SB Order 01/2023: Quick Settlement of Deceased Claim Cases

SB Order 01/2023 is out as publicly. The first SB order no. 01/2023 for the year 2023 has been issued by the Postal Directorate on 09 January 2023. This SB order contains instructions regarding quick settlement of deceased claim cases of National Savings Schemes.

SB Order 01/2023- Rules and instructions

The Postal Directorate is continuously issuing various instructions on settling deceased claim cases in the form of SB orders.

You have to check these SB orders from here. Sb Order 31/2020, SB Order 36/2020. The above SB orders contain step-by-step procedures and timelines for the settlement of deceased claims cases in the post office.

Now, the following guideline is issued for the timely settlement of deceased claims cases through SB Order 01/2023. All post offices must have to follow it.

• At the time of receipt of the deceased claim case/ KYC documents, the KYC document(s) of the claimant shall be verified with the original KYC documents.
• (b) If the signature of witnesses is available on the copy of the KYC documents, the physical presence of witnesses is not required.
• The claimant(s) should be sensitized to provide his/her Bank Account/PO Savings Account detail at the time of submission of the decease claim case for transfer of payment and obtain the Account Detail/signature on the acquaintance portion, so that nominee(s)/claimant(s) need not visit post office again to get the payment through cheque.
• No separate sanction memo is to be issued by Sub Post Office/Head Post Office for settlement of deceased claim cases. SPM/PM shall sanction the claim on the second part of Form-11 which is prescribed as ‘For Office Use Only’.
• Once a deceased claim case is received with complete documents, further verification through PRI (P)/SDI (P) is not required.
• All post offices shall ensure settlement of deceased claim cases as per the prescribed timeline/norms i.e. one working day where nomination exists and seven working days in other cases.

SB Order 01/2023 PDF download

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Find here all SB Order 2023 List

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