If you are a salaried individual and contributing to EPF scheme then you may be aware of EPFO’s OTCP (Online Transfer Claim Portal). PF subscribers have been using this online portal for submitting online EPF transfer requests (transfer of PF funds from previous EPF account to new EPF account).
However, the EPFO has recently launched a new facility for submitting EPF transfer claims online. This new provision has been provided through EPFO’s unified member portal interface.
What is EPF transfer? – When you (EPF member / employee) change your company, instead of withdrawing PF amount, you can transfer EPF balance to your new PF account. You can transfer EPF funds either through offline (or) online mode. If you submit EPF transfer claim online, the entire process can get over in just few days. It is simple and easy!
Online EPF Transfer Facility : Pre-requisites
Below are the pre-requisites to transfer EPF online through Unified EPF Member Portal ;
- You should seed your Bank account & Bank IFSC Code details to your UAN (Universal Account Number). These KYC details should have been verified by your employer.
- Seeding of Aadhaar is optional for online EPF Transfer Claims.
- Your Date of Joining (DoJ) and Date of Exit (DoE) with reason for ‘Exit’ in the previous Company should be available on Unified Portal.
- Kindly note that only one transfer request against the previous member ID (EPF a/c) can be accepted. (In case, you have multiple old EPF accounts then you can consolidate your EPF accounts using – ‘One Employee – One EPF account‘ facility.)
How to transfer EPF online through Unified Member Portal?
Below is the step-by-step procedure to do online EPF transfer ;
- Kindly visit Unified Portal (member interface). Login with your credentials (UAN ID & Password).
- Click on ‘Transfer Request‘ under ‘Online Services’ menu tab.
- You then need to select and provide the details of your previous EPF account (previous Member-ID). You have the option to submit the online EPF transfer request to your ex-employer or current employer (for attestation). You need to provide previous Member-ID or UAN number in the respective field. In case, your EPF account number format is an old one, you can generate Member-Id (in new format) by clicking on ‘Get MID’ option.
- In the next step, you need to click on ‘Get OTP’ to authenticate your online EPF transfer claim request. Kindly note that an OTP will be sent on UAN registered mobile number only. Enter the OTP and click on ‘submit’ button.
- You are then required to submit the signed copy of the online PF transfer claim (PDF document) to the selected employer within a period of 10 days. (Somehow, I believe that they should have done away with this offline work!)
- Your employer may then digitally approve your EPF transfer request.
Latest news (11-August-2017) :
Your PF account will be transferred automatically when you change your job….(w.e.f Sep, 2017) – Chief PF Commissioner, EPFO. (Source – The Times of India.). The Adhaar number should have been seeded with UAN and it should also have been verified.
Continue reading other related articles :
- How to track EPF claims status online?
- How to check online if your Company has deposited EPF dues?
- How to withdraw EPF funds online?
(Post published on : 24-July-2017)
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When i am enetring otp getting verification failed where as i am putting correct otp.
” When I try to do it via online after entering OTP, I get an error that “something went wrong!!! Please try again later!!!. I tried few times but no luck. I am not sure what went wrong. Do you have any idea how to resolve this? ” — This issue is still there …
What’s the need of online system if it doesnt work properly and the grievances takes more than 2 months to solve
I am unable to to transfer amount from my previous employer to current one. During transfer it is showing “Details of previous account are different than present account. Hence claim request cannot be processed”.
I am attaching here screen shot of the error, kindly suggest for the same.
Dear Munna.. Your personal details between the two account may not matching, example can be your name in both the accounts.
You may get them rectified or can try offline transfer request.
Dear Sir, my name is same in both the account. Is there any issue with mobile no as I have changed in new account. Kindly suggest the same.
Dear Munna.. Details can be your Date of birth, gender etc., you may cross-check.
Mobile should not be of any issue.
You may take help of your current employer in this regard.
Hello – I have submitted online PF transfer through UAN self service portal. My present employer has also authorized it online and the status now read “Employer Accepted”. How long usually it takes to transfer to finish. Is Aadhaar seeding mandatory for transfers? As my Aadhar in KYC is showing still pending.
Please share your thought
Thank you !
Dear Ravi..Seeding of Aadhaar is optional for online EPF Transfer Claims.
Amrit Pramanik
Dear,Shreekanth sir,
I was working with company A, Due to sudden death of manager the company A provided salary but not shared(employee and employers both) epf and eps since December to March 2017. So i join to a new company B after 4 months and with company B i am working from April to till now. Initialy My UAN number created in company A and I had an epf account. But now company B provide a new epf account and create a new UAN which is running. Now I want to transfer amount from company A to company B..please help me,how to transfer sir?
1) May I transfer pf amount from Company A to company B’s epf account which is related to B’s UAN ?
2) May I solve this vice varsa, i.e may I transfer pf amount from company A to company B keeping under A’s UAN active( where’s B’s UAN becomes unwanted)
3) among 2 and 3 which procedure will be better?
4) In online epf amount transfer, are there any roll of previous employer and/or current employer?
Dear AMRIT,
1 – This procedure is correct. If you transfer funds from Co A to Co B, your Co A UAN will get deactivated automatically.
4 – Yes, your employer has to approve the claim.
Hi Sreekanth Reddy,
Please clarify:
Which one should be done?
1. Is New EPF Composite Form-11 or
2. Online EPF Transfer?
3. Or Both the above,
should be followed On Changing Job?
1. https://www.relakhs.com/new-epf-composite-declaration-form-11/
New EPF Composite Declaration Form-11 for automatic EPF Transfer on change of Job!
2. https://www.relakhs.com/online-epf-transfer-unified-portal/
Online EPF Transfer | How to transfer PF funds to another EPF account Online?
Request to please revert back ASAP.
Looking forward to hearing from you,
Dear Ravi,
On change of job, if new Org also provides EPF scheme then new Composite Declaration form (F11) has to be used with effective from Sep 2017.
In case, your Aadhaar has not been seeded then Form 13 can be used to transfer the PF funds offline.
Respected Sir/Madam,
I am uploading KYC details like Bank, Adhar and License but SQL error is displaying so please can you guide me for next procedure.
Also I want to transfer my two epf accounts to the present EPF account is it possible?
Thank you
Dear Suresh,
Suggest you to try submitting through a different web browser during off peak time.
“Kindly note that only one transfer request against the previous member ID (EPF a/c) can be accepted. (In case, you have multiple old EPF accounts then you can consolidate your EPF accounts using – ‘One Employee – One EPF account‘ facility.)”
Hi,
I am trying to submit PF transfer form online using the above process, but GET OTP is disabled in step 2. I have updated aadhar number and KYC is approved under KYC Tab, also no error got displayed on the form.
Dear SM… May be a technical issue.
Are the pre-requisites as mentioned in the above article have been met?
You may submit your grievnance to the EPFO online …
You may also consider for an offline Transfer request through new Form 11 through current employer (or) through Form 13 via ex-employer.
Thanks for the response. As per above prerequisite, DOE and exit reason is not mentioned on the Unified portal so could it be one of the reasons for OTP disabled? If yes then how it can get it updated.
Dear SM.. You need to request your ex-employer to update the DoE details.
Dear,Shreekanth sir,
I was working with company A, i left that company in NOV 2016 then i joint new company B after 5 month and with company B i am working from 4 month.My UAN number created in company A and with UAN number is working in company B. But their are two account in company A and company B,uner same UAN and i want to transfer amount from company A to company B..please help me,how to transfer sir?
Dear Krunal ..Have you gone through the points given in the above article??
Dear Sreekanth
I HAD REGISTERED POST MY PF WITH DRAWAL FORM TO DELHI OFFICE AND GOT ACKNOWLEDGEMENT FROM THE POSTAL DEPARTMENT BUT IT IS ALMOST 20DAYS NOW I HAVE NOT RECEIVED ANY PF UPDATE ON MY MOBILE NOR ONLINE REQUEST YOUR ADVICE PLEASE
Dear Prakash..Did you check your claim status online?
Dear Sir,
I have checked the claim status which shows Claim record not found and this is the second time i have sent the registered post.
Sir Kindly advice and also when i am trying to do it online it shows only the PF advance option and not the withdrawal option Please
Secondly DOE is empty and Fathers name is blank.
Need your valuable advice and also if you could share your contact details i can talk to you Please
Dear PRAKASH,
You may request your ex-employer to update Date of Exit and Father’s name in database. After which, you may be able to find the online withdrawal options.
Kindly read : EPF online withdrawal process flow..
Thank you Sir for your kind advice
Hi Sreekanth,
First of all thank you for help, I already asked you question in same forum.
I have 3 EPF account(2inactive,1Active)
1st account linked to old UAN,
2nd account not linked to any UAN,
3rd account linked to new UAN which is Active.
Queries:
1.By above mentioned process is it possible to merged my 1st,2nd account to 3rd active account/UAN?
2.Also Can i transfer pf amount in this case ?
3.My name is not matching with UAN database(facing KYC problem), so how much time will take to update name from date of submission of ‘Joint Declaration Form’
Dear Parsh,
1 – Yes. You can consolidate the old accounts to new a.c,
2 – yes.
3 – For name correction, you need to submit a joint declaration along with your employer to the EPFO (contact your employer, they will assist you), no time-line has been defined, but may take 2 to 4 weeks I guess..
Dear Shreekanth,
I was working with company A , its shut down in AUG 2016.Then i joined company B and i worked there for 2 months.After that joined new company C they created new UAN number. Can you please help me out how can i transfer the amount from company A to B to C , A & B has same UAN but not transferred A to B.
Dear VINNY,
Kindly read : How to consolidate multiple old EPF accounts?
Hi Sreekanth,
I have 2 doubts
1) I want to transfer my pf amount from ex-employer TCS which holds a trust account. Can I follow the above procedure or is there any other way to transfer from trust account.
2) My bank IFSC is wrongly updated, in-spite of multiple requests its not updated by my employer. Does wrong IFSC code affect in any sense for PF Transfer.
Dear Abhinay,
1 – I think the process should be the same.
2 – Yes, it will affect. Is your current employer not supportive?
I resigned from my previous company 2 months back.. Currently I am not working and will join my new company by this month end. That is the reason I spoke to my ex-employer.
HI,
i am trying to transfer my earlier PF account money to my new PF account however it gives an error saying ” previous account details are not same as current ” .. unable to get this through .. any pointers ?
Dear Dhwani…Mostly your personal details associated with old EPF a/c might not be matching with your new/current EPF account. Kindly cross-check.
Hi Good evening
To receive my pf amount i have applied through epfo speed post but it now says claim is receving epfo office krishnapuram in aug 23 …
but not message and more informations in my profile …………….
sir/madam please help me …….
and next step
Dear suryasree .. If the EPFO has received your application, they will process it within 10 to 14 days.
Hi Sri, what is the time taken for this whole process
Dear Yuvaraj ..as far as I know, the time-line is around 10 days (max) for online claims..
Hi,
TO receive my pf amount i have applied through epfo portal and now it says claim settled after 30 days. but i have not received in my account.
can u please help me what is the next step. Im not working anywhere now.
Dear bhuvana ..You may receive the amount to your bank account in 2-3 days.
I got the new UAN number in current employer , now i want to transfer previous PF amount in current PF account,
Queries:
1.How to proceed if I have two UAN?
2.I logged in on portal with current UAN, but unable to complete KYC as details are mismatch with PAN/ADHAAR details. Is KYC is compulsory?
3.Current UAN –> ‘Service History’ shows only Current employer details , how shall i proceed for pf transfer from previous PF/UAN account?
Dear Parsh,
Yes, KYC details are mandatory and they need to be verified by your employer. You also need to verify/link aadhaar number.
If you can not submit online transfer claim, you may do the transfer offline and during the process, your old UAN will get deactivated.
Kindly read : How to block multiple UANs?
Hi Sreekanth garu,
Recently, EPFO has given option for higher pension. The pension payable under EPS has been capped to a salary of Rs15,000 since 2014. Prior to 2014, it was Rs6,500. So under the old salary limit, the pension comes to around Rs3500 and a little over Rs7000 under the new ceiling.
The supreme court order gives scope for an employee to get pension according to a higher salary. In case the employer begins contributing on higher salary from the day the employee’s pay surpasses upper limit of Rs6,500, even pension has to be paid as per actual pay.
Kindly enlighten us by writing an article on “Higher Pension” if you are aware of it. Is it beneficial to opt for higher pension option or not.?
Thank you.
Dear Sanjay,
Yes, I think sometime back, I too have read about this topic in news reports.
If an youngster is planning for retirement then I believe that he/she has to think beyond PF, to accumulate desired Retirement corpus.
Dear Sreekanth garu,
Thanks for the quick reply.
You mean to say that I should not opt for Higher pension option. Keep money in EPF account instead of diverting it to EPS.? Pls clarify.
Dear Sanjay,
You may consider other investment options (if for long term) that can beat inflation and give you good real rate of return.
Kindly read :
List of best investment options
What is real rate of return?
Dear Sreekanth garu,
Thanks for your valuable suggestion.
I will definitely invest for long term as per your suggestion. Already taken Term Plan, Accidental Policy, started ELSS, surrendered traditional policies as per your valuable suggestions and posts.
But the thing here is, I am in PSU (Public Sector Unit) where EPF Deduction is little high compared to private employees due to Basic plus DA. Other incentives are very low for us. We have no choice to get rid of EPF deduction. Employer share will also be added to this as you know.
Previously, 8.33% of Rs.15,000/- i.e. Rs.1,250/- (fixed) used to be deducted from the employer share and corresponding Pension was Rs.7,000/-. Remaining share of employer will be added EPF. If the “Basic + DA” is Rs.50,000/- then 12% (Rs.6,000/-) will be deducted from our salary. Employer will add Rs.1,250/- to EPS (Pension) and Rs.4,750/- to EPF which can be withdrawn anytime under some rules.
With recent order from Supreme Court, we can give the option to deduct 8.33% of whole “Basic + DA” and remaining share of employer will be added to EPF. If “Basic + DA” is Rs.50,000/- then 12% (Rs.6,000/-) will be deducted from our salary. Employer will deduct 8.33% of “Basic + DA” i.e. Rs.4,165/- (mostly vary quarterly) to EPS (Pension) and remaining Rs.1,835/- to EPF.
We have to either opt for either Higher Pension or simply not to opt. In this regard, kindly suggest which would be a better option among both the options.
Dear Sanjay,
As suggested in my previous comments, you may contribute the minimum required amount to EPF/EPS, and try to invest in other investment avenues which can beat inflation rate over longer period.
Hi, I followed all the steps. I am able to select the UAN details, however when I enter OTP received , it shows : “Something went wrong!!! Please try again later!!!”
Could you suggest me any possible work around for this ?
Dear Rakhi ..May be a tech issue..kindly try after sometime or submit grievance online..click here..
I am also getting the same error. When I put the OTP, it shows me , something went wrong error.
How to get rid of this?
Dear Subrat.. You may kindly submit online grievance..click here..
As suggested, I have tried to submit grievance, however, the grievance itself is not getting submitted. Please help.
– Rahul
I can see my previous employer and current employer pf account detail in ‘Service History’ menu item. But when I tried to raise PF Transfer Request, by selecting Attestation Employer as ‘Present Employer’ and I entered my previous employers member id, it gives me error like ‘Invalid Present Member Id’. When I enter UAN number, it gives error like ‘Previous employer detail not found for this UAN number’.my old pf & new pf number link one UAN
What should I do now, I do not understand how to proceed? Can you please let me know?
Dear LAKSHMI.. Even few other blog readers have raised this concern..looks like a tech issue. You may submit your grievance online to the EPFO..click here..
I can see my previous employer and current employer pf account detail in ‘Service History’ menu item. But when I tried to raise PF Transfer Request, by selecting Attestation Employer as ‘Present Employer’ and I entered my previous employers member id, it gives me error like ‘Invalid Present Member Id’. When I enter UAN number, it gives error like ‘Previous employer detail not found for this UAN number’.
What should I do now, I do not understand how to proceed? Can you please let me know?
Dear Meeta ..Are the two Member-IDs linked to same UAN? Or Have you been allotted with two UANs?
When I try to do it via online after entering OTP, I get an error that “something went wrong!!! Please try again later!!!. I tried few times but no luck. I am not sure what went wrong. Do you have any idea how to resolve this?
Hi,
Prerequisite which you have mentioned in the above blog “You should seed your Bank account & Bank IFSC Code details to your UAN (Universal Account Number). These KYC details should have been verified by your employer.”
Here which UAN you are talking about? Is it one which Old employer has provided me or is it the new one which is provided by my new Employer.
To transfer PF online through which UAN(OLD or NEW) I should login and follow the above steps ?
Kindly help me out to complete this process as I am struggling with it from past 6 months.
Thanks and Regards
Abhijit
Dear Abhijit,
An employee should have only one active UAN.
You may login with your new UAN and submit the transfer request, during the process the EPFO will deactivate your old UAN (if any).
Read : Two UANs allotted? How to blog old UAN?
Dear Sreekanth,
Thanks for your kind reply, it’s really very helpful post.
Still I have some questions. It will be better if you give reply for it. As other than this blog there is no information on internet for latest portal.
Should I have to activate my new UAN first and then follow the above steps as there in your blog?
Also should I have to inform my previous organization to put date of exit in portal?
Thanks and Regards,
Abhijit Thorat
Dear Abhijit,
If you have not been given new UAN then you may use old UAN only.
In case your new employer has allotted you a new UAN, then you may login with that and then submit transfer request.
Yes, you need to request your ex-employer to update DoE .
Hi ,
My Name matches with the previous and present employer, but , DOJ and DOE is not available for my previous employer , I am not able to initiate transfer , getting error message , Previous and present details does not match, how to proceeed further.
Thanks
Bala
Dear Bala..You may have to kindly contact your ex-employer..
Will you please let me know the formalities for correction of name e.g. My full name is” PRADEEP KUMAR ANWAR” , but in the PF Account it is” PRADEEP KUMAR”..
Dear Pradeep,
You need to submit name change request to your employer, they will then forward it to the EFPO.
You may kindly go through this circular..
could you please guide me in filling register grievance in EPF portal as guided in other blog page of yours?
Should I upload any PDF out right there?
When I try this, the website says old and new PF details are not matching. There is no additional info. How to proceed from this point?
Dear Raju..Mostly, your personal details (like name, DoB etc) might not be matching between old EPF account and new one.
You may get them edited through your current employer.
I have the old EPF number while working some where around 2007, I failed to claim EPF from my previous employer due to critical illness. Could you guide me in getting universal account number? Should I approach my previous employer for generation of UAN?
Dear Mahesh ..Are you currently working and contributing to EPF scheme?
Your old EPF account would have become inopeartive..You may try using Inoperative EPF a/c helpdesk and transfer to your new EPF account (if any).
You may also try doing the transfer online as suggested in the above article.
Dear Sri, Not EPF as these days NPS has been contributed. I tried with the help desk, but couldn’t succeed. I am not getting any reference number even after several attempts. Is there any other way out? help please. You have mentioned about addressing to grievance cell, should I include any PDF? My previous employer will help me though in fetching yet they need the proper direction. Hence guide please.
Dear Mahesh,
You may submit your grievance to the EPF online..click here..
And your employer may have the required details right?? You may submit offline withdrawal form through them.
Certainly will do Sri, Could you help me to find out Form 10 C, Form 19 in EPFO website? Please, as my previous employer is asking me so…
Dear Mahesh ..You may submit new Composite Claim Form..
Thanks will try shree
very very thanks for updation Regards Indraj Singh 98186656**