EOBI Internal Document – Pension Processing – Version 1.

0 – Dated 15-Dec-2010

Scenario Steps Front Desk by Benefit Officer Steps Backend Process

A 1 Claimant approaches first time with valid EOBI card/information or only NIC/CNIC – if Record 1 In CBA login with Benefit officer, open IP Information
is Found in CBA by searching in Pension Intimation Report (IR) screen using EOBI number, NIC, Maintenance Screen
CNIC, and/or search by Name/Father Name etc in Employer-wise list of IPs on Intranet. (Note:
Receive the documents and place them in organized way)
A 2 In CBA Pension IR screen save the searched EOBI No with pension type. 2 Search the EOBI No. to whom Pension Claim Form No is issued.
A 3 Pension Claim Form No will be generated by CBA. 3 Complete and update all the details and save.
A 4 Print Claim form or write the Pension Claim Form No and date on the pre-printed claim form and 4 Open the IP Employment Update screen.
hand over to the Claimant.
A 5 Write the same Pension Claim Form No, the New NIC and the Date in the FIR Register. Now Claim 5 Enter all the provided employment details by the claimant and
Form No will be the FIR No. save.
6 Now wait till the claimant comes back with the filled claim form.

Note: Every day RH to print the list of last day's Claimant's First
Intimation and check if the information (Personal details and
employment history) provided is correct & complete in CBA.

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 EOBI Internal Document – Pension Processing – Version 1.0 – Dated 15-Dec-2010

Scenario Steps Front Desk by Benefit Officer Steps Backend Process

A 6. Claimant comes back with the filled claim form – Open Receipt Screen of EOBI Data Bank.
A 7. In Receipt Screen, search the Claim Form No or EOBI No of the claimant.
A 8. Save the record with Claim Form Submission date.
A 9. Print the Claim Form Submission Receipt with the delivery date.
A 10. Record the Submission date in the IR Register as well.
A 11. Upon Acceptance of Claim - Provide the Pension Book and the PPO to the Pensioner. Get his/her
conformation, mainly by signature/thumb impression on a PPO copy or if couriered then the
Conformation Receipt with a copy of PPO and place into Pensioner's File.
A 12. If Claim is rejected, then provide the Claimant the rejection letter.
7. Once Claim form submission date is saved and Receipt is issued.
Open Pension Application screen and process. Upon posting the
Pension Application, the employments will automatically be
forwarded to the Task Queue of the respective Beat/Field Officers.
8. Daily Check the status of the Pension Application if it is verified
or not by the respective Beat/Field Officers.
9. After verification in CBA, Pension Application will appear in Task
Queue of the Audit Officer for pension audit. Audit will check
pension type, length of employment and pension amount. (Audit
could be centralized at Head Office. Three officers would be
required for this purpose at Head Office for whole Pakistan.)
10. Successfully audited pension claims will appear in the Task Queue
of the Regional Head.
11. Upon successful approval of the pension claim from the Regional
Head, a pension claim number will automatically be generated
depending on pension type.
12. Print Summary Sheet and the PPO, Original Summary sheet
signed by RH and the copy of PPO should be placed in the Box
File. (Note: Box File will be the replacement of Pension Control
Register. Box File will be Maintained year wise. All PPOs of the
Year will be placed in the yearly Box File in serial order) .
13. When all entries are found correct, write the claim number on the
Pension Book.
14. Write Claim Number and the date of award in IR Register.
15. Verify Information on Intranet.

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 EOBI Internal Document – Pension Processing – Version 1.0 – Dated 15-Dec-2010

Scenario Steps Front Desk by Benefit Officer Steps Backend Process

B 1 Claimant approaches first time with valid EOBI card/information – if Record is Not Found in 1 Write IPB No. along with other details on the IP Backlog Form
CBA by searching in Pension IR screen using EOBI number, NIC, CNIC, and/or by searching and process as per the existing procedure.
Name/Father Name etc in Employer-wise list of IPs on Intranet. (Note: Receive the documents and
place them in organized way)

B 2 In Intranet, use the Insured Person Backlog (IPB) IR Screen. 2 Once EOBI No. is made available in the EOBI Data Bank, open
the Pension IR screen and save the details.
B 3 Enter, provided EOBI No, and optionally Name, CNIC and Name of Last employer with city and 3 Pension Claim Form No will be generated by EOBI Data Bank.
save. An IPB No. will be generated.
B 4 Write the IPB No. on the pre-printed relevant claim form and hand over to the Claimant. 4 Write the Claim Form No in the IR Register against the same IPB
No.
B 5 Write the same IPB No, the New NIC and the Date in the IR Register. 5 Now follow all the Backend Steps 1 to 15 of Scenario A.
B 6. Now follow all the Front Desk 6 to 12 of Scenario A.

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 EOBI Internal Document – Pension Processing – Version 1.0 – Dated 15-Dec-2010

Scenario Steps Front Desk by Benefit Officer Steps Backend Process

C 1 Claimant approaches first time with No EOBI No or card or any information but employment details only- 1 Check and verify thoroughly as per the EOBI
if Record is Not Found in EOBI Data Bank by searching in Pension IR screen using NIC, CNIC, and/or by regulations for the claim of Claimant as a genuine
searching Name/Father Name etc in Employer-wise list of IPs on Intranet. (Note: Receive the documents and Insured Person.
place them in organized way).
C 2 In Intranet, use the Insured Person Backlog (IPB) IR Screen. 2.1 If the Claimant's claim of being Insured Person is
proven correct, then follow all the Backend Steps 1
to 5 of Scenario B and A subsequently.
C 3 In Front of EOBI No field click the “EOBI Number Not Provided” Check Box and then enter CNIC and 2.2 If the Claimant's claim of being Insured Person is
optionally; Name, last employer with city and Save. An IPB No. will be generated proven wrong, then write in the IR Register the
Rejection for Not Issuing Backlog EOBI No.
Prepare a letter of rejection letter for the Claimant.
C 4 Write the IPB No. on the pre-printed relevant claim form and hand over to the Claimant.
C 5 Write the same IPB No, the New NIC and the Date in the IR Register.
C 6.1 In case EOBI No is generated, follow all the Front Desk 6 to 12 of Scenario A.
C 6.2 If the case is rejected, provide the prepared letter to the claimant and get his/her confirmation on the
copy of the letter and place it in the Reject FIR Box File.

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S. No General Instructions for Front Desk by Benefit Officer
1 In case, when Claimant comes first time and the EOBI Data Bank is not available due to
any reason, The make a manual number in the format as DDMMMYYYY/Serial No. of the
day instead of Claim Form No or IPB No, write that on the pre-printed Claim Form in case
of scenario A or B hand over to the claimant. In case of scenario C, do not issue Claim form
but just a receipt with the number.
2. In case, When Claimant comes for submission of the claim form and the EOBI Data Bank is 2.1
not available due to any reason, issue him/her the Claim Form Submission Receipt with the
Application Date, Submission Date(i.e. current date), EOBI Number, CNIC, Name and the
calculated Delivery Date. Write the same submission date in the IR Register.
EOBI Internal Document – Pension Processing – Version 1.0 – Dated 15-Dec-2010
S. No. General Instructions for Backend Process
1.1 After S.No 1 of General Instructions for Front Desk by Benefit Officer
Whenever the CBA is available, do Front Desk Step 1 of respective scenarios. a
1.2 After S. No. 1.1 of General Instructions for Backend Process
Write the Claim Form No. or IPB No. in the FIR Register against the manual
number (described in step 1 of General Instructions for Front Desk by Benefit
Officer)
1.3 After S. No. 1.2 of General Instructions for Backend Process
Now follow Backend Steps as per the respective scenario.
After S. No. 2 of General Instructions for Front Desk by Benefit Officer
Whenever the CBA is available, do Front Desk Step 6 to 9 of scenario A. Please
ensure to use same Submission Date as given manual in S. No. 2 of General
Instructions for Front Desk and written in FIR Register.
2.2 After S. No. 2 of General Instructions for Front Desk by Benefit Officer & S. No.
2.1 of General Instructions for Backend Process.
Confirm that the Claim Form Submission date and the delivery dates of the
claimant are same in the IR Register and the EOBI Data bank.
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