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Transfer Claim Form

This transfer claim form allows an employee to transfer their provident fund balance and pension service details from their previous account to their present account. It collects personal details of the employee as well as details of both their previous and present provident fund accounts. Instructions are provided on how to fill out and submit the form depending on whether the previous or present employer attests the claim.

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Abhishek
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Download as PDF, TXT or read online on Scribd
55 views

Transfer Claim Form

This transfer claim form allows an employee to transfer their provident fund balance and pension service details from their previous account to their present account. It collects personal details of the employee as well as details of both their previous and present provident fund accounts. Instructions are provided on how to fill out and submit the form depending on whether the previous or present employer attests the claim.

Uploaded by

Abhishek
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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TRANSFER CLAIM FORM CLAIM ID___________________________

FORM 13 (REVISED) (For EPFO Use only)

To, To,
The Regional P F Commissioner, Trust Name: ___________________________________
Office Name: _____________________ Trust Address: _________________________________
Office Address: ___________________ _____________________________________________
________________________________ _____________________________________________
(Please see instruction 3) (In case the PF A/C is with Exempted Establishment)

Sir,
I request that my provident fund balance along with my pension service details may please be
transferred to my present account under intimation to me. My details are as under

PART A: PERSONAL INFORMATION


1. *Name: ___________________________________________________

2. *Father’s/Husband’s name: ___________________________________

3. Mobile number: ___________________ 4. E-mail id: ____________________________


5. Bank A/C number: __________________ 6. IFS code of Bank branch: ________________

PART B: DETAILS OF PREVIOUS ACCOUNT (WHICH IS TO BE TRANSFERRED)

1. *PF Account No. : ____________________________


In case the previous establishment is exempted under Employees’ Provident Fund Scheme,1952
Pension Fund Account No. : ______________________________________

2. *Name and Address of the previous establishment: ________________________________


________________________________
________________________________
________________________________
3. *PF Account is held by: (Name of EPF Office/ PF Trust) ______________________________

4. *Date of Birth: _____________ (dd/mm/yyyy) 5. *Date of joining: ______________ (dd/mm/yyyy)

6. *Date of leaving: ___________ (dd/mm/yyyy)

PART C: DETAILS OF PRESENT ACCOUNT

1. *PF Account No. : __________________________________


In case the present establishment is exempted under Employees’ Provident Fund Scheme, 1952
Pension Fund Account No. : _____________________________

2. *Name and Address of the present establishment: _________________________________________


_________________________________________
__________________________________________
3. *Account is held by: (Name of EPF Office / PF Trust): ___(Mandatory with complete address)______

4. *Date of joining :___________________(dd/mm/yyyy)

5. #Name of Trust (to whom funds are to be paid in case of present establishment being exempted under EPF
Scheme, 1952): _________________________________________________

6. #Employee code under the Trust: ________________________________________________________


(* indicates mandatory fields) (# Strike off if not applicable)

I, Certify that all the information given above is true to the best of my knowledge and I have ensured the
correctness of my present and previous account numbers.

Signature of the Member


Date: ________________

IMPORTANT: Member has the option to get the claim form attested by present or previous employer. In
case of attestation by the previous employer, time taken in settlement will be relatively less.

Certified that I have verified the data in Part B in respect of the member mentioned in Part A of this form and
the signature of the member.

Signature of Previous Employer


Seal of the Establishment Date: _____________________
OR
Certified that I have verified the data in Part C in respect of the member mentioned in Part A of this form.

Signature of Present Employer


Seal of the Establishment Date: _____________________
---------------------------------------------------------------------------------------------------------------------------------------------------
INSTRUCTIONS AND GUIDELINES
1. The Bank A/C details are for verification purpose even if the Fund is transferred to the EPFO Office/Trust
maintaining the present account number.
2. In case the Previous Account was maintained by PF Trust of the exempted establishment, the member
should submit a Transfer Claim Form {Form-13(Revised)} to the Trust while sending another Transfer Claim
Form {Form-13(Revised)} to the PF Office for transferring the service details under the Pension Fund to the
new account.
3. The Form should be submitted to that PF Office under which previous or the present account is maintained,
depending upon as to which employer has attested the claim. (In case the claim is attested by the present
employer, claim should be submitted with the PF Office under which the present account is maintained, and so
on).
4. The mobile number (wherever provided) of the member would be used for sending an SMS alert informing
him/her the processing of his/her claim and is non-mandatory for Physical form.

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