PF BASIC TRAINING MODUALE
1. Process of Active UAN
2. Process of Login
3. Process of reset Password
4. Process of Generate Pass Book
5. Process of register for KYC
6. Process of how to Fill e-Nomination at member unified portal
Form-2 Under
7. Process to modify basic details
8. PF TRANSFER (MANUAL)
9. PF Withdrawal (Manual )
10. PF TRANSFER (ONLINE )
11. PF WITHDRAWAL (ONLINE)
13. PF ADVANCE (ONLINE)
14. PROCESS OF MODIFY BASIC DETAILS
Process of Active UAN
How to activate UAN
Process of Uan Login
LOGIN
Process of reset Password
How to reset password
In case of Registered mobile Number IS Not
Available
Process of Generate Pass
Book
Pass Book
KYC
Process of register for KYC
PROCESS OF MODIFY E-
NOMINATION
SUBMISSION
How to Fill e-Nomination at member unified portal
Form-2 Under
Salient features & pre requisites of new Aadhar based EPF e-Nomination
functionality :-
Ø UAN should have been activated
Ø Aadhar Number should have been seeded and verified in UAN Portal
Ø Aadhar Number Should have been linked with PF Member’s Mobile Number
Ø An EPF Member has to upload his/her profile photo-(Mex. 100 K.B. in jpg/PNG
format)
Ø Aadhar numbers of all family members (Nominees/beneficiaries) in nomination is
mandatory
Ø Photo Upload of all family members in e-Nomination is mandatory (Mex. 100 K.B. in
JPG/PNG format)
Ø EPF member can authenticate his/her nomination detail through Aadhar based esign
mode (Using Aadhar Virtual ID)
Who can be Nominee
If you are unmarried, nominees could be your parents. if you
so desire and if your nominees are more than one. You may
proportionately distribute the amount payable.
The moment you get married, this nomination becomes
invalid. For a married male member, wife, children and
dependent parents become legal nominees.
For married female member, husband, children and
dependent parents become legal nominees.
When to fill the e-Nomination-After subscribing for EPF, the
member can fill the form any time And update it any
number of times.
How to add/update in e-
Nomination
Kindly visit Member interface of EPFO Unified portal and log in with your credentials.
Click on manage menu tab and then click on E-Nomination option
If you have not updated your profile picture, you have to update it through
View- > Profile option, else you can not proceed further.
You have to upload your profile photo by clicking on change Phot link
Once you are done with uploading your photo under profile section, you can
go back to manage menu option ->click on e-Nomination option.
Provide Permanent and Current address and save it
Your profile page with details like UAN, Name , Date of Birth, Gender
etc. will be displayed. You have to provide your permanent address
detail in the relevant field and click on save button
After saving, System will prompt “Having Family: Yes/No. If Inputs given as “Yes” System
will ask to Enter family Details. If input is given as “No” system will directly prompt to PF
nomination detail (Non family members as beneficiaries/nominee)
You can provide your nominee’s (family member) detail like Aadhar, Name, Date of birth,
Gender, Relation, Address his/her bank account details , guardian details (if nominee is
minor) and also can upload nominee photo add all the family member by “Add new”
Button. Aadhar and Photo of all family members are mandatory. If input is given “No”
system will directly prompt to PF Nomination detail. Update detail and Photograph as in
per instruction given in window,
After completing family member detail click on “Save
Family Detail”
After that select EPF Nomination detail from the family members provide
the
percentage of EPF share as you want to click and “Save EPF Nomination
button”.
After completion of EPF Nomination, system will prompt to EPS
Nomination in case
family (Wife/Son/Daughter) is not available. After that member has to ?
Finalize
nomination by e-Sign.
For e Sign virtual ID is mandatory. Virtual ID can be generated by
visiting UIDAI
official website
How to Generate Virtual ID
After e-Sign successfully, you can view nomination
details in pdf
• After generating e Nomination you are requested to
submit copy of the same to your concerned location
HR Team for record.
• e-Nomination is useful for Online form -10D Claim
to be filled by the members and online composite
claim forms-10D/20 to be Fill by nominee.
• When to fill the e-Nomination-After subscribing for
EPF, the member can fill the form any time And
update it any number of times.
PROCESS OF MODIFY BASIC
DETAILS
Step 2: Click on “Manage>Modify Basic Details”.
PF Withdrawal (Manual
Process)
PF Withdrawals
PF Partial Withdrawals
PF TRANSFER (ONLINE PROCESS)
Online PF Transfer
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
PF WITHDRAWAL (ONLINE)
Important Points to be noted before initiating online withdrawal claims (Form 19 & 10C)
Please note the PF Schemes are Social Security Measures initiated by the Govt. of India
with an objective of providing benefits to its member at the time of retirement, hence try
to retain it till you attain your retirement age. Moreover, claiming it prematurely is not
only violation of the PF Act, but will also attract penal action by the concern authorities.
1. As indicated earlier, withdrawal of PF Claims can be done only by those members who
are not employed.
2. Please check your Bank A/c No and IFSC from your KYC menu, update correct Bank
details and other KYCs (KYC Option under Manage Menu) before initiating online
withdrawal.
3. You will be receiving the OTPs to your registered mobile linked with your Aadhaar and
PF. Hence, get your Aadhaar and PF updated with your current Mobile No.
4. In certain browsers, the claims form 19 & 10C will be indicated separately and combined
in some browsers, you have to select based on the option available.
5. Portal or PAN/ Aadhaar servers may be down at the time of verification or during the
claim process. Please keep trying it till your claim process is completed.
6. You can not claim the PF withdrawal on the portal through online, if you have not
completed 60 days of waiting period from your last working day, as per the PF Norms.
7. If, PF Tenure less than 6 months, you can Claim only PF(Form 19), EPS( Form 10C) is not
applicable.
8. If, PF Tenure is More than 9 years 6 months, you can Claim only PF(Form 19), for
EPS(Form 10C) Member Should Obtain Scheme Certificate from RPFC PF & ESIC Helpdesk-HGSL
PF WITHDRAWAL ON UAN MEMBER LOGIN UNDER PF PORTAL
Enter your UAN
Enter your Password
Enter Captcha
Sign in
PF & ESIC Helpdesk-HGSL
Select “Online Services”
PF & ESIC Helpdesk-HGSL
Select “CLAIM (FORM-31,19&10C)”
PF & ESIC Helpdesk-HGSL
Check your IFSC and Update Bank & IFSC through
KYC in case of Mismatch
PF & ESIC Helpdesk-HGSL
Enter Last 4 Digit of your Bank A/c No. & Verify
PF & ESIC Helpdesk-HGSL
Click “Yes” to proceed If your Bank & IFSC is Correct
Click “No” to Update your Bank & IFSC through KYC in case of Mismatch
PF & ESIC Helpdesk-HGSL
Click “Proceed For Online Claim”, If All the details are Correct
If, you are NOT Eligible for PF Withdrawal as per PF Norms, below message will be displayed
PF & ESIC Helpdesk-HGSL
If, you are eligible for PF Withdrawal as per PF Norms, below message will be displayed
Click “Yes” to Continue
PF & ESIC Helpdesk-HGSL
PF & ESIC Helpdesk-HGSL
Select “ (Form-19 & 10C)”
Update Your Current
Residential Address
PF & ESIC Helpdesk-HGSL
“ √ ” the Box &
Click “Get Aadhaar OTP”
PF & ESIC Helpdesk-HGSL
Enter “OTP” Received
to your Mobile
Click “Validate OTP and
Submit Claim Form”
Online Claim
Submission Under
Process
PF & ESIC Helpdesk-HGSL
PF & ESIC Helpdesk-HGSL
Online Claim Submission process completed & PDF Generated By PF Portal.
PF Dept. will settle the claim to the Bank A/c updated by you in KYC.
Track you Online PF withdrawal Claim
Select “Online Services”
Select “Track Claim Status”
PF & ESIC Helpdesk-HGSL
PF TRANSFER (MANUAL)
PF & ESIC Helpdesk-HGSL
PF Dept. (Field Office) will settle the claim to the Bank A/c updated by you in KYC
post verification of the Credentials of PF and Aadhaar.
Info or documents to keep ready before transferring the PF online
While the PF transfer was possible online earlier under ‘Online Transfer Claim Portal’,
with the introduction of UAN, the process of transfer is revised and shifted under
‘unified portal’.
However, in order to make online PF transfer, please ensure the following.
i. The member should have activated his UAN in UAN portal and mobile number used
for activation should also be active
ii. Bank account and bank IFSC code of employee should be seeded against the UAN
Seeding Aadhar number and PAN against UAN is not mandatory for raising transfer
claims.
iii. The employer should have approved the e-KYC
iv. The previous/current employer should have digitally registered authorized
signatories in EPFO
v. PF account number of both previous and current employment of an employee
should be entered in EPFO database
vi. Only one transfer request against the previous member ID can be accepted
vii. Personal information and PF account related information is shown in EPFO should
be correct
Procedure to transfer PF online
Now we know that PF transfer can be made online and above criteria
need to be fulfilled. Let us understand the procedure step by step with
the help of screenshots:
Step 1
Login to Unified portal (member interface) by using your credentials i.e.,
UAN number and password
Step 2 :-
After login, click on ‘One Member – One EPF Account (Transfer
Request)’ under Online Services
Verify personal information and PF account for present
employment
Step 4
PF account details of previous employment would appear
on clicking on ‘Get details’ below.
Step 5
You have the option of choosing either your previous employer or current employer for
attesting the claim form based on the availability of authorized signatory holding DSC.
Choose either of the employers and provide member id/UAN
Step 6
In the next step, click on ‘Get OTP’ to receive OTP to UAN registered mobile number and enter the
OTP and click on submit.
The employer will digitally approve your EPF transfer request by
accessing employer interface of the unified portal.
Fill up Form 13 with details including PF number from both previous and
current employer and download the transfer claim (pdf format). Submit
the physical signed copy of the online PF transfer claim form to the
selected employer within a period of 10 days
EPF Withdrawal Online Procedure
Follow the steps given below to fill the EPF withdrawal
form and initiate a claim online:-
Step 1- Sign in to the UAN Member Portal with your UAN
and Password.
Step 2- From the top menu bar, click on the ‘Online Services’ tab
and select ‘Claim (Form-31)’ from the drop-down menu.
Step 3- Member Details will be displayed on the screen. Enter
the last 4 digits of your bank account and click on ‘Verify‘
Step 4- Click on ‘Yes’ to sign the certificate of undertaking and
proceed further
Step 5- Now click on the ‘Proceed for Online Claim’ option
Step 6- Select ‘PF Advance (Form 31)’ to withdraw your funds
online
Step 7 – A fresh section of the form will open, wherein you have
to select the ‘Purpose for which advance is required’, the
amount required and the employee’s address
It is worth noting that all options for which the employee is not
eligible for withdrawal will be mentioned in red.
Step 8 – Tick on the certification and submit your application
Step 9 – You may have to submit scanned documents depending
on the purpose for which you have filled the form
Step 10 – Your employer has to approve your withdrawal request
after which the money will be withdrawn from your EPF account
and deposited in the bank account mentioned at the time of
filling the withdrawal form.
An SMS notification will be sent to your mobile number registered
with EPFO. Once the claim is processed, the amount will be
transferred to your bank account. Although no formal time limit
has been provided by the EPFO, the money usually gets credited
within 15-20 days.
Employee’s Provident Fund Organization
Process flow for Online Request for Correction
in Name, Date of Birth and Gender
It has been seen that many EPF members are facing problem in seeding AADHAR with their
UAN as there is mismatch in Name, DOB or Gender between AADHAR data and UAN data.
Presently member and employer are required to give joint request to concerned EPFO field
office for correction in basic details.
Now this request can be given online by member and in turn employer can online forward
the request to concerned EPFO office.
Step 1: Member will login through his UAN/Password on Member Interface of Unified Portal
https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Step 2: Click on “Manage>Modify Basic Details”.
Step 3: Please provide the correct details as per Aadhaar
(System will verify the details entered with
UIDAI- Aadhaar Data)
Step 4: On clicking “Update Details” on previous screen, request will be submitted to
employer for further approval. Before submission by employer, employee can withdraw the
request by pressing “Delete Request”
Note:- After submission of your request Employer need to verify
and approve the request on employer Unified Portal
2.This option is not applicable, If AADHAR is already verified and
linked
Thank you
Mriganka Chakraborty – East Zone
kolkata.clcse@aparajitha.com
9831289282
