What is Form 5?
Pension Form 5, officially known as the “Service Particulars Form,” is a comprehensive document that records a Central Government employee’s entire service career. It serves as the primary record for pension calculation and contains critical information about promotions, transfers, leave records, pay fixations, and service history.
Eligibility for Pension form 5
Pension Form 5 must be prepared for:
- All retiring Central Government employees
- Employees opting for voluntary retirement
- In case of death while in service (for family pension)
- Employees proceeding on deputation before retirement
Format
Pension Form 5 consists of four main parts:
Part I – Personal Details
- Name, date of birth, and date of entry into government service
- Religion, nationality, and marital status
- Family details for pension purposes
Part II – Service History
- Chronological record of all posts held
- Date-wise service particulars including promotions and transfers
- Pay fixations at each stage
Part III – Leave Account
- Earned leave, half pay leave, and commuted leave details
- Extraordinary leave records, if any
- Break in service information
Part IV – Other Important Details
- Disciplinary proceedings, if any
- Period of foreign service
- Details of government accommodation allotted
Step-by-Step Process to submit Pension Form 5
Follow these steps to properly complete and submit Pension Form 5:
- Initiate Early: Start the process at least 6 months before retirement
- Fill in Duplicate: Complete the form in duplicate with ink or typed entries
- Verify Carefully: Cross-check all entries with your service book
- Get Attestations: Ensure all corrections are attested by the Head of Office
- Sign Each Page: Employee signature required on every page
- Complete Documentation: Attach required documents including Nomination Form and certificates
- Submit Timely: Forward to establishment section 3 months before retirement
- Final Verification: Complete final verification 2 months before retirement
Employees nearing retirement should also prepare other important forms such as LTC Advance and GPF Advance applications. Use the Pay Calculator to estimate your pension benefits.
FAQs
Q1: When should I start preparing Form 5?
A: You should start preparing Pension Form 5 at least 6 months before your retirement date to ensure all details are accurately captured and verified.
Q2: Can Form 5 be filled online?
A: Some departments have digitized the process, but most still require physical forms with proper attestations and signatures. Check with your establishment section for specific procedures.
Q3: What if there’s an error in my Form 5 after retirement?
A: Corrections can be made with supporting documents, but this may delay your pension processing. It’s crucial to ensure accuracy before submission.
Q4: Is Form 5 different from the Service Book?
A: Form 5 is a summary document extracted from the Service Book. While it contains similar information, it’s formatted specifically for pension processing purposes.
Q5: What documents must accompany Form 5?
A: Required documents include certified copy of service book, Last Pay Certificate, family details, Nomination Forms, bank account details, and recent photographs.
Downloads
Official Pension Form 5:
Conclusion
Pension Form 5 is a crucial document that requires careful attention and accurate filling. Any errors or omissions can delay your pension and other retirement benefits. Ensure that you start the process well in advance, verify all details thoroughly, and maintain proper documentation.
For official information, guidelines, and the latest updates on pension forms and procedures, visit the Department of Personnel & Training (DOPT) official homepage.