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Provident Fund: Here's how to submit EPF transfer, withdrawal claims online

The online portal is meant to facilitate EPF transfer, withdrawal and settlement claims for employees.

BT Online | August 8, 2017 | Updated 19:41 IST
Provident Fund: Here's how to submit EPF transfer, withdrawal claims online

The Employees' Provident Fund Organisation (EPFO) has floated an online system for submitting claims regarding transfer, withdrawal or settlement of provident funds. The system is meant to facilitate transfer of provident fund (EPF) balance from previous employer to a new employer. Employees can also withdraw some or entire of their EPF balance through this online system.

This online service can be availed by employees who have authenticated Aadhar and bank account details seeded against their Universal Account Number (UAN). They can also check their passbook of the EPF account which has been tagged with their UAN. The facility of passbook, however, is not available to members working with establishments that have been exempted under the EPF Scheme 1952.

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While requesting for transfer of EPF balance, employees will have the choice to have their claims attested by either the previous or current employer. After submitting the transfer claim, the employer will verify or correct their member details before approving and submitting their claims though the EPFO online portal.

The EPFO portal can also be used to apply for PF final settlement, pension withdrawal benefit or PF partial withdrawal. However, EPFO members must have activated their UAN and mobile number used for activating the same functional. Apart from this, the Aadhar details, bank account details with IFSC code should also be seeded in the EPFO database. In case of PF final settlement, employees' Permanent Account Number (PAN) should also be seeded in the EPFO database if their service period is less than five years.

Here's how you can submit transfer or withdrawal claims online through the EPFO portal:

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Transferring EPF online
1. Go to EPFO members' portal and log in using your UAN and password.
2. After reaching the home page, go to 'Online Services' tab and select 'Transfer Request' to generate an online transfer claim.
3. On selecting 'Transfer Request', a page will open showing your personal details like EPF number, date of joining, date of birth, etc. Verify that the details shown on this page are accurate or the transfer claim will not be processed.
4. After verifying personal details, revert to Step 1 where you will have to fill in the details of your previous employer. But before that you will have to choose whether you want your transfer claim form to be attested by your previous employer or current employer.
5. An OTP will be sent to your registered mobile number once you fill in the details of your previous employer.
6. After you authenticate you enter the OTP in relevant field, an online filled-in form will be generated which you need to sign and send to your previous or current employer.
7. The employer will also receive a notification online regarding your EPF transfer request. After correcting, if needed, and verifying your details, the employer will forward it online to EPFO where it will be processed.

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Withdrawing EFP online
1. Go to EPFO members' portal and log in using your UAN and password.
2. Check your KYC details like Aadhar, PAN and bank details available under the 'Manage' tab.
3. Once satisfied that the required details are correct, select 'Claim' from 'Online Services' tab.
4. Click on 'Proceed For Online Claim' tab on the 'Claims' screen.
5. Choose from PF Withdrawal, PF Advance, or Pension Withdrawal from the drop-down menu under 'I Want To Apply For' tab.
6. Fill in the form that comes up after selecting one of the options from previous step and authenticate it using Aadhar OTP to finish online claim submission.

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