If an insured person died, EOBI is responsible to transfer his pension to the widow immediately, but the widow needs to register the pension transfer case to the EOBI regional office for further process.
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How To Transfer EOBI Pension to Widow? |
Keep in mind
that to initiate a pension transfer case, the widow needs to provide the original and
attest the following documents to the EOBI office.
Death certificate of the insured person
Widow's marriage certificate
Widow's national identity card
Widow's bank account details
Fill out the EOBI Form PR-04, "Application for Survivor's
Pension".
Submit the documents and form to the nearest EOBI office.
The EOBI office will process your application and, if approved, will start paying the pension to the widow.
Make Sure The Documents Are Dully Attested From Competent Authority:
The death certificate must be issued by a government
authority.
The marriage certificate must be a certified copy.
The widow's national identity card must be a valid copy.
The widow's bank account details must include the account
number, branch code, and name of the bank.
The EOBI Form PR-04 can be downloaded from the EOBI
website. You can also get a copy of the form from the nearest EOBI office.
The processing time for a survivor's pension application is usually around 30 days. However, it may take longer if the EOBI office needs to verify any of the documents you have submitted.
Once the pension is approved, it will be paid to the widow on a monthly basis. The amount of the pension will depend on the insured person's salary and the number of years he contributed to the EOBI scheme.
EOBI Pension Transfer to Widow Form:
The EOBI form for transferring a pension to a widow is
called PR-04, "Application for Survivor's Pension". You can download
the form from the EOBI website or get a copy from the nearest EOBI office.
The form requires the following information:
The name of the insured person
The date of death of the insured person
The relationship of the widow to the insured person
The widow's name, address, and national identity card
number
The widow's bank account details
The form must be signed by the widow and by a witness.
Once the form is complete, you must submit it to the
nearest EOBI office along with the following documents:
Death certificate of the insured person
Widow's marriage certificate
Widow's national identity card
Widow's bank account details
The EOBI office will process your application and, if approved, will start paying the pension to the widow.
EOBI Pension
Transfer to Daughter:
Yes, it is possible to transfer an EOBI pension to a
daughter. The following are the requirements for transferring the EOBI pension to a
daughter:
The insured person must have died before the daughter
turned 18 years old.
The daughter must be unmarried.
The daughter must be a dependent of the insured person.
The daughter must have a valid national identity card.
The following documents are required to transfer the EOBI
pension to a daughter:
Death certificate of the insured person
Daughter's birth certificate
Daughter's national identity card
Daughter's bank account details
Application form for Survivor's Pension (PR-04)
The application form can be downloaded from the EOBI
website or obtained from the nearest EOBI office.
The application form must be signed by the daughter and
by a witness and submitted to the nearest EOBI office along with the required
documents. The EOBI office will process the application and, if approved, will
start paying the pension to the daughter.
EOBI Pension Rules
After Death:
The Employees' Old-Age Benefits Institution (EOBI) provides
a survivor's pension to the dependents of an insured person who dies while in
insurable employment or within 3 years of leaving insurable employment. The
amount of the pension depends on the insured person's salary and the number of
years they contributed to the EOBI scheme.
The following are the eligible dependents for a
survivor's pension:
The widow or widower of the insured person
Unmarried children of the insured person who are under
the age of 18
Unmarried daughters of the insured person who are over
the age of 18 and who are not married
Parents of the insured person who are dependent on the
insured person for their support
To apply for a survivor's pension, you will need to
submit the following documents to the nearest EOBI office:
Death certificate of the insured person
Marriage certificate of the widow or widower (if
applicable)
Birth certificates of the children (if applicable)
National identity cards of all dependents
Bank account details of the dependents
Application form for Survivor's Pension (PR-04)
The application form can be downloaded from the EOBI website or obtained from the nearest EOBI office. The application form must be signed by the dependents and by a witness.
The application must be submitted to the nearest EOBI office along with the required documents. The EOBI office will process the application and, if approved, will start paying the pension to the dependents.
The processing time for a survivor's pension application is usually around 30 days. However, it may take longer if the EOBI office needs to verify any of the documents you have submitted.
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