Transfer EPF Balance: Step-by-Step Process

author portrait

Hiral Vakil

EPF
EPF Balance
EPFO Portal
Section 80C

Any company with more than 20 employees is required by law to register with the Employee’s Provident Fund Organisation (EPFO). A mandatory contribution is made to an employee’s PF account, every month. When an employee changes a job, he/she can transfer this balance from an old account to the new one. In order to transfer EPF balance, one must have an active UAN account. Also, Aadhaar and bank details must be seeded against their UAN account.

Want to check your EPF balance?
You can read our article here for a step by step guide on how to check your balance.
Read More
Want to check your EPF balance?
You can read our article here for a step by step guide on how to check your balance.
Read More

Employee’s contribution to EPF is deductible from income tax under section 80C.

Steps to transfer EPF balance online: 

  1. Go to EPFO Member’s portal

    Click on Login from the Home Page

  2. Login to your account

    Use your UAN and PasswordTransfer EPF Balance- Step 2- Login

  3. Next Go to Online Services

    Click on One Member one EPF Account (Transfer Request)Transfer EPF Balance- Step 3- Transfer Request

  4. Verify personal information and PF account for the present employment

    If you dont do this step your claim will not be processed: Transfer EPF Balance- Step 4- Personal Information

  5. Click ‘Get Details’

    This will help obtain PF account details of the previous employmentTransfer EPF Balance- Step 5- Get Details

  6. Select the employer for attestation of a claim.

    It could be a previous employer or current employer based on the availability of authorised signatory holding DSC.Transfer EPF Balance- Step 6- Select Employer

  7. Click on ‘Get OTP’ to receive OTP to UAN registered mobile number

    Enter the OTP and submit the transfer request. Transfer EPF Balance- Step 7- Get OTP

The employer will approve EPF Request digitally by accessing the employer interface of EPFO. Submit the self-attested copy of your online PF transfer request in pdf format to your selected employer within 10 days of submitting the request online.

Want to withdraw your EPF balance?
You can read our article here for a step by step guide on how to withdraw from your EPF account.
Read More
Want to withdraw your EPF balance?
You can read our article here for a step by step guide on how to withdraw from your EPF account.
Read More

FAQs:

What is UAN? 

UAN is short for Universal Account Number which is allotted by Employees Fund Organisation (EPFO). It can be issued only to the individuals who have a valid PF number. UAN acts as an umbrella which links multiple Member Identification Numbers issued to a single member under single Universal Account Number. When members switch organisations, they are allotted different IDs. Through UAN, a member will be able to view details of all his IDs linked to it.
If a member is already allotted Universal Account Number (UAN) then he / she is required to provide the same upon joining a new establishment. This will enable the employer to mark the new allotted Member Identification Number (Member Id) to the already allotted Universal Identification Number (UAN).

How to check the status of a claim? 

Employees can check the status of their EPF balance transfer/withdrawal claims through various modes. They can check the claim status through EPFO member portal, by SMS or by using the EPFO mobile app. Here are steps to check status of claim on EPFO member portal:
1. Go to EPFO Portal
2. Go to Our Services > For Employees
3. Click on ‘Know Your Claim Status’
4. Enter your UAN, Captcha and click on Search
5. Enter the State of your PF office, your establishment code, PF account number and click on submit.

Do all companies need to register for EPFO?

No, only companies with more than 20 employees are required to register for EPFO. For companies with lesser employees, it is optional.

Close Bitnami banner
Bitnami