Transferring your Employees’ Provident Fund (EPF) balance online is a seamless and convenient process when changing jobs. The Employees’ Provident Fund Organisation (EPFO) provides a user-friendly online platform, the UAN Member e-Sewa portal, to facilitate this transfer.
This guide will walk you through each step in detail, ensuring a smooth transition of your hard-earned savings.
Prerequisites
Before you begin, ensure you meet the following requirements:
- Activated UAN: Your Universal Account Number (UAN) must be activated on the UAN Member e-Sewa portal.
- Verified KYC: Your Aadhaar and bank account details should be seeded and verified in your UAN profile.
- Updated Date of Exit: Your previous employer must have updated your date of exit in the EPFO records.
Documents Required
To initiate a PF transfer, you will need the following documents:
- Valid ID proof: This can be a PAN card, Aadhaar card, or driving license.
- UAN (Universal Account Number)
- PF account number
- Present employer’s details
- Bank account details
- Current and previous PF account details
- Establishment number
Steps to Transfer EPF Online
- Step 1: Access the EPFO portal by visiting the UAN Member e-Sewa portal.
- Step 2: Log in to your account, and enter your Universal Account Number (UAN) and password. Fill in the captcha code displayed on the screen. And lastly, click on the “Sign In” option.
- Step 2: As the next step, we need to initiate transfer request, for this go to the “Online Services” tab on the top menu bar.
- Step 3: Select “One Member – One EPF Account (Transfer Request)” from the dropdown options.
- Step 4: Carefully review your displayed personal information (name, date of birth, contact details) and ensure its accuracy.
- Step 5: Verify your current PF account details, including the PF number and your current employer’s information.
- Step 6: Click on the “Get Details” button. This will automatically retrieve your previous PF account details, including your previous employer’s name and PF account number, from the EPFO database.
As the next step, select the attestation method:
- If both UANs (current and previous) are Aadhaar-verified:
- Select “Previous Employer” or “Current Employer” as the attesting authority.
- Since both accounts are Aadhaar-verified, attestation is not mandatory.
- If you select an employer, they will receive an online notification for approval.
- If either UAN is not Aadhaar-verified:
- Select the employer (previous or current) who will attest to your transfer request.
- Enter the Member ID or UAN of your previous PF account.
- Step 8: Enter the date of joining and the date of exit from your previous employment. These details are crucial for processing the transfer request.
- Step 9: In the case of multiple Member IDs for the same employer, choose the Member ID to be transferred.
- Step 10: After carefully reviewing all the entered details, click on the “Get OTP” button. An OTP will be sent to your registered mobile number. Enter the OTP in the provided field.
- Step 11: Click “Submit” to initiate the transfer request.
Note: If you select an employer for attestation, they will receive an online notification. The employer needs to digitally approve the transfer request within the stipulated time for the process to continue.
Tracking Your PF Transfer Status
You can track the progress of your EPF transfer request using the following method:
UAN Member Portal
- Step 1: Log in to your UAN account through the UAN Member e-Sewa portal.
- Step 2: Go to “Online Services” and click on “Track Claim Status”
- Step 3: As the next step click on “Transfer Claim Status.” The current status of your transfer request will be displayed.
EPF Transfer Status Updates
As your transfer request progresses, you will see different status updates. Here’s what they typically mean:
| Status | Meaning |
|---|---|
| Pending at Previous Employer | Your previous employer needs to digitally approve your request. |
| Pending at Current Employer | If you chose your current employer for attestation, they need to approve the request. |
| Accepted by Employer | The chosen employer has approved your request. |
| Pending at Field Office | The EPFO is processing your request. |
| Transfer Complete | Your EPF transfer has been completed. |
Additional Information
- Form 13: If your employer doesn’t have a Digital Signature Certificate (DSC), you might need to submit a physical copy of Form 13 to your chosen employer for attestation.
- Transfer Timeline: The online EPF transfer process typically takes a few weeks to complete. However, it may take longer depending on the verification process and employer response.
- Offline Transfer: If you face any difficulties with the online process, you can visit your nearest EPFO office and submit a physical transfer request (Form 13).
You can only request a single PF transfer for each previous employment member ID.