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ANNUAL VALIDATION OF ECHS MEMBERSHIP OF DEPENDENTS
BY SUBMISSION OF LIFE CERTIFICATE AND ELIGIBILITY
DOCUMENTS BY PRIMARY BENEFICIARIES

‘Ae References:

(a) Central Organisation ECHS

10 Feb 2017.

letter

No B/49711SC/AG/ECHS dated

(b) Central Organisation ECHS letter No B/49701PR/AG/ECHS/2017 dated

2

(c) Central Organisation ECHS letter No B/49701PR/AG/ECHS/2017 dated
16 Nov 2017. (Not to all)

(d) Central Organisation ECHS letter No B/49711NewSmartCard/AG/ECHS
dated 29 Apr 2019.

(e) Central Organisation ECHS letter No B/49701PR/AG/ECHS/2020 dated
11 Aug 2020.

2. A detailed letter giving out the eligibility criteria to become an ECHS member was
promulgated to the environment vide letter under ref at Para 1(b) & 1(c) above. The
environment was informed of the documents to be checked as a proof of income to
establish the eligibility of dependents and the procedure to be adopted vide letters
referred to at Para 1(a), 1(d) & 1(e). The procedure so far followed was manual. However,
an IT enabled procedure has now been formulated so as to enable beneficiaries to submit
the documents related to eligibility conditions with ease.



3. It is proposed to obtain Annual Life Certificate for all beneficiaries and Eligibility
Certificate for all dependents from the primary beneficiaries. The Annual Life Certificate of
the Primary Beneficiary who is earning pension is proposed to be linked with Project
SPARSH, Comprehensive Pension Package (CPP) from where the Life Certificate for
ESM/Primary Beneficiary is envisaged to be automatically populated in the ECHS
database. Pending the linking of SPARSH with ECHS, the primary beneficiaries and their
spouses will not be required to submit the Annual Life Certificate. However, in case of

demise of the primary beneficiary or the spouse, actions will be taken as per Central Org
letter No B/49711NSC/AG/ECHS dt 16 Jul 2021.

4. The details of the procedure for providing Annual Life Certificate and Eligibility
Certificate for the dependents by the Primary Beneficiary are given in the succeeding
paragraphs.

Actions By The Primary Beneficiary

5. A system generated warning message will be suitably displayed to submit Life
Certificate and Eligibility documents of dependents who are 64KB ECHS card holders
on completion of 11 months after the date of collection of the cards for the first time or
previous renewal/ verification in the following manner :

(c) The same info as per Para 5 (b) above can also be accessed on the ECHS
Mobile App on opening the Mobile App and logging in.

(d) The date of next Annual Validation due will also be mentioned on the
Medical Officer's prescription obtained from ECHS Polyclinic.

It will be the responsibility of the Primary Beneficiary to upload Annual Life

Certificate and documents for establishing the Eligibility to ensure validity of 64 KB
ECHS Card. Primary Beneficiary to submit the following documents online:

(a) Life Certificate by Primary Beneficiary For Self and Spouse. The
Primary Beneficiary will not be required to provide Annual Life Certificate for self
and spouse. The Annual Life Certificate for the Primary Beneficiary will be obtained
through SPARSH, CPP Portal as and when the software solution for the same is
implemented. In case of demise of Primary Beneficiary or the spouse, action
should be taken to block the card as per instructions promulgated vide Central Org
letter No B/49711NSC/AG/ECHS dated 16 Jul 2021.

(b) Life Certificate and Eligibility Certificate for Dependents.

(i) The Primary beneficiary will provide Life Certificate and Eligibility
Certificate for all his/ her dependents including White Card Holders, if any.

(ii) The Primary beneficiary will select the dependent and then select an
option i.e., PAN Card available/ not available from the dropdown menu.

(iii) In case PAN Card is available for the chosen dependent, then any
one of the following documents will be uploaded :

(aa) Form 26AS for preceding two consecutive financial years.

(ab) ITR V_ (Income Tax Return’ Verification or the
Acknowledgement) of preceding two consecutive financial years.

(iv) In case PAN Card is not available for the chosen dependent, then
the Primary Beneficiary will upload an Income Certificate obtained from the
State Revenue Department. It is, however, desirable that all beneficiaries
should have PAN Card.