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

  • Hi,
    I tried to initiate transfer by using my new/current UAN. But I got theses errors at the end of page.
    'Online claim request cannot be processed as :-
    Father or husband name is missing.
    Relationship details are missing.
    Present employer has not made payment in your PF account.'

    I understand the first two issues and will update them through my employer BUT the third was a shock to me. I then inquired with my current employer and got below response.
    'As you are deputed to onsite you will not have the access.'

    Please advise if this is the correct answer OR I should ask counter questions.
    NOTE: I can see the PF balance in my current epf acc (for which I am getting error ) in my member passbook when I login using new/current UAN. Which might proofs that my employer is submitting PF.

      • Hi Sreekanth,
        yes they mean I'm not eligible because I am deputed at onsite and they have deposited in epf acc by the time I was working in India.
        And I think the process is changed from what's described in above link, please review.
        I have raised the concern with employer and they asked for screenshot.
        The issue is because of this error ‘Select details of previous account’ under Transfer Request is not appearing in my UAN portal and I can't merge two UAN.

        • Dear Chandra,
          Thank you, I just realized that the online procedure to check'EPF dues' has been changed.
          One can check the 'establishment search' at new link..

          I believe that once you get the first tow issues sorted out, you will be able to transfer the funds form old EPF a/c to new EPF a/c, an employee should have only one active UAN.
          I have observed that few of my blog readers have transferred the funds from old EPF ac to new EPF ac (in which no contributions have been not happening, left the service).

          You may also submit your query to the EPFO online..click here...
          Kindly update us the status, the info will be useful to all of us, thanks!

          • Hi Sreekanth,
            The first two issue got sorted out but it's still giving me same 3rd issue (Present employer has not made payment in your PF account.) Everything is find now, don't know why it's there. Old UAN has full up to date details, new UAN also has all the details, epf passbook is showing fund deposit till the time I was in India but still this issue. I am completely blank on what to approach to next to resolve this issue.

  • In order to make PF account transfer , I couldn't able to find any of the tab 'Select details of previous account' under Transfer Request page in EPFO page. But all my Bank,PAN, Aadhar and service history has been updated correctly Kindly help me to transfer my pf account. Also I have tried to register grievance, which is not able to submit.Please help me on this.

    • Dear Niranjani..Kindly check if your Date of Exit has been updated by your ex-employer??
      Related article : online EPF claims - Procesflow.

    • that the problem with the site.. try to do it again if it says that the claim is already submitted then leave it else u have to keep trying till the time u get through. and please update if any file/pdf gets generated when the claim submission goes fine..thanks

  • Hi, I have initiated one online transfer claim, where can I get the form (online) to be submitted to the employer.
    Thanks

      • thanks for the quick reply.
        No, it just said that the request has been submitted. is there anyway we can get the same again?
        Thanks

        • Dear Aman..I am not sure if they have done away with submitting the physical copy..if possible, kindly check with your current/ex-employer on this??
          Do update it here, can be useful to all of us, thanks!.

          • Employer is asking for the signed hard copy but the truth is that nothing generated while I submitted the claim..
            I generated the claim for another account but same happened..no copy was generated even the "Know your claim status" page updates after 2-3 days till then it will say "no record found"

  • Hi, even i have same OTP issue while submitting transfer request. I have received OTP to my reg mobile number, even after entering a valid OTP it pop'up saying OTP verification.
    Pls help me.
    +91 8867170452

  • At final stage after taking print out and we need to send hard copy to previous employer. In case they did not act on this what will be the result ? shall I get my PF automatically to my present PF account ?

  • " 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

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