PF Withdrawal Claim Status | PF Transfer | EPFO Portal

Track EPF claim status online

In Earlier Article, we have seen that How one can check pf claim status Online. So in this post, we are going to discuss How to Track EPF Claim Status Online. EPFO (Employees’ Provident Fund Organisation) has made it easier to check the claim status online. It has digitised the EPFO portal. Through this portal, you can get your claim status instantly in few steps. 

We Highly recommend you before checking EPF Claim Status You should also Check New PF Withdrawal Rules. Then You should Go for Online Transfer Claim Portal to check pf Status and pf balance.

What are the things required to track your claim status?

In order to track your claim status, you only need to know the following information:

• Your EPF account number.

• EPF regional office of your employer (You Need to Select Your State and Regional Office)

• Establishment/Company Code and Extension Code.

New Format of EPF Account Number

New Region Code / EPFO Office code / Establishment code / EPF account number is the new format. For example – RH / KOT / 1234567 / 1234567. RH denotes for Rajasthan, KOT for Kota PF office, 1234567 stands for Establishment code & 7654321 is your EPF account number.

How to Check EPF Claim Status Online?

In Order to check EPF Claim Status without Visiting EPF Office, Just Follow this Simple Steps.

  • In the First Step Open EPFO website.
  • IN the EPFO Portal Click on ‘For Employees’ under the ‘Our Services’ section.

EPFO Claim Status

  • Click on ‘Know Your Claim Status’ under the ‘Services’ section.
  • In the next page, click on ‘Click Here for Knowing the Claim Status’.
  • A new page will open with a single field where you select the state of PF office.

EPFO Claim Status

  • In the next page, you will see a list of EPFO offices in the selected city.
  • Select the EPF office where the claim is to be settled from a drop down menu.
  • Once you have selected the relevant office, the Office Code and Region Code sections will get filled automatically with relevant data.
  • Next, you need to type in the establishment code of your employer in the 3rd box. This code is maximum 7 digits.

EPFO Claim Status

  • If there is any extension or sub-code for the establishment code, you need to fill it in the 4th box. If there is no extension or sub-code, you can leave the field blank.
  • Next, fill in your account number which is a maximum of 7 digits long in the 5th box.
  • Before Pressing ENTER Recheck all the fields and click on submit.
  • So, Now You can view your EPF claim status.

Features of Online EPF Claim Status

  • You Don’t need to Visit EPF Office to Check Your Claim Status. You can Check your pf claim Status Online. The only thing you need is your UAN Number.
  • Fast and Simple Process.
  • You can check your PF Balance after activating UAN Number.

 

Check Your EPF Claim Status Online – PF Withdrawal Process

EPF Claim Status

If you are an Employee in any Organization, Then You Must have one EPF (Employee Provident Fund) Account. Having EPF Account is Very Beneficial for the Retirement and Emergency Purpose. You can Save good Amount of Money while Doing Job for your After Retirement Life.

EPF or Employee Provident Fund Service’s are now accessible Online through EPFO PORTAL. EPF Claim Status Service Provided by EPF PORTAL has many Advantages for those Employers and Employees who Don’t Know How to Check EPF Balance Online, How to Activate UAN Number and How to Withdraw EPF Money. Now with the Help of EPF Online Service, You can Check your Monthly PF Status and can also Download PF Passbook and other related features.

Check EPF Claim Status

Now EPFO members Portal Provides Service to check their claim status from various regional offices like Delhi, Mumbai, Pune, Hyderabad, Bangalore, Kolkata, Ahmedabad, Rajkot, etc.

You can check the EPF claim status online at EPFO Member Portal by following Some Simple steps if you are a member, subscriber or pensioner. People who have submitted a claim at any of the EPFO offices in India can use this service to check the status of their EPF applications Easily. To Check EPF Claim Status the Only requirement is An applicant simply needs to know his/her PF account number.

Things required to track EPF claim status

To track your EPF claim status, you must have the following information:

• Your EPF account number

• EPF regional office of your employer

• Establishment/Company Code and Extension Code (if relevant)

EPF Account Number Format

Unlike the Old EPF Account Formate in New Format, New Region Code / EPFO Office code / Establishment code / EPF account number is given. For example – GJ / AMD/ 1234567 / 7654321. GJ denotes for Gujarat, AMD for Ahmedabad PF office, 1234567 stands for Establishment code & 7654321 is your EPF account number.

Steps to Check EPF Claim Status for Employees

Now Follow this Simple Steps to Check your EPF Claim Status If you are an Employee.

  • First Open Official EPFO Portal By Click Here
  • Now, In the Home Page of EPF Portal Click on ‘For Employees’ under the ‘Our Services’ section.

EPFO Claim Status

  • Then Click on ‘Know Your Claim Status’ under the ‘Services’ section.

EPFO Claim Status

  • On the next page, click on ‘Click Here for Knowing the Claim Status.’

EPFO Claim Status

  • After Clicking on that Link, A new page will open with a single field where you have to select the state of PF office.

EPFO Claim Status

  • In the next page, you will see a list of EPFO offices in the selected city.

EPFO Claim Status

  • Select the EPF office where the claim is to be settled from a drop down menu. (This Selected City will be Listed in your Monthly Payment Receipt)
  • Once you have selected the office, the Office Code and Region Code sections will get filled automatically.
  • Next, you need to type in the establishment code of your employer in the 3rd box. This code is maximum seven digits.
  • If there is any extension or sub-code for the establishment code, you need to fill it in the 4th box. If there is no extension or sub-code, you can leave the field blank. (Generally it’ Zero)
  • Next, fill in your account number which is a maximum of 7 digits long in the Last box.
  • After Filling all te data click on submit.
  • After Hitting Enter You can able to see your EPF claim status.

Find Establishment code for EPF Account

  • Visit EPFO Search services.
  • You can find out about your company (establishment) details based on;
    • Establishment Name (Company Name)
    • Old Code
    • New Regional Office
    • PIN Code
  • For example, let’s say you are working for Reliance, Mumbai and you would like to know its Establishment code for EPF related matters.
  • You can select ‘Estt. Name’ option, key in the company name and click on ‘search.’
  • You will get a list of companies which have ‘Reliance’ as the Establishment name.

By this Way, you Find Your Establishment Code for EPF Account.

Advantages of online EPF claim status

  • It allows you to view the application status online and without visiting  EPFO office.
  • You can also check the PF balance if online EPF has been activated by activating UAN Number.
  • The Process is very Simple and Straight.
  • The status is updated as and when an action takes place.

Check transaction status on your EPF Application

You can download the Official mobile application from the EPFO website to check the EPF Claim Status and other features of EPF Portal of your last transaction, using your pensioner or member account.

Checking transfer claim status

When You Leave one Organization and Join another, you would have to request for the transfer of the PF amount. In such a scenario, you can visit the member’s portal and check the status of your transfer claim. You would be required to enter your membership number, ID document, and mobile number. Then you can log in to your account for checking the status of the transfer quickly.

Get SMS alerts on claim approval

To get this benefits you have to Link your Mobile number to EPF Account, you can use the SMS facility to check if your withdrawal, pension, or transfer claim has moved to the approved status. You will receive SMS in Following Cases:

  • When the claim form has been received by the EPFO.
  • When the claim has been approved, and the corresponding amount has been moved to the bank account linked to the member.

How to Know your EPFO Balance?

  • In the First Step Go to Official EPFO Portal.
  • Select ‘For Employees’ Section in ‘Our Services.’
  • And select EPFO office and enter the PF account number.
  • Now, Enter the Name and mobile number when you register in EPFO office.
  • Then click on submit and get balance details.

Get EPFO balance using SMS

In this Method, You have to Use your UAN Registered Mobile Number.

  • The Member has to send EPFOHO ACT, <<12 digit UAN number>>, <<22 digit Member ID>> from his mobile at 7738299899. 

EPFO Balance Withdrawal process

Provident Fund (PF) can be withdrawn after a period of 2 months of resignation in an organization. In the case of emergency, the withdrawal can be made before this time also. And sure withdrawal procedure stated by the Government of India as follows.

Steps for EPFO Withdrawal

  • First Employees need to log in to the EPF site and download Form 19.
  • Fill in the complete details with the Provident Fund Account Number, Employee Code, and the Company details.
  • After that Employee has to attach necessary documents. These may call for resignation letter, clearance letter, experience certificate and bank details in that particular company.
  • After Filling all the Forms Submitted all Documents at EPFO (Employees Provident Fund Organization).
  • On submitting the form with documents, the inquiry takes place for verification of documents.
  • Finally, the balance gets transferred to the bank account after a period of 2 to 3 months.

So, This is the Complete Process to Check EPF Claim Status and EPF Balance Transfer Process. If you find any Problem in the Process, kindly Contact us we will try to solve your Problems.

What is Employee Provident Fund (EPF) Scheme? – EPF India

EPF Portal

The Employees’ Provident Fund (EPF) Scheme

The Employee Provident Fund Scheme India has established in 1952 after Independence by replacing the Employee Provident Fund Ordinance, 1951 scheme.

EPF Scheme has basically Three Bodies the government, employers, and employees. The Board is assisted by the Employees’ Provident Fund Organisation (EPFO) which falls under Ministry of Labour and Employment.

What is Purpose of EPF Scheme?

The Main Purpose of EPF Scheme is of providing for the future of industrial workers after their retirement or for their dependents, in the event of their premature death engaged the attention of the Central Government for a long time.

EPF scheme also helps to promote retirement savings for employees across India. The Employees’ Provident Fund (EPF) is a corpus of funds built by monthly, contributions made by an employee of the particular company and his/her employer. The amount contributed to the fund is based on a fixed rate Based on the Basic Salary of Employees.

Employees earn interest on their EPF balances which will add to their EPF Account. Here Note one thing that the interest earned and the total amount withdrawn at maturity are totally tax-free, Which will make this Scheme very Beneficial for the Employee. After the Person retires He/She will get this Savings, Meanwhile, In some case of Emergency, they can take their EPF Money.

What are the Benefits of EPF Scheme?

There are Many Benefits of EPF Scheme Listed Below.

  • Tax-free earnings: The Money that is Deposited in your PF Account get the Interest Decided by Government. The Amount is Tax-Free. Employee Don’t Need to Pay any Tax for their PF Earnings.
  • Retirement – At the Time of Retirement Employee gets the Amount Which he/she Saved During his Job.
  • Emergencies – The funds are also useful in times of emergencies to meet certain requirements for which premature withdrawals are allowed in certain cases.
  • Loss of income – If an employee for some reason cannot work any longer, these funds help tide over the loss of income.
  • Long-term savings option: EPF is Good Option for a Long-term Saving Goals and also Tax-free.
  • Pension: Along with provident funds, an employer also contributes towards an employee’s pension fund which the employee can eventually use upon retirement.
  • Insurance: An employer also contributes towards an employee’s life insurance in the absence of a group cover, thereby ensuring employees are insured.

Calculate Employer’s Contribution to EPF

According to EPF Act, The minimum contribution is now 12% of Rs.15,000 = Rs.1,800 i.e. Rs.1,800 from the employee and Rs.1,800 from the employer. (It was earlier at 12% of Rs.6,500 p.m. = Rs.780).

While the entire contribution from an employee is directed towards his/her provident fund, a part of the employer’s contribution goes towards pension and insurance and also administration costs in the following proportions

12% of salary (basic + DA) total contribution = 8.33% to EPS and 3.67% to EPF

Additionally, 0.5% to EDLI; 1.1% to EPF administration costs and 0.01% to EDLI administration costs. This means the employer’s total contribution is 13.61%

EPF Interest Rate History

Year/Period Interest Rate (p.a.)
1952 – 1955 3.00%
1955 – 1957 3.50%
1957 – 1963 3.75%
1963 – 1964 4.00%
1964 – 1965 4.25%
1965 – 1966 4.50%
1966 – 1967 4.75%
1967 – 1968 5.00%
1968 – 1969 5.25%
1969 – 1970 5.50%
1970 – 1971 5.70%
1971 – 1972 5.80%
1972 – 1974 6.00%
1974 – 1975 6.50%
1975 – 1976 7.00%
1976 – 1977 7.50%
1977 – 1978 8.00%
1978 – 1979 8.50%
1979 – 1981 8.25%
1981 – 1982 8.50%
1982 – 1983 8.75%
1983 – 1984 9.15%
1984 – 1985 9.90%
1985 – 1986 10.15%
1986 – 1987 11.00%
1987 – 1988 11.50%
1988 – 1989 11.80%
1989 – 2000 12.00%
2000 – 2001 12.00% – till June 2001

11.00% – From July 2001

2001 – 2004 9.50%
2004 – 2005 9.50%
2005 – 2010 8.50%
2010 – 2011 9.50%
2011 – 2012 8.25%
2012 – 2013 8.50%
2013 – 2015 8.75%
2015 – 2016 8.8%
2016 – 2017 8.65%

List Of PF Forms

Form 1 Para 27 -> Exemption from Operation of the Scheme

Form 2 Para 33 & 61(1) -> Nomination and Declaration Form for Un-exempted/Exempted Establishment

Form 3 Paras 35 & 42 -> Contribution Cards for unexempted establishments

Form 4 Para 35 and 42 -> Contribution card for employees other than monthly paid employees

Form 10 paragraph 36(2)(a) & (b) -> Return of Members leaving service during the month

Form 11 Para 34 -> Declaration by a person taking up employment in organization with EPF

Form 20 -> Form for claiming PF of a minor/deceased member

Form 19 Para 72(5) -> Form for claiming PF dues

Form 31 -> Application for Advance

Form 10 -> CPF withdrawal form for old citizens- Pension Scheme

Form 10D ->Fund Pension Scheme Application Form

Form CCF -> EPF Composite Claim Form for withdrawal (SOURCE)

How to Transfer EPF Account?

Suppose You are working in One Organization and You left that Organization and Joined New one. At this Time Because of EPF Service, You don’t Need to Open New EPF Account. You can Simply Provide your UAN Number to New Organization and New Employer will Start Transfering your PF Balance through Provided UAN Number.

In this Matter, You Simply Need to do one Process that is Transferring your EPF Account.

Basically, there are Two Methods to Transfer EPF Account 1) Online and 2) Offline.

Transfer EPF Account Online

To transfer EPF Account You need Internet Access. The Process is Easy. Kindly Follow given Steps.

EPFO

  • In the Portal “FOR EMPLOYEES” Option Listed in Our Services Window.

EPFO Portal

  • After Clicking on the Link New window will Open. In the New, Window choose the option “Online Transfer Claim Portal” (OTCP) or Simply Click Here (This Link Will Redirect you to EPFO SERVICE Portal)

EPFO

  • If You have registered with the site, log-in with the member id; if not register to get log-in details.
  • Logging-in entails filling in the document type and number and mobile number (same as the log-in details for the member portals). This will lead to the Online Transfer Claim Application.
  • In the Next Step, You have to Request for account transfer under the ‘Claim’ option in the menu.
  • Now In that Part A, Part B and Part C of Form 13 – Request for Transfer of Account Form will be displayed.
    • Part A – fill in personal details viz. name, mobile number, email id, bank account number and IFS code.
    • Part B – fill in details of the old PF account viz. The PF account number and EPF office. Proceed to obtain the following details viz. the employee’s old establishment name and address, the employee’s name, date of birth, joining and exit date, father’s/spouse’s name and the relevant EPF office where the account was held. If the date of birth is not displayed, ensure this detail is updated.
  • Part C – similar to Part B, except this pertains to the current PF account details.
  • Choose to have the form/claim attested by the current or old employer.
  • Get the Pin and at the End accept the declaration. Finally, enter the pin as sent to the provided mobile number to submit the online claim/form for transfer of PF account.
  • Print the filled in form, sign, and submit it to the chosen employer for attestation. The chosen employer verifies the form in the portal. Once verified, the EPFO will proceed to transfer the account

Transfer EPF Account offline

In Transferring EPF Account Offline You Need to Fill up Some Forms and Have to Submit the Form at EPF Office. Follow the Procedure to Transfer Your EPF Account Offline.

  • In the First Step, an Applicant will have to fill and submit a duly attested Form 13 to his/her past or present employer. The form can be attested by either the past of present employer.
  • Then submitted that Form to the regional EPF office relevant to the attesting employer. Along with the Form You need to Provide your Identification Proof like Aadhar Card, PAN Card or Driving Licence Proof. PF contributions from the old account will be transferred to a Trust.
  • The old employer will have to submit Annexure K to the relevant Regional Provident Fund Commissioner (RPFC) or Regional EPF office.
  • In many cases, though, Annexure K is not submitted which means money cannot be credited by the Trust to the new account. There is no way to track this which led to a large number of transfer cases being stalled. For this reason, claim forms and Annexure K were then digitized to facilitate online EPF transfers.

In Conclusion of this Process, Employee is Secure in Online EPF Account Transfer because He/She can Track the Details while in Offline Transfer Employee Can’t able to Track the Details.

In the Upcoming Post, We will Discuss EPFO Login, UAN Number, UAN Status, UAN Activation and EPFO Balance Check Status.