Transfer EPF Balance: Step-by-Step Process

Author
By Hiral Vakil on March 5, 2019

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.

How to check Employee Provident Fund (EPF) balance?

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

Steps to transfer EPF balance online: 

Step 1: Go to EPFO Member’s portal

Step 2: Login to your account using UAN and Password, 

Transfer EPF Balance: Step 2- Login

Step 3: Go to Online Services > One Member one EPF Account (Transfer Request)

Transfer EPF Balance: Step 3: Transfer Request

Step 4: Verify personal information and PF account for the present employment otherwise claim will not be processed: 

Transfer EPF Balance: Step 4- Personal Information

Step 5: Click ‘Get Details’ to obtain PF account details of the previous employment:  

Transfer EPF Balance: Step 5- Get Details

Step 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

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

How to withdraw EPF Balance?

FAQs:

1. 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).

2. 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’s portal, by SMS or by using the EPFO mobile app. Here are steps to check status of claim on EPFO member’s 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.