EPS Pension Form 10D | Required Documents To Fill EPS Pension Form 10D claim.

Required Documents To Fill EPS Pension Form 10D claim | EPS Pension: This article gives an overview of EPS Contribution, Pension from EPS, how much EPS pension would one get, explains how to fill EPS Pension Form 10D to Claim your Pension from EPS. Employees can start receiving the pension under EPS only after rendering a minimum service of 10 years and attaining the age of 58 or 50 years.  In the case of death/disablement, the above restrictions don’t apply. One has to submit Form 10D through the last employer to claim Pension.

EPS Pension Form 10D | Required Documents to Fill EPS Pension Form 10D Claim

The Employees’ Pension Scheme (EPS) is one of the most significant social security schemes introduced by the Employees’ Provident Fund Organisation (EPFO) in India, aimed at providing pension benefits to employees after their retirement. Under this scheme, an employee is entitled to pension after fulfilling certain conditions, such as completing the requisite years of service.

When an employee is eligible for pension under the EPS, they must fill out the EPS Pension Form 10D to claim their pension benefits. Form 10D is a critical document for anyone wishing to claim their pension benefits under the Employees’ Pension Scheme (EPS). This form is used by members of EPF to apply for monthly pension payments, either upon reaching retirement age or due to disability or death.

In this detailed post, we will guide you through EPS Pension Form 10D, its requirements, the documents needed to file a claim, and the entire process.

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What is EPS Pension Form 10D?

Form 10D is the official document used by employees to claim pension under the Employees’ Pension Scheme (EPS) of the Employees’ Provident Fund Organization (EPFO). This form is necessary for individuals who are seeking to receive a monthly pension after completing the prescribed number of years in service, or if they are eligible due to disability or family pension (in case of the death of the member).

The EPS pension can be claimed once an employee reaches the retirement age of 58 years, or if the individual becomes incapacitated due to disability. Additionally, the form is also used for widows, children, or dependent parents to claim a family pension in the event of the member’s death.

The pension amount is based on various factors such as the employee’s service period, salary, and contributions made to the pension fund during the period of employment.

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Who is Eligible for EPS Pension?

Before diving into the documentation process and Form 10D filling procedure, it’s crucial to understand the eligibility criteria for applying for pension under EPS:

1. Minimum Service Period:
   • To be eligible for pension under EPS, an employee must have contributed to the scheme for at least 10 years.
   • If the employee has worked for less than 10 years but has attained the age of 58, they are eligible for pension, though it might be a reduced amount.
2. Retirement Age:
   • The employee must have reached the age of 58 years to apply for the pension. However, if the employee decides to continue working after 58, they can still defer the pension until the age of 60.
3. Disability:
   • If the employee has suffered a permanent disability before the age of 58, they can claim the EPS pension before the usual retirement age.
4. Family Pension:
   • In the event of the employee’s death, their family members (spouse, children, or dependent parents) can apply for a family pension through Form 10D.

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Documents Required to Fill EPS Pension Form 10D

To claim EPS Pension, it is essential to provide specific documents that will help EPFO validate the claim. These documents will be required while filling out EPS Pension Form 10D.

Here is the comprehensive list of required documents:

1. Form 10D (Duly Filled):
   • This is the primary document to initiate the pension claim. The form must be filled correctly and completely to avoid delays.
2. Aadhaar Card:
   • Aadhaar is mandatory for EPFO members. The Aadhaar card number is required for identity verification and to link the pension account to the member’s Aadhaar details.
3. Universal Account Number (UAN):
   • The UAN is essential for pension claims. If you don’t have a UAN, you must get it activated by your employer.
4. Pension Payment Order (PPO):
   • If applicable, a PPO is a document issued by EPFO when the pension is authorized. The PPO number is crucial for verifying and processing the pension payment.
5. Service Certificate:
   • The Service Certificate is issued by the employer and validates the employee’s service period in the company, which is necessary for pension eligibility.
6. Date of Birth Proof:
   • A birth certificate, matriculation certificate, or passport can serve as proof of date of birth. EPFO requires this to verify that the claimant has reached the pensionable age of 58.
7. Bank Account Details:
   • You must provide a cancelled cheque or bank statement to confirm your bank account details where the pension will be credited. Ensure that your account is linked with Aadhaar and UAN.
8. Identity Proof:
   • You may need to submit any government-issued identity proof, such as Voter ID, Passport, or Driving License.
9. Photographs:
   • You will need to submit two passport-size photographs for the pension processing.
10. Nomination Details:
    • In the case of a family pension, the nominee details of the deceased employee must be submitted. This may include the spouse’s name, children, or dependent parents.
11. Disability Certificate (If Applicable):
    • If the pension claim is due to disability, the employee must submit the disability certificate issued by a government medical authority.
12. Death Certificate (If Applicable):
    • In case the claim is for family pension (due to death of the employee), you will need to submit the death certificate of the deceased member.
13. Other Documents (If Required):
    • In some cases, additional documents may be required based on the specific case (e.g., employment-related documents, etc.).

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How to Fill EPS Pension Form 10D

Follow these simple steps to complete EPS Pension Form 10D and submit your claim:

Step 1: Download Form 10D

You can download EPS Pension Form 10D from the EPFO official website. Alternatively, you can also get the form from your employer or EPFO regional office.

Step 2: Fill in Personal Details

Start by filling in your personal details such as:

• Name of the member (As per EPF records).
• Father’s Name.
• UAN (Universal Account Number).
• Date of Birth.
• Address.
• Mobile Number and Email Address.
• Aadhaar Number.

Step 3: Employment Details

Provide the details of your employment, including:

• Date of Joining.
• Date of Leaving.
• Last Employer’s Name and Address.
• PF Account Number (As mentioned in the EPF passbook).

Step 4: Pension Payment Details

Provide the following pension-related details:

• Pension Option: You can choose between a monthly pension or a lump sum amount if applicable.
• Bank Details: Fill in the details of your bank account where the pension will be credited, including the IFSC code, branch name, and account number.

Step 5: Attach Required Documents

Ensure you attach all the necessary documents mentioned earlier in the required section.

Step 6: Submit the Form

After filling in the form and attaching the documents:

• Submit the completed Form 10D to your employer for verification.
• Your employer will then submit the form to EPFO for further processing.

Step 7: Wait for Processing

Once the EPFO receives your claim, they will process it, and you will be notified when the pension is approved. The processing time may take anywhere from a few weeks to a couple of months, depending on the volume of applications.

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How to Track Your EPS Pension Claim Status

Once you have submitted Form 10D, you can track the status of your pension claim using the following methods:

1. EPFO Member Portal:
   • Log in to the EPFO Member Portal using your UAN and password to track your claim status.
2. EPFO Mobile App:
   • You can also download the EPFO mobile app to track your EPS pension claim status.
3. SMS or Email:
   • EPFO will send an SMS or email once the claim has been processed and the pension is credited.

Conclusion

The EPS Pension Form 10D is a key document for individuals looking to claim their pension under the Employees’ Pension Scheme. By ensuring that you meet the eligibility criteria and submit all required documents, you can successfully claim your pension benefits. Whether you are filing for retirement, disability, or family pension, the process remains the same. Follow the steps mentioned above and ensure that your claim is submitted correctly for prompt processing.

Employees’ Pension Scheme (EPS) offers pension on disablement, widow pension, and pension for nominees. In 1995 EPS replaced the Family Pension Scheme (FPS) of 1971. When an employee joins an establishment covered under the Employees Provident Funds & Miscellaneous Provision Act, 1952 (s)he becomes a member of Employees Provident Fund Scheme (EPF) and  Employees’ Pension Scheme (EPS)

• If an employee completed his / her  10year job and claiming for pension scheme certificates employee would require to submit the below-mentioned documents: EPS Pension Form 10D

1. Form 10 C original signed by the employee.
2. Pan card, Aadhar card, Other Id proof (Name, Father Name, Date of birth should be same in all the ID proofs)
3. Employee’s Birth Certificate / 10^th Mark sheet copy for Age proof other documents are not acceptable.
4. Nominee Id proof (Aadhar card, Pan card, Voter ID)
5. Below 25-year Children’s Birth certificate / 10^th Mark sheet copy / School certificate copy for Age proof.
6. Scheme certificate if any, employer having (Previous employer pension certificate).
7. Employee mobile no.   
8. Original cancel cheque of State bank of India / Punjab National Bank salary account.

  

• If an employee is retired from his job and claiming pension after 58 years of his/her age then the employee would require to submit the below-mentioned documents: EPS Pension Form 10D

1. Form 10 D 3 Set original signed by the employee.
2. Pan card, Aadhar card, Other Id proof (Name, Father Name, Date of birth should be same in all the ID proofs)
3. Employee’s Birth Certificate / 10^th Mark sheet copy for Age proof other documents are not acceptable.
4. Nominee Id proof (Aadhar card, Pan card, Voter ID)
5. Below 25year Children’s Birth certificate / 10^th Mark sheet copy / School certificate copy for Age proof.
6. No pension certificate (Declaration pension not getting)
7. Scheme certificate if any, employer having (Previous employer pension certificate).
8. Joint family photograph color 3 copy passport size.
9. Employee mobile no. Height and Identification marks.
10. Original cheque of State bank of India / Punjab National Bank.

• Death case pension claim.

If an employee is married then claim should be sent by the wife and children of the deceased employee

1. Form-20, 1 set, and Form 10D 3 set original signed by Employee’s wife (Nominee), not children.
2. Employee Id proof(Pan card, Aadhar card, Driving license, other ID proof.)
3. Original Death certificate. (Post mortem report and FIR copy.)
4. Wife(Nominee) ID proof (Pan card, Aadhar card, Driving license, other ID proof.)
5. Below 25year Children Birth certificate / 10^th Mark sheet copy / School certificate copy for Age proof.
6. Affidavit copy (Pension can only be claimed by the Wife/Children of the claimant in case of death. Wife/Children needs to declare their dependency on employee stating that they are not getting any kind of monetary benefit from any other department and also need to share the work profile of employee’s last organization )
7. Joint family colored photograph 3 copy passport size.
8. Nominee’s mobile no. Height and Identification marks.
9. Original cancel cheque of State bank of India / Punjab National Bank. All family members’ bank account should be in the same branch and IFSC code will be the same.

 

• If an employee is non-married then the claim should be sent by the mother and father of the deceased employee. EPS Pension Form 10D

1. Form-20, 1 set and Form 10D 3 set original singed by Employee’s Father (Nominee) not Mother.
2. Employee Id (Pan card, Aadhar card, Driving license, other ID proof.)
3. Original Death certificate. (Post mortem report and FIR copy.)
4. Father and mother (Nominee) ID proof (Pan card, Aadhar card, Driving license, other ID proof.)
5. Age proof birth certificate / 10^th Mark sheet copy / Declared by Village Sarpanch / MP/MLA On letterhead.
6. Affidavit copy (Pension can only be claimed by the Father and Mother of the claimant in case of death. Father and mother need to declare their dependency on employee stating they are not getting any kind of monetary benefit from any other department and before joining at organization employee was what to do.)
7. Joint family photograph color 3 copy passport size.
8. Nominee mobile no. Height and Identification marks.
9. Original cancel cheque of State bank of India / Punjab National Bank. All family members’ bank account should be the same branch and IFSC code will be the same.

If any other documents required by the EPF department then we call for documents.

Any queries related to the document’s comments below.

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