Frequently Asked Question on GPF Module on PFMS Portal for PAOs:

URL/Website Addresshttps://pfms.nic.in

Helpdesk email idegpf-pfms@gov.in

I Pre-Requisite

1. What are the Pre-requisites for on boarding the online GPF Module,
required to be completed in COMPACT?
• General/Basic Information like Name, Date of Birth, Date of Joining
Government Service, PAN Number of all GPF subscribers may be verified
and updated
• GPF Accounts of subscribers may be made up to date with posting of GPF
credit/debit data.
• May be ensured that no GPF bill is pending for pass and payment.
• Voucher Incorporation from PFMS to COMPACT may be done for all Bills.
• Opening Balances of current F.Y. may be verified and interest calculation and
finalization of interest for previous year may be completed and data is
transferred to next F.Y.
• It may be ensured that any discrepancy, if noticed has been removed before
shifting to PFMS.
• May be ensured that GPF Advance recoveries data is correct.
• It may be ensured to register Digital signature Certificate (DSC) in
COMPACT.
• Before creating final file, PAO should take backup of the data base and keep
it in safe custody as the legacy data needs to be preserved.

II Data creation for GPF module from COMPACT:

2. Is DSC registration mandatory in COMPACT for creation of data file for

upload in PFMS?

Yes.

3. How to create data from Compact?

Follow the steps explained below:

a) Complete all the personal details like date of birth, date of joining, date of
superannuation, PAN No etc. in compact.
b) Clear all the bills till voucher incorporation or return unwanted tokens
c) Prepare trial file from Compact >GPF>utility Module > PFMS Data exchange
>GPF data for EIS option>Trial
d) Upload the Trial file through the option EIS>GPF >Data upload from
COMPACT/other system from DH level
 e) If the data is correct and the message on uploading the trial files is “File has
no severe errors, final file can be uploaded” then prepare the final data by
following the above step (c) by selecting option Finalin COMPACT.
f) Upload the Final file through the option EIS>GPF >Data upload from
COMPACT/other system from DH level

Following Reports for uploaded data are available at Data Porting Tool-
>Capture Legacy System>COMPACT and other system:

(i) Consolidated report of uploaded data

(ii) Uploaded data validation reports
(iii) Checklist of uploaded data (Current Fin Year) – Take print out of
the report and keep it for record.
(iv) Checklist of approved uploaded data

III Mapping of Employees

4. What action to be taken after uploading of data in online system?

Employees uploaded from COMPACT/Other Systems need to be mapped

with EIS Employees Basic Data.

5. Who can map the basic data of these employees?

DH in PAO can map the data which needs to be verified by AAO and
approved by PAO.

6. On what basis employee can be mapped!

For Mapping of any employee there are many parameters like PAN, Aadhaar,
etc. It is advisable to map the employees with PAN as the same is available
in both the database.

7. There are two options to map the employees. Which should be

preferred?
Multiple Emp Data Mapping option should be exercised first and Single Emp
Data Mapping option should be used for rest of the employees.

8. What are the steps to Map the Employees?

a) Mapping of subscribers: Data Porting Tool> COMPACT/Other System
>Multiple employee data – Preferable mapping criteria should be PAN.
b) Matched Employees list would appear from Uploaded data and EIS data for
mapping.
c) Tick the employees who are to be mapped
d) Click on the map button.
e) Employees would get mapped.
f) Verify and approve the employees at AAO and PAO level
 9. PAN available in the uploaded data is incorrect however the same is
correct in EIS database. How to map the employee?
This employee can be mapped through Single Emp Data Mapping option.
PAN available in EIS will be treated as correct one.

10. Single Emp Data Mapping - Employee is available in uploaded dataof

COMPACT (subscriber transferred DDO/PAO but GPF balance is yet not
transferred) but not available in EIS Data of Present PAO for Mapping.
How to map these employees?
Log In at DH Level – Go To - Data porting tools >Capture Data from Legacy
System > Single Emp Data Mapping. Click the checkbox in the left Pan list of
employees, a dialog box will appear with the message “No Match found”,
search other DDOs”on clicking ‘OK’, system will provide the matching
employee for mapping. Check the details and map the data if appears
correct.

IV Subscription &Schedule posting

11. How can a subscriber change the GPF subscription?

Subscriber can apply for the same through his/her EIS Employee login or
he/she can contact the DDO for the same.

12. Salary payment has been done through EIS but schedules are not posted
in the subscriber’s ledger card.
These Vouchers will be available at AAO level for verification through the option
Verifications > Verifications of Schedules. On selection of voucher and clicking
on the verify button, schedule would get posted automatically.

13. How to change subscription of a subscriber who is on deputation?

a) Login at DH level
b) Manual Adjustment >Capture subscription (for employees under
deputation).
c) Change the subscription for the required month/year and save the
record.

14. Cheque for subscription for employees on deputation has been received.
How to post in GPF account of subscriber?

Can be entered through the option Schedules > Manual Schedule Entry
through Challan at DH level.

15. Challan not available for entry in the relevant form. What are the
reasons for same?
 Reasons can be:
a) Challan amount not booked in relevant function head for GPF
b) Challan not entered in correct DDO.
c) Receipt Scroll with encashed flag against that particular challan, is not
approved by AAO.

16. What are the solutions for the query against 15above?
Problem at 15(a) and 15(b) can be resolved by preparing a Transfer Entry in
Compilation and Posting of Transfer In through Transfer Entry instead of
Challan.

Problem at 15 © can be resolved by entry/acceptance of receipt scroll with

encashed flag against the desired challan in Compilation. The challan will then
be available for entry.

17. How to post the subscriptions where the bill has been passed directly
through PFMS instead of EIS?
Can be posted through the optionSchedules >Vouchers executed Directly
through PFMS at DH Level.

V Advances/Withdrawal

18. Can the subscriber apply for Advance or withdrawal from his/her login?
Yes.

19. How coulda subscriber who is not familiar with computers, apply for GPF
Advance/Withdrawal?
Yes, DDO maker can make the requisite entry on behalf of the subscriber.

20. The subscriber has applied for withdrawal from his login and
DDOmakerhas also been entered on behalf of the subscriber, causing
duplicate applications. How it can be rectified?
One entry can be deleted by either of the two i.e. employee or DDO maker by
selecting the application andclicking on the delete button.

21. What are the steps for initiating GPF Advance/Withdrawal Bill?
i) Apply by Employee through its Log in or by DDO maker on behalf of the
applicant;
ii) Approval of the data by DDO Checker;
iii) Sanction at PD Level;
iv) Availability of Sanction at DDO Maker for Processing and forwarding of
Bill to DDO Checker
v) Approval and submission of the bill by DDO checker to PAO
vi) Pass and Payment of the bill by PAO Users
 22. A Debit has been passed directly from PFMS, now it is not being
reflected in the ledger card of the subscriber. How to post it in
Subscriber’s ledger card?
DH user can post the same through Schedules->Instruments directly
executed through PFMS option. This entry needs to be verified by AAO
before getting it part of Reports.

23. Where the Temporary advance bills of GPF processed by CDDOs would
appear for pass and payment?
The advance bills processed by CDDO would be available for receiving at
CDDO maker.

VI Missing Credit/Debit

24. A debit for a previous financial year has been traced, how to adjust this
debit?
Login at DH level – Go To option Manual Adjustment>Missing Debit/Credit.
Select the employee and the instrument for adjustment, after passing it at all
three levels, it will be reflected in Ledger card and in Monthly reports->Manual
adjustments.

25. A missing credit has been traced, how to post it in ledger of the
subscriber?
Login at DH level - Go To option Manual Adjustment >Missing Debit/Credit.
Select the employee and the instrument for adjustment, after passing it at all
three levels, it will be reflected in Ledger card.

VII Transfer out

26. The employee is not available for transfer out for transferring GPF
Balance? Here both the DDOs are preparing salary through EIS.

Employee would be available for transfer of GPF balance only after joining
details are verified by the New DDO checker.

27. The employee is not available for transfer out for transferring GPF
Balance where the new DDO is not preparing salary through EIS

For transfer of GPF balance of any employee, information regarding joining in

new DDO should be available in the database. Since the requisite data is not
available, DH can enter the same through the option > Transfers >Joining
details for the employees transferred to non GPF DDO. These employees
will then be available in transfer out form.

28. In some cases, transfer out type is Bill and in some it is TE i.e. Transfer
Entry. What are the reasons?
 Transfer Out type will be TE i.e. Transfer Entry in cases where both the PAOs
are enrolled for working in GPF Module on PFMS and Transfer Out type will be
Bill where new PAO is not enrolled for GPF on PFMS.

29. How to transfer GPF balance of the employee where both the PAOs are
enrolled for GPF?
Steps to be followed are:
a) Check the Ledger Card for updation of details
b) Log in atDH Level – Go to Transfers > Transfer of Balance (Transfer
Out) – Information regarding current PAO/DDO, destination PAO/DDO,
GPF balance to be transferred out, etc. will be displayed for checking.
c) Transfer out type will be TE i.e. Transfer Entry.
d) The case is to be passed at DH level, verified at AAO level and
approved at PAO level
e) At the time of approval of the case at PAO level, system will insert
transfer entries in both the PAOs i.e. old and new PAO.

30. How to transfer GPF balance of the employee where destination or new
PAO is not enrolled for GPF?
Steps to be followed are:
f) Check the Ledger Card for updation of details
g) Log in at DH Level – Go to Transfers > Transfer of Balance (Transfer
Out) – Information regarding current PAO/DDO, destination PAO/DDO,
GPF balance to be transferred out, etc. will be displayed for checking.
h) Transfer out type will be Bill and a detailed window would appear for
displaying the details of ‘C’ category cheque to be issued in favour of
destination PAO/ merged DDO.
i) The case is to be passed at DH level, verified at AAO level and
approved at PAO level.
j) At the time of approval of the case at PAO level, Bill will be available at
DH level in “Receive Sanction” in Sanction Module for pass and
payment.

31. A transfer out cheque is permanently cancelled insanction module of

PFMS. The Ledger of the subscriber was not updated. How to update
the ledger and re-initiate the transfer out?
Log in at AAO level – Go Toverifications>verification of cheque
cancellation– Verify the data. The ledger and other reports would get
updated and GPF Account will be available for transfer out.

32. Is there any report for checking the details of the transferred employee
for a given period?
 Yes. Reports > Transfer related reports >Transfer out Register is available
in transfer related reports.

33. Can Forwarding letter for Transfer out be generated through the
system?
Yes. Reports > Transfer related reports >Transfer out Forwarding Letter

34. Can Transfer Out Advice is available for Printing

Yes. Reports > Transfer related reports >transfer out advice

VII Transfer in

35. How can Transfer In received through cheque be captured in subscriber’s

GPF account?
Transfer In received through cheque can be captured through the Option GPF
Module>Transfers >Acceptance of Balance (Manual Entry).

36. Challan not available for entry in the relevant form for capture Transfer
In. What are the reasons for same?
Reasons can be:
a) Challan amount not booked in relevant function head for GPF
b) Challan not entered in correct DDO.
c) Receipt Scroll with encashed flag against that particular challan, is not
approved by AAO.

37. What are the solutions for the query against 36above?
Problem at 36(a) and 36(b) can be resolved by preparing a Transfer Entry in
Compilation and Posting of Transfer In through Transfer Entry instead of
Challan.
Problem at 36 © can be resolved by entry/acceptance of receipt scroll with
encashed flag against the desired challan in Compilation. The challan will then
be available for entry.

38. Inadvertently the transfer-in cheque has been entered in other DDO in
PFMS. How to post it in correct DDO in GPF Module?
Rectify the mistake by preparing a Transfer Entry in PFMS and Post the
Transfer In through Transfer Entry in relevant form.

39. Transfer of GPF balance received against the Subscriber who has
already been transferred to other DDO but GPF balance is not yet
transferred. How to post the same in the subscriber’s GPF Account?
 Go to Transfers >Acceptance of Balance(Manual Entry). Select DDO and
clickonthe option“Transferred Employees”. Select the subscriber and the
instrument and post the transfer in balance.

IX Final settlement

40. What can be the reason for non-availability of the case at DH level for
final recasting?
Such Employeeswill be available only after the DDO maker has submit the
case through Final Settlement Initiation option.

41. Is recasting compulsory before final payment?

In the system, it is mandatory to do final recasting before final payment.

42. Where the employee will appear for final settlement?

Log in at DH Level – Final Settlements > Recasting of Account

43. Explain the steps for process for final payment in PAO.
The case will be available at DH level in the option Final settlement >
Recasting>Final, after initiation of Final settlement at DDO Maker level
a) Data entry at DH level in Recasting form (Data entry is required if the
data of previous years is not available in the system);
b) Verification and approval of recasting at AAO and PAO respectively;
c) Final payment authority will be in reports;
d) The data will also be available at DDO Maker level for generation of
Bill;
e) Bill Generation at DDO maker and forwarding at DDO Checker level to
PAO;
f) Bill will be available for pass and payment in sanction module to PAO
Users

44. In which report recasting details are available for view/print after
passing the final recasting?
Reports>Final settlement> Recast sheet

45. The procedure for paying final payment through e-payment to nominees
of the subscriber may please be explained.
After Initiation of the case at DDO Maker level, the following needs to be done
by PAO users:
a. GPF >Final settlement> Recasting of Account at all the three levels;
b. GPF>Final settlement > DLIS Settlement at all the three levels;
c. GPF > Final settlement > Final Payment Authority at all the three
levels;
 d. After approval of the authorities at PAO level, Data will be available at
DDO Maker level for Bill Generation.

46. Is there any report to check how many numbers of cases of final
payment is done during a particular period?
The detailed report is available in Reports > Final Settlement Reports >Final
Payment Register

47. The recasting has been done but final payment authority is not
generating for the employee who died in service. How to generate the
Final payment Authority?
Please refer to steps at 45 above

48. From where the DLIS calculation sheet can be printed?

Reports>Final settlement report>DLIS Calculation sheet

X Employee login

49. Can employee change GPF subscription from EIS employee login?

Yes.

50. Can employee apply for advance/withdrawal from EIS employee login?

Yes.

51. Can any employee know about the available GPF Balance in his/her
account?

Yes. Current available balance can be seen through Ledger Card of current
year.

52. Employee wants to take print out of the Annual Statement. Is the same
available at employee log in?

Yes.

XI Reports

53. Following reports are available in GPF Module in reports section:

Sl. No. Report name

1. Form CAM-47 (Ledger card)

2. Form CAM-49 (Annual Statement for GPF)
3. Broadsheet for GPF
4. Recast sheet
5. DLIS Calculation Sheet
 6. Final payment Authority
7. Final Payment Register
8. DLIS Register
9. Transfer in details
10. Transfer in register
11. Transfer out register
12. PAO 8
13. Transfer Out Forwarding Letter
14. Advance and Withdrawal Register
15. Missing Credit/Debit Register

FAQs FOR DDOs On GPF Module

54. Can the subscriber apply for Advance or withdrawal from his/her login?

Yes.

55. How could a subscriber who is not familiar with computers, apply for
GPF Advance/Withdrawal?
Yes, DDO maker can make the requisite entry on behalf of the subscriber.

56. The subscriber has applied for withdrawal from his login and DDO maker
has also been entered on behalf of the subscriber, causing duplicate
applications. How it can be rectified?

One entry can be deleted by either of the two i.e. employee or DDO maker by
selecting the application and clicking on the delete button.

57. What are the steps for initiating GPF Advance/Withdrawal Bill?
• Apply by Employee through its Log in or by DDO maker on behalf of the
applicant;
• Approval of the data by DDO Checker;
• Sanction at PD Level;
• Availability of Sanction at DDO Maker for Processing and forwarding of Bill
to DDO Checker
• Approval and submission of the bill by DDO checker to PAO

58. What are the steps to be followed by DDO to initiate Final Payment cases
who died in service?

The steps are:

a) DDO maker has to enter the family member details in GPF > Final
settlement Initiation > Family details
 b) Enter the nominee details at DDO maker GPF > Final settlement
Initiation > Family details > Nominee’s details and Bank details, needs
to be approved by DDO checker
Unique code would get generated after verification at PFMS and the
payment can be done to nominee’s respective bank account.

c) End of Service Details with reason Death to be entered at DDO Maker

level Go to EIS Module > Change > End of Service which will need to
be verified by the Checker.
d) DDO Maker – Final Settlement Initiation
e) The case will then be available at DH level in PAO for Final Recasting.

59. What are the steps at DDO level for initiating Final Payment case of
superannuating employees or who left service due to any other reason
other than death?
The steps are:
a) Login at DDO maker - Go to EIS Module > Change > End of Service
b) Verify the details at checker level.
c) DDO Maker - Final Settlement Initiation –Enter the requisite information
and submit
d) The case will then be available at DH level in PAO for Final Recasting.