It has been suggested to all agency banks that disburse central government pensions that banks should not insist on creating a new account if the spouse (family pensioner) chooses to use the current joint bank account.
The purpose of having a joint bank account is to guarantee that family pensions may be started immediately and that the family pensioner does not face any challenges as a result of opening a new pension bank account. This also guarantees that the family pensioner submits little papers when requesting the start of family pension.
What documents are necessary to apply for a family pension?
According to the Department of Pensions and Pensioners' Welfare (DoPPW), the Pension Payment Order shall include the name of the pensioner's spouse or family member (PPO). To be eligible for the pension, the family member must present the following documents:
If the pensioner's account was joint with his or her spouse when he or she died
-Copy of a pensioner's death certificate
A letter or application requesting the establishment of a family pension.
-Recipient receives a copy of the PPO
-Age verification, applicant's date of birth
In this instance, the spouse is not obliged to provide the bank with Form 14 for the purpose of initiating the family pension.
There is no joint of a deceased pensioner with his or her spouse.
-Application form 14 with two witnesses' signatures
-Copy of a pensioner's death certificate
-Recipient receives a copy of the PPO
-Age verification or applicant's date of birth
In this scenario, the Gazetted official is not required to certify Form 14. However, payment is necessary to identify the spouse or applicant family member using the PPP information supplied for KYC reasons.
For the purpose of transferring pensions in the event of the pensioner's and his or her spouse's deaths
If another family member is recognised in PPO, the same procedure as in scenario 2 must be followed.
However, if the applicant's other family member's name is not listed on the PPO, he or she must visit the office where the Government servant/pensioner most recently served to obtain a new PPO.
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