All India Services (Implementation of New Pension System) Rules 2026 – Form-1, Form-2, Form-3 and Form-4A to 4D
Form 1
[See rule 10(1)]
Option to Avail Benefits in Case of Death or Discharge on Invalidation or Disability of Member of Service or Subscriber during Service
* I,…………………………………………………………………………, hereby exercise option that in the event of my discharge from service on the account of disability or retirement from service on account of invalidation or death during service, benefits under All India Services (Death-cum-Retirement Benefits) Rules, 1958 or CCS (Extraordinary Pension) Rules, 2023 as the case may be, may be paid to me or my family.
OR
* I, …………………………………………………………………, hereby exercise option that in the event of my discharge from service on the account of disability or retirement from service on account of invalidation or death during service, benefits may be paid to me or my family, as the case may be, based on the accumulated pension corpus in the Individual Pension Account under the National Pension System in accordance with the All India Services (Implementation of National Pension System) Rules, 2026.
Signature of member of service / Subscriber
Name—————————————-
Designation——————————- Â
Office in which employed——————————- Â
Telephone No.———————–
Place and date:
This option supersedes any other option made by me earlier.
* Completely strike out the benefits for which option is not intended to be made.
(To be filled in by the Head of Office or District Treasury Officer or Treasury Officer or any other designated authority or authorised Gazetted Officer)
Received the option dated…………………….., under All India Services (Implementation of National Pension System) Rules, 2026 made by Shri/Smt./Kumari………………………………………, Designation…………………………… Office…………………………………….
Entry of receipt of option has been made in page ……… Volume…………….. of Service Book.
Signature
Name and Designation of Head of Office or
District Treasury Officer or Treasury Officer or
any other designated authority or authorised Gazetted Officer with seal
Date of receipt ……………………………….
The receiving Officer will fill the above information and return a duly signed copy of the complete Form to the member of service who should keep it in safe custody so that it may come into the possession of the beneficiaries in the event of his or her death or invalidation.
FORM 2
[See rule 10(3)]
Details of Family
Important
1. The original Form submitted by the member of service or Subscriber is to be retained. All additions or alterations are to be communicated by the member of service or retired member of service or Subscriber along with the supporting documents and the changes shall be recorded in this Form under the signature of Head of Office or District Treasury Officer or Treasury Officer or any other designated authority for the purpose in Column (7). No new Form will substitute the original Form. However, the retiring Subscriber should submit the details of family afresh at the time of retirement.
2. The details of spouse, all children and parents (whether eligible for family pension or not) and disabled siblings (brothers and sisters) may be given.
3. The Head of Office or District Treasury Officer or Treasury Officer or any other designated authority for the purpose shall indicate the date of receipt of communication regarding addition or alteration in the family in the ‘Remarks’ column. The fact regarding disability or change of marital status of a family member should also be indicated in the ‘Remarks’ column.
4. Wife and husband shall include judicially separated wife and husband.
5. The retired member of service shall attach the details of change in family structure after retirement in the proforma prescribed under Department of Pension & Pensioners’ Welfare O.M. No. 1 (23)-P.&P. W/91-E, dated the 4th November, 1992.
6. Copies of birth certificates to be attached. Copies of any other relevant certificates, if available, should be attached.
| Name of the member of service or subscriber | Designation, service and cadre | Nationality |
Details of family members:
| S.N. | Name (Please see notes below before filling) | Date of birth in DD/MM/Y yyyformat | Aadhaar No.* (optional) | Relationship with member of service or retired member of service or subscriber |
Marital status | Remarks | Dated signature of Head of Office or Designated Authority for the Purpose |
| (1) | (2) | (3) | (4) | (5) | (6) | (7) | |
| 1. | |||||||
| 2. | |||||||
| 3. | |||||||
| 4. | |||||||
| 5. | |||||||
| 6. | |||||||
| 7. | |||||||
| 8. |
I hereby undertake to keep the above particulars up to date by notifying to the Head of Office any addition or alteration.
E-mail (Optional: __________ Place: _________
Mobile: ______________ Date: ___________
Signature
*Providing Aadhaar No. is optional. However,if it is provided, consent to link it to Bank Account and also for authentication of identity from UIDAI for pension related purpose only, is presumed.
FORM 3
[See rule 16(7)]
Form of Medical Certificate
Certified that I/(We) have carefully examined………………………………………. (Name of the member of service or Subscriber), son of …………………………………………………….., a …………………………………………………….. (Designation, Service and Cadre) in the I/(We) consider………………………………………………………….. to be completely and permanently incapacitated for further service of any kind in the Department to which he belongs to consequence of……………………………………………. (Here, state disease or cause).
(If the incapacity does not appear to be complete and permanent, the certificate should be modified accordingly and the following addition should be made.)
“I am / we are of opinion that…………………………………………………………… is fit for further service of a less laborious character than that which he had been doing/may, after resting for…………………………….. months, be fit for further service of less laborious character than that which he had been doing.”
Place……………………….
Dated the ……………………………….
Medical Board
FORM 4-A
[See rule 24]
Form of letter to the Accounts Officer forwarding the withdrawal papers of a Subscriber under the National Pension System on superannuation or voluntary retirement or pre-mature retirement
No …………………………………
Government of India
Ministry/Department/Office
Dated the ……………………
To,
The Accounts Officer/Accountant-General
(Through – District Treasury Officer or Treasury Officer or any other Designated authority for the purpose)
Subject: Processing of claim for benefits under the National Pension System on retirement on superannuation or
voluntary retirement or premature retirement case……………………………. of Shri/Smt./Kumari……………………………………… (PRAN ……………………..)
Sir/Ma’am,
I am directed to say that:
* Shri/Smt./Kumari………………………………………… (name and designation), PRAN …………………………, of [IAS/IPS/IFS] service, Cadre………………………is due for retirement on superannuation on ………………………
OR
* A notice for voluntary retirement of Shri/Smt./ Kumari………………………………….. (name and designation), PRAN ………………………of [IAS/IPS/IFS] service, Cadre ………………………with effect from under rule 12 of the All India Services (Implementation of National Pension System) Rules, 2026 has been accepted by the competent authority. A copy of the order issued in this regard is enclosed.
OR
* An order for retirement of Shri/Smt./Kumari…………………………(name and designation), PRAN ………………………of[IAS/IPS/IFS] service, Cadre……………………………………… under rule 13 of the All India Services (Implementation of National Pension System) Rules, 2026 with effect from has been issued by the competent authority. A copy of the order issued in this regard is enclosed.
2. The following documents (in physical form or print-out of forms submitted online), prescribed by the Pension Fund Regulatory and Development Authority, for release of terminal benefits under the National Pension System are enclosed:
1.
2.
3.
4.
3. On retirement from service, in accordance with rule 11/rule 12/rule 13, Shri/Smt./Kumari ………………………………… is entitled to benefits under the Pension Fund Regulatory and Development Authority (Exits and Withdrawals under National Pension System) Regulations, 2015 as admissible to the subscribers retiring on superannuation. It is requested that the case of the member of service or subscriber for release of terminal benefits under the National Pension System may be processed accordingly.
Yours faithfully,
Head of Office or District Treasury Officer or Treasury Officer or
any other Designated Authority for the purpose
* Strike out if not applicable.
FORM 4-B
[See rule 24]
Form of letter to the Accounts Officer forwarding the withdrawal papers of a subscriber under the National Pension System on absorption in an autonomous body or Public Sector Undertaking
No …………………………………
Government of India
Ministry/Department/Office
To,
Dated the ……………………
The Accounts Officer/Accountant-General
Subject: Processing of claim for benefits under the National Pension System on absorption in an autonomous body
or Public Sector Undertaking or resigned on technical ground – case of Shri/Smt./Kumari …………………………………(PRAN……………………).
Sir/Ma’am,
I am directed to say that Shri/Smt./Kumari…………………………………….(name and designation), PRAN ………………………of this Ministry or Department or office is deemed to have retired from Government service w.e.f on absorption in, an autonomous body or Public sector undertaking or resigned on technical ground. A copy of order of his relieving from this Ministry or Department or office is enclosed.
2. * Since the scheme of the National Pension System exists in the new organisation, the subscriber shall continue to subscribe to the National Pension System with the same Permanent Retirement Account Number in the new organisation. He shall not receive any benefit under the National Pension System at the time of such absorption but shall receive benefits after exit from the new body or organisation, etc. where subscriber has been absorbed.
OR
* Since the scheme of the National Pension System does not exist in the new organisation, in accordance with rule 15 of the All India Services (Implementation of National Pension System) Rules, 2026, he shall be eligible to receive benefits under National Pension System in accordance with the Pension Fund Regulatory and Development Authority (Exits and Withdrawals under National Pension System) Regulations, 2015 as admissible in the case of exit of subscriber on superannuation. The following documents (in physical form or print-out of forms submitted online), prescribed by the Pension Fund Regulatory and Development Authority for release of terminal benefits under the National Pension System, are enclosed:
1.
2.
3.
4.
3. It is requested that the case of the subscriber may be processed for transfer of the National Pension System Account to ……………………………………. or release of terminal benefits under the National Pension System in accordance with the Pension Fund Regulatory and Development Authority (Exits and Withdrawals under National Pension System) Regulations, 2015 as admissible in the case of exit of Subscriber on superannuation.
Yours faithfully,
Head of Office or District Treasury Officer
or Treasury Officer or any other
Designated Authority for the purpose
* Strike out if not applicable.
FORM 4-C
[See rule 24]
Form of letter to the Accounts Officer forwarding the withdrawal papers of a subscriber under the National Pension System on resignation or compulsory retirement as a measure of penalty or dismissal or removal from service
No …………………………………
Government of India
Ministry/Department/Office
Dated the ……………………
To,
The Accounts Officer/Accountant-General
(Through – District Treasury Officer or Treasury Officer or any other Designated Authority for the purpose)
Subject: Processing of claim for benefits under the National Pension System on resignation or compulsory retirement as a measure of penalty or dismissal or removal from service of Shri/Smt./K.umari……………………………………. (PRAN………………………………………. ).
Sir/Ma’am,
I am directed to say that:
* A penalty of compulsory retirement has been imposed on Shri/Smt./K.umari……………………………………………………(name and designation) [IAS/IPS/IFS] (Cadre………………………) PRAN……………………….. vide Order No……………………… dated…………………… (copy enclosed). Accordingly, Shri/Smt./Kumari……………………………………………… stands compulsorily retired from Government service with effect from ……………………..
OR
* A penalty of dismissal or removal from service has been imposed on Shri/Smt./Kumari ……………………………………. (name and designation) [IAS/IPS/IFS] (Cadre……………….), PRAN ………………………vide Order No……………………… dated………………… (copy enclosed). Accordingly, Shri/Smt./K.umari……………………stands dismissed/removed from Government service with effect from………………………..
OR
* Shri/Smt./K.umari…………………………………… (name and designation) [IAS/IPS/IFS] (Cadre………………), PRAN ………………………has resigned from Government service with effect from………………………… A copy of the Order No …………………………. dated…………………………………. for acceptance of resignation is enclosed.
2. In terms of rule 18 or rule 14 of the All India Services (Implementation of National Pension System) Rules, 2026, the subscriber is eligible for benefits under the National Pension System in accordance with the Pension Fund Regulatory and Development Authority (Exits and Withdrawals under National Pension System) Regulations, 2015 as admissible in the case of exit of subscriber before superannuation.
3. The following claim papers (in physical form or print-out of forms submitted online), prescribed by the Pension Fund Regulatory and Development Authority, for release of terminal benefits under the National Pension System are enclosed:
1.
2.
3.
4.
4. It is requested that the case of the subscriber for release of terminal benefits under the National Pension System may be processed in accordance with the Pension Fund Regulatory and Development Authority (Exits and Withdrawals under National Pension System) Regulations, 2015 as admissible in the case of exit of Subscriber before superannuation.
Yours faithfully,
Head of Office or District Treasury Officer
or Treasury Officer or any other
Designated Authority for the purpose
* Strike out if not applicable.
FORM 4-D
[See rule 24]
Form of letter to the Accounts Officer forwarding the withdrawal papers of a subscriber under the National Pension System on retirement on invalidation or disablement
No …………………………………
Government of India
Ministry/Department/Office
Dated the ……………………
To,
The Accounts Officer/Accountant-General
(Through – District Treasury Officer or Treasury Officer or any other Designated Authority for the purpose)
Subject: Processing of claim for benefits under the National Pension System on retirement on invalidation or disablement of Shri/Smt./Kumari………………………………………. (PRAN………………………………).
Sir/Ma’am,
* I am directed to say that Shri/Smt./Kumari……………………………………….. (name and designation) [IAS/IPS/IFS] (Cadre…………………..), PRAN……………………………………… retired on invalidation (not attributable to Government service) or disablement (attributable to Government service) on………………………. As per the option exercised by Shri/Smt./Kumari………………………………………… default option under rule 10 of the All India Services (Implementation of National Pension System) Rules, 2026, the subscriber is eligible for benefits under the All India Services (Death-cum-Retirement Benefits) Rules, 1958 or the Central Civil Services (Extraordinary Pension) Rules, 2023. A copy of the option exercised by the member of service in Form-1 is enclosed. Further action for disbursement of benefits in accordance with the All India Services (Death-cum Retirement Benefits) Rules, 1958 or Central Civil Services (Extraordinary Pension) Rules, 2023 is being taken accordingly. In accordance with rule 16 or rule 17 of the All India Services (Implementation of National Pension System) Rules, 2026, the Government contribution and returns thereon in the accumulated pension corpus of the subscriber shall be transferred to Government account. The remaining accumulated pension corpus shall be paid in lump sum to the subscriber.
OR
* I am directed to say that Shri/Smt./Kumari………………………………… (name and designation) [IAS/IPS/IFS] (Cadre…………………..), PRAN………………………………..of this Ministry or Department or office retired on invalidation (not attributable to Government service) or disablement (attributable to Government service) on …………….. As per the option exercised by Shri/Smt./Kumari………………………………………………………….. default option under rule 10 of the All India Services (Implementation of National Pension System) Rules, 2026 and in accordance with rule 16 or rule 17 All India Services (Implementation of National Pension System) Rules, 2026 the subscriber is eligible for benefits under the National Pension System in accordance with the Pension Fund Regulatory and Development Authority (Exits and Withdrawals under National Pension System) Regulations, 2015 as admissible in the case of exit of Subscriber on superannuation. A copy of the option exercised by Shri/Smt./Kumari in Form-1 is enclosed.
The following documents (in physical form or print-out of forms submitted online) prescribed by the Pension Fund Regulatory and Development Authority for release of terminal benefits under the National Pension System, as submitted by the Shri/Smt./Kumari……………………………………[IAS/IPS/IFS] (Cadre……………………………………………………………………..) are also enclosed:
1.
2.
3.
4.
2. It is requested that the case of Shri/Smt./Kumari……………………………………. [IAS/IPS/IFS] (Cadre………………………. ) for release of terminal benefits under the National Pension System may be processed in accordance with the option exercised by him or her and the provisions of the Pension Fund Regulatory and Development Authority (Exits and Withdrawals under National Pension System) Regulations, 2015.
Yours faithfully,
Head of Office or District Treasury Officer
or Treasury Officer or any other
Designated Authority for the purpose
* Strike out if not applicable.
FORM 4-E
[See rule 24]
Form of letter to the Accounts Officer forwarding the withdrawal papers of a subscriber under the National Pension System on death in service
No …………………………………
Government of India
Ministry/Department/Office
To,
Dated the ……………………
The Accounts Officer/Accountant-General
(Through – District Treasury Officer or Treasury Officer or any other designated authority)
Subject: Processing of claim for benefits under the National Pension System on death in service- case of Shri/Smt./Kumari……………………………………………. PRAN……………………………).
Sir/Ma’am,
* I am directed to say that Shri/Smt./Kumari………………………………….. (name and designation) [IAS/IPS/IFS] (Cadre…………………), PRAN ………………………died on …………….. The death of Shri/Smt./Kumari………………… [IAS/IPS/IFS] (Cadre……………………. ) isnot attributable to Government service or attributable to Government service. As per the option exercised by Shri/Smt./Kumari………………………………………….., default option under rule 10 of the All India Services (Implementation of National Pension System) Rules, 2026, his family is eligible for benefits under the All India Services (Death-cum-Retirement Benefits) Rules, 1958 or the Central Civil Services (Extraordinary Pension) Rules, 2023. Further action for disbursement of benefits to the family in accordance with the All India Services (Death-cum-Retirement Benefits) Rules, 1958 or Central Civil Services (Extraordinary Pension) Rules, 2023 is being taken accordingly. In accordance with rule 20 of the All India Services (Implementation of National Pension System) Rules, 2026, the Government contribution and returns thereon in the accumulated pension corpus of the subscriber shall be transferred to Government account. The remaining accumulated pension corpus shall be paid in lump sum to the person(s) in whose favour a nomination has been made under the Pension Fund Regulatory and Development Authority (Exits and Withdrawals under National Pension System) Regulations, 2015. If there is no such nomination or if the nomination made does not subsist, the amount of remaining accumulated pension corpus shall be paid to the legal heir(s). A copy of the option exercised by the member of service/subscriber in Form -1 is enclosed.
OR
* I am directed to say that Shri/Smt./Kumari…………………………………(name and designation) [IAS/IPS/IFS] (Cadre…………..), PRAN ………………………died on……………………. As per the option exercised by Shri/Smt./Kumari ,default option under rule 10 and in terms of rule 20 of the All India Services (Implementation of National Pension System) Rules, 2026, his family is eligible for benefits under the National Pension System in accordance with the Pension Fund Regulatory and Development Authority (Exits and Withdrawals under National Pension System) Regulations, 2015. A copy of the option exercised by the subscriber in Form-1 is enclosed. The following documents (in physical form or print-out of forms submitted online) specified by the Pension Fund Regulatory and Development Authority for release of terminal benefits under the National Pension System, as submitted by the eligible member of the family are enclosed:
1.
2.
3.
4.
2. It is requested that the case of the subscriber for release of terminal benefits under the National Pension System may be processed in accordance with the option exercised by him or her and the provisions of the Pension Fund Regulatory and Development Authority (Exits and Withdrawals under National Pension System) Regulations, 2015.
Yours faithfully,
Head of Office or District Treasury Officer or Treasury Officer or any other Designated Authority for the purpose
* Strike out if not applicable.
[F. No.25014/03/2022-AIS-II(Pension)]
P. BALA KIRAN, Jt. Secy. (All India Services)
COMMENTS