PF Transfer Form - Form 13

What is PF Form 13?

EPF Form 13 lets you transfer your PF savings from your old employer to your new one without any deductions. The process requires you to simply fill out the form and get it approved by your employer.

You can access the form online or collect it from the EPFO office. Using the online option is quicker and more convenient. Make sure to download the latest version of Form 13 from the EPFO website.

What is the Transfer of EPF Account?

You can transfer your EPF account from one employer to another when you change jobs. As an EPF member, you receive a Universal Account Number (UAN), a unique ID that helps track your EPF account.

Each employee has a single EPF account linked to one UAN. When you switch jobs, you don’t need a new EPF account, your existing account is simply transferred to your new employer.

What is the Timeline for Applying for Form 13?

There is no specific deadline prescribed by the Income Tax Act for making an application under section 197. However, since TDS is calculated on the income of the current financial year, you must make the application at the beginning of the financial year in the case of regular income. Also, in the case of one-off income, you can make the application as and when the need arises.

Details to be Provided in EPF Form 13

Details to be Provided by the Employee

• Your name (as written in the EPF database)
• Your Father’s name or Husband’s name
• Name and Address of the previous employer
• EPF account number of the previous employer
• Details of who maintained the EPF account in the previous establishment. The name of the applicable entity should be mentioned.
• FPF account number with the previous employer (if allotted).
• Date of leaving the employment of the previous employer
• Date of joining the employment of the new employer
• Date on which the form is being filled and submitted
• Signature or left-hand thumb impression of the EPF account holder.

Details to be Provided by the Employer

• Name and address of the establishment
• The EPF code and the account number allotted to the new employee
• FPF account number allotted to the new employee if a separate number is provided.
• Details of the EPF account of the new employee. If it is an un-exempted establishment, the address of the regional or sub-regional office should be mentioned. However, if it is an exempted establishment, the name of the exempted PF trust or the name of the private PF not covered under the act should be mentioned.
• The address of the regional or sub-regional office should be mentioned, where a separate FPF number is allotted to the employee.
• Details of the payee
• Date at which the form is being filled and submitted
• Signature of the authorized official of the new employer with the company seal.

Process for KYC Registration and Confirmation Before EPF Account Transfer

Here’s how you can update your KYC details on the EPF Member Portal:

• Log in to the EPF Member Home using your UAN and password.
• Go to the KYC section on your dashboard.
• You’ll find a list of documents you can update, such as:
  • Bank account details
  • PAN card
  • Aadhaar card
  • Passport
  • Driving license
  • Voter ID
  • Ration card
• For each document, enter your name and the document number.
• Upload scanned copies of the documents.
• Save your details and inform your employer for approval.
• Once your employer approves them, the EPF department will verify your KYC online.
• The verification process usually takes 5–7 working days.

How to Apply for EPF Form 13 Online?

Here’s how you can apply for Form 13 on the TRACES portal for lower or no TDS deduction:

• Log in to TRACES: Visit the TRACES portal and log in using your credentials.
• Go to Form 13: Navigate to the option for applying for Form 13 (Request for lower or nil TDS deduction).
• Fill in the Required Details: Provide details like your estimated income, tax liability, and the reason for requesting a lower or zero TDS deduction.
• Upload Supporting Documents: Attach relevant documents such as financial statements, previous tax returns, and other necessary proofs.
• Submit the Application: Once all information is filled in and documents are uploaded, submit the application.
• Get Acknowledgement: After submission, an acknowledgement receipt will be generated.
• Processing by Assessing Officer: The Assessing Officer (AO) will review your application. They may ask for additional information or clarification if needed.
• Issuance of Certificate: If the AO finds the request valid, they will issue a certificate authorizing the payer to deduct TDS at a lower rate or not deduct it at all.

How to Transfer EPF Account Online?

The EPFO has made it easier to transfer your EPF balance. You can now complete the entire process online through the EPF Member Portal.

Here’s a step-by-step guide to transferring your EPF account online:

• Step 1. Visit the EPFO portal and log in using your UAN and password.
• Step 2. Once logged in, go to the ‘Online Services’ tab and click on ‘One Member – One EPF Account (Transfer Request)’.
• Step 3. A new page will open, showing your current EPF account details, employer name, and balance.
• Step 4. Verify the details and select the EPF account you wish to transfer.
• Step 5. Choose whether the attestation should be done by your previous or current employer. Enter the UAN or Member ID accordingly.
• Step 6. Click on ‘Get OTP’. You’ll receive an OTP on your registered mobile number. Enter it to verify and proceed.
• Step 7. Fill in EPF Form 13 online, then download and print the PDF.
• Step 8. Ask your chosen employer to approve your EPF transfer request through the employer portal digitally.
• Step 9. Once the employer approves the request, submit the printed Form 13 to the respective employer (as selected for attestation).

Sample Format of Form 13

Here’s a sample format of Form 13 for EPF transfer -

Documents to be Submitted With Form 13

Given below are the documents that you need to submit with Form 13 -

• Signed Form 13
• Copies of the return of income, along with enclosures and acknowledgment for the previous 3 financial years.
• Copies of assessment orders of the previous three financial years.
• In case of the assessee having business or professional income, copies of the financial statements along with audit reports, if any, for the previous three financial years.
• Projected P&L account for the current financial year.
• Computation of the previous 3 FYs and estimated computation of the current FY.
• Copy of PAN card
• The TAN number of all the parties responsible for making the payment.
• E-TDS return acknowledgment for the previous two financial years.
• Estimated income during the financial year.
• Any other documents, depending on the nature of the income
• TDS defaults earlier

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