Transfer EPF | Online Process | EPF Account | Unified Member Portal | Online EPF transfer | May 2018 – All the members who want to transfer their PF into a new EPF account but don’t know the complete procedure, Follow our given steps to transfer of PF funds from previous EPF account to new EPF account. We’ll also discuss some other topics like: PF transfer from one company to another, How to transfer PF account from one employer to another, Online EPF Transfer with Unified Member Portal & more @EPFOSCHEME.IN
Updated – May 2018
Most members are still trying to use the OTCP (Online Transfer Claim Portal) for submitting online EPF transfer requests to make their PF funds transferred from the previous account to new PF account.
The EPFO (Employee Provident Fund Organisation) has recently added a new facility for their members/subscribers that now the Unified Member Portal can be used to transfer the PF funds by submitting EPF transfer claims online, Using this portal.
Online EPF Transfer
Under the EPFO if a member or employee decide to change their organisation/company in which he/she working, They’ll probably figure out that how to withdraw PF amount?
But, To make this process much easy and fast the EPFO has launched the facility of transfer PF amount/balance directly to the new PF account.
Members who want to transfer their EPF funds, have two different options to choose from the first is to make a transfer with online process and the other one is an offline process.
If you complete the process using online mode, the transfer and the process would be much easy as compared to the offline.
Important Requirements For Online EPF Transfer Using Unified Member Portal
To make all procedure smooth, one should make all requirements ready and must know the Terms & Conditions before proceeding the further process of transferring PF funds to another account.
KYC details verified by the employer must be available & such details like Bank IFSC Code and Bank Account Number should be seeded with the employee’s UAN (Universal Account Number).
Recent Update (11/08/2017) The Adhaar number must be seeded with activated UAN and it should also have been verified by the employer. As it is now mandatory for online claim submission.
There are such details that are mandatory and should be available in your account on Unified Portal. Details Such like:
- Date of Exit (DoE) (with reason for “Exit” in the previous Company)
- Date of Joining (DoJ)
Note: Only one transfer request will be accepted against your past member ID
How To Transfer PF Funds Online With Unified Member Portal – Online EPF Transfer
Follow these steps & procedure to transfer your EPF using Unified Member Portal if you decided to change your job and need to transfer your PF funds as well.
Step 1 ☞ To begin the process, the first step is to go to the official Unified Portal. https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Step 2 ☞ When you are on the main window of Unified Member Portal, You’ll see a section at the left side of the window in which you have to fill in your UAN and your password and then complete the CAPTCHA to make yourself logged in. There is an option named “Reset” that you can use to completely delete all the filings so you can fill your UAN and password again. (if you forgot your EPF UAN Password CLICK HERE to read how you can change password)
Step 3 ☞ When you successfully logged into the portal, Go to the main menu, Find and click on “Online Services” and a drop-down menu will appear, now select the second option named “TRANSFER REQUEST”. (as shown in the image down below)
Step 4 ☞ A new window will now pop-up which itself contains a section where you have to provide your previous PF account details. Under this section, you’ll have the flexibility to choose from whom you want to submit your online EPF transfer request for attestation, to your ex-employer or current employer. You have to fill in the respective field with your previous Member-ID or UAN number. Members also have the facility to choose the generate Member-Id in a new format by clicking onto the “Get MID” if the format of there EPF account number is an old one. (as shown in the image down below)
Step 5 ☞ After you successfully completed the above process, The final step is to authenticate your request for PF transfer claim by generating the OTP, Click on the “Get OTP” button and wait till the One Time Password will be received on your registered mobile number with UAN. Fill in the OTP into the respective field and hit “Submit” button. (as shown in the image down below)
Step 6 ☞ Get the .pdf document and take a printout of it and go to the employer that you selected in the above process (previous employer or current employer) and submit the signed copy of PF transfer claim in the time period of 10 days.