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Online EPF Transfer | How to transfer PF funds to another EPF account Online?

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 ex-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. Kindly read – “Detailed procedure on Auto-transfer of EPF account on change of job | How to stop an auto-initiated EPF Transfer Claim?“.

Continue reading other related articles :

(Post published on : 24-July-2017)

This post was last modified on July 11, 2023 6:51 pm

Sreekanth Reddy

Sreekanth is the Man behind ReLakhs.com. He is an Independent Certified Financial Planner (CFP), engaged in blogging & property consultancy for the last 14 years through his firm ReLakhs Financial Services . He is not associated with any Financial product / service provider. The main aim of his blog is to "help investors take informed financial decisions." "Please note that the views given in this Blog/Comments Section/Forum are clarifications meant for reference and guidance of the readers to explore further on the topics/queries raised and take informed decisions. The information provided, therefore, should not be viewed as financial, legal, accounting, tax or investment advice."

View Comments

  • 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 Rasool,
        Yes. I have given for offline transfer to do. It's because my previous employer PF was Trust and current employer is EPF. We can not transfer between Trust & EPF managed PF via online. Please check with your current employer for an offline transfer.

  • 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 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 Sreekanth,

            I have the same issue. KYC for both UAN is done. Both PF accounts are with epfo. when submitting transfer claim, it is shows error "Something went wrong!!! Please try again later!!!". I am trying since last 1 month but every time i see same error. I have also submitted to grievance but they don't even bother to reply. Please suggest.

            Thanks & Regards,
            Ravindra Singh

  • 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

  • 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"..

  • 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.

      • Hi Sree,

        When i am trying to submit the request online after entering OTP, it says perameter form tempered.
        What is this.

        Please advise.

      • 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.

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Sreekanth Reddy
Tags: EPF A/c Transfer onlineEPFO Unified Member PortalOnline EPF TransferOTCP
July 11, 2023

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