Gratuity Policy Template: Secure Employee Benefits, Stay Compliant

Define your gratuity rules clearly with this ready-to-use policy template and forms. Stay aligned with the Payment of Gratuity Act, 1972 and reward long-serving employees fairly.

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What is a Gratuity Policy?

A gratuity policy outlines the financial benefit an organization provides to its employees as a token of appreciation for their long-term service. As per the Payment of Gratuity Act, 1972, gratuity becomes payable to an employee upon retirement, resignation, or other qualifying events after completing at least 5 years of continuous service.

Applicability of the Gratuity Act

  • The act came into effect on 16th September 1972.

  • It applies to all government entities and private organizations employing 10 or more employees on any single day in the preceding 12 months.

  • Once applicable, an organization must continue complying, even if the number of employees drops below 10.

Gratuity Eligibility Criteria

An employee is eligible for gratuity under these conditions:

  1. Minimum Service: At least 5 years of continuous employment.

  2. Working Days: At least 240 days in a year (190 days for miners).

  3. Interruptions Covered: Periods like strikes, layoffs, or accidents don’t break continuity.

  4. Applicable Events:

  • Resignation
  • Retirement
  • Disablement
  • Death
  • Termination (under certain conditions)

How to Calculate Gratuity

Formula:
Gratuity = (15 × Last drawn salary × Completed years of service) / 26

  • Salary includes only basic pay + dearness allowance.

  • If an employee has served more than 6 months in a year, it’s rounded to a full year.

Example:
If Mr. X worked for 19 years and 2 months and his last drawn salary (basic + DA) was ₹1,30,000:
Gratuity = (15 × 1,30,000 × 19) / 26 = ₹14,25,000

Gratuity Forfeiture Rules

Gratuity may be forfeited, wholly or partially, if the employee is terminated due to:

  • Fraudulent behavior or criminal offense

  • Violent or disorderly conduct

  • Willful negligence causing loss to the employer

Tax Implications on Gratuity

  • Government Employees: Gratuity is fully tax-exempt.

  • Private Sector Employees: Exempt up to ₹20 lakhs under Section 10(10) of the Income Tax Act.

  • In Case of Death: Gratuity paid to the nominee/legal heir is completely tax-free.

Gratuity Request Form (Template)

To,
[Employer’s Name]
[Company Name]
[Location]

Subject: Application for Payment of Gratuity

Dear Sir/Madam,
I am writing to request the release of my gratuity payment under Section 4(1) of the Payment of Gratuity Act, 1972. I have completed [X] years of service and was separated from service on [Last Working Date] due to [Reason – resignation/retirement/disablement].

Please find the required details below:

1. Full Name: [Your Name]
2. Address: [Your Address]
3. Department: [Your Department]
4. Date of Joining: [DD/MM/YYYY]
5. Reason for Separation: [Resignation/Retirement/Disablement]
6. Total Service Duration: [Years Completed]
7. Last Drawn Wages: ₹[Amount]
8. Gratuity Amount Claimed: ₹[Amount]
9. Supporting Documents: [If applicable]
10. Preferred Mode of Payment: Cash/Cheque/Bank Transfer

Sincerely,
[Signature]
[Date]

Gratuity Payment Approval Form (Form 'L')

NOTICE FOR PAYMENT OF GRATUITY
(Form L – As per Rule 8 of Payment of Gratuity Rules, 1972)

To,
[Employee/Legal Heir Name]
[Address]

You are hereby informed that a gratuity amount of ₹[Amount] is payable to you for your service at [Company Name] under the Payment of Gratuity Act, 1972.

Kindly collect the amount via [Cheque/Cash] on [Date] from [Location]. Alternatively, it will be sent to your address by registered post.

Gratuity Calculation Summary:
– Total Service: [X Years Y Months]
– Last Drawn Wages: ₹[Amount]
– Gratuity Payable: ₹[Amount]

Authorized Signatory:
[Officer’s Name & Signature]
[Date & Place]

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