EPF Balance Transfer Procedure – Step by Step

Updated step by step procedure to transfer PF balance – Get all the latest updates on EPF Balance Transfer such like – online pf balance, online pf withdrawal, pf transfer form, pf balance inquiry, pf balance check with uan number, pf transfer status, epf member balance, pf balance check & many more @ www.epfoscheme.in

Rather than transfer the amount, Many of the people are tend to withdraw their savings when they making job shifts. Most of the time, the cases like premature withdrawals (not completed the five years holding PF account OR employment) will usually attract TAX.

In the past time, if a person wants to make transfer the PF Balance, They had to fill in and submit the Form 16 signed by their previous employer and to their current employer.

When the next process starts (interaction between employers by post), In many cases the Form was misplaced.

But, when the EPFO launch their self-service portal for their members, all the major works of Form 16 compress into some few minutes procedure.

STEPS TO TRANSFER EPF BALANCE

If you want to make your PF transfer hassle free just follow our given simple steps, do the procedure and you are almost done.

◼ Open your browser and go to the official website/portal of Employees Provident Fund Organisation. (you’ll get the link at the end of this page)

◼ Make your Universal Account Number (UAN) ready, as you’ll gonna need it to log in yourself. (ask your employer about the UAN in case you are not aware of it)

◼ When the official page is loaded, The visitor has to enter their UAN, Mobile Number & the details of current employer

◼ Everyone has to check their eligibility first, In case it shows that you are not eligible, Go to the official EPFO website to make yourself register.

◼ Some of the documents (scanned copy) have to be submitted during this procedure :

  • Valid Photo ID – Aadhaar card, PAN card or Driving license

◼ After the previous step, you’ll receive verification PIN to your mobile from the official website.

◼ The verification PIN that you just received, enter that PIN and continue.

◼ When you hit continue you’ll now be re-direct to a new window which will show you the main screen of EPFO Member Claims Portal. (Provide your document ID or mobile number to login)

◼ Find and click onto the tab name “Request for transfer”

◼ The main step is to fill the PF Transfer Form :

  1. In the provided PF transfer form the first part that you have to fill up is the Personal Information such like :
  • Name
  • Email ID
  • Bank’s IFSC code
  • Salary account number

2. Filling up the old PF account details is the second part.

3. Filling up the current PF account details is the final part.

◼ What you should keep in your mind is that the claim that you want to take have to be attested by both the employers. (it can take some time)

◼ Now a new screen will pop up showing you the captcha that you have to be complete after that you’ll get your PIN.

◼ Hit “I agree”

◼ After you enter the received PIN that was sent to your registered mobile number and enter it, your claim for a transfer is initiated.

◼ When the person initiated the transfer claim, They can check their status of the process on the EPFO self-service portal.

Unified Portal


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3 COMMENTS

    • Hello Mr. MURTHY,
      Glads that you have found our article helpful. Do share your experience in the comment section of other posts as well that we have covered here on this portal (epfoscheme.in)

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