Important instructions for filling the Claim Forms

1. Furnish the correct information in the relevant columns of the Claim form.
2. Use Blue/Black ink to fill the claim form.
3. Fill the columns in BLOCK LETTERS.
4. Please avoid overwriting.
5. Full residential address should be given in the claim.
6. Member's name, Father/Husband name and Date of Birth of the member should correlate with Form 9, 5 details furnished at the
time of enrollment.
7. The Savings Bank Account Number, Name of the Bank with FULL ADDRESS with MICR Number(if applicable) to be furnished
clearly in BLOCK LETTERS in Column Number (8).
8. All required enclosures to be attached to the claim and the employer to attest all the attached xerox copies.
9. Where the settlement amount is more than Rs.2,000/-, the claimant cannot opt for Money Order as mode of payment.
10. If the withdrawal is preferred by the member, it should be in Claim Form 19.
11. In cases where the claim is preferred by nominees/Legal heirs of the members, it should be in Claim Form 20.
12. All advances/withdrawal for various purpose during the membership in the Fund should be preferred in Form 31 alongwith the
enclosures given in the instruction form.
13. In case of membership under Employees Pension Scheme, 1995,
(i) where the membership is less than 10 years, option should be clearly indicated in the Column Number ( ), either for withdrawal
benefit or for Scheme Certificate in Claim Form 10C.
(ii) in case of drawal of pension, the claim in Form 10D should be preferred.
14. The claimant should affix his signature/Thumb impression in the certificate portion before the employer.
15. The claimant should also affix his signature in the Advance Stamped receipt column, wherever the Provident Fund/withdrawal
payment is more than Rs.5,000/-., the signature should be appended after affixing Revenue Stamp.
16. The claim forms should be attested by the authorized signatory of the establishment duly affixing the seal and after due
verification of the all the columns filled in the Claim Forms.
17. No joint Savings Bank Account, either or survivor account is permitted. The Savings Bank Account, should be in Claimant's name.
18. Copy of First page of S.B. account pass book to be enclosed as proof.
19. In case of Provident Fund(P.F) beneficiaries are minor, the Savings Bank account should be in Guardian's Name.
20. MICR Number may be furnished wherever ECS facilities are available for speedy settlement.
21. Form 3A for the current year contribution with due attestation of the employer/Authorised signatory to be invariably enclosed with
the Claim Form.
22. While joining an establishment, furnish the details of previous employment, if any, with previous Provident Fund account number
and Scheme Certificate.
23. Execute Form 2 on joining an establishment/in case of change of nominee with details of self, nominee for Provident Fund and
Pension and details of family, so that it is forwarded to Employees' Provident Fund Organisation by the employer.
24. Ensure that Provident Fund is deducted at statutory rate from the total wages i.e. basic, Dearness Allowance (including cash value
of food concession), and retaining allowances, if any.
25. Filled in applications may be submitted through post / courier or in person to the PRO wing of the Regional Office / Sub Regional
Office.
26. The claims submitted in full complete shape will be processed and settled within 30 days of submission.
27. Claim settlement information is placed in the EPFO website www.epfindia.com and
www.epfomeerut.org
.
28. For any further assistance / inquiry, the Public Relation Officer of the Regional Office / Sub Regional Office can be approached on
all working days in person or through phone.
29. To get your current claims status Click on "Know your Claim Status".