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 Sir,

    I have worked with 2 companies both are trust so getting it difficult to transfer the amount while the 3rd company in which I worked was govt. Pf so can I transfer only my 3rd pf amount to my present company without transferring amount from 1st and 2nd company.

    Regards,

  • Hello Sir,
    I have worked with one company with a UAN and now I am using another UAN. So could you please guide how can I withdraw my pf amount from 1st UAN. Also my adhar card is verified in 2nd UAN but not getting verified in 1st UAN

  • Hi Sir,

    What could be the possible reason behind this message.

    Online claim request cannot be processed as :-

    Present employer has not made payment in your PF account.

    I need to transfer this amount urgently, I left my last organisation two years ago. I cant find my Day of Leaving the organisation as well on the portal.

    • Online claim request cannot be processed as :-

      Present employer has not made payment in your PF account.

      I need to transfer this amount urgently, I left my last organisation one year ago.Please suggest some answer.

      • Dear Tanushree,
        Has the current organization deposited your EPF deduction?
        Is your previous / current EPF managed by a Pvt trust?

        • I do not any info regarding this. But when i am downloading my passbook, there i can see my amount . Any suggestions?

    • Dear Bharat,
      Has your current employer deposited amount in EPF account?
      Did you join in this company recently?

  • Hi...
    i do have a UAN when i worked in my Ex- company i withdraw the amount from that account & think it was closed.. Now i wish to link AAdhaar to my New UAN number which is linked to my previous UAN. i don't know how to deactivate it. Could u please help me in sorting out this issue....

      • Actually it was updated with some other name which was entered mistake by the current company... I wish to change it online with the new rules by linking with Aadhar. At that time this issue raises, it is showing that your Aadhar is linked with -----------UAN number ... i don't know what to do

        • Dear Rajee,
          You may have to approach the EPFO through your employer and get the old UAN blocked (if no EPF ac/member IDs are linked to it).

  • Hi,

    I have submitted online claim request for trasfer and physically form 13 too to my previous employer, my employer is saying he accepted the claim and now the status in the online portal is showing accepted by field officer, Now my question is do i need to wait for more days or any other step need to be required please help.

      • Hi sir,

        Thanks for your reply but i am asking diffrent qurstion, my question is how much it will take now because the status is showing accepted by field officer. So in how many days it will be merge with my current organisation account.

          • Hi Sreekanth,

            My claim status is showing "Settled" and while checking into EPFO via Service Tab->Track Claim Status. It is showing Accepted by field officer from Jan 2019 to till now. its more than 4 months but still same status.

            Can you please let me know the reason or next step ?

          • Dear Deepak,
            Kindly check your EPF passbook and try to find if there is any entry which reads as 'Transfer-in'..
            Has your current EPF a/c balance has been increased?

          • Dear Deepak,
            Is your previous EPF account being maintained/administered by a PVT Trust of your ex-employer?
            If so, you may kindly contact your ex-employer on transfer claim status.

            Else, you can submit your grievance to the EPFO via this link..

          • It is from trust but Everything is completed. I got annexure k also but still my status is Accepted by field officer.

  • How to Change nominee details in unified portal & we are not able to view nominee details in unified portal.

  • Hi,

    I have two UAN numbers , My name is different in past and current UAN database.
    1)Is it possible to transfer PF online if names are different? If not, how to proceed for online transfer?
    2)Is it possible to correct names in old pf account?

  • Hi Sir,

    I have initiated PF online claim transfer through EPFO portal, where I have mistakenly provided my current employer's PF number wrongly.
    could you let me know how can I cancel my claim.

      • I would like to withdraw my entire amount from my EPF account. I have left the organisation 2016. My Aadhar, pan card and other important document is also updated in portal. Now when i am clicking online claim , page is opening online claim and the options and when i click on that option , only pf advance withdraw is only showing and reason for pf partial withdrawal is only showing. suggest how can i withdraw my entire amount as i have already left the organisation.

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