About Personal Finance, Banking, Mutual funds and Investments

      

EPFO: How To Transfer Online Your Employee PF Account Balance?

Finance Guru Speaks: Have you joined a new Employer and wanted to transfer your old EPF or PF Account from Old Employer to your New Employer? If yes, then this article is of interest to you.

Once you join a new company or organization, you have to wait till 60 days before you initiate the PF account transfer. Form 13 is used for PF Transfer purpose.

You can check whether both of yours employers (Old & New) are eligible for online PF transfer by following below article:-


Once it is confirmed that you can initiate the Online PF Transfer, please follow below steps to achieve your goal:-

1. Open EPFO ONLINE TRANSFER CLAIM PORTAL by clicking on this link
EPFO Online Transfer Claim Portal
EPFO Online Transfer Claim Portal
Note: The employer can view all such claim requests, verify/correct member details, approve and submit the requests online through this portal.

The member should be registered on the Member Portal to avail this facility. The log-in details for this portal are same which are used in Member Portal by the members and accordingly may be used with high diligence.

Read below article to know how you can register to this Member Portal:-

2. Once you are logged in, click as shown below:-
Online PF Account Transfer
Online PF Account Transfer
3. Fill the required details as shown below:-
Online PF Account Transfer
Click to enlarge - Online PF Account Transfer

Online PF Account Transfer
Click to enlarge - Online PF Account Transfer
Online PF Account Transfer
Click to enlarge - Online PF Account Transfer
Online PF Account Transfer
Click to enlarge - Online PF Account Transfer

Once everything is done, you will get ONLINE TRANSFER CLAIM FORM in pdf format (shown below). Take the print out, sign it and submit it your Present or Previous Employer for attestation.
 
Online PF Transfer Claim Form
Click to enlarge - Online PF Transfer Claim Form- Pg1
Online PF Transfer Claim Form
Click to enlarge - Online PF Transfer Claim Form - Pg2
 Note: Member has the option to get his/her claim form attested by the present or the previous employer. In case of attestation by the previous employer, time taken in settlement will be relatively less.

Congratulations!! You have successfully applied for Online Transfer of your PF Account balance.

Once claim is approved, PF amount will get transferred to your New PF Account No.

You can check the successful PF Transfer status as shown below:-
Online PF Account Transfer Status
Click to enlarge - Online PF Account Transfer Status
 Current Status:Your claim has been settled and credited to new account.


Also read:
How To Download EPF (Employee Provident Fund) e-Passbook Online?
Forgot UAN Password - How To Recover or Reset Your UAN Login Password? 
EPFO: How To Check Your EPF Balance Without Knowing Your UAN 
EPFO: How To Activate Your UAN Based Registration? 
EPFO: How To Check Your UAN (Universal Account Number) Status? 
EPFO: How To Transfer Online Your Employee PF Account Balance? 

 

Images Courtesy: EPFO Portal

  Please share this article over social networks. For more Learning, Please visit "At A Glance" Section.

3 comments:

  1. Dear Finance Guru Team,
    I have transferred my EPF online to my current organization from the previous organization online. The transfer has been approved by my previous employer.

    In my previous account, I had a transfer-in from the 1st company and that was showing up in transfer-in section, but that amount was added to the total balance. Now that I have done a transfer from the 2nd account to the 3rd account, will the balance from 1st & 2nd account get credited to the 3rd(current account) along with the pension fund ?


    One more query- The interest gets accumulated at the year end, i.e 31 mar 2015, now that I have transferred the amount to the 3rd account which is my current epf account, will I be losing on the interest accumulation ?

    ReplyDelete
  2. I had chosen present employer for online transfer claim attest. And present employer also approved the claim. What happens next?
    Is there any possibility of rejection of claim by previous employer?

    ReplyDelete

Thanks for your interest in this blog.


Sincerely,
Team Finance Guru Speaks

Related Posts Plugin for WordPress, Blogger...