Transferring your Provident Fund (PF) from an exempted trust to the Employees’ Provident Fund Organization (EPFO) involves several steps. When a member moves from one establishment to another, their accounts must be transferred. This process involves transferring the PF accumulations to the new account, along with the service details necessary for pension purposes.
Here’s a comprehensive guide to help you through the process:
Transfer PF From Trust To EPFO Online
To file an Online Transfer Claim Application, an EPF member must be registered on the Member Portal.
There are certain prerequisites for applying online, such as the availability of member IDs in the EPFO database and the registration of the employer’s authorised signatories’ digital signatures.
Members should check their eligibility for filing an Online Transfer Claim through the EPFO website at www.epfindia.gov.in by navigating to For Employees > Online Transfer Claim Portal (OTCP) > Check eligibility to file Online Transfer Claim.
Steps to Transfer PF from Exempted Trust to EPFO
Verify Your UAN Details:
Ensure your Universal Account Number (UAN) is active and linked to your Aadhaar, PAN, and bank account details.
Obtain the Previous PF Account Details:
Gather your previous PF account details from the exempted trust. This will include your PF account number, the trust’s name, and other relevant information.
Submit Form 13:
Online Submission
- Log in to the EPFO member portal using your UAN and password.
- Navigate to the ‘Online Services’ tab and select ‘One Member – One EPF Account (Transfer Request)’.
- Verify your personal information and PF account details.
- Enter the previous PF account details from the exempted trust.
- Select the attestation authority (your previous or current employer).
- Generate the One-Time Password (OTP) sent to your registered mobile number and submit the form.
Offline Submission
- Fill out the PF Transfer Form 13 manually.
- You can download Form 13 from the EPFO website or obtain it from your current employer.
- Fill in the required details and submit the form to your current employer for attestation.
The portal provides a detailed process flow for registration on the Member Portal and for filing online claims to assist EPF members. It is recommended that members review this process before filling out the online claim application.
Things To Note
Members have the option to get their claim form attested by either the present or previous employer. However, if the present establishment is exempted, the member must submit the claim through the present employer, as the bank account number and IFS code of the exempted trust are required to transfer the PF accumulations to the trust’s bank account.
If the previous account was maintained by a PF Trust of an exempted establishment, the member should submit a physical transfer claim form (Form 13) to the Trust while also submitting an online transfer claim form (Form 13) to the PF office to transfer the service details under the Pension Fund to the new account.
The physical transfer claim form (Form 13) can be printed from the data entered by the member while filing the online claim on the Portal.
After submitting the online claim application, the member must print, sign, and submit it to the employer (either previous or present, depending on the option chosen) to complete the process.
Once you submit the completed form, your previous employer will verify the details and approve the transfer request.
After approval, your employer will initiate the transfer process by sending the form and your PF balance to the EPFO.
The exempted trust will process the request and transfer the accumulated PF amount to the EPFO. They may also provide a statement of the account, indicating the transferred amount.
Once the transfer is complete, you will receive a notification via SMS on your registered mobile number. You can also verify the transferred amount by checking your passbook on the EPFO portal.
You can track the transfer status through the EPFO website using your UAN.
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