Transferring Employee Provident Fund is a troublesome task every employee has to go through when changing jobs. The traditional method of PF transfer involves a lot of paperwork. Also, you need to be in touch with your previous employer apart from contacting your current employer. At some point of time, you become really tired of doing all this. Sometimes, it may also happen that you are completely unaware of where your money is.
The exciting thing about online PF transfer is that it has removed delays caused by the traditional method which includes lengthy paperwork, posting delays, frequent follow-ups with the previous and current employers and the file going to the wrong EPFO office.
Steps To Follow for Online Transfer of PF:
However, there are certain steps involved in online PF transfer. But before moving to these steps, you need to know two basic things: firstly, you should know the states where PF accounts are registered by your previous and current employers. Secondly, you need to know in which PF office of a particular state your account is registered. Once you are aware of these two things, you can proceed to transfer your PF online. Following are the steps, you need to follow while applying for online PF transfer:
- First, visit the EPFO website namely epfindia.com.
- On the home page, you will find a section called 'online transfer claim portal'. Click on it.
- Check your eligibility i.e. whether you qualify to apply online. If you cannot apply online, you will have to submit a physical copy of Form 13 either to your previous or your present employer.
- If you are eligible to apply online, you can go to the claims section and click on the button called 'request for transfer of funds'.
- After you click on it, you will find Form 13 wherein you need to fill your PF numbers of both the previous and current employers.
There will be two parts – Part A and Part B. The Part A will contain your personal information such as your name, email id, your salary account number and IFSC code of the bank. In Part B, you will have to fill in information about your previous PF account.
- Then, click on 'click here to get details'. Now, your name, the name and address of the establishment, and the PF account held by the EPFO will appear on the computer screen. Also, you can see your father or spouse's name, your date of joining and date of leaving the organisation.
- You will then be asked through which employer you would like to get the PF claim attested. You can chose between your former employer and your present employer.
- After this, you need to type the characters shown in the box below and click on "Get Pin". Then, proceed to confirm your application by clicking on "I Agree".
- You will subsequently receive the PIN on your registered mobile number. Enter that PIN and your application process is complete.
- You can also preview your complete application form by going to the “preview’ button before finally submitting it.
- Once the application is submitted, you will a get a tracking ID. Using this ID, you can track your application status. Also, you will get an SMS notification form the EPFO.
- You can now take a print out of your application form and submit it to your preferred employer within 15 days. The complete application form remains saved in your account.
- You will also receive contact details of people authorized to sign the form. You need to note down the contact details.
- Now, your present and former employers will verify your details online. After proper verification, your employers will approve your application form. Once it is approved, your funds will be credited to your account by the EPFO branch office.
