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PF Processes

The document provides a comprehensive guide for members on various processes related to their Provident Fund (PF) accounts, including UAN activation, modifying personal details, KYC updates, e-nomination, passbook downloads, and online withdrawal and transfer processes. It outlines the necessary steps, documents required, and important notes for each process, ensuring members can efficiently manage their PF accounts. Additionally, it emphasizes the need for accurate information and employer approval for certain modifications.
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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0% found this document useful (0 votes)
44 views29 pages

PF Processes

The document provides a comprehensive guide for members on various processes related to their Provident Fund (PF) accounts, including UAN activation, modifying personal details, KYC updates, e-nomination, passbook downloads, and online withdrawal and transfer processes. It outlines the necessary steps, documents required, and important notes for each process, ensuring members can efficiently manage their PF accounts. Additionally, it emphasizes the need for accurate information and employer approval for certain modifications.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CONTENTS

S. No. Topics
1 UAN Activation
2 Modify Basic Detail
3 KYC Update
4 Member E-Nomination
5 Passbook Download
6 Online PF Transfer Process
7 Online PF Advance Withdrawal Process
8 Online PF Withdrawal Process
UAN ACTIVATION
Click here to
visit the
member login
https://unifiedportal-mem.epfindia.gov.in/memberinterface/ portal

Click Here
Activate UAN Number
If you don’t
know your UAN Enter here your
no. Then click UAN No. Select the State Select office
here
Enter here PF
no.
Enter here
Enter here establishment
your Name code
Enter here
your DOB
Click Enter here your Mobile no.
Here want to link with UAN
Enter the text shown in
above image

OTP will sent you on your provided mobile number.


Kindly Follow the Process as on the portal instructed .
Modify Basic Detail
Click here to
visit the
member login
https://unifiedportal-mem.epfindia.gov.in/memberinterface/ portal

Enter Your UAN


Enter Your
Password

Enter Captcha

Click Here
Modify Basic Detail
Click here
Modify Basic Detail

Enter your Aadhar


Card number
Enter your Name as
on Aadhar Card

Enter your DOB as on


Aadhar Card

Tick on Correct
Select the gender detail
Click Here Company for
attestation

Note: Submitted request will approved by employer first , then it automactally forward to
the PF department for further process.
Modify Basic Detail

It will approved by employer first then Your Correction request will automactally
forwarded to the PF Department for further process.

Note: If DOB correction difference more than one year then please attached self
attested any one below document at the time of correction request submission.

Document list is given below:


1. Schooling certificate (Government board certificate)(Self Attested)
2. Passport Copy (Self Attested)
3. Date of Birth Certificate(Self Attested)
Modify Father Name, DOJ & DOE Detail
Require documents & Form:

1. Filled Joint Declaration Form *


2. Aadhar Card (Self attested with employer attestation)*(Mandatory)
3. Pan Card (Self attested with employer attestation) )*(Mandatory)

Along with above documents, Below mentioned additional documents required


for DOJ & DOE correction:
4. Latest Downloaded PF passbook(For DOJ,DOL Correction)*
5. Appointment letter (DOJ)*
6. composite declaration form 11( For DOJ Correction) *
7. Muster Roll cum attendance register(For DOL Correction) *

Important : Attestation by the employee required on all forms and documents.


And their Signature must match with the signature printed on Pan card copy.

**Offline forms are accepted only for Father name ,Date of Joining(DOJ) & Date of
Leaving (DOL) correction . Received Form will check , validate and forwarded to
the PF department for further process. PF department takes approx 40-45 days for
process the same .
KYC UPDATE

Click on Manage
After then click on
KYC
KYC Update
Tick the box
Enter your Enter your Name
Document no. as per Printed on
Document

For Bank KYC


IFSC code is
must. Enter
Correct IFSC
code.

Click on Save
Button

Successfully saved KYC Will approve by Employer.

1. Employee’ must be update BANK, PAN & Aadhaar.


2. Enter Your Correct document details and click on save button to update your KYC
details.
Member E-Nomination

Click on E-Nomination
Member E-Nomination

1. Enter here your


Present Residence
Address
2. Enter here your
* IF your Permanent Residence
Present & Address
Permanent
Residence is 3. Click on Save Button
same then tick
this box
Member E-Nomination

1. Tick the for declare


your relation with 5. IF person
person minor then
select guardian

1. Enter
person’s Name 4. Enter
2. Enter 3. Select
nominee
person’s Date relation
Address
of Birth

6. Click here If you 7. Click here to


want to add more save the all
person in nominee added nominee
Passbook Download
https://passbook.epfindia.gov.in/MemberPassBook/Login.jsp

Click here to
visit the
Passbook login
Enter your UAN
portal
Enter
Password(Use
same Password
of UAN member
login

Write here
above
mentioned
Click Here Captcha
Passbook Download

Click here for Click here for


select Company see the Click here for Click here for
passbook download the see submitted
passbook claim status

Important
1. This facility is to view the Member Passbook for the members registered on the Unified
Member Portal.
2. Passbook will be available after 6 Hours of registration at Unified Member Portal.
3. Changes in the credentials at Unified Member Portal will be effective at this Portal after 6
Hours.
4. Member can also check their submitted PF claim status.
5. Passbook facility not be available for the Exempted Establishments Members / Settled
Members / Inoperative Members.
ONLINE PF TRANSFER PROCESS

Click Here

Before Process PF
Transfer/Advance/Final Withdraw
make sure that your Bank A/C detail
& IFSC Code should correctly updated
on PF portal. And also your PAN card
and aadhar card should update in KYC.
ONLINE PF TRANSFER PROCESS
Select Enter Your Previous PF No.
Present/Previo in required Format or UAN
us Employer
pf Present or Previous org.

Click here

Tick this box

Click here , OTP will send on registered Mobile No.

After enter received OTP , Click Here


Enter here
received OTP
ONLINE PF TRANSFER PROCESS

Click here
Note: Member need to take a printout of this form and a signed copy of the
same should be submitted to the Present/Previous (Org. name will printed on
form) Establishment.
** After Approved by Employer It will automactally forward to the PF
department for further process.

**Operate PF Portal on updated version of Mozilla Firefox or Chrome Browser


only.
Offline Transfer
(Only Accepted for TRUST Cases)

Require documents & Form:

1. Filled Form 13 Transfer


Form 13(PF
Form)
2. Aadhar Card (Self attested with employer attestation)
3. Pan Card (Self attested with employer attestation)

Important : Attestation by the previous employer, time taken in settlement will be


relatively less.

**Offline forms are accepted only in case of PF amount transfer from Trust (not
having DSC facility for PF). Received Form will forward to the Trust org. for further
process. Member need to follow up with their trust for further update.
Online PF Advance Withdrawal Process

Click Here

Before Process PF
Transfer/Advance/Final Withdraw
make sure that your Bank A/C detail
& IFSC Code should correctly updated
on PF portal. And also your PAN card
and aadhar card should update in KYC.
Online PF Advance Withdrawal Process

Enter here four last


digit of your registered
Bank A/C number
Online PF Advance Withdrawal Process

Click Here
Online PF Advance Withdrawal Process

Select PF Advance
(Form 31) Option
Online PF Advance Withdrawal Process

Enter the Amount as


you want to Select the reason ,Why
withdrawal you want to
withdrawal advance
Enter Your Present
Communication Select
Address District

Select State as on Present


Address
Upload Scan copy of
Cheque(Your Name must
Enter Pin
be Printed on that)
code
Tick this box and click on Get OTP and enter OTP
and Click on Submit Button
Online PF Withdrawal Process

Click Here

Before Process PF
Transfer/Advance/Final Withdraw
make sure that your Bank A/C detail
& IFSC Code should correctly updated
on PF portal. And also your PAN card
and aadhar card should update in KYC.
Online PF Withdrawal Process

Enter here four last


digit of your registered
Bank A/C number
Online PF Withdrawal Process

Click Here
Online PF Withdrawal Process

Select First Form 19 .


After Process From 19
then Select Form 10C
for rest of amount.
Online PF Withdrawal Process

Upload filled and


signed Form 15G copy
Enter Your Present
Communication
Address Select District
Select State as on
Present Address

Upload Scan copy


of Cheque(Your
Name must be Enter Pin
Printed on that) code
Tick this box and click on Get OTP and enter OTP
and Click on Submit Button

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