EPF Fund Transfer from Old Employer to New Employer: – We are going to tell about EPF Fund Transfer Procedure from the Previous Employer to Current Employer Step by Step. In order to Transfer PF Claim Online through EPF Portal, the member ID should be available in EPFO database and the employer should have registered the digital signature of his authorized signatories with EPFO on the Portal.
How to do EPF Fund Transfer
Please Follow the Below Step to EPF Fund Transfer from Old Employer to Current Employer
Step:-1 First of you need to go to the EPFO Official Website which is www.epfindia.gov.in. When you will go to the official website. You will find the Online Transfer Claim Portal link under the “Employee” Category. You need to click on that Link.
Step:-2 Once you will Click at that Link. The following options would appear on the Screen.
- Check Eligibility for filing Online Claim Transfer.
- Detailed instructions (On Clicking on the “Detailed Instruction”, following options would Appear:
- Important Guidelines
- Process flow for filling online transfer claim
- The process flow for registration on member portal.
(Note: – Please be advised to go through the guidelines and process flow before doing any activity.)
- Frequently Asked Questions (FAQs)
Step:-3 There is a link on the top to log in to file Online Trasnfer Claim Application as per below posted Screenshot.
Step:-4 There is also “Check Eligibility” Link avialable over there. Once you will click on the “Check Eligibility” Link the below posted look like Screen will come.
Step:-5 To Know the eligibility of the member to file an online transfer claim, the member should enter the details of his/her previous PF Account number and present PF Account Number and Click on the “Check Eligibility” button.
Step:-6 If the member is eligible to file online claim, then he should be registered on the Member Portal to proceed further. In case he is already registered on the Member Portal, he can click on the “Click here to log-in” link available on the eligibility result screen. Alternatively, he can click on “Click here to register on Member Portal”.
If the member is already registered, he can directly click the link “Click here to log-in to file Online Transfer Claim Application”. The following screen will appear:-
Step:-7 The Member needs to log in by selecting Document type, entering Document Number and Mobile Number. (Note: – The Login details for this Portal would be the same as the Member Portal). Once You will Login. You will go to the below posted Screen.
Step:- 8 There will a Claim Manu Bar Option after login. Once you will place you cursor on the Claim Manu. The following two sub option will appear :-
- Request for Transfer of Account
- View Status of Trasnfer Claim
You just need to click on “Request for Transfer Account” to file Online Claim Transfer. After Clicking on “Request for Transfer Account” The Following form will appear for entering the details of the member:
Step:-9 Please fill up the form with correct details in Part A and do Scroll Down for Part B for Previous PF Account as showing in the below mentioned Screen.
Step:-10 Please fill up the PF Account Number and Click on “Click here to get Details”. Once you will “Click here to get Details” button. The details as regards the Name of the establishment, Address of the establishment, PF account held by EPFO office and member’s name would appear on the screen. Further, date of joining and date of leaving, Father’s/Spouse’s name and relationship would appear, if avialable in EPFO database.
Step:-11 The member needs to fill up the Date of Birth and Other Details as it’s Mandatory. If not availalble. On Scrolling down, the Part C of the application pertaining to present PF Account would appear on the Screen as below post Screen.
Step:-12 You need to enter the PF Account Number of the Current Employer and click on the “Click here to get details”. You will get all the details of the current Employer as previously. If it available in EPFO database. You have also an option to get the claim attested through the Previous employer or Present employer. Once you will complete the application form. You can see the preview of application form. When you click on “Preview” button. The following Screen will be appear.
On Scrolling Down, the following part of the form would appear:
(Note: above posted- In the case of any require on the form. There is a button at the bottom called “To change Application Date”. You just need to click on that button and correct the data)
Step:-13 Please enter the CAPTCHA as show above-posted screen and click on the “GET PIN” button. The member needs to “Agree” to the declaration mentioned in the form by clicking the Select Button “I Agree”.
The OTP Pin will be receive on your registered mobile number to enter afterthat. Once you will receive OTP Pin, please enter into OTP Box and click on the “Submit” Button.
Step:-14 Here you have done the Online Claim Transfer from Previous Employer to Current Employer. You can also save the Printable Transfer Claim Form (Form 13) in your system in PDF format as per below posted Screen.