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BHAVISHYA

Pension Sanction & Payment Tracking


System
An Initiative of Department of Pension & Pensioner’s Welfare

INSTRUCTIONS FOR HEAD OF OFFICE


(HOO)
Department of Pension and Pensioners’
Welfare 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.
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

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.
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).
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:
 Send to PAO (12Months Before Date of Retirement): By this action HOO
shares the information of all retirees with PAO. This is an automatic process.
 Send to DOE (12Months Before Date of Retirement): No Dues Certificate
(NDC) Request has to be forwarded to the Directorate of Estates (DoE) for those
retirees who presently occupy or have ever occupied Govt. accommodation
allotted by DoE.
 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.
 NDC/Demand (10Months Before Date of Retirement): This action
corresponds to the NDC request sent in action (ii) above. Dues communicated
and HOO continues the pension process accordingly.
 Send Forms to Retiree (08Months 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.
 Individual will take print out of forms. Signed copy of each form is to be
handed over to HOO.

 Verification of Forms (04Months 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 month 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.
 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. Revision: At present, HOO can revise a pension case only with respect to
Dearness Allowance.

9. In Utility, HOO has various options


 Add/Update Functional Head: -Short Codes can be added as guided by
respective PAO.
 Functional Head: -Short codes for form-8 are to be selected.
 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.
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


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 stake holders 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.

How to Access BHAVISHYA


 URL :-https://bhavishya.nic.in

OR

 Go To Pensioners Portal (http://pensionersportal.gov.in) and Click on


Bhavishya
Bhavishya: Home Page
Bhavishya: Login Page

 NIC Email will be the UserName and Password will be same as your email
password.

For example: - xyz-123@nic.in


UserName= xyz-123
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.
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.
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
• NDC/Demand

 Automated Actions
• Sent form to Retiree
• Form Received:- Capturing “Form Sent Date by Retiree”
• PPO Issued
Action:- Send to DoE(12M BDR)

2
3
4
5

• “Click here” link will open e-Awas website where NDC Request form must be
filled and submitted for the retirees who has government accommodation at any
time in his/her tenure of service.

• Duly signed by retiree and authenticated by HOO, filled NDC request form
must be uploaded in PDF format and not more than 1MB size.

• After Browsing and uploading NDC, click on the check box (as shown in step 4
in above screenshot)

• Finally, click on “Submit” button to complete the action.


Action:- Service Verification(12M BDR):-

4
5

• 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.


Action:- Form Received (6M BDR):-

1 Form Send Date by


Retiree

• Once ‘Form Send Date by Retiree’ is filled automatically, follow the steps 1 to
3(shown in fig) to receive the retiree pension forms online.

• Retiree has to submit the duly signed pension forms after sending them online to
HOO.
Action:- Forms Verification (6M BDR):-

2 3 4

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.

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.
Action (4M BDR):- Form-7

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.
Fill according 6CPC/7CPC

Change for
3
6CPC/7CPC
3. Click on ‘Submit & Calculate’ after checking all the filled details to
automatically generate Calculation sheet.

4. Finally, click on ‘Save Calculation’ to save your Form-7 in Draft Mode.


Action (4M BDR):- Form-8

3
1. Recoveries pending against the retiree are to be mentioned in this form.

2. Before filling any dues you have to set Functional Heads against the recovery
from the Utility menu as shown on the next page.

Set short codes from the menu option Utility Functional Head before filling any
recoveries in Form 8.

3. Click on ‘Submit’ button to save Form-8 in draft mode.


Action (4M BDR):- Send to PAO

1 3

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.
View and Print
forms
B

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.
Contact Details

https://bhavishya.nic.in or visit
http://pensionersportal.gov.in and get the link Bhavishya
•E-mail:- bhavishya@nic.in
•For technical matters:- 011-24640650 & 51
•For training & other matters:- 011-24644847

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