ROLES & RESPONSIBILITIES OF VARIOUS OFFICIALS OF CORE INSURANCE SOLUTION IN POS

PAYMENT OF DEARNESS ALLOWANCE TO CENTRAL GOVERNMENT EMPLOYEES - REVISED RATES EFFECTIVE FROM 1.7.2015 : FINMIN ORDER

No. 1/3/2015-E-II (B)

Government of India

Ministry of Finance

Department of Expenditure

North Block New Delhi

Dated the 23rd September, 2015.

OFFICE MEMORANDUM

Subject: Payment of Dearness Allowance to Central Government employees - Revised Rates effective from 1.7.2015.

The undersigned is directed to refer to this Ministry’s Office Memorandum No. 1/2/2015-13-11 (B) dated rot" April, 2015 on the subject mentioned above and to say that the President is pleased to decide that the Dearness Allowance payable to Central Government employees shall be enhanced from the existing rate of 113% to 119% with effect from 1st July, 2015.

2. The provisions contained in paras 3, 4 and 5 of this Ministry’s O.M. No. 1(3)/2008-E-II(B) dated 29th August, 2008 shall continue to be applicable while regulating Dearness Allowance under these orders.

3. The additional installment of Dearness Allowance payable under these orders shall be paid in cash to all Central Government employees.

4. These orders shall also apply to the civilian employees paid from the Defence Services Estimates and the expenditure will be chargeable to the relevant head of the Defence Services Estimates. In regard to Armed Forces personnel and Railway employees, separate Orders will be issued by the Ministry of Defence and Ministry of Railways, respectively.

5. In so far as the employees working in the Indian Audit and Accounts Department are concerned these orders are issued with the concurrence of the Comptroller and Auditor General of India.

                                                                                                    sd/-

                                                                    (A. Bhattacharya)

Under Secretary to the Government of India

Atal Pension Yojana

No revision of Pension for Pre-2006 Pensioners in receipt of Lump Sum Pension

CPAO has clarified that there will be no revision of Pension for Pre-2006 Pensioners who are in receipt of Lump Sum Pension

GOVERNMENT OF INDIA

MINISTRY OF FINANCE

DEPARTMENT OF EXPENDITURE

CENTRAL PENSION ACCOUNTING OFFICE

TRIKOOT-11, BHIKAJI CAMA PLACE,

NEW DELHl-110066

PHONES: 26174596, 26174456, 26174438

CPAO/IT &Tech/Revision Pre-2006 /2015-16/1331-1483

21.09.2015

Office Memorandum

Subject: – Revision of Pensions of Pre-2006 Pensioners.

Ref:- CP AO OM NO.CPAO/Tech/Pre-2006 Revision/2015-16/708·855date -25.08.2015

Attention is invited to DP&.PW OM No. 38/77-A/09-P&PW(A)(Vol.II) (Pt.I) dated 18.09.2015 (copy enclosed) regarding revision of pension in respect of those pensioners who had got 100% lump sum amount in lieu of monthly pension and in whose cases 1/3rd pension has been restored. These pensioners are not covered by DP&PW OM dated 01.09.2008 and subsequent amendment OMs dated 28.1.2013 and 30.07.2015. In such cases DPPW has issued separate orders for restoration of 1/3rd pension vide their OMs dated 15.09.2008, 3.4.2013 and 11.7.2013. ·

As the proposal for revision of minimum pension with reference to the fitment table in respect of such pensioners is under consideration of Ministry of Finance. Deptt. of Expenditure, therefore, for the time being, the pension cases of such absorbee pensioners are not to be revised in terms of OM dated 30.07.2015.

Hence, All Heads of the Departments/Heads of the Offices and Pr.CCAs/CCAs/CAs/ AGs/ Administrator of UTs are requested to ensure that revision of pension in such cases of absorbee pensioners is not done in terms of DP&PW OM dated 30.07.2015 until further orders. These cases may be treated to be excluded from the list provided by the CPAO.

(Subhash Chandra)

Controller of Accounts

Ph.011-26174809

No.38/77-A109-P&PW(A)(Vol.II) (Pt.I)

Government of India

Ministry of Personnel, PG & Pensions

Department of Pension & Pensioners’ Welfare

3rd Floor, Lok Nayak Bhawan

Khan Market, New Delhi

Dated the 18th Sept, 2015

Office Memorandum

Sub:- Revision of pension of pre-2006 pensioners – reg.

The undersigned is directed to refer to CPAO letter No .. CPAO/Tech/Pre-2006 Revision/2016/ 13/933 dated lst September, 2015. In this connection it is informed that the cases of those pensioners who had got 100% lump sum amount in lieu of monthly pension and in whose cases 1/3rd pension has been restored are not covered by the OM dated 1.9.2008 and subsequent amendments thereto including the OM dated 28.1.2013 and 30.7.2015, In their cases, separate orders have been issued for restoration of 1/3rd pension vide OM dated 15.9.2008, 3.4.2013 and 11.7.2013. For such pensioners, the proposal for revision of minimum pension with reference to the fitment table has been referred to Ministry of Finance, Department of Expenditure separately vide ID note No. 4/2/2015-P&PW(D) dated 12.8.2015. Department of Expenditure has also been reminded for expediting their concurrence in this regard. Until the orders in respect of such absorbees pensioners are issued after approval of Ministry of Finance, their pension is not to be revised in terms of OM dated 30.7.2015. Therefore, their cases may be excluded from the list prepared by the CPAO.

(S.K. Makkar)

Under Secretary to the Government of India

Central Govt asked the Departments to move compulsory Retirement proposals in respect of Employees who are inefficient and doubtful Integrity

To tone up the bureaucratic apparatus and weed out officials of doubtful integrity and efficiency, the government has asked all its departments to identify such public servants and move proposals for their premature retirement. 

The move by the Department of Personnel and Training follows a meeting chaired by Cabinet Secretary P K Sinha recently on mechanisms to be adopted to ensure probity among government servants. 

The departments have been asked to invoke provisions of Fundamental Rule (56J) to compulsorily retire such officials. 

Under Fundamental Rule 56(J), the government has the "absolute right" to retire, if necessary in public interest, any Group A and B employee, who has joined service before the age of 35 and has crossed the age of 50. 

Under the rules, a C Group government servant, who has crossed the age of 55 can be retired prematurely but action can be taken only if the official is suspected to be corrupt or ineffective. 

Group A comprise officers of All India Services like IAS, IPS, Indian Forest Service, IRS, while Group B consists of non-gazetted officers and Group C clerical and ministerial staff. 

However, action can be taken only against such officers whose annual increment have stood frozen for a few years and have not got promotion in preceding five years. 

The meeting emphasised rotation of officers on sensitive and non-sensitive posts and their review and screening under FR 56(J). 

The DoPT has been asked to monitor implementation and obtain compliance from all ministries in this regard. 

"As this activity is to be completed in a time bound manner, it is requested that priority attention may be paid to it and inputs sent to the internal vigilance section at the very earliest," the notice, sent to all ministries, said.

SB ORDER 09/2015 PREMATURE CLOSURE OF POTD ACCOUNTS BEFORE 6 MONTHS-CLARIFICATION

SB Order 09.2015 : Premature Closure TD

1. Premature closure of POTD accounts before 6 months should not done as per the SB order 09/2015.
2. Directorate received references from various circles regarding mis-use of amended POTD rule 8(a) by some SAS agents/BPM's to earn undue commission..
3. The competent authorty reviewed 8(a) and 8 (aa) of POTD rules 1981 and decided to refer back the issue to MOF(DEA) for restoring rule 8(a) and allowing renewal of POTD accounts in CBS post offices after maturity date without restrictions placed in the table under POTD rule-6(3).
4. Hence it is further decided that awaiting amendment by MOF(DEA), Post Offices will not allow to close the POTD accounts before 6 months from the date of receipt.
5. But in Finacle POTD accounts are renewed automatically in a batch, hence these acocunts can be closed because already maturity period is completed.
6. For Director copy regarding the SB order 09/2015 click the below attachment for reference.

Govt thinking to restart the pension benifit

EOD INSTRUCTIONS FROM DIRECTORATE

DOWNLOAD

Cabinet approves 6% hike in DA for central govt employees; to benefit over 1 crore people

 NEW DELHI: Good news for central government employees. The Union Cabinet on Wednesday cleared a proposal to increase dearness allowance (DA) to 119% from 113%, which will potentially benefit over one crore government employees and pensioners. 

The proposal to increase DA by six percentage points was taken at a meeting by the Union Cabinet. 

DA is paid as proportion of the basic pay. 

Earlier in April, the government had hiked DA by 6% to 113% of their basic pay with effect from January. 

The proposed DA hike will take effect from July 1. As per the agreed formula, the DA rate increase is an average of 12-month consumer price index-industrialworkers from July 1, 2014 to June 30, 2015. 

The proposed hike is in accordance with the accepted formula based on the recommendations of the 6th pay commission, which will benefit 48 lakh government employees and 55 lakh pensioners. 

Last month, the Cabinet had given approval for the extension of the term of the 7th Central pay commission by four months up to December 31.

Source - Times Of India

WHEN Finacle Not Available or Finacle is Down in DOP

Go to below incident Reporting page and the following mentioned details then submit for further action by Infosys

• The IncidentReporting.jsp page has to be typed in the browser

http://dopfsidesktop.fsi.indiapost.gov.in:8080/CBS/IncidentReporting.jsp

Submission details are

1. Contact No -
2. How many Systems got affected
3. Able to login other URL
4. WEG CODE
5. Since when the problem is happening 
6. Issue Description:

Source: dopfinacle.blogspot.in

Pradhan Mantri Suraksha Bima Yojana, DETAILED OUT LINE

COLLECTION OF FORMS FROM POSB CUSTOMERS

Incentive structure (per form collected) for PMSBY

PMSBY :-

GDS/Postman/Counter PA- Rs.0.50

GDS BPM:- 0.10 paisa (For additional work as BPM)

Counter PA (additional for maintaining data in Finacle)- Rs.0.10

Counter Supervisor/SPM ( for verification work in Finacle)- Rs.0.05                                               

HO Special Monitoring Cell Officials - Rs. 0.10

Accounts branch of HO:- Rs.0.05

Divisional Office Monitoring Cell:- Rs.0.04

Ro/Co Monitoring Cell:- Rs.0.02

Directorate Monitoring Cell.:- Rs.0.02

DAP Monitoring Cell:- Rs.0.01

Directorate Monitoring Cell (PAF)- Rs.0.01

PMJJBY :-

GDS/Postman/Counter PA- Rs.20.00

GDS BPM:- Rs.1.00 (additional work as BPM)

Counter PA (additional work in Finacle)- Rs.3.00

Counter Supervisor/SPM (For verification)- Rs.1.50

HO Special Monitoring Cell Officials- Rs.1.50

Accounts branch of HO:- Rs.0.75

Divisional Office Monitoring Cell:- Rs.0.75

Ro/Co Monitoring Cell:- Rs.0.50                                                                                                

Directorate Monitoring Cell.:- Rs.0.50

DAP Monitoring Cell:- Rs.0.25

Directorate Monitoring Cell (PAF)- Rs.0.25

Standard Operating Procedure of PMJJBY

1.            Any Postal Official (including GDS) can pursue either a depositor having Savings Account in any EDBO/SO/HO migrated to CBS Platform or any Indian Citizen who is ready to open a Savings Account in any such post office which is migrated to CBS, to fill Enrollment Form of Pradhan Mantri JeevanJyoti Bima Yojna ( PMJJBY) to get Life Insurance cover of Rs.2 lakh from Life Insurance Corporation of India (LIC) by paying an annual premium of Rs,330/- for one year (from 1^st June or Date of Enrollment to 31^st May).

2.            It has to be ensured that the Savings Account holder or Indian Citizen who wants to open new savings account for this purpose has already completed 18 Years of Age but not yet completed 50 years of Age (as per Date of Birth mentioned in any of the KYC Documents showing date of birth). If no such document is available with the customer, a certificate of birth issued by Headmaster of the School or Sarpanch Gram Panchyat or self declaration can be presented before the Postal Official who collects the form to confirm age validation. 

3.            The Savings Account Holder or Indian Citizen who wants to open new savings account should be pursued to maintain balance of Rs.380/- (if it is a normal savings Account), Rs.880/- (if it is Cheque Savings Account)  and Rs.330/- (if it is a Zero balance Account opened for any Government welfare scheme like MGREGS/Old Age/Widow/Disability Pension etc.) within 7 days of giving the Enrollment Form (if collected at other than CBS Post Office Counter) so that premium of Rs.330/- will be deducted on the day of enrollment itself at CBS HO/SO.

4.            Postal Official (including GDS) who collects Enrollment Form has to ensure that all fields with * mark has been filled and if depositor is illiterate, a literate person has signed (with address) as a witness on the form. He/she will fill the relevant fields mentioned in “ To be filled by the official who collects form” part of the form and sign for the purpose of getting incentive.

5.            When Enrollment Form is received at EDBO, GDS BPM will tally signatures available in SS Book and Balance in the Account shown in BOSB Journal. If he/she is satisfied that signatures are tallied, the depositor has already completed 18 Years of Age and not yet completed 50 Years of Age and balance in the account is either equal or more than Rs.330/- or Rs.380/- or Rs. 580/- (based of type of savings account), He/she will sign on the Form in the filed “ Signature of Postmaster with Seal” in the part “For Office Use”. He/she will place BO Name Stamp on the Top of the Form and Date Stamp on the left side of his signatures. He/she will prepare a list of forms collected daily in duplicate in the following format:-

(On the Top of the List)

Date

List Number (consecutive from 1/1)                       

Name of Scheme- PMJJBY

Name of BO

Name of Account Office

Name of HO

(In the List)

Sl.No.- Account Number- Name of GDS who collected Form

(At the end of list)

Total No. of Forms

6.            One copy of list will be stitched with the bundle of Forms and sent to Account Office duly entered into BO Journal and BO Daily Account.

7.            When Enrollment Form sent by EDBO is received at CBSHO/SO,  PA who is opening BO Bags will hand over form bundles received from BOs to SPM/Special Cell at HO under receipt in BO Daily Account.

8.            SPM/Special Cell at HO will hand over forms to Counter PA or PA designated to do data entry into Finacle CBS Application.

9.            Counter PA or Designated PA at SO/HO will also receive Enrollment Forms at Counter or from other Postal Officials or from BOs. Before doing data entry into the Finacle menu CPMY,.  PA will go to IES menu and verify signatures on the Form (if depositor is literate) and tally signatures with signatures in Finacle. If signatures are tallied, he will invoke Finacle menu CPMY and select scheme as PMJJBY and enter Account Number in the relevant Field. He will click on submit and new screen will open showing following fields auto-populated:-

CIF ID, SOL ID, Name of Depositor, date of Birth (default date if not yet corrected in CIF), Gender, Nominee name (if available), Nominee relationship (if available), Address of Depositor, Address of Nominee (if available), Account Type, Aadhar Number (if available), PAN Number (if available), Applicant’s Age (based on DOB), Phone number (if available), E mail ID (if available).

10.          If any of the mandatory fields is not auto-populated or date of birth is populated as 1.7.1960 or Gender as Others , PA has to go to CMRC to modify the CIF. While modifying CIF, user has to modify date of Birth as written on the Enrollment Form and correct the Gender as F or M. Any other information like Mobile Number, E mail ID, Aadhar Number etc. if given in the form should also be entered in CIF and Supervisor has to verify the CIF Modification in CMRC. Once this is done, PA will again go to the menu CPMY and select scheme as PMJJBY and enter Account Number to get all these fields Auto-Populated.

11.          If nomination is not registered in the Savings Account, this field will be blank. Nomination is mandatory in PMJJBY. PA has to enter Nominee Name in the relevant field and select Relationship from the drop down given against this field. Address of nominee also needs to be filled. PA should then click on VALIDATE button and see if all the validations are correct. Once this is done, PA will click on SUBMIT button and hand over form to Supervisor for verification. Supervisor will go to verify mode of CPMY and enter Account ID to see information populated. He should tally the same with the Form. Once he/she is satisfied, he will click on SUBMIT button. At this time Rs.330/- will be withdrawn (debited) from Savings Account and Rs.289/- will be Credited to PMJJBY Premium Office Account of Sansad Marg HO (11000100) and Rs.41/- will be credited to DOP Income Office Account of Sansad Marg HO. 

12.          At the end of the day, all these withdrawals will appear in the SB LOT and SB Consolidation of respective SO/HO @ Rs.289/- per form as Premium and Rs.41/- as Income to DOP. On the receipt side,  Amount of @ 289/-will be shown as PMJJBY Premium Deposit and amount@Rs.41/- as PMJJBY Income to DOP by each SO/HO(Head of Accounts will be circulated through Accounting procedure). In HO Cash Book, this amount should be shown for HO as a whole. At the end of each month, progressive totals under both these heads should be intimated to Divisional Head by HO.

13.          In case of CBS SO, Designated PA will prepare a list of forms collected daily in duplicate in the following format in MS Excel (for the purpose of calculation of Incentive):-

Date

List Number (consecutive from 1/1)                       

Name of Scheme- PMJJBY

Name of BO/SO

Name of HO

Sl.No.- Account Number- Name of Postal Official who collected Form

Total No. of Forms

14.          One copy of list will be stitched with the bundle of Forms and sent to Head Office duly entered into SO Daily Account. These Forms will be preserved in HPO SO-wise and date wise in A4 size Ring Binders alongwith list which will be filed also in the same binder.

15.          At CBS HO, all Forms presented at the HO Counter and received from SOs would be handed over to designated PA(s) who will enter these forms in MS Excel (for the purpose of calculation of incentive) in the following format:-

Headers

Date-

Scheme:-PMJJBY

Data to be entered:-

Sl.No., Name of BO (under HO)- List No. of BO (ie.1/1 etc.), Name of SO(Under HO)-List No. of SO, Account Number, Name/Designation/Office of Posting of Postal Employee including GDS who collected Form.

(After entering forms received from BOs (under HO) and SOs(Under HO), enter forms collected at HO by other Postal Officials or at counter)

Sl.No., Account Number, Name/Designation of Official who collected Form.

At the end:- Total No. of Forms

16.          Special Monitoring Cell at each CBS HO at the end of each month will prepare incentive bill of PMJJBY showing date wise no. of forms collected by each Postal Official (including GDS) and amount of incentive against each official or set of officials before 5^th of each month. Format of Incentive Bill is given Below:-

Month

Name of Postal Official (including GDS)

No. of Forms collected/Handled in the month

Amount of incentive

Total Number of Forms collected in the month

Amount of incentive of HO Monitoring Cell

This incentive bill will be sent to Divisional Head who will issue sanction against the amount credited into PMJJBY Income to DOP Head of Account (will be circulated in Accounting Procedure) against information sent by each HO and will send it back to HO before 10^th of the month. Divisional Office will send monthly statistics to its RO/HO on 10^th of the each month alongwith its Incentive Bill to RO/CO. RO will maintain monthly statistics of the Divisions under it and issue sanction of incentive bill of DO from same head of account. RO will send its monthly data to CO by 15^th of the month which will issue sanction of incentive Bill of RO from same head of account. CO will maintain data of Forms collected by all the Regions and issue sanction of Incentive for its own staff from same head of account. CO will send monthly statistics of Forms collected to F.S Division of Directorate and DAP.

17.          On receipt of Sanction from Divisional Head, Accounts Branch of HPO will prepare Incentive Payment Bills for the staff and send to SOs and BOs under it. SOs, on receipt of Bills will send the same to their BOs. BOs, SOs and Hos will charge these bills (after payment) in the PMJJBY Income to DOP head. (Accounting Head will be circulated in Accounting procedure).

18.          F.S Division of Directorate would maintain statistics of Forms Collected by all the Circles and raise its incentive bill to Delhi Circle which will issue sanction from the relevant head.

19.          DAP will issue sanction of Incentive Bill for its own staff engaged for this activity and book the amount under relevant PMJJBY Income head.

20.          DDG(PAF) Directorate will maintain monthly statistics of Forms collected, Amount of Premium Collected, Amount of Premium sent to LIC, Amount collected/spent on Administrative expenses and Amount of Incentive collected/paid. PA wing will issue sanction of its own incentive bill from relevant head of account.

Standard Operating Procedure to be followed at Sansad Marg HPO (Delhi Circle)

1.            On  daily basis, Designated System Administrator would go to menu CUUTR, select relevant scheme and enter BOD date. He will get the total amount collected all over India for sending to LIC on the screen. He will pass on the information to DPM/APM Treasurery who will issue orders for remitting the amount to LIC Bank Account (will be intimated shortly) through RTGS from Postmaster Bank Account. Designated PA will go to SBI and present RTGS Request. On getting UTR Number, designated PA will inform this number to Designated System Administrator who will again invoke CUUTR menu in Finacle and select Update UTR option. He will then enter the UTR Number and Amount of UTR in the relevant fields. He will enter same BOD Date as enrollment date and click.

2.            Designated SA will then send mail to CEPT Team for running the batch to extract data from Finacle. Batch file will then be uploaded to LIC through mail/SFTP.

3.            Designated SA will get response file from LIC and look into the rejected data and passed on the relevant information to respective Hos through an e-mail. Respective HO would get the data corrected from its staff of respective HO or get corrections done from Infosys through raising a ticket. Infosys will extract revised file from the backend and send to Sansad Marg HO SA through mail. Sansad Marg HO SA   will upload the modified file to LIC.

4.            In Sansad Marg HO, Amount Transferred to LIC would be accounted for as Premium Collected for LIC on receipt side and Premium Transferred to LIC on Payment side.

Standard Operating Procedure of PMSBY

1.            Any Postal Official (including GDS) can pursue either a depositor having Savings Account in any EDBO/SO/HO migrated to CBS Platform or any Indian Citizen who is ready to open a Savings Account in any such post office which is migrated to CBS, to fill Enrollment Form of Pradhan Mantri Suraksha Bima Yojna( PMSBY) to get Accidental Insurance cover of Rs.2 lakh from National Insurance Company Limited (NIC) by paying an annual premium of Rs,12/- for one year (from 1^st June or Date of Enrollment to 31^st May).

2.            It It has to be ensured that the Savings Account holder or Indian Citizen who wants to open new savings account for this purpose has already completed 18 Years of Age but not yet completed 50 years of Age (as per Date of Birth mentioned in any of the KYC Documents showing date of birth). If no such document is available with the customer, a certificate of birth issued by Headmaster of the School or Sarpanch Gram Panchyat or self declaration can be presented before the Postal Official who collects the form to confirm age validation. 

3.            The Savings Account Holder or Indian Citizen who wants to open new savings account should be pursued to maintain balance of Rs.62/- (if it is a normal savings Account), Rs.512/- (if it is Cheque Savings Account)  and Rs.12/- (if it is a Zero balance Account opened for any Government welfare scheme like MGNREGS/Old Age/Widow/Disability Pension etc.) within 7 days of giving the Enrollment Form (if collected at other than CBS Post Office Counter) so that premium of Rs.12/- will be deducted on the day of enrollment itself at CBS HO/SO.

4.            Postal Official (including GDS) who collects Enrollment Form has to ensure that all fields with * mark has been filled and if depositor is illiterate, a literate person has signed (with address) as a witness on the form. He/she will fill the relevant fields mentioned in “ To be filled by the official who collects form” part of the form and sign for the purpose of calculation of Incentive.

5.            When Enrollment Form is received at EDBO, GDS BPM will tally signatures available in SS Book and Balance in the Account shown in BOSB Journal. If he/she is satisfied that signatures are tallied, the depositor has already completed 18 Years of Age and not yet completed 70 Years of Age and balance in the account is either equal or more than Rs.12/- or Rs.62/- or Rs. 512/- (based of type of savings account), He/she will sign on the Form in the filed “ Signature of Postmaster with Seal” in the part “For Office Use”. He/she will place BO Name Stamp on the Top of the Form and Date Stamp on the left side of his signatures. He/she will prepare a list of forms collected daily in duplicate in the following format:-

(At the top of the list)

Date

List Number (consecutive from 1/1)                       

Name of Scheme- PMSBY

Name of BO

Name of Account Office

Name of HO

(In the list)

Sl.No.- Account Number- Name of GDS who collected Form

(At the end of the list)

Total No. of Forms

6.            One copy of list will be stitched with the bundle of Forms and sent to Account Office duly entered into BO Journal and BO Daily Account.

7.            When Enrollment Form sent by EDBO is received at CBSHO/SO,  PA who is opening BO Bags will hand over form bundles received from BOs to SPM/Special Cell at HO under receipt in BO Daily Account.

8.            SPM/Special Cell at HO will hand over forms to Counter PA or PA designated to do data entry into Finacle CBS Application.

9.            Counter PA or Designated PA at SO/HO will also receive Enrollment Forms at Counter or from other Postal Officials or from BOs. Before doing data entry into the Finacle menu CPMY, PA will go to IES menu and verify signatures on the Form (if depositor is literate) and tally signatures with signatures in Finacle. If signatures are tallied, he will invoke Finacle menu CPMY and select scheme name as PMSBY and enter Account Number in the relevant Field. He will click on the screen and following fields will be auto-populated:-

CIF ID, SOL ID, Name of Depositor, date of Birth (default date if not yet corrected in CIF), Gender, Nominee name (if available), Nominee relationship (if available), Address of Depositor, Address of Nominee (if available), Account Type, Aadhar Number (if available), PAN Number (if available), Applicant’s Age (based on DOB), Phone number (if available), E mail ID (if available).

10.          If any of the mandatory field is not auto-populated or date of birth is populated as 1.7.1960 or Gender as Others, PA has to go to CMRC menu to modify the CIF. While modifying CIF, user has to modify date of Birth and Gender (F or M) as written on the Enrollment Form and enter other information like Mobile Number, E mail ID, Aadhar Number etc. and Supervisor has to verify the CIF Modification. Once this is done, PA will again go to the menu CPMY and select scheme as PMSBY enter Account Number to get all these fields Auto-Populated.

11.          If nomination is not registered in the Savings Account, this field will be blank. Nomination is mandatory in PMJJBY. PA has to enter Nominee Name in the relevant field and select Relationship from the drop down given against this field. Address of nominee also needs to be filled. PA should then click on VALIDATE button and see if all the validations are correct. Once this is done, PA will click on SUBMIT button and hand over form to Supervisor for verification. Supervisor will go to verify mode of CPMY and enter Account ID to see information populated. He should tally the same with the Form. Once he/she is satisfied, he will click on SUBMIT button. At this time Rs.12/- will be withdrawn (debited) from Savings Account and Credited to PMSBY Premium Office Account of Sansad Marg HO (11000100). 

12.          At the end of the day, all these withdrawals will appear in the SB LOT and SB Consolidation of respective SO/HO. Total Amount withdrawn will be shown against PMSBY Premium Deposit.

13.          In case of CBS SO, Designated PA will prepare a list of forms collected daily in duplicate in the following format in MS Excel ( for the purpose of calculation of incentive):-

(At the top of the list)

Date

List Number (consecutive from 1/1)                       

Name of Scheme- PMSBY

Name of BO/SO

Name of HO

(In the list)

Sl.No.- Account Number- Name of Postal Official who collected Form

(At the end of the list)

Total No. of Forms

14.          One copy of list will be stitched with the bundle of Forms and sent to Head Office duly entered into SO Daily Account. These Forms will be preserved in HPO SO-wise and date wise in A4 size Ring Binders alongwith list which will be filed also in the same binder.

15.          At CBS HO, all Forms presented at the HO Counter and received from SOs would be handed over to designated PA(s) who will enter these forms in MS Excel ( for the purpose of calculation of incentive) in the following format:-

Headers

Date-

Scheme:- PMSBY

Data to be entered:-

Sl.No., Name of BO (under HO)- List No. of BO (ie.1/1 etc.), Name of SO(Under HO)-List No. of SO, Account Number, Name/Designation/Office of Posting of Postal Employee including GDS who collected Form.

(After entering forms received from BOs (under HO) and SOs(Under HO), enter forms collected at HO by other Postal Officials or at counter)

Sl.No., Account Number, Name/Designation of Official who collected Form.

At the end:- Total No. of Forms

16.          Special Monitoring Cell at each CBS HO at the end of each month will prepare incentive bill of PMJJBY showing date wise no. of forms collected by each Postal Official (including GDS) and amount of incentive against each official or set of officials before 5^th of each month. Format of Incentive Bill is given Below:-

Month

Name of Postal Official (including GDS)

No. of Forms collected/Handled in the month

Amount of incentive

Total Number of Forms collected in the month

Amount of incentive of HO Monitoring Cell

This incentive bill will be sent to Divisional Head who will issue sanction against the PMSBY Income  Head of Account (will be circulated in Accounting Procedure) and will send it back to HO before 10^th of the month. Divisional Office will send monthly statistics to its RO/HO on 10^th of the each month alongwith its Incentive Bill to RO/CO. RO will maintain monthly statistics of the Divisions under it and issue sanction of incentive bill of DO under the same head. RO will send its monthly data to CO by 15^th of the month which will issue sanction of incentive Bill of RO under the same head. CO will maintain data of Forms collected by all the Regions and issue sanction of Incentive for its own staff under same head. CO will send monthly statistics of Forms collected to F.S Division of Directorate and DAP.

17.          On receipt of Sanction from Divisional Head, Accounts Branch of HPO will prepare Incentive Payment Bills for the staff and send to SOs and BOs under it. SOs, on receipt of Bills will send the same to their BOs. BOs, SOs and Hos will charge these bills (after payment) in the PMJJBY Incentive. (Accounting Head will be circulated in Accounting procedure).

18.          F.S Division of Directorate would maintain statistics of Forms Collected by all the Circles and raise its incentive bill to Delhi Circle which will issue sanction from the relevant head.

19.          DAP will issue sanction of Incentive Bill for its own staff engaged for this activity under same head and send Monthly statistics of DAP as a whole to DAP(Delhi) for reconciliation of amount received from NIC and amount spent on incentive with copy to DDG(PAF) Directorate.

20.          DDG(PAF) Directorate will maintain monthly statistics of Forms collected, Amount of Premium Collected/sent to NIC, Amount received from NIC and spent on Incentive/Administrative expenses for this purpose. PA wing will issue sanction of its own incentive bill under relevant head of account.

Standard Operating Procedure to be followed at Sansad Marg HPO (Delhi Circle)

1.            On  daily basis, Designated System Administrator would go to menu CUUTR, select relevant scheme and enter BOD date. He will get the total amount collected all over India for sending to LIC on the screen. He will pass on the information to DPM/APM Treasurery who will issue orders for remitting the amount to NIC Bank Account (will be intimated shortly) through RTGS from Postmaster Bank Account. Designated PA will go to SBI and present RTGS Request. On getting UTR Number, designated PA will inform this number to Designated System Administrator who will again invoke CUUTR menu in Finacle and select Update UTR option. He will then enter the UTR Number and Amount of UTR in the relevant fields. He will enter same BOD Date as enrollment date and click.

2.            Designated SA will then send mail to CEPT Team for running the batch to extract data from Finacle. Batch file will then be uploaded to NIC through mail/SFTP.

3.            Designated SA will get response file from NIC and look into the rejected data and passed on the relevant information to respective Hos through an e-mail. Respective HO would get the data corrected from its staff of respective HO or get corrections done from Infosys through raising a ticket. Infosys will extract revised file from the backend and send to Sansad Marg HO SA through mail. Sansad Marg HO SA   will upload the modified file to NIC.

4.            In Sansad Marg HO, Amount Transferred to NIC would be accounted for as Premium Collected for PMSBY on receipt side and Premium Transferred to NIC on Payment side.

5.            At the end of the month, Sansad Marg HO Postmaster account would get credit of Rs.2/- per Form from NIC which would be accounted for as PMSBY Income to DOP.

6.            DAP Delhi will account far this amount and reconcile booking (of incentive paid to staff & amount spent on Administrative Expenses) by respective DAPs based on information received from them about ( number of forms collected ).

7.            Sansad Marg HO will intimate amount received from NIC on the day of its receipt (expected to be first working day of the month) to DAP(Delhi).

FINAL CONSENT CUM DECLARATION FORM [DOWNLOAD]

FINAL PMJJY FORM [DOWNLOAD]