1. First,
you need to check if your EPF account is eligible for a transfer claim. You can
do this via the EPFO website.
2. The
step above requires you to know the state in which your present and previous
employers have registered your account, apart from which PF office the accounts
fall under. You need to select these from a drop-down menu.
3. You
will also need the region, office, and establishment codes of both employers
and the PF number. You can get all these details from the accounts departments
of those companies.
4. Once
you've keyed in all the details, click Check Eligibility.
5. You
will then see a popup that states whether the account is Eligible, or Not
Eligible. If your account is eligible for a PF transfer, then create an account
on the EPFO website.
6. You'll
need to pick a valid photo ID such as your Aadhaar, PAN card or driving
licence, and enter that ID number here sign up. The signup process also
involves sending a verification code to your mobile number. Fill in all the
details, and click GET PIN.
7. At the
bottom of the screen, enter the PIN you just received, and click Submit.
8. On the
next page, you'll see a confirmation message. Click on Please
click here to continue further.
9. Now, go
to the EPFO Member Claims Portal, and
log in. On the left side, you'll see a log in box. Pick the document type (the
ID you chose during registration), enter the ID number and your mobile number.
10. Click Sign
In, and a page with all your options will load.
11. Move
your mouse over the Claim link in the top bar, and click Request
for transfer of account.
12. Now you
will have to fill the PF transfer form. It is divided into three parts.
Part-A comprises your personal information. Apart from your name
and email, you'll have to enter your salary account number and the IFSC code of
the bank.
Part-B asks you to fill in details of the previous PF account,
similar to step 1. If you don't know the details, you can click on Click
here to get details next
to the field for PF number.
Part-C requires details of your current PF account, as you did
in step 1. Once again, if you don't know the details, you can click on Click
here to get details next
to the field for PF number.
1. You'll
need to get the claim attested through the previous or current employer. Select Previous
Establishment or Current
Establishment at
the end of the form depending on whichever is easier for you. Settlement is
faster if attestation is through your previous employer, but it is mandatory.
2. Now
that the form is filled, click Preview.
3. You'll
be shown a preview of all the information you've entered. Double-check all of
this for errors. If you need to change anything, click To
change information, click here. That will take you to the
previous page.
4. If
you're sure all the information is correct, enter the characters in the image
in the box next to it, and click GET PIN at the end of the form.
5. Check I
Agree.
6. You'll
get the PIN via SMS. Enter the PIN in the box below I
Agree, and click Submit.
7.
You've now successfully filed
your PF transfer claim. You can check the status of the claim by clicking
here.
