Complete Guide For Employee Provident Fund (EPF) Claim, Nomination, e-KYC, Pension Form Filling Details
Hello friends, in this post we will give you information about the complete details related to employee provident fund. Earlier we had to go to epfo's office to claim pf. But since the epfo system has started providing online service, then we do not need to go anywhere. We can fill our Provident Fund and Pension form with the help of a laptop or computer at home itself. If you want, you can also claim Pf by filling the online form by visiting the nearest computer cafe and shop. Now you can add the date of exit and KYC details in your epf account online itself. For this you do not need to go to the company and epfo office. With the help of epfo online services, you can also update your mobile, email id and basic details. By claiming online pf and pension, money is transferred to your bank account in minimum 7-15 days. With its help, you can also withdraw an advance amount. Along with this, you can also check the balance in your pf passbook from its application or online website.
Requirements to claim PF
Aadhar card
Mobile Number linked with Aadhar
Bank Passbook or Cheque
UAN (If you know)
To know your UAN and claim PF follows below steps:
First of all, search 'EPFO' on Google. After this click on the Employees' Provident Fund Organization link. You have to go to the ‘services’ tab then click on ‘For employees’ option. Now Scroll down then go to the services section and click on ‘Member UAN/Online Service (OCS/OTCP)’.
Know Your UAN (Universal Account Number)
If you do not know your Universal Account Number (UAN), you can find it by clicking on ‘KNOW YOUR UAN’. For this you must have a registered mobile number linked with an Aadhar card.
As soon as you click on Know Your UAN, a new tab will open in your browser. Then you have to enter your mobile number linked with an Aadhar card and given a captcha code. After clicking on 'Request OTP'.
After that an OTP will be sent on your registered mobile number. After that enter OTP and captcha code and click on ‘Validate OTP’.
Then enter your name, DOB, Aadhar card number/PAN card / Member Id, captcha code. Then click on Show My UAN. Finally your UAN is displayed on screen and note it.
Activate Your UAN
If you know your UAN, then now you have to activate it once. Otherwise you will not be able to apply for PF & Pension. For this you have to click on Activate UAN. After that you have to fill in your UAN, Aadhar number, Date of birth and mobile details. If you want, you can also activate your UAN with a member id. As soon as after entering all the details, by clicking on the box given below the captcha code. After that click on ‘Get Authorization Pin’. Now, your UAN is activated.
Know Your UAN Password
If you do not know your UAN password, you can click on Forget Password. After that you have to fill your UAN and captcha code and click on submit button. After that will ask for an OTP request on your mobile number then click on yes. Then OTP will be sent to your register number, enter it and click on the verify button. After that you can create your new password.
Now you can login your account by entering UAN, Password and captcha code in UAN Member e-sewa portal.
Update Member Profile
You can edit or update details in the Member Profile section. You can update your Bank , Pan Card, Email id or mobile number details. If you want to download your UAN card then click on more info in UAN card section then click on Download button at upper right corner. You can also change password by clicking on more info in account settings.
View
In the view section you can check your profile details, service history, UAN card and Passbook details.
Manage
In the manage tab, you can change your basic details, contact details, update KYC, nomination details and add mark exit (means Date of Exit).
For KYC you have required any one valid document like Aadhar card, PAN card, Bank account and Passport.
For nomination you have to add family details. After that you have to select persons and enter the share percentage of your PF and Pension after your death. Then after completing all details you have to e-sign by using the Aadhaar VID number for confirmation. You can generate VID numbers by visiting UIDAI official aadhaar website or by downloading the m-aadhaar app in the playstore. After successfully e-sign your nomination details are added.
By the Mark Exit features you can update your last working date and reason to leave the company to claim your Pf and Pension amount.
Account
In this tab, you can change your old password of your epfo login portal.
Online services
In this tab you can apply or claim for your PF and Pension. And also track the claim status. If you want to transfer an old company pf and pension amount to the current company by clicking on One member- one epf account. After that select the old member id and current member id in which you have to transfer.
For online claim PF and Pension follow below steps:
In the online services tab, click on claim (Form- 31,19,10C & 10D). After that new tab open, you have to enter your bank account number then click on verify. After that select member id and click on proceed to claim. After that select only Pf withdrawal (form 19) option. Then enter your address and upload your Form 15G, bank passbook or blank cheque. After that click to select the box then proceed. After that enter your OTP which is sent to your mobile number and verify it. Now your claim request is submitted you can track your claim status on the online service tab. Also same procedure for pension or advance amount form.
EPFO has added an option for its pf account holders. Which you will see at the time of claiming your pf. You will find this option in the name of Form 10- C Scheme Certificate under PF Withdrawal, Form 10-C Pension Withdrawal. To download this certificate, nomination details should be added to your pf account.
As you know that to take pension money from EPFO, your service should be from minimum 6 months to 10 years. Only then you are eligible for EPFO pension. But with the help of this certificate, when you change the company, you can download this certificate. This will add the period of service of your old company to the period of your new company. By which after your total service is 10 years, you will be eligible for pension under EPFO EPS.