Wednesday , 29 March 2017
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How to transfer balance from EPF to NPS – Should you transfer?

Last updated : 14th March, 2017 PFRDA has now notified the procedures (on 6th March 2017) through which EPF members can transfer their PF balance to NPS (New Pension System). In Budget 2016, one of the proposals  was to provide one time portability or transfer option from EPF to NPS. In this post, we will focus on procedures to transfer balance from EPF to NPS, current hurdles and whether it makes sesnse to transfer?  Requirements and Process for transferring EPF to NPS You need to have a NPS Tier 1 Account. You can open NPS account through employer, banks/entities registered as PoPs, ... Read More »

New Unified EPF UAN Portal – access PF passbook, UAN, KYC etc

Last updated : 14th March, 2017 EPFO launched new unified UAN portal for Employees and EPF employers in Dec 2016. In this post, we will see the features and benefits of New Unified EPF UAN Portal. New Unified EPF UAN Portal will provides features as follows: Download and Print your updated EPF Passbook anytime Download and Print your UAN Card Check and Update your KYC Status Change your Mobile Number and E-mail ID You can login to the new unified UAN portal on https://unifiedportal-mem.epfindia.gov.in/memberinterface/  using UAN number and password. Sometimes, you might get error as the website is sometime encounter technical ... Read More »

[How to] check PF balance online in India via SMS

Last updated : 15th March, 2017 EPFO (Employees Provident Fund Organisation) provides option to check you PF balance online. Once you enter your details, you will get your balance via SMS on your mobile number. Whether you want to check your PF balance for Delhi,  Gurgaon,  Noida, Hyderabad, Bangalore, Chennai, Gujarat, Mumbai, Andhra pradesh, Pune, Karnataka, Kolkata etc,  you can use the steps below to get your balance via SMS. Please note that some big organizations have their own PF trust and they do not keep money with EPFO. In such cases, you cannot check the balance online by using ... Read More »

[How to] transfer PF Acount Balance online

Last updated : 7th October, 2016  From Oct 2013, You can apply for transfer of your EPF account from one employer to another employer ONLINE using EPFO OTCP (online transfer claim portal). The process of applying for PF transfer online is simple : Check eligibility for online transfer  (at least one of the employers should  have their digital signatures registered with the EPFO) Register yourself as a member at EPFO site, Fill up the online transfer form—Form 13—and Submit it for attestation with the employer that has registered its digital signature. After your details are verified by your employer, EPFO ... Read More »

[How to] withdraw PF Balance

Last updated : 7th October, 2016 When can I withdraw my PF Balance ? As per PF rules, when you switch job, you only have ONE option – “TRANSFER to new Employer PF Account”. PF withdrawal is only allowed, if you are unemployed for at least 2 months. However, many employees withdraw money from old PF Account just by declaring that they are out of job for 2 months. They submit the withdrawal form after 2 months of leaving the last employer. As the PF data is not centralised, or no unique PF ID number is in place, it is ... Read More »

New EPF Form 11 – Employee Declaration form & Replacement for EPF Form No. 13 (PF Transfer)

Last updated : 7th October, 2016 When you change our employer, then you need to submit 2 forms – Form No. 11 (Declaration form) and Form No. 13 (for PF transfer from old EPF account to you new EPF account). However, EPFO has recently (23-Sep-2016) issued a notification which requires to submit one form only – new EPF Form 11. The new Form 11 is a one page declaration form and a simplified version of the existing Form 11. You do not need to submit Form 13. As per the notification, the Declaration Form (New Form No. 11) will replace ... Read More »

PF Name change form, Date of Birth, Address correction & update process

Last updated : 7th October, 2016 Many PF members face challenges at the time of PF transfer or PF withdrawal due to errors in the name, date of birth etc. Have you faced similar issue? Do you want to change the name or date of birth in your PF account? Have you changed your surname after marriage and the new name is in bank account but not in PF account? In this post, I am providing more details around process and form to change and update your details in PF account – Name, Date of Birth, Communication Address, Email account, ... Read More »

[How to] download PF statement (e-Passbook) online

Last updated : 7th October, 2016 EPFO is now providing facility to download your PF statement online. You donot need to wait for year end to get the PF statement. You can also check your PF balance via SMS using their on line facility. Read post PF ePassbook It is an Online PF statement which shows details of PF transactiosn monthwise.  It is available to Active members only (not for settled, inoperative accounts). Register online on EPFO Site http://members.epfoservices.in/ Enter your mobile number, Date of Birth & Select one of the following Document Number & then Click on “Get PIN” ... Read More »

[How to ] withdraw PF early during employment (pre-mature withdrawal) ?

Last updated : 7th October, 2016 Money in your PF account should be kept for your retirement purpose. However, do you know that you can withdraw amount from your EPF account during the employment in case of certain emergencies? If you meet certain conditions, EPFO can sanction the pre-mature withdrawal. In this post, I am trying to explain the situations where you can withdraw PF amount early during the employment. Pre-mature PF withdrawal is allowed for specific purposes and if the individual furnish all relevant documents and satisfy the necessary requirements: 1)  Two months without any job An employee can ... Read More »

How to activate or check PF UAN status online

Last updated : 15th March, 2017 In this post, I will explain how can you get your EPF Universal Account Number (UAN) online and how to check or activate or register your UAN and how to check the UAN status online. Also, I will explain how to check the PF Balance online using UAN.   In Dec 2016, EPFO has also launched a new unified portal where you can get PF passbook, check KYC, UAN Card etc – read my post.  Mar 2017 – PFRDA has now notified process to transfer EPF to NPS (New Pension Scheme) – Read my ... Read More »

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