User Manual - Revision of Scheme Certificate

8/13/2019 User Manual - Revision of Scheme Certificate

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(IS Division)

Employees’ Provident Fund Organisation

(Ministry of Labour & Employment)

Government of India

Developed with:

National Informatics Centre

Ministry of Communications & Information Technology

Govt. of India

User Manual

for

“Revision of Scheme Certificate”

Version 1.0(21-11-2013)


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Sl.No. Date ofSubmission/Change

Description DocumentVersionNo.

Team

1 21-11-2013 User Manualfor “Revision

of SchemeCertificate

1.0 Smt. SathyabamaAthiyaman AD (IS), NDC

Shri Harsh KaushikAD (IS), NDC

Smt. Vandana ChhabraDPA, NDC

Shri Raj Kumar PrasadDPA, NDC


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This is in compliance to U.O. No. Pens.I/7/15/2009/Proj./Vol-IV/ dated08.10.2013 received from RPFC-II (Pension) regarding Revision of Scheme

Certificate.

Screen Flow :

Login > Menu > DA Receipt > Claim > Transaction > Claim Receipt Entry

Login > Menu > DA Pension > Pension > Transaction > Revision of Scheme

Certificate

Login > Menu > SS Pension > Pension > Transaction > Revision of SchemeCertificate

Login > Menu > AC Pension > Pension > Transaction > Revision of Scheme

Certificate

Login > Menu > AC Pension > Pension > Reports > Details of RevisedScheme Certificates

Login > Menu > AC Pension > Pension > Reports > Print Pension

Worksheet/PPO/Scheme Certificate

Login > Menu > AC Pension > Pension > Reports > Report on Modification in

Scheme Certificate

Purpose :

Scheme Certificate may be revised only in the following cases :-

Defect in legacy system. To give effect to court judgment which may differ from scheme provision. Any other mistake in calculation of various services, salaries etc. not in

the control of operating offices. Change in any detail due to mistake attributable to member. Change in any detail due to mistake attributable to employer. Change in any detail due to mistake attributable to official/officers of

EPFO.

Any other cause (to be recorded data entry)


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Note:

Following amendments cannot be done through this function:

In case of Transfer-In received after the issue of SchemeCertificate, surrender the Scheme Certificate by using SchemeCertificate Receipt Function and issue new Scheme Certificate after

taking new transfer in service into the account.

In case of change in Family / Nominee details after issuing SchemeCertificate, surrender the Scheme Certificate by using Scheme

Certificate Receipt Function and add/edit EPS Family / Nominee

details by using slash form. After that new Scheme Certificate canbe generated.

Pre-conditions :

Scheme Certificates issued either in Legacy or in New ApplicationSoftware can be revised through this function.

Legacy Scheme Certificates should have been migrated through DataMigration.

Ensure that no benefit has been taken out of it. Approval for Revision of Scheme Certificate is mandatory on files. Note

Sheet No. and Date of Approval, on which approval has been given by theconcerned Authorities, has to be mentioned while processing the case of

‘Revision of Scheme Certificate’. Claim Id has to be generated first for Revision of Scheme Certificate by

selecting Form Type as ‘Revision of Scheme Certificate’ and SchemeCertificate No. is mandatory.

Process Flow :

Step 1:

DA Receipt > Claim > Transaction > Claim Receipt Entry

Once you log in, select the role as DA Receipt and submit. Then followthe procedure as follows :

Claim > Transaction > Claim Receipt Entry Feed the details desired and choose the Form Type as ‘Revision of

Scheme Certificate’. Feed Scheme Certificate No. and save it to generate Claim_Id.


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Your screen will appear as below:

Save it and note down the Claim_id generated. Exit.

Step 2 :

DA Pension > Pension > Transaction > Revision of SchemeCertificate

Once you log in, select the role as DA Pension and submit. Then followthe procedure as follows :Pension > Transaction > Revision of Scheme Certificate

On clicking the option ‘Revision of Scheme Certificate’, screen will appearas below –


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Save it and press Next. Now screen will appear as below :

Note: In case of any difference in Member’s Name, Date of Birth and


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Father’s/Husband’s Name shown under the columns ‘As per

Member Master’ and ‘As per Scheme Certificate’ , the same has tobe rectified through Form 5 only.

The data appeared on the screen shows existing and modified. Now you can change any field (except in case of change in Member’s

Name, Date of Birth and Father’s/Husband’s Name, which can be modified

here after rectifying in Form 5 as mention above) in the modified columnas per the norms defined in PURPOSE of Revision of Scheme Certificate.e.g. change DOJ EPS95. Existed DOJ EPS95 was 16/11/1995. Onchanging it, Modified DOJ EPS95 appears as 01/05/1996.

After updating, screen will be appeared as below :-

Press –Next, following screen will be appeared :-


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System will show the Past Service and Actual Service on the basis of

modified columns.

Check the details. If you find the data shown is ok, Update it and pressNext, otherwise we can still change the data shown in Past Service andActual Service in modified columns. Then Press Update.

Now following screen will appear :-

We can save and take the printout of the modifications made by pressingthe option given ‘Print Modification’.

Revised Scheme Certificate can be previewed by choosing the option


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‘Preview Scheme Certificate’.

Check the details again. If you still find some discrepancy, there is anoption of ‘Go Back’, otherwise press ‘Submit’. Message will come that

Data updated successfully. Exit.Step 3 :

SS Pension > Pension > Transaction > Revision of SchemeCertificate

Once you log in, select the role as SS Pension and submit. Then followthe procedure as follows :Pension > Transaction > Revision of Scheme Certificate


Select that particular Claim_Id, e.g. in this instant case isMRAGR131100000169.

Following screen will appear :-


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SS Pension has to preview the Scheme Certificate by pressing the button ‘PreviewSC’.

In case any discrepancy is found, SS Pension can use the option ‘Need toEdit’, otherwise select ‘Approve’ in the status and write ‘Ok’ in the

Remarks and Submit.

Message will appear as ‘Data submitted successfully’. Exit.

Step 4 :

AC Pension > Pension > Transaction > Revision of SchemeCertificate


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Once you log in, select the role as AC Pension and submit. Then followthe procedure as follows :Pension > Transaction > Revision of Scheme Certificate


Select that particular Claim_Id, e.g. in this instant case isMRAGR131100000169.

Now following screen will appear :-

AC Pension has to preview the Scheme Certificate by pressing the button ‘PreviewSC’.

In case any discrepancy is found, AC Pension, depending on thediscrepancy, can either reject directly this case by choosing the option


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‘Reject’ or use the option ‘Need to Edit’. Otherwise select ‘Approve’ in the

status and write ‘Ok’ in the Remarks and Submit.

Message will appear as ‘Data submitted successfully’. Exit.

After getting approved by AC Pension, the Revised Scheme

Certificate file will be stored in PDF format in server.

Step 5 :

DA Pension > Pension > Reports > Details of Revised SchemeCertificates

Once you log in, select the role as DA Pension and submit. Then followthe procedure as follows :

Pension > Reports > Details of Revised Scheme Certificates

Put in the dates you want Revised Scheme Certificates to be previewedfrom and select the PDF mode in ‘Select Mode’.

Submit and save the file, then take the printout of this PDF file.


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Exit. Select: Pension > Reports > Print Pension Worksheet/PPO/Scheme

Certificate.

Select the button in front of Scheme Certificate and feed the Claim-Idand submit.

You can save the file and take the printout of the same.

Exit. Select: Pension > Reports > Report on Modification in Scheme

Certificate.

Feed the Scheme Certificate No. and Select Mode as ‘PDF’. Submit. You can save the file and take a printout of the same.


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Exit. Logout.

Documents

User Manual - Revision of Scheme Certificate