homepersonal finance NewsHow to transfer EPF account online using UAN

How to transfer EPF account online using UAN

In its efforts to simplify the functioning of Employees’ Provident Fund (EPF) accounts for both the employer and the employee, the Employees’ Provident Fund Organisation (EPFO) has made it possible to transfer the accounts online, it said in a tweet. EPF transfer is required when an employee switches jobs.

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By CNBCTV18.com Mar 15, 2022 12:27:17 PM IST (Published)

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How to transfer EPF account online using UAN
The Employees’ Provident Fund Organisation (EPFO) has taken several steps to simplify the functioning of Employees’ Provident Fund (EPF) account for both the employer and the employee. The EPF accounts can be transferred online using UAN details, the Employees Provident Fund Organisation said in a tweet. Individuals must transfer their EPF accounts from the previous employer to their present employer in case they switch jobs.

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UAN allows linking of multiple EPF accounts (member Id) allotted to a single member. It is important to link all PF accounts under a single UAN that is allotted by the EPFO.

How to transfer EPF account online
Step 1: Visit Unified portal (member interface) and log in with your credentials such as UAN and password
Step 2: Click on ‘One Member-One EPF Account (Transfer Request)’ under the Online Services menu
Step 3: Verify your ‘Personal Information’ and PF account for current employment
Step 4: Click on ‘Get details’ and PF account details of previous employment will appear
Step 5: Select either a previous employer or the current employer for attesting forms
Step 6: Click on ‘Get OTP’ to receive it on your UAN registered mobile number
Step 7: Enter the OTP in the specified field and click submit.
Your EPF transfer request will be digitally approved by the employer through the employer interface of the unified portal. Additionally, fill up Form 13 with details including PF number from both the previous and the present employer and download the transfer claim. Submit the physical signed copy of this online PF transfer claim to the employer within 10 days.
How to check and confirm if EPF amount has been transferred
Step 1: Login to the Unified Member Portal with your UAN and password
Step 2: Click on ‘Track Claim Status’ under the ‘Online Services’ menu
You can also access the passbook of all member IDs after logging in. If the PF has been transferred, then it will appear in the most recent passbook as a credit item.
Mandatory Requirements
1. The UAN must be activated in UAN portal and mobile number used for activation should also be active
2. Bank account and bank IFSC code of employee must be seeded against the UAN
3. The e-KYC of the employee must be approved by the employer
4. The previous/current employer must have digitally registered authorised signatories in EPFO
5. The PF account numbers of both previous and current employment of an employee must be registered in the EPFO database
6. More than one transfer request against the previous member ID is not accepted
7. Personal information and PF account-related information must be correct
Read Also | Exclusive: EPFO proposes reducing interest rate from 8.5% to 8.1%

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