Effective from 27th May 2017, you can now transfer EPF online using EPF Unified portal. Earlier option of using OTCP (Online Transfer Claim Portal) is no more in use now. Hence, let us understand the process.
As I pointed above, earlier there was a separate portal meant for requesting online transfer claims. However, from 27th May 2017, that process was also brought into EPF Unified Portal.
Who can use transfer EPF online using EPF Unified portal?
Before jumping into trying of this feature, first, let us understand who are eligible to transfer EPF online using EPF Unified portal.
# You must be KYC complied.
# Those employees whose Aadhaar, Bank Account, Bank IFSC details seeded against their UAN in the Unified portal will only be able to transfer EPF online using EPF Unified portal.
# However, Aadhaar is not mandatory for submitting an online transfer request.
# Your date of exit with reasons of exit from the previous establishment should be available in the unified portal.
# Your date of joining should also be available in the unified portal.
# Only one transfer request against the previous member ID can be accepted.
How to transfer EPF online using EPF Unified portal?
Now you understood the eligibility conditions for transfer EPF online using EPF Unified portal. Let us move on and try to understand the procedure for the same.
Step 1-Visit EPF Unified Portal Login Page.
Step 2-Then the home page looks like below. Here, you have to select the option “Online Servies”.
Step 3-From the drop-down menu from Online Services, select “Transfer Request”.
Step 4-When you click the “Transfer Request” tab, then you can see your personal information like your name, bank details, contact details and all other stuff. Along with that, you will also the see the latest EPF account to which you want to transfer your old EPF account. The screen looks like below.
Step 5-Now the next step is to select an employer from whom you want the PDF file which you download and about to send to be attested. Either you can choose your current employer or past employer. Along with that you also need to enter UAN number to generate OTP and also the transfer request PDF file.
Step 6-Then the next and final step is to enter the OTP you received and click on the tab “Submit”. You are required to submit the signed copy of the transfer claim PDF to the selected employer within a period of 10 days.
Once you send the online request and also submitted the PDF file to your employer, then the next process is purely left to your employer and the EPFO.
Hope this information will be a big relief to all those who are trying to transfer their earlier EPF accounts under the current UAN number.