BHAVISHYA
Pension Sanction & Payment Tracking
System An Initiative of Department of Pension & Pensioner’s Welfare
INSTRUCTIONS FOR HEAD OF OFFICE (HOO)
(Pension Cases of Serving/Retired Government Employees)
Last Updated Date 13/04/2017
Table of Contents
S.No. CONTENT PAGE
NO.
1 About ‘Bhavishya’ 1
2 Registration process for Head of Office (HOO) 2-4
3 Actions by Head of Office (HOO) 5-6
4 Stakeholders 7
5 Objective & Special Feature 8
6 How to Access BHAVISHYA 9
7 Bhavishya: Home Page 10
8 Bhavishya: Login Page 11
9 Bhavishya: HOO Dashboard 12
10 Actions 13-26
10.1 Service Verification 12 Months Before Date of Retirement (12M BDR) 14
10.2 Form Received 6 Months Before Date of Retirement (6M BDR) 15-16
10.3 Forms Verification 4 Months Before Date of Retirement (4M BDR) 17-18
10.4 Fill Form 7 and 8: Form-7, 4 Months Before Date of Retirement (4M BDR)
19-21
10.5 Fill Form 7 and 8: Form-8, 4 Months Before Date of Retirement (4M BDR)
22-24
10.6 Send to PAO 4 Months Before Date of Retirement (4M BDR) 25-26
11 Revision 27-32
12 Contact Details 33
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ABOUT ‘Bhavishya’
Department of P&PW have introduced an online Pension Sanction and Payment
Tracking System called ‘BHAVISHYA’. Actions for timely payment of retirement dues
and issue of Pension Payment Order (PPO) start one years before the date of
retirement of the employee. There are a number of intervening stages and the system
will pinpoint delays at each stage to enable timely interventions. The tracking can be
done by the retiring employee as well as the administrative authorities.
In addition, forms required during the process are available in electronic format. The
retiring employee can fill the forms online. It facilitates the administrative authorities
by processing the claims and passing on the calculated amounts and other details to
the Pay and Accounts Offices. The new system will also capture personal information,
service data and contact details like mobile number and e-mail etc. The retiring
employees will be kept informed of the progress of pension sanction process through
SMS/E-mail.
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Registration process for Head of Office
(HOO)
1. Fill Registration Form online at Bhavishya website– https://bhavishya.nic.in
2. Mandatory details required are DDO Code, PAO Code, NIC/GOV Email-id and
Mobile No.
Registration
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3. After submitting form, you will receive OTP on your mobile number and Email-id.
4. Enter the OTP sent on your mobile number & Email-id and submit form. You will
get reference number, which you can use to print & upload the form.
Registration
Form
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5. Take the print-out of the filled form and upload the scanned signed copy of the form on the
Bhavishya website. The forms will be processed by the concerned Nodal officer-one in each
Ministry/Department. Contact details of these Nodal Officers are available at Bhavishya website.
6. Enter reference number, security code and submit Print/Upload Registration Form,
you will receive OTP on registered mobile number and Email-id. Enter any of the OTP
as shown in the next screen.
7. Enter the OTP sent on your mobile number/Email-id & submit the form, you will
get the option to ‘PRINT’ (to print filled registration form) and ‘UPLOAD’ (to upload
the signed copy of registration form).
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Actions by Head of Office (HOO)
1. Login to Bhavishya (https://bhavishya.nic.in)
2. HOO can view the list of employees who are going to retire in the next 15 months
under Retiree Details. He can also track the pension process of every case.
3. HOO will receive alerts for each pending activity according to the roadmap set by
DOPPW.
4. If there is any detail of retiree which needs correction, HOO must ask DDO to carry
out necessary changes in CompDDO/Salary package and upload a fresh XML file in
Bhavishya.
5. On Home Page, HOO can view progress report (both Tabular and Graphical) of
actions taken/pending for the retirees.
6. HOO has to complete following Actions for each retiree according to the due dates:
Service Verification (12 Months before Date of Retirement):
HOO/Dealing hand has to upload the scanned PDF copy of the Service
Verification Certificate of each employee.
Send Forms to Retiree (08 Months before Date of Retirement): Retiree is
asked to fill up the pension forms online. If retiree has mobile no. and email-id,
then SMS & Email alert will be sent for online filling of forms.
Retiree will login into the software using the login id and password which
was sent on his/her mobile no. and email-id.
A confirmation Email and SMS will be sent to retiree, giving status of each
action.
Retiree has to submit NDC request online
Retiree will fill up details required through the menu option –
“Information to be filled by Retiree”.
Based on the information filled by retiree; Pension Forms (Form1, Form A,
Form3, Form5, FMA, Commutation Form and Undertaking Form) will be
auto generated by the software.
Retiree needs to click SEND form to HOO after filling all the forms.
Once forms have been submitted online to HOO, no editing can be done by
retiree.
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Individual will take print out of forms. Signed copy of each form is to be
handed over to HOO.
Verification of Forms (04 Months before date of retirement): The pension
forms received are verified by Head of Office (HOO). If any correction is
required, forms can be returned online with remarks/reasons.
Action 4 months before date of retirement: Worksheet of Form 7 and Form
8 are filled online and checked by Head of Office before finally submitting to Pay
and Accounts Office (PAO) online as well as signed copy of the forms along with
calculation sheet.
Send to PAO: After filling Form 7 and Form 8 send the forms to PAO.
PPO (1 month before date of retirement (BDR): PPO number of the retiree
is updated automatically from the COMPACT package in PAO.
7. Reports: HOO can view various MIS Reports generated by Bhavishya.
8. In Utility, HOO has various options
Add/Update Functional Head: -Short Codes can be added as guided by
respective PAO.
Import Retiree Details: -HOO can upload the XML file.
Retiree Forms: -HOO can fill retiree pension forms from his login itself in
case the individual is unable to do so.
Identity Card: -Pensioners Identity Card can be generated through this
utility.
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Stakeholders
Individual (Retiree & Pensioner)
Drawing & Disbursing Officer (DDO)
Head of Office (HOO)
Head of Department (HOD)
Pay & Accounts Office (PAO)
Directorate of Estates (DoE)
Central Pension Accounting Office (CPAO)
Pension Disbursing Banks
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Objective
Timely and accurate payment of retirement dues and timely disbursement of
first and subsequent pensions
Tracking of each step of the process by the retiree.
Monitoring by the administration
Special Feature
Exchange data with various packages like CompDDO, e-Awas, COMPACT,
PARAS etc.
The system sends SMS/E-mail alerts to concerned stakeholders for every action
due and performed.
Retirees can track the retirement process online.
Retirees can fill and print all the Pension related forms online
HOO can perform various activities online like sending forms to DoE
Auto Generation of Form7, Form8 and Calculation sheet.
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How to Access BHAVISHYA
URL :-https://bhavishya.nic.in
OR
Go To Pensioners Portal (http://pensionersportal.gov.in) and Click on
Bhavishya
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Bhavishya: Home Page
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Bhavishya: Login Page
Enter your user id or email registered with Bhavishya and Security code and
click on ‘Continue’ button
Now, enter your password and click on ‘Login’ button
Note: Password will be same as your email id password
For example: - If email id registered in Bhavishya is [email protected]
Password: same password for this email
Department can have more than one login for HOO/PAO and their dealing
hands. However, there must be only one active login for DDO processing salary
for the employees.
LOGIN
CONTINUE
LOGIN
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Bhavishya: HOO Dashboard
HOO can view the list of retirees to be retired in next 15 months.
HOO gets SMS/E-mail alert for each activity due & performed.
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Actions
HOO has to complete all the actions in sequence for all the retirees with-in
the given time frame.
Scanning and uploading of concerned document is required in
• Service Verification
Automated Actions
• Sent form to Retiree
• Form Received:- Capturing “Form Sent Date by Retiree”
• PPO Issued
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Service Verification 12 Months Before Date of
Retirement (12M BDR)
• Scan and upload the Service verification certificate and specify the period
of verified service.
• Follow the steps 1 to 5 to upload the certificate.
• HOO can view uploaded Service verification certificate.
1
2
3
4 5
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Form Received 6 Months Before Date of Retirement
(6M BDR) Forms not submitted electronically
Click on no. in front of ‘Forms not submitted electronically’ to view the list of
retirees who have not submitted their forms online through Bhavishya. You will be
directed to the screen given below
Forms Submitted Electronically but Signed Copy of Forms Not Received
After retiree submits forms online, HOO need to receive his forms online too on
Bhavishya
No. of retirees who have submitted their forms
online, but HOO has not received their forms online
No. of retirees who have not
submitted their forms online
If you wish to fill pension forms of any retiree
from your login, click on edit button
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Click on the no. against ‘Forms Submitted Electronically but Signed Copy of
Forms not received’
Step1: Click on the ‘check boxes’
Step2: Click on Submit
Once the forms are received online it will be seen in ‘Signed Copy of Forms
Received’
1 2
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Forms Verification 4 Months Before Date of
Retirement (4M BDR)
1. Pension forms submitted by retiree must be verified 4 months before the date of
retirement.
2. To view the details filled and submitted by retiree click on the ‘View’ button.
3. To Return Back the forms to retiree click on ‘Return’ button. HOO mandatorily
has to give the reason for returning the case.
4. Finally, click on ‘Verify’ button.
On clicking ‘View’ button a pop-up will activate showing all the details filled
submitted by retiree to HOO.
1
2 3 4
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On clicking ‘Return’ button a dialog box will appear in which reason for returning the
case has to be mentioned. The reason will be visible to retiree for performing required
changes.
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Fill Form 7 and 8: Form-7, 4 Months Before Date of
Retirement (4M BDR)
1. Semi-filled Work sheet of Form7 will be available, you can modify the data, if
required, like type of pension, last 10 months emoluments etc., as shown on the
next page.
2. Click on Edit button to open worksheet of form-7.
1
2
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3. Click on ‘Submit & Calculate’ after checking all the filled details to
automatically generate Calculation sheet.
4. Click on ‘Continue’ button after choosing desired options
3
Select ‘6th’ or ‘7th’ CPC
Click on ‘Add’
button after filling
all the details i.e
period from, period
to, basic, basic
drawn etc, 4
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5. Finally click on ‘Save Calculation’ button
5
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Fill Form 7 and 8: Form-8, 4 Months Before Date of
Retirement (4M BDR)
Recoveries pending against the retiree are to be mentioned in this form.
If retiree does not have recoveries then just fill the ‘file number’ (number of file
which is maintained for the individual manually) and click on ‘Submit’
1
2
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If any recoveries/dues are there pertaining to retiree/individual then
1. Select ‘Recovery type’ for which amount is to be recovered
2. Enter Recovery amount and Click on Add recovery
If recovery type is not found in drop down then click on ‘Others’
1. As soon as, you click on ‘Others’ short code is asked
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2. Then, you need to first Add/Update Functional Heads from the Utility menu
as shown below.
3. Fill the details of the recovery type like code, functional head, functional desc.,
object head, category and grant no. and click on Add.
4. Select ‘Shot code ‘from the dropdown, enter recovery amount and click on Add
recovery.
Shot codes which were added/updated using
UTILITY ADD/UPDATE FUNCTIONAL HEAD
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Send to PAO 4 Months Before Date of Retirement (4M
BDR)
A. Form not Sent to PAO:-
1. Send the pension forms to PAO online, after checking the current view of
Form-7 & 8.
2. Click on Forward button to send all the pension forms (Form7, Form 8,
Form 1, Form A, Form 3, Form 5) to PAO online.
3. Forms returned back from PAO can edited and must be forward again to concern
PAO.
1
2
3
B
View and Print
forms
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B. Take the print-out of forms (Form7, Form8 & calculation sheet) & submit the
signed copy to PAO.
Note: - Action taken by PAO (e.g. status of pension case, assigning of PPO &
retirement benefit payment details) updated automatically in the Bhavishya.
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Revision
Step 1: Select ‘Revision’ tab
Step 2: From the dropdown select ‘Revision of Pension’
Normal Pension
If revision of pension is to be done for ‘Normal Pension’ cases then select ‘Normal
Pension’ tab.
Search for retiree by entering retiree name, PAN, PPO number, Aadhar number
or retirement date from and to date whose pension revision is to be done.
REVISION REVISION OF PENSION
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Select Reason for Revision
Revision in the rate of Dearness Allowance
After selecting reason of revision as ‘Revision in the rate of Dearness Allowance’,
click on ‘Search’ button
Click here
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Pensioners/Retirees whose revision is to be done is shown
Click on ‘Edit’ button against the retiree whose DA revision is to be done
Pension calculation sheet opens, check for revised retirement gratuity in sl no.10 (2)
Click on ‘Final Save & Send to PAO’
Edit button
Final Save & Send to PAO
Revised Gratuity
Gratuity Already Paid
Gratuity Difference to
be paid
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Revision in the Pay Scale due to MACP/Promotion
After selecting reason of revision as ‘Revision in the Pay Scale due to
MACP/Promotion’, click on ‘Search’ button
Pensioners/Retirees whose revision is to be done is shown
Click on ‘Edit’ button against the retiree whose revision due to MACP/Promotion is to
be done
Click here
Edit button
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Enter the effective from date.
Make the changes in emoluments from when MACP/Promotion has been implied.
Click on ‘Submit & Calculate’ button after editing the details
Enter the date from
which promotion
/MACP is implied
Edit the emolument details
from when MACP/Promotion
is implied
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Pension Calculation sheet opens
Verify the revised gratuity and difference of gratuity to be paid
If any changes are to be made then, calculation sheet can be saved in Draft mode by
clicking on ‘Save as Draft’ button
If you wish to save the form and send it to PAO then click on ‘Final Save & Send to
PAO’
Revised Gratuity
Gratuity Already Paid
Gratuity Difference to
be paid
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Contact Details
https://bhavishya.nic.in or visit
http://pensionersportal.gov.in and get the link Bhavishya
•E-mail:- [email protected]
•For technical matters: - 011-24640650 & 51
•For training & other matters: - 011- 24655784
