Letter to the Bank Manager informing Death of a Pensioner

After the death of the pensioner, his immediate family member should intimate the news of the death to the bank through which he was drawing pension. The family member can also request the bank to stop the payment of pension.

If eligible, the family member can also lodge his request for the payment of family pension to him because of the death of the pensioner.

Here are examples of such letters to the bank. Please consult the concerned government office before writing such letters to understand the exact procedure in this regard.

TEMPLATE #1

(Intimation letter for death of pensioner)

Date: _________

To:

The Branch Manager

_________ Bank

_________ Branch

(Address)

Sub.: Intimation on demise of pensioner

Dear Sir/Madam,

With reference to the pension savings account number __________ held with your bank in the name of (Name of the Pensioner), I regret to inform you that he/she has expired on (Date) at (Place) due to (Reason). He/She was drawing his/her pension through your bank.

He/She was my father/ mother/ grandfather/ grandmother. He/She was a _________ rank officer having IC No. ______. He/She was working in (Government Office Name). His/Her Death Certificate dated __________ issued by (Name of the Statutory Authority) is enclosed herewith for your ready reference.

Therefore, you are requested to kindly stop the payment of his/her pension with effect from (Date).

Kindly do the needful and oblige.

Thanking you,

Yours faithfully,

    (Signature)

(Name of the Person)

Mob. ________

Address: _________

Encl.: As above

TEMPLATE #2

(Application letter for family pension)

Date: _________

From:

(Name of the Person)

(Address)

Mob. _________

To:

The Branch Manager

_________ Bank

_________ Branch

(Address)

Sub.: Grant of family pension on demise of pensioner

Respected Sir/Madam,

This is with reference to our joint pension savings account bearing number __________ held with your bank. I regret to inform you that my husband/wife has expired recently.

Kindly note the following details for your information and records:

(i) Name of the deceased: ____________.

(ii) Date and place of death: ___________.

(iii) Cause of death: _____________.

(iv) Rank: _____________.

(v) I. Card No. ____________.

His/Her Death Certificate dated __________ issued by (Name of the Statutory Authority) is enclosed herewith for your ready reference.

He/She was drawing his/her pension through your bank. We have no/one/two dependent children. Therefore, you are requested to kindly stop the payment of his/her pension with effect from (Date) and commence the payment of family pension at the rate as prescribed vide Annexure __ to ____th Pay Commission Report i.e. Rs. ________ plus DA at ______ or as applicable to me through the aforementioned pension savings account number _________ held with your bank.

Kindly do the needful and oblige.

Thanking you,

Yours faithfully,

    (Signature)

(Name of the Person)

Encl.: As above

Copy to: (Name of the Authority), (Address).