TP_PRESENTATION_ON_PF_ONLINE_PROCESS___20190426093343___.pdf

EPFO - COMPLIANCE UPDATES ON PROCESSFLOW.

1.UAN ACTIVATION PROCESS – Page 3 2. KYC UPDATION – Page 8 3. UAN PASSBOOK DOWNLOAD PROCESS – Page 12 4. PROCESS FOR CHANGE IN NAME & BASIC DETAILS OF MEMBERS (For Name/DOB/Gender Correction) – Page 16 SUBMISSION OF ONLINE PF TRANSFER PROCESS – Page 21 5. 6.SUBMISSION OF ONLINE PF PART WITHDRAWAL PROCESS (Form 31) – Page 27 7. SUBMISSION OF ONLINE PF WITHDRAWAL PROCESS (Form 19 & 10C) – Page 42 PRESENTATION ON PF ONLINE PROCESS.

1. UAN ACTIVATION PROCESS • FOR UAN ACTIVATION USE BELOW LINK :- • https://unifiedportal-mem.epfindia.gov.in/memberinterface/.

HO W TO ACTIVATEUAN AND UPLOAD KYC After click on link the below screenwillappear:- Click � Activate UAN CLICK ON ACTIVATE UAN LINK.

HOW TO ACTIVATEUAN AN D UP LOAD K YC After Click on “Activate UAN” LinkbelowScreenwillappear. Fill all the Mandatory fields and Clinkon“GetAuthorizePIN”. (A)Fill UAN data :- (1)UAN Number. (2)DOB (3)Mobile No. (4)Email ID (5)Captcha..

HOW TO ACTIVATEU AN AND U LOA D KY C After Clicking get Authorized PIN,OTPNumberwillbesentyour registered mobile number. Enter the OTP number and ClickValidateOTPandActivateUAN. Enter the OTP number and Click Validate OTP and Activate UAN.

HOW TO After the UAN Activation, The Password sent toyour registered mobile number. ACTIVATE UAN Use the received Password for login in to the member portal https://unifiedportal-mem.epfindAiaN.gDov .Uin/PmAemDb KerYinC The Password sent to your registered mobile number. GO TO HOME page and enter you UAN & Password. https://unifiedportal- mem.epfindia.gov.in/memberi nterface/ You can View you Profile..

ACTIVATE UAN AND U PL O AD KY C After UAN Activation .Open thesamelink(https://unifiedportal- mem.epfindia.gov.in/memberinterface/)andinputtheUANnumber and Password and Captcha for portal login 2. KYC UPDATION PROCESS.

HOW TO ACTIVATEUAN AND UPLOAD KYC After input the login detail. Thebelowscreenwillappear:-.

HOW TO Click Manage � select � KYC. The below screen will appear. ACTIVATEUAN Select the Check-box and input tAheN dData U asP pLeOr DAocDu mKeYntC n Save button .After Successful submission KYC get approved within 5 to 7 Days..

Click the below Link https://passbook.epfindia.gov.in/MemberPassBook/Login.jsp Enter the log in Enter you UAN, Password & Captcha and Click Login 3. UAN PASSBOOK DOWNLOAD PROCESS.

After Login the below screen will appear. Click here to view your PF Pass Book.

PF Passbook will show as per below screen, you can download/Print your PF Passbook.

4. PROCESS FOR CHANGE IN NAME & BASIC DETAILS OF MEMBER.

4. PROCESS FOR CHANGE IN NAME & BASIC DETAILS OF MEMBER Open the same link (https://unifiedportal-mem.epfindia.gov.in/memberinterface/ ) and input the UAN number and Password and Captcha for portal login.

After Login, the below screen will appear. Click � Manage � Modify Basic details.

In Modify Basic details, details to be modified can be updated as per AadhaarandclickUpdatedetailsbutton.

� � On clicking Update Details button, change request will be submitted to employer for further approval. After approval by the employer, change request will appear as a task in login of Dealing Hand, of concerned EPFO office for further approval and necessary changes in PF records..

5. SUBMISSION OF ONLINE PF TRANSFER PROCESS.

5. SUBMISSION OF ONLINE PF TRANSFER PROCESS Open the same link ( the UAN number and Password and Captcha for portal login and input https://unifiedportal-mem.epfindia.gov.in/memberinterface/ ).

After Login, Click Online Services One Member – One EPF Account (Transfer Request) � �.

In transfer request, Enter the previous UAN/PF number and click Get details. If the entered details are correct, previous employment details will appear. Then Click � Get OTP � enter the received OTP � click submit button.

� � After successful submission of transfer claim, the request will be send to present & previous employer for further approval. After approval of request by the present & previous employer, request will appear as a task in login of Dealing Hand, of concerned EPFO office for further approval.

You can view the Transfer Claim Status by clicking the Track Claim StatusButton..

6.SUBMISSION OF ONLINE PF PART WITHDRAWAL PROCESS (FORM 31).

6.SUBMISSION OF ONLINE PF PART WITHDRAWAL PROCESS (FORM 31) Open the same link ( and input the UAN number and Password and Captcha for portal login https://unifiedportal-mem.epfindia.gov.in/memberinterface/ ).

EMPLOYEES PROVDENT FUND ORGANISATION, INDIA f Home Yew. Muge UAN Card Info O Actant Account Settings mine Serices LOPJt Select "Online Services" Member Profile More Infc O AADHAAR PAN Bek Actwnt No. Moue No. Enil a More infomatim verified PF & ESIC Helpdesk-HGSL Alert @ Passbook Cur For Employees Member Passbook.

EMPLOYEES' PROVIDENT FUND ORGANISATION. INDIA C; æcu;. • Horne View. UANCard More C Accmrt TRANSFER REQUEST Account Settings Mcre :rfo O Select " CLAIM Member Profile Bank E-mail e More Hormation verifed ( ) PF & ESIC Helpdesk-HGSL Passbook is a,'äiLable at 'Aww.epfindiä.gov.in Cur Employees > > Member Passbcck.

EMPLOYEES' PROVDENT FUND ORGANISATION, INDIA *Home Mnage. kcant. MineSerices ONLINE CLAIM (FORM 31,19 & 100 Looout MEMBER DETAILS EMPLOYEE NAME DATE OF BIRTH WC DETAILS AADHAAR No. uNKACCOUNTN0. PF & ESIC Helpdesk-HGSL BUNCH NAME & ADDRESS SERVICE DETAILS MEMBER ID FATHER NANE MOBILE Check your IFSC and Update Bank & IFSC through KYC in case of Mismatch FS CODE Enter Last 4 Digit of your Bank A/c No. & Verify DOJ DOJ EPS OOEEPF DOE EPS Reason Of Lea'hg Note- Plea* verify' your Baü Account Number by eteing last 4 dwt other tan *eady shown. If displayed "nk account doesn't belongs to you or is closed. please update bank detais(K'iC) wi±l latet Bank Account Number through unified Portal / Your Employe béore proceeding with Online daim..

EMPLOYEES PROVIDENT FUND ORGANISATION INDIA Home View • Manage Accourt Onine Services ONLINE CLAIM (FO MEMBER DETAILS EMPLOYEE NAME DATE OF BIRTH KYCDETAILS PF & ESIC Helpdesk-HGSL AADHAAR No. BANK ACCOUNT No. of Undertakhg I hereby undertake that I. I verified the displayed Bank Account details of mine I that the claimed mount wal be credited to this Bank Ac:ount by EPFO. I gree to terms and CODE Click "Yes" to proceed If your Bank & IFSC is Correct Click "No" to Update your Bank & IFSC through KYC in case of Mismatch MEMBER ID DOI EPF COJEPS DOE EPF DOE EPS Reason Of Leaving Note:- Please verify your Bark Account Number by entering 4 digit other ban aireaåy shown. If "played Sank account doesn't bdongs tc you ot closed , pleu update bank with latest "nk Account Number though unified Portal ! You Employer before proceeding with Online dim..

EMPLOYEES' PROVIDENT FUND ORGANISATION. * Hcme Wew- Accourn. OnlheS«Wcs ONLINE CLAIM (FORM 31,19 & 100 MEMBER DETAILS EMPLOYEE DATEOFBtRTH WC DETAILS AADHAAR No. BANKACCOUNT No. BUNCH UME&ADDRESS SERÆE DETAILS Logcut FATHER NAME PAN N. FS CODE Click "Proceed For Online Claim", If All the details are Correct Note- Please verfi your Bank Account Number by eteing last 4 di$t Ober then *own Y displayed bank •:wnt doesn't belongs to yu or is closed , please updatebankdetails(KYC) our EmployerbeforeproceeengwithOnlinedaitn. Proced Fa &iire Crn.

Select “PF ADVANCE (FORM-31)”.

Select the Purpose of Advance as per applicability.

Box for submission Enter the Communication Address of the Employee Enter the Advance Amount required Click the tick.

EMPLOYEES PROVIDENT FUND ORGANISATION, INDIA Home kcant. OrheS«vices. I certify thid I have gone trough the data seeded in I-IAN Portal ard fomd al data includrg Form bk.II(New). bank account details and Aahar numbe. : am for fris±im using my credentials. thit pticdaz true tc thE best cf krc+dg€. : furter certfytlfl the data seeded in Pc±l aganst my UAN fand all date Bank ktcunt Detail: (Zark Account AEdhy:r number, t be correct these belong to me. rukethe payment irtc S&'k æcunt menticned tte Portal. In case the arcunt is used for any purpose stated ir ccLmn : yn iabk to return the entre penel Interest Logout PF & ESIC Helpdesk-HGSL Click "Validate OTP and Submit Claim Form" SUCCESS: OTP has been on M±le Numbe (Registera Wiff UIDAD OTP (NOTE OTP wa Be Mobile Numbe RegisteWith (AADHAAR).I 10.701273443 to Clam Or PcOl, Plese Try Later VabdateOTP ard Sunt Clah Form Enter "OTP" Received to your Mobile.

EMPLOYEES' PROVIDENT FUND ORCANEATION. Hcne Manyge• Account Cnline Services Online Claim Submission Under Process I certfy that I gone throu$l the data seeded in UAN : am äglfin; t' ttt: ciaiT 'in; my Port: my funs 31 dita. enk A.-cvt zourt menfoned in the LAN the amount is Etnpioyee Aåfress Online Claim Request is Submitting Port3L PF & SIC Helpdesk-HGSL Enter OTP S and Aadhw nnber. tc Ples€ make the nt the bank arcuat wth peral interg in Later.

UAN: 100413209525 H o•me PF & ESIC EVICTEES' EMPLOEES UAN 3aseC Comb'ned Claim Form for (Applicable in cases "*ere empkve's comdete details www.epfindia.gov.in Fund Withdrawal Form Number and BH and UAN has been activated.) ber/ - -sk-HGSL L 2. 3. 4. 5. 5. kcounts details are availaHe m 'åobile N I want of the of Johrg Online Claim Submission process completed & PDF Generated By PF Portal. PF Dept. will settle the claim to the Bank A/c updated by you in KYC..

EMPLOYEES PROVDENT FUND ORGANISATION, INDLA *Home Vkw. Mnge. UAN Card Mere Int O PF & ESIC Helpdesk-HGSL Alert Actant Account Settings mine Serices AANSFER REQUEST More Infc O Select "Track Claim Status" Select "Online Services" Member Profile Biff Date AADHAAR Bak Account No. MobleNo. E-nil a Mcre inform±m veified @ Passbook isavail±ie 3twww.epfrdi393'.in Cur Serices For Ernp$es Member Passbook.

EMPLOYEES' PROVIDENT FUND ORGANISATION, INDIA *Home View • Acownt• WneSerices Online Snices Track Caim Status Wne Clain Status TUCKING to PF & ESIC Helpdesk-HGSL FORM Form-IOC Form-I! SUBMITTED AT PORTAL CLAIM STATUS *NTTOFELDOFFICE CURRENT STATUS Cnlh* Clan Submited Portal Cnlne Clan Submitted Et Poral PF Dept. (Field Office) will settle the claim to the Bank A/c updated by you in KYC post verification of the Credentials of PF and Aadhaar. THANK YOU.

6.SUBMISSION OF ONLINE PF WITHDRAWAL PROCESS.

6.SUBMISSION OF ONLINE PF WITHDRAWAL PROCESS Open the same link ( and input the UAN number and Password and Captcha for portal login https://unifiedportal-mem.epfindia.gov.in/memberinterface/ ).

EMPLOYEES PROVDENT FUND ORGANISATION, INDIA f Home Yew. Muge UAN Card Info O Actant Account Settings mine Serices LOPJt Select "Online Services" Member Profile More Infc O AADHAAR PAN Bek Actwnt No. Moue No. Enil a More infomatim verified PF & ESIC Helpdesk-HGSL Alert @ Passbook Cur For Employees Member Passbook.

EMPLOYEES' PROVIDENT FUND ORGANISATION. INDIA C; æcu;. • Horne View. UANCard More C Accmrt TRANSFER REQUEST Account Settings Mcre :rfo O Select " CLAIM Member Profile Bank E-mail e More Hormation verifed ( ) PF & ESIC Helpdesk-HGSL Passbook is a,'äiLable at 'Aww.epfindiä.gov.in Cur Employees > > Member Passbcck.

EMPLOYEES' PROVDENT FUND ORGANISATION, INDIA *Home Mnage. kcant. MineSerices ONLINE CLAIM (FORM 31,19 & 100 Looout MEMBER DETAILS EMPLOYEE NAME DATE OF BIRTH WC DETAILS AADHAAR No. uNKACCOUNTN0. PF & ESIC Helpdesk-HGSL BUNCH NAME & ADDRESS SERVICE DETAILS MEMBER ID FATHER NANE MOBILE Check your IFSC and Update Bank & IFSC through KYC in case of Mismatch FS CODE Enter Last 4 Digit of your Bank A/c No. & Verify DOJ DOJ EPS OOEEPF DOE EPS Reason Of Lea'hg Note- Plea* verify' your Baü Account Number by eteing last 4 dwt other tan *eady shown. If displayed "nk account doesn't belongs to you or is closed. please update bank detais(K'iC) wi±l latet Bank Account Number through unified Portal / Your Employe béore proceeding with Online daim..

EMPLOYEES PROVIDENT FUND ORGANISATION INDIA Home View • Manage Accourt Onine Services ONLINE CLAIM (FO MEMBER DETAILS EMPLOYEE NAME DATE OF BIRTH KYCDETAILS PF & ESIC Helpdesk-HGSL AADHAAR No. BANK ACCOUNT No. of Undertakhg I hereby undertake that I. I verified the displayed Bank Account details of mine I that the claimed mount wal be credited to this Bank Ac:ount by EPFO. I gree to terms and CODE Click "Yes" to proceed If your Bank & IFSC is Correct Click "No" to Update your Bank & IFSC through KYC in case of Mismatch MEMBER ID DOI EPF COJEPS DOE EPF DOE EPS Reason Of Leaving Note:- Please verify your Bark Account Number by entering 4 digit other ban aireaåy shown. If "played Sank account doesn't bdongs tc you ot closed , pleu update bank with latest "nk Account Number though unified Portal ! You Employer before proceeding with Online dim..

EMPLOYEES' PROVIDENT FUND ORGANISATION. * Hcme Wew- Accourn. OnlheS«Wcs ONLINE CLAIM (FORM 31,19 & 100 MEMBER DETAILS EMPLOYEE DATEOFBtRTH WC DETAILS AADHAAR No. BANKACCOUNT No. BUNCH UME&ADDRESS SERÆE DETAILS Logcut FATHER NAME PAN N. FS CODE Click "Proceed For Online Claim", If All the details are Correct Note- Please verfi your Bank Account Number by eteing last 4 di$t Ober then *own Y displayed bank •:wnt doesn't belongs to yu or is closed , please updatebankdetails(KYC) our EmployerbeforeproceeengwithOnlinedaitn. Proced Fa &iire Crn.

If, you are eligible for PF Withdrawal as per PF Norms, below message will be displayed Click "Yes" to Continue EWLOYEES PROVIDENT FUND ORGANISATION. INDIA Fome • Mar-noe Account • Onlr,e • Please choose clairn form type: PF Withdrawal / PF Advance / Pension Withdri gal *V'Mcbile EUGISLE POR AND PENSION WITHDRAWAL Wodd Eke to continue?- PF & ESIC Helpdesk-HGSL ves Of Jointu *5/Date of "OT/'Rescn of Leaving Servke• want to appty tor NO.

EMPLOYEES' PRO'"DENT FUND ORGANSATION, INDIA *Horne Manage • OrdheS«vtes Pleze choose cwm form type PF Withdrawal / PF Advance / Pension Witldrawal Number Account Number (UAN) gn letters) Account twmbg (PAN) PF & ESIC Helpdesk-HGSL Date Of Joing of Leaving service* Select UAN " (Form-19 & IOC)" [wantto apply for Ernployee Address Claim Cptzn— ANO PENSON Length ch;rj Update Your Current Residential Address tet Str:et Length 39.

EMPLOYEES PROVIDENT FUND ORGANISATION, INDIA Home kcant. OrheS«vices. I certify thid I have gone trough the data seeded in I-IAN Portal ard fomd al data includrg Form bk.II(New). bank account details and Aahar numbe. : am for fris±im using my credentials. thit pticdaz true tc thE best cf krc+dg€. : furter certfytlfl the data seeded in Pc±l aganst my UAN fand all date Bank ktcunt Detail: (Zark Account AEdhy:r number, t be correct these belong to me. rukethe payment irtc S&'k æcunt menticned tte Portal. In case the arcunt is used for any purpose stated ir ccLmn : yn iabk to return the entre penel Interest Logout PF & ESIC Helpdesk-HGSL Click "Validate OTP and Submit Claim Form" SUCCESS: OTP has been on M±le Numbe (Registera Wiff UIDAD OTP (NOTE OTP wa Be Mobile Numbe RegisteWith (AADHAAR).I 10.701273443 to Clam Or PcOl, Plese Try Later VabdateOTP ard Sunt Clah Form Enter "OTP" Received to your Mobile.

EMPLOYEES' PROVIDENT FUND ORCANEATION. Hcne Manyge• Account Cnline Services Online Claim Submission Under Process I certfy that I gone throu$l the data seeded in UAN : am äglfin; t' ttt: ciaiT 'in; my Port: my funs 31 dita. enk A.-cvt zourt menfoned in the LAN the amount is Etnpioyee Aåfress Online Claim Request is Submitting Port3L PF & SIC Helpdesk-HGSL Enter OTP S and Aadhw nnber. tc Ples€ make the nt the bank arcuat wth peral interg in Later.