Mandatory Requirements and Documents for PMSBY / PMJJBY Claims in Department of Posts

 Mandatory Requirements/Document for PMSBY Claim

1. Claim form and Discharge voucher duly completed and signed by Postmaster with Postmasters stamp.- in Blue ink only.

2. Claim must be entered in Finacle by using CCSPMY menu and claim form must be endorsed with claim Identification/Reference number. Claim ID starts with alphabet SR…….followed by 17 digit numerical numbers thus denoting the date of registering the claim in Finacle.

3. Death certificate duly attested by Postmaster concerned with Postmasters Stamp.

4. FIR with FIR number duly attested by Postmaster concerned with Postmasters Stamp.

5. Postmortem Report with PMR Number duly attested by Postmaster concerned with Postmasters Stamp.

6. Disability certificate from Civil surgeon Govt Hospital duly attested by Postmaster concerned (for Disability cases only) with Postmasters Stamp.

7. Identity proof of Deceased (Aadhar card) duly attested by Postmaster concerned with Postmasters Stamp.

8. Identity proof of nominee/claimant (Aadhar card) duly attested by Postmaster concerned with Postmasters Stamp.

9. Ledger copy of Savings account of deceased from Finacle (HACLI) showing the deduction of Rs 12/- as proof of debit duly attested by Postmaster concerned with Postmasters Stamp.

10. Ledger copy of Nominee from Finacle (HACLI) if account is in Post Office. If account of Nominee is in Nationalised Bank then a copy of the Cancelled Cheque or the Pass Book copy indicating Name of Nominee, IFSC , Account number etc duly attested by Postmaster concerned with Postmasters Stamp.

11. All documents/contents attached with claim in local languages are to be translated to either in Hindi or English with reference to the page number the translation has been carried out. The translated documents must be placed exactly behind the document which has been translated.

12. All documents (every single page) are to be counter signed by the Postmaster concerned with Postmasters Stamp.

13. The whole claim is to be in two copies (every single page is to be submitted in Two copies).

14. Name of deceased and nominee to be same at all places and in all documents. For any difference in name a reconciliation certificate is must from appropriate authorities.

Mandatory Requirements/Document for PMJJBY Claim

1. Claim form and discharge receipt duly filled in with all details in blue ink only.

2. Claim to be registered in Finacle using CCSPMY menu and claim ID/Reference number to be annotated on main claim form in Red Ink.

3. Death certificate duly in Hindi or English only.

4. Identity proof of Deceased (Aadhar card only).

5. Identity proof of nominee/claimant (Aadhra card only).

6. Transaction statement of deceased from Finacle (HACLI) showing the deduction of Rs 330/- as proof of debit.

7. Transaction statement of Nominee from Finacle (HACLI)  if account is in Post Office. If account of Nominee is in Nationalised Bank then a copy of the Cancelled Cheque or the Pass Book copy indicating Name of Nominee, IFSC , Account number etc.

8. PMJJBY enrolment form of deceased to be attached with the claim case.

9. Name of deceased and nominee must be same at all places and in all documents attached. If not kindly provide a valid reconciliation from appropriate authorities for difference in name.

10. All document in local language to be translated to either Hindi or English only.

11. The whole claim is to be submitted in two copies (every single page in two copies).

12. All documents (every single page) are to be counter signed by the Postmaster concerned with the designated Postmasters Stamp.