How to Submit PF withdrawal Claims online

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How to Submit PF withdrawal Claims online

How to Submit PF withdrawal Claims online

Employees Provident Fund Organisation

Process Flow for submission of PF online claims

1) Prerequisites :
a. Activate UAN with mobile number
b. Link Aadhaar with UAN
c. Bank A/C Number & IFSC Code should be digitally approved by the employer
2) Go to EPFO Website (www.epfindia.gov.in) Select "Our Services" => "For Employees"
    => "Member UAN / Online services (OCS/OTCP)" (or)
    Got to "Online Claims member A/C transfer" option in Home page.
3) You will be direct to "member e-SEWA" Portal
4) Enter UAN, Password, captcha & sign in
5) After login, member details will be displayed in the Right hand side
6) Aadhaar & Bank A/C details should be approved by the employer for submitting online claim
7) Claim can be submitted through "online services" option provided your aadhaar should be verified with UIDAI ("Verified by UIDAI" will appear green in colour)
8) Go to "Online Services" option. Select "Form 19,10c,31" for withdrawals or "one member one EPF A/C" for transfer from one EPF A/C to another A/c
9) Basic details will appear. Enter last four digits of bank A/C number & press "verify" button to verify your bank A/C number
10) Accept the terms & Conditions, then your basic details will appear on the screen
11) OTP will be sent to Aadhaar registered mobile number
12) Enter the OTP & submit the Claim.

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EPF Provident Fund Correction of Name , DOB and Gender online process

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It has been noticed that many EPF (Provident Fund) members and Employers are facing problems in seeding Aadhaar Number with UAN as there is a mismatch in Employee Name, DOB or Gender between Aadhaar data and UAN data. Even a minor letter or an extra space between names is generating the mismatch error between Aadhaar Data and Name Data. Previously member and employer were required to give joint request to concerned EPFO field office for correction in basic details along with various proofs for the same.

Now, this request of Correction in Name, Date of Birth (DOB) and Gender can be given online by the member and the same can be approved by Employer and be forwarded online to the concerned EPFO office.

Find Below the Step by step process to request EPF Name Correction , DOB and Gender as per Aadhaar online :

Step 1: Member will need to login through his UAN and Password on EPF Member Interface of Unified Portal ( Member should have activated UAN to access this portal )

https://unifiedportal-mem.epfindia.gov.in/memberinterface/

Step 1 EPF Member Login page

Step 2: On the Menu bar , Click on “ Manage > Modify Basic Details ”.

Step 2 Modify Basic Details in EPF

Step 3: Here provide the correct details such as Name , DOB and Gender as per Aadhaar Card you want to link with UAN (System will verify the details entered with UIDAI - Aadhaar Data)

Step 3 Provident fund Name Correction online

Step 4: On clicking “Update Details” on the previous screen, the request will be submitted to the employer for further approval. Before submission by employer, employee can withdraw the request by pressing “Delete Request” or the cross mark in the Action Column. He can also see the details of the changes by clicking on view (magnifying glass icon) in the details column. The present status of Changes will be " Pending at Employer ".

Step 4 Name Correction Status

Step 5: Employer will need to login to Employer Interface of Unified Portal

https://unifiedportal-emp.epfindia.gov.in/epfo/

Step 5 EPF Employer Login

Step 6: Employer can view all the change requests submitted by employees by clicking on “Member > Details Change Request”

Step 6 EPF Employer modify Basic details

Step 7: Employer can view the online requests received from employees and can then take appropriate action such as approving or rejecting by giving the proper remark.

Step 7 EPF Basic details approval

Step 8: After approval of the request, the request is sent to the concerned EPF Office for further process and the employer can see the latest status of the request.

Step 8 EPF Basic Details change Status

Step 9: After approval of the request by the employer, the request will appear as a task in login of Dealing Hand, of concerned EPFO office, in the Field Office Interface of Unified Portal.

Step 9

Step 10: Dealing Hand can now login and view the online change requests by clicking “Member > Details Change Request”

Step 10

Step 11: After due verification Dealing Hand can submit his/her recommendations to Section Supervisor.

The Dealing Assistant can put the case either for Approval or Rejection by selecting the appropriate radio button i.e. Recommended for Approval or Recommended for Rejection with proper remarks.

In the same manner, Section Supervisor can submit his/her recommendations to APFC/RPFC.

Step 11

Step 12: Finally APFC/RPFC can Approve/Reject the case.

Step 12

This is the Complete process for online Name Correction , DOB correction and Gender Correction along with seeding Aadhaar number to your Providend Fund UAN.

Provident Fund ( PF ) - Name / DOB / Gender Mismatch with Aadhaar

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Name & DOB matters of PAN & Aadhaar linking with PF UAN.

It is a matter of concern for the Employees and Employers of the establishments that the Government is insisting upon linking of Aadhaar for every benefit. Now, HR Recruitment division of Establishments should ensure that they recruit only those persons whose Name and Date of Birth are same in all Government related documents. If not, the statutory compliance of such Employees may become a problem. EPFO has made it mandatory from 1st July, 2017.

So, the Employees should first ensure that Name and Date of Birth should be matched exactly with each Alphabet/Number in the following Government related matters:-
PAN
Aadhaar
Bank account
UAN of EPFO / ESIC

Also, the HR of Establishments has to use the same Name and Date of Birth in the Service Records of Employees in Company.

In case it is not same, the Employee has to first decide how his Name/DOB should appear in records. Then approach Income tax/Aadhaar/EPFO/ESIC departments for necessary corrections. This may take one to two months for effecting corrections as it has to undergo certain Government procedures as per Guidelines issued. It may also be ensured that Father’s/Spouse name also be same in all records stated above.

Name change requires Gazette notification of State Government. However, for a Surname change of a lady after marriage, Marriage Registration certificate is sufficient.

For example, in case of EPFO, I am enclosing herewith a specimen format in which such correction of Name and Date of birth of Employee can be done. It is called ‘Joint Declaration’ letter, to be signed by both Employer and Employee, printing it on the letter head of the Establishment. The letter should be enclosed with copies of PAN, Aadhaar, Bank Passbook/Cheque having printed name on it, Appointment letter/Company ID, all self signed, ensuring that details in all these documents are same.  This has to be submitted to EPFO office and acknowledgement taken.

For the officials of EPFO, it has become an additional work, as there are now 5 crore EPF subscribers in India and majority of employees are sending such Joint Declaration letters through their employers to EPFO. It takes time for effecting such correction as the permission is to be taken from Regional PF Commissioner for correction. The correction has been done or not can be verified in the EPF Passbook of the Employees.

Provident Fund Payment Status and Receipt using TRRN

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Provident Fund payment by employers is now accepted online only and not any more through banks as it was earlier accepted before December 2016. Provident Fund online challan generation and payment is now done through EPFO - Unified Portal only. Even for the payment of the monthly PF Challan, one has to login to the EPFO - Unified Portal. Now even after your PF Challan Payment online, the status of payment is under process and is not reflected immediately. So one is not sure if the payment for the PF Challan for the month has been accepted or rejected. To check this you will have to login again and see after some time. But there is a way one can check the status of the PF Challan payment without login using the TRRN no. of the challan. Here you can also take the printout of the PF Challan payment receipt without actually logging in into the EPFO portal for records.

Below are the steps to Check Payment Status and get PF payment receipt using TRRN no.

Go to the Employer Provident Fund site : https://www.epfindia.com
Here in the Our Services Section, Click on the link "For Employers" as shown below.

EPF Home Page
Now in the Services Section, you can see two link "TRRN Query (Upto December, 2016)" and "EPFO Establishment Search / TRRN Query".

TRRN Search
Suppose you want to see status of your PF payment for which the challan had been generated before December 2016 then you will have to click the Link "TRRN Query (Upto December, 2016)"
TRRN Old
Here you will enter your TRRN no. and the captcha to see the status of the PF Challan payment as shown. You can also download the status as a PDF.

TRRN Old data
Now to see the PF Challan payment status of the Challan prepared after December 2016, you will have to click the link "EPFO Establishment Search / TRRN Query" in the services section.
After clicking on the link you will see a page as below, where you will have to click on the TRRN Search Query link.

TRRN Query Link
Now you can see the page where you have to enter your TRRN along with the Captcha and click on Search button.

TRRN input
Clicking on the search button will provide you the status of the PF Challan with TRRN number you entered along with other information such as Challan generated on, Establishment ID, Establishment Name, Challan Type, Total Members, Amount, Payment Confirmation Bank, CRN, Payment confirmed on and some more as shown below.

PF Payment Receipt
Here you can also Click on the Download PDF button on the upper right corner as shown above to download the receipt of payment and status of the PF Challan as shown below to keep for your records.

PF Payment Receipt PDF
This is how you can get the Provident Fund payment receipt and status using TRRN number.

How to view your EPF Passbook or PF Balance using UAN

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Most of us have noticed that every month there is a deduction in our monthly salary on the head of Provident Fund, So what is this Provident Fund ?
Provident Fund or (EPF - Employees Provident Fund) is retirement benefit scheme offered to all salaried employees by the government. It is maintained by Employees Provident Fund Organisation of India (EPFO). So now the question arises that how to know how much Provident Fund I have contributed and how do I see that? Can I know the balance of my EPF account? Is there a way I can see my EPF balance as I can see my bank account balance in my Bank Passbook ?
The answer is YES !
EPFO has provided the service to check your PF Balance and also view your EPF Passbook. With the introduction of Universal Account Number (UAN), you can view your PF Balance and PF Passbook online after activating your UAN.
Below you can see how to view your EPF Passbook using your UAN on EPFO website :

Firstly go to the official EPFO website homepage : https://epfindia.com
You will see some sections on the homepage about various EPF services and related information. Now you need to click on the "For Employees" link in the "Our Services" section as shown below.
EPFO Home Page
Now you are shown a For Employees Page where again there are some sections about member EPF services and related information. Here click on the "Member Passbook" Link in the Services Section as shown below.
Employees page on EPFO site
After clicking the Member Passbook link, you are shown a page where you need to enter your Universal Account Number (UAN) and Password (Created during activating your UAN) and press "LOGIN".
Member Passbook Facility on PF site
You are now on the screen where you can see your PF Member ID as shown below. Click on your PF Member ID to view your Passbook.
View PF Passbook Memberid
After clicking on the PF MemberID you will be see your EPF Passbook as shown below with details such as your monthly contributions,    Employee Share Contribution, Employer Share Contribution, Pension Contribution and the total Contributions in each head as shown below.
Provident Fund PF Passbook
Now you know how to view your PF Passbook and PF Balance using UAN. Share this article with your friends and family and help them to view their EPF Passbook and EPF Balance !

How to Check EPF Balance and view EPF Passbook on Mobile

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How to Check EPF Balance and view EPF Passbook on Mobile

Most of the Salaried Employees are curious to know about the PF balance of their Employee Provident Fund (EPF) which gets deducted from their salary every month. Also a lot of people are sceptical about the PF which is deducted from their salary is getting collected in their PF account or not. It would be very helpful if one could see their PF balance just like your bank account statement. EPFO has provided this service and most of them are unaware of it. EPF Balance and EPF Passbook can be seen by every employee who is contributing or a member of the Employee Provident Fund. You can view your EPF Balance and EPF Passbook using Universal Account Number (UAN) on the official site of EPFO.

To make it even easier, the EPFO office has come out with a mobile app currently available only for android to check your EPF Balance and to view your EPF Passbook using UAN.
You can download the m-epf app from the Google Playstore.

Download the app and install it on your android phones.

When you open the app you will be taken to the Home Screen of the app as shown below. You will 3 Buttons on the screen namely "MEMBER", "PENSIONER" and "EMPLOYER". In this article we are concerned about the Member's EPF Balance so click on the "MEMBER" button on the home screen.

m-epf app home Screen

After clicking on the "MEMBER" button, you will see a screen with 2 buttons, "Activate UAN" and "BALANCE/PASSBOOK".
Click on "BALANCE / PASSBOOK" button to check you EPF Balance or to View your EPF Passbook.

m-epf app member screen

Now you will be on the screen where you need to enter your UAN and Mobile number and then click on SHOW button.
Note : To view your PF Balance / PF Passbook your UAN needs to be activated and linked to a mobile number.

m-epf Member balance

After clicking the show button, you will see the Member details with EPFO.
Here you will able to see your Member ID, UAN, Name, DOB, Aadhar, Bank, PAN, Last Contribution, Balance and Status. (All the details as availabe with EPFO)
You can see your EPF Balance on this Screen as shown below.

m-epf Member balance show

Click on View Passbook button to see EPF balance transaction wise as shown below.

m-epf Member passbook

This is how you can see your EPF Balance and EPF Passbook on your mobile.

Do share this article with your friends and educate them about how to check their EPF Balance and view their EPF Passbook.

Payment of PF (Provident Fund) ECR Challan based on UAN

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Below is the step by step procedure for Payment of PF (Provident Fund) ECR Challan based on UAN :

Step 1 : Open EPF website and go to employer section or click on the below link
https://unifiedportal-emp.epfindia.gov.in/epfo/
to see the login page of EPF.

EPF Employer Login Page
Enter Username and password to Sign-in to your account.

Step 2 : Now goto on "Payments" link on the menu and click on "Payment (ECR)" link as shown in the image below.

Payment Link on EPF page
Step 3 : Now you will be taken to the pending ECR Challan for Payment list. Here find the challan you want to make the payment for and click on "Pay" to make Payment for the respective Challan.

Pending PF - ECR for payment
Step 4 : After clicking the Pay button, you will get the options to Select your payment Bank and initiate payment for the respective Challan. Select the Bank you want to make the payment with and if your bank is not listed in the selection list then select Other Banks - SBI Aggregator option to make Payment.

Bank Selection for payment of ECR PF
Now follow the instructions to complete your payment process.

You can also check the status of Payment of PF Challan and to download the receipt of PF Challan Payment.

Important Link for Employees :
Check your EPF Balance