Friday, 9 September 2016

How to get PF Passbook Statement

How to Download PF Passbook with UAN no
All PF eligible members can get their UAN number from their HR department. If you have a UAN no Please Login to download your PF Passbook Click here Download

IMPORTANT: To download PF Passbook first need to Register the UAN number is must if not registered please see this page to find how to register UAN number once you register, Please click on download then you will see the appended screen here you need to enter your UAN no and password



After login to the page you will see screen as below



To download the pass book need to click on DOWNLOAD tab as shown on the image above to download
PF Passbook to view detailed month wise contribution and interest added to you account it will be downloaded in PDF format.

Note: Existing registered UAN Member can download passbook in same day or next day

Newly registered UAN member need to wait for few days to download the passbook once they click on the download link they will get below message.

Latest passbook will be available only after 4 days for New UAN login activated members.

How to update profile and change password by clicking on PROFILE

1. EDIT MOBILE NO

2. EDIT EMAIL ID

3. UPDATE KYC INFORMATION

4. EDIT NOMINATION DETAILS

5. CHANGE PASSWORD




How to know UAN no please click here UAN No you will get below shown screen


1. Select State Name from the dropdown list

2. Select Regional Office from the dropdown list

3. In 3rd tab enter your Employer code number, 4th tab leave blank, 5th enter your PF number and click on check status you will see below screen.




Here you need to provide details as per EPFO records.

1. Member Name (Employee Name) if you don't know name as per records Please check end of this page to find PF member name.

2. Date of Birth

3. Mobile number

4. Email ID

5.Choose password as per ((*Password should be alphanumeric, have minimum 1 special character and 8 to 25 characters long. (Special characters are one of ! @ # $ % ^ & * ))

6. Enter the Captcha as shown in the screen then click on submit button to get SMS for UAN details on your mobile.

How to Activate UAN no.

If you have not activated your UAN no, click here Activate UAN Based Registration you will get below screen.




1.Check the box for ‘I have read and understood the instructions’

2.Now enter your UAN number and mobile number.

3.Select the state and EPFO office from the dropdown list.

4.Also enter your Member ID in the related fields and click on ‘Get PIN.’.

6.You will receive your PIN to your submitted mobile number.

6.Now submit this PIN number to complete your UAN Activation process.

7.Once you finish activation, you will be able to create a login id and password.

8.Now every time you want to check your EPFO balance with your UAN number, login using your UAN number and password.


How to download PF Statement without UAN number

If you don't know UAN number and do not wish to activate it online, you can still download passbook online. Follow the captioned link and steps to know your EPF balance amount with e-passbook.

1.Click this link: http://members.epfoservices.in/
2.Use your identity document number and complete registration. You can register using your PAN card number or Adhaar card number. Other document numbers like ration card, passport, bank account, voter id, and license number are also valid for registration.
3.Select your document and enter all the personal details.
4.Enter captcha code and click on option ‘Get PIN’. Get PIN on your mobile and enter it.
5.Remember to check the box for ‘I agree’.
6.After registration, login using the document number and your mobile number.
7.Login to download EPF passbook and know your EPF balance in details.

You can login every time using this document number. You will also get a monthly SMS alert on your registered mobile number whenever the passbook is available.


How to know employee name as per records
Please follow the below steps to know the name as per records.
Here you can also know whether the employer is submitting your remittances on your name in PF returns or not to know please click here Find Name your will get screen as shown below.


Tick on I also know the establishment code and enter your employer code and press on search to view your employer name
Here we can also search establishment name or area pin code wise list of establishments and their remittances.

Please check your employer name and click on payment to view you month wise remittances of total no. of employees we will get screen as shown below.

Please click on no. of Employee to get remittances and member name under respective establishment you will see list of employees names are made by employer here we can search name by pressing CTRL+F and type name press enter to find name


Thursday, 8 September 2016

How to Check PF Balance

How to check PF balance first you need to have below mentioned details.
1. Regional Office name which your account is opened and maintained.
2. Employer Establishment code (employer code)
3. Employee PF No
4. Employee name as per records submitted to EPFO.
5. Employee mobile no registered with EPFO

How to check PF balance click here PF balance







Here you need to select state and regional office







Here you need to enter your employer code in 3rd tab and leave 4th tab blank in 5th tab enter your PF No. Next enter employee name as per records submitted to EPFO then enter your mobile no and tick on I agree and click on submit button to get your PF balance on your mobile no.

We can also know PF balance with EPFO's m-epf android mobile app download it from play store its free.



EPF Balance Check By SMS

The EPFO introduced EPF balance check vide SMS, Mobile App and Missed Call Service in the year 2015. Please note this facility is available to those who have activated their UAN number. To get EPF balance status by SMS, you should use only your UAN registered mobile number.

Send below message from your UAN registered mobile to 773 8299 899:

EPFOHO UAN <ENG>

Once you send this SMS to the given number, you will receive EPF balance by return SMS from EPFO. The message will contain member details, last contribution, and total EPF balance.

You can receive the balance in different languages like Hindi, Telugu, Punjabi, Malayalam, Tamil, Bengali and others. To receive message in the Hindi language, change the language code to <HIN> instead of <ENG>

EPF Account Balance Check with Missed Call Option

EPFO’s Missed Call service is among the 3 new services launched to check EPF balance. Here is something very convenient for mobile users without the internet. You do not even need to send any text message. Just send a missed call on below number to get your PF account details:

Give a missed call to: 01122901406

Once again, be sure that you give a missed call from your UAN registered mobile number. Once you give a missed call, you will receive an SMS in few minutes. The SMS will contain your member details and PF account balance.

EPFO Mobile App for EPFO Member Balance

The third service launched lately by EPFO is for checking EPF balance with EPFO Mobile APP. Various EPFO Mobile Apps are available at google play store for free.


EPFO Mobile Application

If you download EPF App in your smart phones, you can avail many EPF facilities on your phone. You can activate your UAN accounts from your handsets. Also, view your PF account monthly credits. If you are a pensioner, you can check your pension disbursement with this app. Employers can also view their remittance details on the phone.

PF Benefits, Withdrawal and Transfer

PF Advance:
Employee can opt for partial withdrawal (Non fundable) during service subject to on completion of 5 years of continuous service against submission of Form no 13 along with relevant documents for specified reasons as per act.


a. Purchase of Site /Flat/ Construction of House

b. Repayment of Housing loan

c. Hospitalization for more than a month for above ESI slab employees

d. Marriage of Self / Son / Daughter / Sister / Brother

e. Education of Son / Daughter for matriculation and higher studies

Loan Amount – This depends on the service period and the sanction amount varies from 80% to

100% of the PF Accumulations of the individual/employee.

Documents are to be furnished in support of the application for claiming the Advance.


PF Transfer:
An employee can transfer the PF Accumulations from previous employer to current employer through submission of Form 13(Revised) duly filling the particulars pertaining to the previous employment.

The duly filled in PF Transfer application has to be forwarded to your HR department at your office for further action.

PF Withdrawal:
Claim by the Employee
Employee can withdraw the PF Accumulations along with accrued interest (as declared by the Central Government from time to time) either on retirement or on leaving the service.

The Provident Fund accumulations can be withdrawn in full by submitting Form 19 application which is to be forwarded to PF Office through the employer.

The PF Withdrawal application of the respective employee will be submitted to the PF Authorities after relieving from the services.

A minimum of days will be taken by the PF Authorities to process the application and transfer the full & final PF amount to the individual’s Bank Account (as indicated in the application form)

Please ensure that the BANK ACCOUNT indicated in the application is kept active.

Claim by the Nominee/Family Members
In case of premature death of the employee, the Provident Fund is payable to Nominee’s or family members. The family member / nominee can claim the benefits by making an application vide Form 20 (PF withdrawal) & Form 10 D (Pension withdrawal).


How to check PF Claim Status
Use the below link to access the official KYCS (Know Your Claim Status) page at EPFO site. You can proceed with the given steps to check your EPFO claim status.
http://www.epfindia.gov.in/site_en/KYCS.php
1.Click on above link and follow the option of ‘Click Here for Knowing Your Claim Status’ at this page.
2.Select your state and give a click on: ‘Search for Establishment Code’ link shown just below it.
3.If you know the region of your EPFO office, you can select the last option of ‘Establishment Under Office’. Choose the region of your EPFO office from the drop down.
4.The complete list with establishment code will appear on the screen. Establishment code is a numerical part of your 7 digit member Id. It is also further enhanced with 3 characters which is known as extension code.
5.If your EPF account number does not have any extension code (3 digits), just leave the field of extension code blank.
6.Fill up the region code and office code.
7.Enter Establishment code and Establishment code extension in the related fields.
8.Enter your provident fund account number
9.Click on Submit
Now you will get your EPFO claim status. The screen will show the status messages as applicable to your EPFO claim. If you do not want to check the EFPO claim status online, you can download the form online. Fill up the above details in the form and submit it at the EPF office. You can also get the form at the EPFO office itself.


Forms
Form2 (Revised) For giving Nomination for Provident Fund and pension and details of the members of the family. Any change in the information pertaining to the NOMINEES should be intimated through Form 2 to your HR at your office from time to time.

Form13 (revised) To transfer the Provident Fund Account on joining another establishment.

Form 31 To avail Advance / Withdrawal for various purpose (instructions enclosed).

Form 19 To withdraw Provident Fund amount by a Member

Form 20 To withdraw Provident Fund account of a deceased member by a Nominee / family members

Form 23 Provident Fund Annual Statement of Account to be supplied by the Commissioner every year through employer to the subscribers.

Form 10-C (EPS) To receive Scheme Certificate / Withdrawal Benefit

Form 10-D (EPS) To claim Pension under Employees’ Pension Scheme’ 95

Tuesday, 6 September 2016

Provident Fund

OBJECTIVE
To provide social security towards Provident Fund, Pension and Insurance Benefits to all eligible employees and their family.

What is PF?
Provident Fund is a mandatory, tax-qualified, defined contribution, Retirement benefit plan wherein equal contribution at the rate of 12% is made by the employer and the employee. The total contribution is 24%.
All employees are eligible to become a member of Provident Fund from the date of their joining in any establishment by filling Form-2 Declaration Form. Every eligible employee will be assigned with a unique PF A/c. No. and UAN No.

PF contribution
Employee Contribution:

12% of the individual’s on basic will be contributed by the employee. The entire 12% is remitted to the PROVIDENT FUND.

Employer Contribution:
Out of this 12%, 8.33% is remitted to the PENSION FUND.
The remaining 3.67% is remitted to the PROVIDENT FUND account of the individual.
Hence, out of the total 24% (12% by employer & 12% by the employee) contribution, total of 15.67% (12% of Employee Contribution + 3.67% of Employer Contribution) is remitted to the individual’s PROVIDENT FUND & 8.33% to PENSION FUND Account.

Annual Interest
Interest as declared by the Central Government from time to time will be added to the individual’s PF Account on an ANNUAL BASIS. The compound interest is credited on monthly running balance basis at the statutory rate declared for each year. (The rate of interest as declared by the Central Government for the year 2009 – 2010 is 8.5%)

The Employees Provident Funds Scheme 1952 (EPF)

Benefits:
1. Accumulation plus interest upon retirement, resignation, death, Partial withdrawals allowed for specific expenses such as house construction, higher education, marriage, illness etc.

2. Partial withdrawals allowed for specific expenses such as house construction, higher education, marriage, illness etc.

Nomination:
1. There is a form for all the three schemes, Form-2 (R) The nomination in case of EPF Scheme are also applicable for the EDLI Scheme.

2.Member having family can nominate any one or more of the family members as defined under the para 2 (f) of the EPF Scheme, 1952.

3. Member not having any family member as defined in the said Para can nominate any other person, but the nomination will become invalid in case of the member acquiring family.

Claim Forms:
1. For final settlement by member: Form 19.
2. For Transfer of old account to the new one: Form 13.
3. For Withdrawal in certain cases: Form 31.
4. For financing LIC Policy: Form 14.
5. For final settlement in favor of nominee / beneficiary of a deceased member Form 20.


The Employee Pension Scheme 1995 (EPS)

Benefits:
1. Monthly benefits for superannuation/ retirement, disability, survivor, widow (er), children.
2. Amount of pension based on average salary during the preceding 12 months from the date of exit and total years of employment.
3.Minimum pension on disablement.
4. Past service benefit to participate of erstwhile Family Pension Scheme, 1971.

Nomination:
1. Member has to give the names of Spouse and all children in the prescribed form.
2. In case the member has no family, one person can be nominated.
3. However, such nomination will become invalid once the member acquire a family.

Claim Forms:
1. For Monthly Pension Form 10D
2. For Withdrawal Benefit and Scheme Certificate Form 10C



The Employee's Deposit Linked Insurance Scheme 1976 (EDLI)

Benefits:

1.The benefit provided in case of death of an employee who was member of the scheme at the time of the death.
2. According to revised scheme payment of benefit amount to be 20 times of the wages or based on the deposit in the Provident Fund, which ever is less. With the increase in the wages ceiling from 6500/- to 15000/- from 01-09-2014, the maximum benefit amount has become 3 lakh and an additional 20% of the benefit amount calculated is also paid.

Nomination:
1. The nomination under the EPF Scheme will be applicable for the EDLI Scheme also.

Claim forms:
1. For claiming Insurance Benefit by a nominee/beneficiary in case of member's death while in service Form 51F