Group Gratuity Insurance

Helps employers meet statutory gratuity obligations by setting aside funds for employee benefits upon retirement or resignation

Reward Dedication, Secure Futures
Group Gratuity Insurance is a financial product designed to help employers meet their statutory gratuity obligations to employees as per the Payment of Gratuity Act, 1972. It allows employers to systematically set aside funds to pay gratuity benefits to employees upon their retirement, resignation, or in case of death. These plans often combine insurance coverage with investment options to grow the gratuity fund over time.
Medical Expenses
Disability Benefits
Death Benefits
Key Features of Group Gratuity Insurance

Statutory Compliance

Ensures that employers comply with the Gratuity Act, 1972, which mandates the payment of gratuity to employees who have completed five years of continuous service.

Investment Options

Funds can be invested in various financial instruments, including equity and debt funds, to grow the corpus over time through ULIPs or traditional endowment options.

Tax Benefits

Contributions made by employers are eligible for tax deductions, and gratuity received by employees is tax-free up to specified limits under Section 10(10).

Flexible Premium Payments

Employers can choose to make annual, semi-annual, quarterly, or monthly contributions with renewable policy terms.

Life Cover

Some plans offer bundled life insurance cover for employees, providing additional benefit in case of death during service period.

Expert Fund Management

Professional management of funds ensures optimal returns on contributions with dedicated relationship managers for policy administration.

Why Choose Group Gratuity Insurance?
Timely settlement of gratuity for employees who leave the organization
Professionally managed fund with regular returns
Ability to choose from aggressive vs conservative returns options based on risk appetite
Zero risk of reserves depleting as funds are secured in an irrevocable trust
Income tax benefits on funding & returns
Security of funds and timely gratuity payment for employees
Gratuity Act

Gratuity is given by the employer to his/her employee for the services rendered by him during the period of employment. It is usually paid at the time of retirement but can be paid earlier, provided certain conditions are met.

A person is eligible to receive gratuity only if he has completed a minimum of five years of service with an organization. However, it can be paid before the completion of five years at the death of an employee or if he has become disabled due to an accident or disease.

Who is covered under Gratuity Act?
Under section 1 of the Payment of Gratuity Act, group gratuity insurance is applied to:
Every mine, factory, oilfield, port, plantation & railway corporation
All establishments or shops that have more than 10 employees in the preceding twelve months
Law continues to apply even if employee strength falls below 10 after initial coverage
When is an Employee Eligible for Gratuity Payment?

Superannuation

Employee should be eligible for superannuation.

Retirement

Employee gets retired.

Resignation

Employee resigns after working for 5 years or more in an organization.

Death or Disability

Employee dies due to illness, accident or suffers through a disability.

How is Gratuity Amount Calculated?

Gratuity Calculation Formula:

Gratuity Amount = (Last drawn Monthly Basic Salary + D.A) × 15 × No. of years of service / 26

Example Calculation:

Monthly Salary: ₹30,000
Years of Service: 10 years
Calculation: (₹30,000 × 15 × 10) / 26 = ₹1,73,077

How Group Gratuity Insurance Works?

Group Gratuity Insurance can be considered as a fund which the employer keeps with the insurer, in order to pay their future Gratuity Liability to employees. Under this policy, the fund given to life insurers by the employer is kept invested in the market (Equity or Debt) by insurers after due discussion and employer consent on investment fund options. At any time, the insurer is liable to pay not more than what is available under the fund.

Why Employers Should Have Group Gratuity Insurance?
Legal compliance with Payment of Gratuity Act, 1972
Systematic fund accumulation to meet future gratuity obligations
Professional fund management with potential for growth through investments
Risk mitigation by transferring gratuity liability to insurance company
Better financial planning and budgeting for employee benefits
Enhanced employee satisfaction and retention through secure benefit provision
What are the Steps for Taking Group Gratuity Insurance?

Employer Trust

Employer creates a trust for the administration of the fund under the Gratuity scheme.

Initial Contribution

Initial contribution based on actuarial advice.

Investment Strategy

Discuss investment preferences and strategies with the Insurance Broker and Insurance Company.

Periodic Review

Contribute to the fund and review investment return and fund growth periodically.

Gratuity Liability Notification

Inform the insurance company at regular intervals whenever gratuity liability arises from employees.

Key Benefits of Group Gratuity Insurance

Medical Expenses

Some plans may include medical coverage as part of the comprehensive employee benefit package.

Disability Benefits

Coverage for disability-related gratuity payments when employees become disabled during service.

Death Benefits

Gratuity payments to nominees in case of employee death, even before completing 5 years of service.
FAQs on Group Gratuity Insurance
Common queries about Group Gratuity Insurance

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