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PF Benefit

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Aslam.shaik
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0% found this document useful (0 votes)
97 views27 pages

PF Benefit

Uploaded by

Aslam.shaik
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 27

 UAN ACTIVATION (2-3)

 MOBILE NO CHANGE(4-9)
 KYC UPDATION(10-12)
 ONLINE TRANSFER(13-15)
 PF WITHDRAWAL(16-21)
 NOMINATION(22-24)
 PASSBOOK DOWNLOAD(25-26)
Click on the link 'Activate UAN'
Fill in the required details and
click on “Get Authorization PIN”
Click on Forgot Password
Click on Verify
If you want to change the Mobile

Number you can click on No.


Enter your details.
Click on Verify
Click on Get Authorized Pin. The pin
will be sent to your new Mobile No
Step-1: Go to the EPFO Member Portal.
KYC UPDATION BY EMPLOYEES:
Login to your EPF account using your UAN and Password
KYC updating is very easy and can be done in and enter the Captcha.
just a few steps. The documents you need to
update KYC are:

PAN
Aadhaar
Passport
Driving license
Ration card
Election card/ Voter’s ID
National Population Register (NPR)
Bank details
Step-2: Here, under the “Manage option“, click on KYC from the drop-down.

Step-3: Updating KYC details form will be then displayed on the screen. Here, you
can fill the details of the documents mentioned.

Tick the checkbox in front of the document that you want to update.

Enter the document number, your name as per the document and also the
additional details such as IFSC in case of bank details and expiry date in case of
passport and driving license.

Once you click on Save, your data will be saved under the “Pending KYC” section.
Step-4: The details are then approved by the Employer.
The details are then verified by the EPFO from the data of the concerned department.
Once the details matches, Verified is marked for the respective document.
Login to the URL https://unifiedportal-mem.epfindia.gov.in/memberinterface/ using your
UAN and Password. Also enter the CAPTCHA mentioned in the box for Sign In
You will get the below page with your details in it, you can now click on Online Services and click on
Transfer request for submitting your transfer form
In the below screen please select the attestation through to proceed for submission of transfer form online
by following the instructions in it

Note of availing this option

Employee need to activate UAN uploaded with Aadhaar as mandatory KYC


Employees date of leaving with previous employer need to be reported in PF portal
Employee UAN allotted by previous employer need to be mapped with current employer PF code
Steps to apply for EPF withdrawal online:
Step 1: Go to the UAN portal by clicking here or the following link: https://unifiedportal-
mem.epfindia.gov.in/memberinterface/
Step 2: Log in with your UAN and password and enter the captcha.
Step 3: Then, click on the tab ‘Manage’ and select KYC to check whether your KYC details such as
Aadhaar, PAN and the bank details are correct and verified or not.
Step 4: After the KYC details are verified, go to the tab ‘Online Services’ and select the option ‘Claim
(Form-31, 19 & 10C)’ from the drop-down menu.
Step 5: The ‘Claim’ screen will display the member details, KYC details and other service details. Enter
the last four digits of your bank account and click on ‘Verify’.
Step 6: Click on ‘Yes’ to sign the certificate of the undertaking and then proceed.

Step 7: Now, click on ‘Proceed for Online claim’.

Step 8: In the claim form, select the claim you require, i.e. full EPF settlement, EPF part
withdrawal (loan/advance) or pension withdrawal, under the tab ‘I Want To Apply For’. If the
member is not eligible for any of the services like PF withdrawal or pension withdrawal, due to
the service criteria, then that option will not be shown in the drop- down menu.

Step 9: Then, select ‘PF Advance (Form 31)’ to withdraw your fund. Further, provide the
purpose of such advance, the amount required and the employee’s address.
Step 10: Click on the certificate and submit your application. You may be asked to submit scanned
documents for the purpose you have filled the form. The employer will have to approve the withdrawal
request and then only you will receive money in your bank account. It usually takes 15-20 days to get the
money credited to the bank account.
Employee log-in page:
E-Nomination pop-up:
e-Nomination updation tab:
Link: https://passbook.epfindia.gov.in/MemberPassBook/Login
Enter your UAN and
Password
Your MEMBER ID will be displayed & you can download by choosing current member ID
THANK YOU

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