerned officers are instructed to follow these guidelines meticulously to ensure a smooth and efficient process for pension and family pension cases.

Copies to:

1. SPS to the Accountant General Punjab
2. PA to the Additional Accountant General (Pension)

OFFICE OF THE ACCOUNTANT GENERAL PUNJAB

By implementing this checklist, the Accountant General Punjab aims to provide a streamlined and efficient process for handling pension and family pension cases, ensuring that all necessary information is available and verified, thereby reducing delays and providing better service to pensioners and their families