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EPF Online Transfer

This document provides a detailed step-by-step guide for transferring PF funds online via the EPFO portal. It outlines the necessary prerequisites, such as having a Universal Account Number, and describes the process from logging in to submitting the transfer request. Users can also check the status of their transfer and seek assistance if needed.

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0% found this document useful (0 votes)
47 views1 page

EPF Online Transfer

This document provides a detailed step-by-step guide for transferring PF funds online via the EPFO portal. It outlines the necessary prerequisites, such as having a Universal Account Number, and describes the process from logging in to submitting the transfer request. Users can also check the status of their transfer and seek assistance if needed.

Uploaded by

shakya12
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Step-By-Step Guide for Online Transfer of PF Funds

Here is a step-by-step guide to how you can log into the EPFO portal and facilitate the
transfer of your PF funds from one employer to another.

If you have already been assigned a Universal Account Number, you can transfer funds
easily. Ask your employer for UAN, if you haven’t got it.
1. Go to the EPFO website at http://members.epfoservices.in/home.php and create
your UAN based login ID.
2. This will take you to a page where you have to enter your UAN, mobile number and
details of current employer like state, establishment number and account number.
3. Then you need to check if account is eligible for a transfer on the EPFO site. You
need to fill in the state where the employer was located and search by name or
establishment number from a dropdown menu.
4. After you have filled in the details, click on Check Eligibility.
5. The site will then let you know if your account is eligible, or not. If it is, then you can
register on the EPFO website.
6. You have to submit a valid photo ID such PAN card, Aadhaar or driving licence. The
website will also send a PIN to your mobile which you have to verify.
7. Submitting the PIN successfully will give you a confirmation message. Continue
further.
8. This will take you to the EPFO Member Claims Portal, To log in you have to provide
the document ID and phone number. After signing in, you can see all options.
9. Go to the top tabs and click on Request for transfer of account.
10. You can now access and fill in PF transfer form. It has three broad parts:
o First, you have to enter personal information in the first part. Other than your
name and email you have to enter IFSC code of the bank and your salary account
number.
o In second part, fill in details of your old PF account
o In part three, fill in details of current PF account.
The claim can be attested by your previous or current employer. It takes some time for
their end to do it.
11. After the form is correctly filled in, you can click preview to see if the information is
correct. Or else modify.
12. After ensuring all the information is correct, enter the captcha and get PIN. Also click
“I Agree”.
13. After entering the PIN, the claim transfer is initiated.
You can also check the status of your funds transfer through the portal. In case of any
hitches you may enquire at the previous/ current employer end or write to EPFO directly.

This is how easy, the funds transfer of PF has become through the online portal.

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