Pensioners Required Documents
Complete checklist — Kerala Treasury & PRISM
A section-wise guide to every document required for pension processing through Kerala Treasury and PRISM (Pension and Retirement Information System Management). Covers superannuation, voluntary retirement, family pension, commutation, DCRG, and the annual life certificate — with direct PDF downloads.
കേരള ട്രഷറിയിൽ പെൻഷൻ ക്ലെയിം ചെയ്യുന്നതിന് ആവശ്യമായ എല്ലാ രേഖകളുടെയും സമ്പൂർണ്ണ ചെക്ക്ലിസ്റ്റ് — PRISM ഫോമുകളും ഡൗൺലോഡ് ലിങ്കുകളും സഹിതം.
Submit Pension Papers 6 Months Before Retirement
As per Kerala Treasury rules, pension papers must reach the Treasury at least 6 months before the date of retirement to ensure the PPO (Pension Payment Order) is ready before the last working day. Late submission causes pension delay.
Superannuation Pension
On attaining 56 / 60 years of age
Documents required when a government employee retires on reaching the compulsory retirement age. Submit all papers to the Head of Department at least 6 months before retirement.
സർക്കാർ ജീവനക്കാരൻ / ജീവനക്കാരി സൂപ്പർആൻഷ്വേഷൻ (നിർബന്ധിത വിരമിക്കൽ) ആകുമ്പോൾ ഹാജരാക്കേണ്ട രേഖകൾ.
Application for Pension (PRISM Form 2)
Main pension application — fill via PRISM portal or download below
Main pension application — fill via PRISM portal or download below
Service Book (Original)
All pages with entries verified and attested by the competent authority
All pages with entries verified and attested by the competent authority
Last Pay Certificate (LPC)
Issued by the Drawing and Disbursing Officer (DDO) — must show last basic pay, DA and deductions
Issued by the Drawing and Disbursing Officer (DDO) — must show last basic pay, DA and deductions
No Demand Certificate — Library
Certificate confirming no books or publications are outstanding
Certificate confirming no books or publications are outstanding
No Demand Certificate — Stores / Equipment
For all government property, equipment or materials held
For all government property, equipment or materials held
No Demand Certificate — Government Quarters
Required if government accommodation was occupied; from the Housing Department
Required if government accommodation was occupied; from the Housing Department
No Demand Certificate — Transport
Required if an official vehicle was used
Required if an official vehicle was used
Form TR 83B — Pension via TSB Undertaking
Undertaking to draw pension through Treasury Savings Bank account
Undertaking to draw pension through Treasury Savings Bank account
Nomination for DCRG — Form 4B (or 4D if no family)
Designates nominee for Death-cum-Retirement Gratuity
Designates nominee for Death-cum-Retirement Gratuity
Nomination for Family Pension — Form 5
Designates eligible family member for family pension
Designates eligible family member for family pension
Family Details — Form 5A
Complete list of all family members with age and relationship
Complete list of all family members with age and relationship
Nomination for Pension Arrears — Form 15
Nominee to receive arrears if pensioner dies after PPO but before payment
Nominee to receive arrears if pensioner dies after PPO but before payment
Indemnity Bond — Form 8
SituationalRequired when pension involves a minor beneficiary or surety is needed
Required when pension involves a minor beneficiary or surety is needed
Bank Account Details
Latest passbook copy or cancelled cheque — account must be in the pensioner's name
Latest passbook copy or cancelled cheque — account must be in the pensioner's name
Aadhaar Card (self-attested copy)
Mandatory for PRISM registration and Jeevan Pramaan life certificate
Mandatory for PRISM registration and Jeevan Pramaan life certificate
Two Passport-size Photographs
Recent photographs, signed on the reverse side
Recent photographs, signed on the reverse side
Age Proof (SSLC / Birth Certificate)
SSLC certificate or birth certificate as proof of age
SSLC certificate or birth certificate as proof of age
Statement of Immovable Property
As on the date of retirement — Rule 20, KSR Part I
As on the date of retirement — Rule 20, KSR Part I
Details of pensionary benefits already received (if any)
SituationalOnly required if previous government service exists
Only required if previous government service exists
Quick Download — All PRISM Pension Forms
Click Download PDF to get any official form directly from the PRISM server (Government of Kerala).
Form 2 — Pension / Gratuity Application
Form 4B — DCRG Nomination
Form 4D — DCRG Nomination (no family)
Form 5 — Family Pension Nomination
Form 5A — Family Details
Form 6 — Family Pension Application
Form 6A — Form of Intimation
Form 8 — Indemnity Bond
Form 8A — Indemnity Bond (Minor Guardian)
Form 11 — Formal Pension Application
Form 15 — Nomination for Pension Arrears
Form 16 — Nomination for Family Pension Arrears
Form A — Commutation (with Medical Exam)
Form C — Commutation Statement
Form D — Commutation (without Medical Exam)
Form E — Restoration of Commuted Pension
Form TR 83B — Pension via TSB Undertaking
Pension Book (Malayalam)
Frequently Asked Questions
How many months before retirement should pension papers be submitted?
Pension papers should be submitted to the Treasury at least 6 months before the date of retirement so that the Pension Payment Order (PPO) is ready before the last working day.
What is Form TR 83B used for in pension?
Form TR 83B is an undertaking given by the retiring employee to draw pension through a Treasury Savings Bank (TSB) account. It is mandatory when opting to receive pension via the treasury.
Is a No Demand Certificate (NDC) mandatory for all departments?
Yes. NDC is required from every section where the employee has held charge — library, stores, quarters, transport, and any department that issued government property. All NDCs must be attached before pension papers are forwarded.
Can family pension be claimed without a nomination?
Yes. Even without a prior nomination, eligible family members (spouse, children) can claim family pension by producing a Legal Heir Certificate and dependency proof. A nomination makes the process faster.
What is the time limit for commutation of pension without medical examination?
Commutation without medical examination (Form D) can be applied within one year from the date of retirement. After one year, medical examination by an authorised Medical Officer is required (Form A).
Is Aadhaar mandatory for pension?
Yes. Aadhaar is required for PRISM registration, digital life certificate (Jeevan Pramaan), and for pension account KYC at the treasury. Biometric life certificates via Aadhaar are now accepted from any Common Service Centre.
What is the last date to submit the life certificate for pensioners?
Life certificates must be submitted every year in November. Pensioners can submit via Jeevan Pramaan (biometric), bank branch, sub-treasury, or Common Service Centres.
Who is eligible for DCRG (Death-cum-Retirement Gratuity)?
Under KSR Part III Rule 77, Retirement Gratuity (DCRG) is payable to an employee who has completed a minimum of 5 years of qualifying service. Death Gratuity (on death in service) is payable regardless of length of service. The DCRG amount is calculated as (N/4) × Emoluments, where N is the number of completed half-yearly periods of qualifying service, subject to a monetary ceiling of ₹17,00,000 as per the 11th Pay Revision Commission (to be revised under the 12th PRC).
Related Tools & Calculators
Information sourced from PRISM — Finance Department, Government of Kerala, Kerala Finance Department, and KSR Part III. This is a reference guide — always verify with your DDO / Treasury for the latest requirements.