PF Transfer Online : Procedure for EPF Transfer through EPFO Portal

What is the procedure to transfer PF online?

If you have just changed your job and wondering how to transfer your PF, then continue reading to all that’s required and needs to done to undertake the transferring process.

Why transfer your PF online?

If you are consistent with your employment, you do not have to worry about transferring your PF. You and your employer will keep contributing to your PF account until you leave that job. You either take a new job or take a break. Once you take up a new job, your new employer will register you in the EPFO and you will be allotted a new PF account where you will again contribute to PF. Now that you have got a new PF account, what happens to your previous account? Under these circumstances, you get two options:

• Firstly, you can transfer the balance from your old PF account to your current account
• Secondly, if you decide to stay on a break for 60 or more days, then you can withdraw your contribution to PF with interest

Experts suggest that you transfer your PF instead of withdrawing as it offers attractive returns and is an ideal saving scheme for retirement.

What are the documents to be kept ready before transferring the PF online?

Transferring your PF balance is only possible if you fulfill these conditions

• Details of your previous PF account and current PF account should be entered in EPFO database
• EPFO database should hold your correct personal information and information related to your PF account
• e-KYC should be approved by your employer
• For your previous account, you will get only one transfer request
• Authorized signatories should be digitally registered in EPFO by the current/previous employer.
• Only bank account which is linked to Aadhaar can be used to file the transfer claim. Linking of PAN with UAN is not mandatory for the transfer claim.
• Your UAN and mobile number registered in UAN should be active

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How to transfer PF online using UAN?

Since the advent of UAN, the transfer of PF has been shited under ‘Unified portal’. In the beginning, this facility was available under ‘Online Transfer Claim Portal’.

To transfer PF, follow the steps mentioned below in an orderly manner:

• Go to the member interface of the unified portal by clicking on the link mentioned below:
  https://unifiedportal-mem.epfindia.gov.in/memberinterface/
• Here you will see a screen similar to the one above on your computer screens. Now, log in the EPFO portal using your login credentials, i.e, UAN, Password and Captcha. After filing in the details, click on ‘Sign In’.
• Once you have logged in, the right side of the screen will display the following information like UAN, name, date of birth, bank account number, email address, and other details related to the account. Look at the picture mentioned below for reference.
• To proceed further, you need to click on ‘Online services’ which is available on the top of the screen. From the dropdown list, select ‘One member – one EPF account (Transfer Request)’.
• Under ‘One member- one EPF account (Transfer Request)’ your personal information and employment history will be displayed.
• Get Verify the information and click on ‘Confirm’. From there, you will be taken to a pre-filled transfer request form. On the next step, you will have to select details of your previous PFonline-epf-transfer-procedure account. Pick that account from where you need to transfer the money. You can get the details of your previous account by clicking on ‘Get details’.
• In this section, you will be asked to choose between ‘previous employer’ and ‘current employer’ under ‘Attestation through’ option. ‘Current employer’ option will remain disabled if your employer hasn’t made any contribution to the PF account.
• Once you have selected either one of the employers, you need to put in your member Id/UAN.
• After filing in the credentials, you will be taken to next step, i.e, ‘Authenticate OTP and Submit’. In this step, you need to click on ‘Get OTP’ and OTP will be sent on your UAN registered mobile number. Enter the OTP in its designated space and click on ‘Submit’.

Once you have submitted your claim, you will be taken back to the personal details and employment history page. At the end of the page, you will find your transfer claim along with tracking Id, previous account number, attestation information, and Form 13. You need to download this form and sign where ever asked. Submit this signed form to the selected employer within 10 days of filing the claim.
Your transfer claim will be forwarded to your employer and he/she can approve of your claim digitally.

How to check PF transfer status?

The waiting period after filing your transfer claim is miserable. You keep wondering when your money will get credited to your account. To avoid such situation, EPFO has come up with three different ways of tracking your transfer claim. Continue reading below as tracking your transfer claim status has never been easier.

To Track via this mode, follow the steps mentioned below:

• Go to EPFO’s unified portal by clicking on the link mentioned below: https://www.epfindia.gov.in/site_en/For_Employees.php With this, you will be taken to the Employee’s page of the unified portal.
• Select ‘Know Your Claim Status’ which is available under the ‘Services’ option.
• Once you click on that, you will be taken to another portal from where you can track your claim status. For this, you need to log in using your UAN number and captcha. After filing in the credentials, click on ‘search’.
• Once you have put in your login credentials, you will see a screen similar to the one mentioned below. You need to select the member Id for which you have filed the claim and then press ‘View claim status’.
• On the next step, you will be able to see all the details related to your claim along with the current status.

To track via this mode, follow the guide mentioned below:

• Go to the member interface of EPFO’s unified portal. You need to log in your account by entering your UAN, password, and captcha. To visit the member portal, click on the link mentioned below:
  https://unifiedportal-mem.epfindia.gov.in/memberinterface/
• Once you have logged in, the right side of the screen will display your personal information. You need to select ‘Track claim status’ which is available under ‘Online services’. You will find the tab at the top of the screen. Check the image below for reference.
• Under ‘Track claim status’, you will be able to see the following information: Online claim status, Transfer claim status, and Stop auto-initiated claim cases. From here, you can check the current status of your transfer claim.

To track your claim status via the EPFO website, you need to have these things handy:

• Account number of your Employee’s Provident Fund
• If required, your company/establishment’s code
• Your employer’s EPF regional office

You can find all this information on the PF statement provided to you by your employer. And if you don’t have your PF statement, you can click on this link to find your company code and your employer’s regional provident fund office.

• Click on the link mentioned as it will directly take you to ‘Know Your Claim Status’ page of the website.
• Click on ‘Click here for Knowing the Claim Status’ option mentioned at the end of the page.
• You will be asked to select your PF office state from the dropdown list. Once you have selected your state, your screen will display the list of all the regional offices.
• From the list of regional office, select the office which is relevant to you.
• Once you have selected the regional office, region code and office code will automatically be filed in their designated spaces.
• You need to fill in the ‘Establishment Code’. A general establishment code can be 7 characters long. But if your establishment code has a sub-code or an extension, then the same can be filled in the fourth box. If there is no sub-code or extension, then you need to leave this box empty.
• In the fifth box, you need to enter your account number which can be 7 characters long.
• Once you have filled in all the details, click on ‘submit’. After submitting the details, it will show you the current status of your transfer claim.