Employee Provident Fund (EPF) is a crucial aspect of financial planning for every working individual. In the case of private limited company employees who have their Provident Fund (PF) managed by a PF trust, there may arise situations where they wish to transfer their PF from the trust to the Employees’ Provident Fund Organization (EPFO). This transfer process ensures seamless management and accessibility to the accumulated PF corpus. In this article, we’ll guide you through the step-by-step process of online transfer of PF froma PF trust to EPFO.
Steps for PF Transfer:
STEP 1: – LOG INTO THE EPFO MEMBER PORTAL
Log into the EPFO member portal using the following link. Enter your 12 digit UAN number and Password. In case you do not remember your password, reset the password using the Forgot password link (as shown in the screen shot below).
https://unifiedportal-mem.epfindia.gov.in/memberinterface/
STEP 2: – CHECK YOUR SERVICE HISTORY
Once you log into the portal you get the below screen.
Go to View > Service History – To check your employment details
You will find the following details.
- Member ID with all previous organizations
- Establishment Name
- Establishment ID
- Date of Joining EPF (DOJ)– should correspond to the date of joining the organization
- Date of Exit EPF (DOE) – Date of leaving the organization
- Date of joining EPS
- Date of exit EPS
Ensure that the date of exit is marked in all the previous organizations. If not, then you can update it on your own. This can be done only after 2 months of the last contribution made by the employee.
Otherwise, get it updated from your previous employer.
Remember, PF transfer can only be done after entering the date of exit both from EPF and EPS account.
STEP 3: – SUBMIT THE TRANSFER REQUEST AND GENERATE FORM 13
Online transfer requests are accepted only when :-
- KYC details are seeded against the UAN.
- Only one transfer request against the previous member ID can be accepted.
- If previous / present (Exempted) trust bank account and IFS code are available.
- Please ensure that the personal information shown below is correct before proceeding with claim submission.
To submit the transfer request, Click on Online Services > One Member – One EPF account (Transfer Request)
Once you click on One Member – One EPF account, you get your personal information, Details of present account into which transfer will be affected and section on previous accounts (which are to be transferred).
If you are transferring the balance from a private trust to EPFO, then select Previous Employer (as your PF details are not there with the EPFO) and enter your UAN and then click on Get Details.
You will find list of previous employments from which transfer can be made.
Select the employer from whom the transfer is to be made and get the OTP. OTP will be sent to the mobile number registered on Aadhar Portal. Once you validate with the OTP, your application is submitted.
Step 4:-CHECK APPLICATION STATUS
To check the application status, Go to Online services > Track claim status
To check the application status, Go to Online services > Track claim status.
You will also find Form 13 generated online. Download it and save it for your records.
Your application for PF transfer is filed.
Step 5:- FOLLOW UP
Once your application for PF transfer is filed, it takes 2-3 weeks for approval with the department. You can drop a note to the HR of the previous company and follow up with them to get a faster result.
Timeline for the transfer depends on how long the previous company takes to deposit the amount with the EPFO.
Hope this article is helpful. For any questions/ clarifications , please write at info@agrgconsultants.in or argarodia@gmail.com