Nominate Person For EPF Savings – Complete Process

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Updated – August 2018

Employee provident fund Organisation (EPFO) is a saving scheme for the employees under private sector.

To build this fund, the employer deducts a fraction of the salary of the employees (12% of basic salary) every month and contributes the equal amount to invest under EPF scheme.

In Employee provident fund Organisation (EPFO) it is very important for all the member’s that they should name a nominee to receive his/her funds in case he/she died prematurely.

The main thing under this is to keep the nomination details up to date to avoid any legal problems to their nominee or their family members in future.

 USEFUL INFORMATION
Native Name
Employees Provident Fund Organisation
Known As
EPFO
Description
Nomination For EPF Savings
Founded
INDIA (4 March 1952)
Headquarters
Bhavishya Nidhi Bhawan, 14, Bhikaiji Cama Place,
New Delhi, India
Key people
Dr. V P Joy, Central Provident Fund Commissioner,
M. Narayanappa Additional Central Provident Fund Commissioner, Rajesh Bansal Additional Central Provident Fund Commissioner
Services
Provident Fund, Pension and Insurance schemes, Implementing agency for Bilateral Social Security Agreements
Website

 

WHOM YOU CAN NOMINATE FOR EPF SAVINGS

For Married Male’s
For Married Female’s
Wife
Husband
Parents
Parents OR Husband’s Parents
Children’s
Son’s widow
Son’s widow
Children’s
Un-married members
Members who are unmarried or they have no parents then they have their choice to nominate any person related to him or not

 

NOTE: Under EPF the member cannot nominate their Brother as a nominee to receive his/her funds in case he/she died prematurely.

THINGS YOU SHOULD KNOW!

  • If the death of a member occurs, the fund would be paid to the nominee.
  • The member’s under EPF can have more than 1 nominee.
  • Nominating a beneficiary can be done as many times as possible on the EPFO member portal.
  • The member also has the option to distribution for each of their nominee.
  • After marriage, the member’s must have to change their nomination details.
  • For those have their family members, they cannot nominate anyone outside the family.
  • In case, the member didn’t nominate any particular person, the fund would be equally distributed among the family member (Leaving the older son and married daughter).

STEPS TO NOMINATE PERSON FOR EPF SAVINGS ONLINE

Before we start the process for nominating the person you must know that the whole process of nomination under Employee provident fund Organisation (EPFO) has changed to ONLINE. So, if you are looking forward to nominating someone you must have to fill in the Form 2 and submit the application to the nearest EPF office.

► First Members have to go to the official UAN Portal (Link provided at the end)

► Now the second step is to login with your UAN and password.

► Now on the UAN dashboard, you will see a section named “Profile” click on that section a drop down menu will appear, Now click onto the “Edit Nomination Details”.

Some of the sections will be auto-filled by the EPFO such like :

  • Name
  • date of birth
  • member ID
  • establishment ID
  • gender
  • father name
  • spouse’s name
  • date of joining
  • marital status

► The only editable area that EPFO will give you is the address section, To update that click onto the update.

► After clicking onto the “Update Button” you will re-direct to a new window where you have to fill in the details of your Family member’s.

► The details you update will be available in the EPF/EDLI section, with some of the options like Add/Remove/Edit.

► When you are done with your details, you have to select a % percentage of the PF corpus to each of the members.

► Now members have to fill in the nominee details. members with no family members can use this section to nominate the member outside the family.

► The next step is to click onto the “Nomination Declaration Check Box” with this you can able to generate the nomination pdf.

► After the members checked the generated .pdf option click onto the “Submit To Employer For Approval”.

Everything is done now! EPFO provide nomination form in .pdf format so take a print and make it attested by your employer as a formality.

Use this link to begin the process – UAN PORTAL


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Nominate Person For EPF Savings
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1 COMMENT

  1. this is from the old site. In the new EPF site there is no provision in the site to enter nominee or to view nominee that was entered in the old site. What is to be done now?

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