With more and more government functions going online, we feel it is important for our readers to know how to use the different tools that are now available. After all, it is now possible to file an RTI, apply for a passport, apply for a PAN card or download a copy of your Aadhaar card, all from the comfort of your own home.
Nearly everyone who's employed has also probably quit a job at some point. Changing jobs involves enough paperwork to make your head spin. One of the most irksome bits of paperwork involves a significant chunk of the deductions section in your salary slip - Employee Provident Fund (EPF), or PF as most people prefer to call it. Most of us never look at the EPF account number and the company code that's needed to transfer the amount to the new employer. Instead of panicking after quitting a job, you can take a look at these steps and learn how to transfer your EPF right away.
First, you need to check if your EPF account is eligible for a transfer claim. You can do this via the EPFO website.
The step above requires you to know the state in which your present and previous employers have registered your account, apart from which PF office the accounts fall under. You need to select these from a drop-down menu.
You will also need the region, office, and establishment codes of both employers and the PF number. You can get all these details from the accounts departments of those companies.
Once you've keyed in all the details, click Check Eligibility.
You will then see a popup that states whether the account is Eligible, or Not Eligible. If your account is eligible for a PF transfer, then create an account on the EPFO website.
You'll need to pick a valid photo ID such as your Aadhaar, PAN card or driving licence, and enter that ID number here sign up. The signup process also involves sending a verification code to your mobile number. Fill in all the details, and click GET PIN.
At the bottom of the screen, enter the PIN you just received, and click Submit.
On the next page, you'll see a confirmation message. Click on Please click here to continue further.
Now, go to the EPFO Member Claims Portal, and log in. On the left side, you'll see a log in box. Pick the document type (the ID you chose during registration), enter the ID number and your mobile number.
Click Sign In, and a page with all your options will load.
Move your mouse over the Claim link in the top bar, and click Request for transfer of account.
Now you will have to fill the PF transfer form. It is divided into three parts.
Part-A comprises your personal information. Apart from your name and email, you'll have to enter your salary account number and the IFSC code of the bank.
Part-B asks you to fill in details of the previous PF account, similar to step 1. If you don't know the details, you can click on Click here to get details next to the field for PF number.
Part-C requires details of your current PF account, as you did in step 1. Once again, if you don't know the details, you can click on Click here to get details next to the field for PF number.
You'll need to get the claim attested through the previous or current employer. Select Previous Establishment or Current Establishment at the end of the form depending on whichever is easier for you. Settlement is faster if attestation is through your previous employer, but it is mandatory.
Now that the form is filled, click Preview.
You'll be shown a preview of all the information you've entered. Double-check all of this for errors. If you need to change anything, click To change information, click here. That will take you to the previous page.
If you're sure all the information is correct, enter the characters in the image in the box next to it, and click GET PIN at the end of the form.
Check I Agree.
You'll get the PIN via SMS. Enter the PIN in the box below I Agree, and click Submit.
You've now successfully filed your PF transfer claim. You can check the status of the claim by clicking here.
For more tutorials, visit our How To section.