Online EPF Transfer Step By Step Process

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Check Eligibility to Apply for Online EPF Transfer

• Visit the member claims eligibility check page.
• Enter the PF number of previous and present employment
• Click at ‘Check eligibility’ button.
• You would know the eligibility status. If eligible, proceed to further steps, else you can wait for some time.

Steps to Apply For Online PF Transfer.

So, are you eligible for online PF transfer? Yes! Then we should rush to the steps of online EPF transfer.

Step 1-  Register at member portal

Your first step of Online PF transfer should be the registration at EPF member portal. The registration is a must for this process. Through the EPF member portal, you can also download the EPF UAN passbook. However, the EPF passbook download facility is also given by the UAN portal.

Step 2- Go To the EPF member OTCP portal. Click on ‘log in’. You have to choose the document, its ID and mobile number to log in into OTCP portal. Note, the document ID field is case sensitive. Hence, take care of small and capital letters.

Step 3 – Go to the tab ‘Claim‘ and select the ‘Request for Transfer of Account’

Step 4- Fill the personal details in section A. In this section you have to enter the name, email ID, bank account number and IFSC code. It takes the mobile number from the member registration data. IFSC code of the bank can be found at the cheque. There is a link to check the IFSC code on this page as well. But It is not working while I am writing this post.

Step 5- Fill PF membership details of previous employment. Once you, enter the PF member ID and click on the button ‘click here to get details‘, except date of birth, all other member details get populated itself. However, if your PF membership detail is not in the database, you have to fill all the details yourself.

The ‘date of birth’ column is left blank deliberately. The EPFO want to authenticate it by asking it to you. If you fill the incorrect date of birth, you would not be able to proceed further. After 3 wrong attempts, the online EPF transfer facility would be locked for the member.

Through this page, you can also rectify your personal details. Except your name all other information can be modified. If you find your PF membership details incorrect, you can apply for correction.

Click at ‘incorrect details’. Except name all the field would become editable. Rectify the details and click at ‘Generate Correction PDF’.

Take a print out of this PDF and get the signature of the employer. Send this form along with documentary proof to the EPFO through the employer. It takes almost one month to correct the personal details. Wait for this period and after the rectification, you can apply for online PF transfer.

Step 6- Fill the PF membership details of the present Employment. This step is similar to step 5. Once you give the PF member ID, all other details get populated. If you don’t find other details, fill it yourself. All the columns should be filled.

Step 7 – Choose Employer For Verification. It is the most important step. You have to choose between the previous and present employer for verification. You should consider following points before choosing any of the options.

• If you find that details from both employers are available with EPFO database and membership details gets filled itself. You should choose the present employer. However, the process is similar through both the employer, but the present employer might be more prompt.
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• If the membership details  from the previous employment are not available with EPFO database and you have filled the details, you should choose the previous employer for attestation. Because, to verify the details filled by you, EPFO sends it to the previous employer. The attestation can be done along with this verification. But, if you choose the present employer, the form would be sent to both of them, hence, it would take more time.
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• If you are not in good terms with your previous employer and you suspect that previous employer can delay or reject the claim, always choose the present employer for attestation.

Step 8- With the step seven, the form filling process completes. Now, you can preview the whole form. Click on the preview and verify all the details. You can once again change information through this page as well. After the verification, you have to enter the captcha and click on ‘Get Pin’.

Step – 9 You will receive the PIN at your registered mobile number. Enter the PIN into the given field. Check the box of terms and condition and Click on submit.

Step – 10 After the final submission you can download the PDF copy of the EPF transfer form. You have to take a printout of the form. Sign over this form and  submit it physically to the employer. The employer keeps this form for the records. You should submit the physical form as soon as possible. After 15 days, the employer can reject the EPF transfer claim.

What do you think how much time should EPF take for EPF transfer? Earlier, it used to take almost one month. But now the whole process completes within a week.  The government is also working on EPF transfer and withdrawal without the signature of the employer. The linking of UAN with Adhaar will lead us to this feature.