(a) Death if due to accident or unnatural causes should always be reported to the Police Station in whose jurisdiction the area falls.It avoids lot of troubles later on. In such cases get the autopsy to establish proper cause of death.
(b) Do obtain two ink signed copies of Medical certificate specifying cause of death from the Hospital or the authorized Medical Practitioner. One of these is required by the authorities at the cremation / burial ground. The other is required by the authorities (Registrar of Deaths & Births) who issues Death Certificates. Obtain cremation / burial certificate from the cremation / burial ground.
(c) A close relative should apply for issue of Death certificate within 15 days of the death of the pensioner/ deceased. Obtain at least 20 ink signed & equal number of Photostat copies duly attested by a class one officer.
(d) Write to the Pension paying Bank Intimating them of demise of the pensioner, asking them to discontinue the pension of the pensioner and payment of the family pension of the spouse l N O K (give name). Enclose ink signed death certificate & copy of the original P P O having joint photo of the pensioner & spouse / NOK. Also state PPO and pension S /B A/C numbers.. Sample Application form as at Annexure 1.
(e) If the Pension A/c is a joint account or the spouse is a nominee in it, then it is simpler to operate the same A/C for familypension, otherwise a fresh S/B A/C is to be opened in the same bank. It requires proof of Identity and proof of Residence. Photo copy of voter I Card! PAN card will suffice- with three copies of attested photographs.
(f) Write separately to Pension sanctioning Authority, PCDA ( P) to start family pension, on demise of the pensioner and enclose inksigned copy of death certificate. Sample Application is at Annexure2.
(g) In the case of Retired Army Pensioner Write to the Director, AOBF ,AG/CW- 8,IHQ MOD (Army),West Block -3, Room- 17 D,R K Puram,New Delhi – 110066, to update their records. & to Pay Platinum Grant if Applicable. Sample As per Annexure3.
(h) If the age was less than 70 years write to Army Group Insurance Fund (AGIF) to Make payment of life insurance amount. Application Performa at Annexure.
(i) Return Retired Officers I Card to Area HQ (lnt Br.) for further Disposal.
(j) If there are other Insurance Policies write to them to pay Insurance amount.
(k) Write to all banks wherein the pensioner has his accounts to transfer closing balances to the spouse / NOK giving bankers address and a/c number.
(I) Write to Regional Transport Officer to transfer the Automobile to the NOK.
(m) Write to Arms Licensing Authority to transfer the weapon (if any) to the NOK meanwhile deposit the weapon(s) in concerned Police Station or reputedd Arms Dealer for safe custody. The NOK should apply for Arms License at the earliest.
(n) Write to Electricity Providing Agency to transfer the meter in the name of spouse /NOK and start further billing against that name. (SUGGEST GET THE HOUSE AND ELECTRICITY METER JOINTLY IN BOTH NAMES NOW).
(o) Write to the Telephone providing Agency to Change the name of the subscriber, transfer the connection to the name of the Spouse / NOK for further billing.
(p) Apply to AWHO to transfer the dwelling unit to the spouse / NOK. Performa for Application should be obtained from theAWHO / Welfare Society . The Society has to render No Objection Certificate (NOC) stating that there is No encroachment of common land, No major modification to the Approved design and all Dues to the Society has been cleared. If not already done you may have to do it before they issue NOC.
(q) Write to all the clubs & societies to transfer the membership to the spouse of/NOK.
(r) Write to all Debtors to clear all dues and make payment to the Spouse / NOK.
(s) Clear the outstanding dues if any of the Creditors and credit cards and loans taken if any. Return the credit cards to the Bank concerned.
(t) Some of the banks may have issued Insurance certificate for the amount of FD /Bank Balance then claim it.
(u) Write to Income Tax authorities to intimate death of the Pensioner to close his Income Tax file and open Income Tax file in the name of the Spouse / NOK Quoting PAN number of both.
(v) Write to the Municipal Authorities to Close Property case file of the deceased person and open it in the name of the spouse / NOK.
(w) Approach the district Courts for Probate of the WILL, if it is in possession, otherwise obtain a Succession Certificate From theDistrict Judge.