EPF Withdrawal Taxation-New TDS (Tax Deducted at Source) Rules

The Finance Act, 2015 inserted a new section 192A related to the payment of the accumulated provident fund balance due to an employee. This will come into effect from 1st June, 2015. According to this, from now onward your EPF withdrawal will attract TDS (Tax Deducted at Source) if the amount of withdrawal is more than Rs.50, 000 and you worked for less than 5 years. 

Note-

  1. New EPF Withdrawal Forms-Withdraw without employer signature
  2. 4 EPF withdrawal changes effective from Feb 2016

I explained the same in below image. Earlier the limit of such TDS was for more than Rs.30,000 and above withdrawal amount. In Budget 2016, the limit raised to Rs.50,000. 

 

When the TDS will not be applicable?

1) When you transfer your EPF account to another account.

2) Termination of service due to ill-health of employee, discontinuation of business by an employer, completion of a project or other cause beyond the control of an employee.

3) If an employee withdraws the EPF amount after the continues 5 years of service (Including the service with a former employer).

4) If EPF amount is less than Rs.50, 000, but the employee has rendered service of less than 5 Yrs.

5) In case employee withdraw amount more than or equal to Rs.50, 000, with an employment of less than 5 Yrs but submits Form 15G/15H along with the PAN Card.

When the TDS will be applicable? 

In case, the employee withdraws his/her EPF amount which is more than or equal to Rs.50, 000 with service of less than 5 Yrs.

1) TDS will be deducted @ 10%, if an employee submits the PAN Card (But Form 15G/15H not submitted).

2) TDS will be deducted @ 34.608% if an employee fails to submit the PAN Card. (Also Form 15G/15H not submitted).

Few points to remember

  • TDS will be deducted at the time of payment of provident fund.
  • Form 15H is meant for individuals whose age is 60 Yrs or above (senior citizens) while form 15G is meant for individuals having no taxable income.
  • Form 15G/15H is not be acceptable in case the withdrawal is more than Rs.2, 50,000 and Rs.3, 00,000 respectively (This is as per current tax slab and will change year on year).
  • Employees shall quote their PAN number in Form No.15G/15H and in Form No.19 (Withdrawal Form).
  • If an employee rendered continues service of 5 years or more then they no need to submit a PAN number and Form 15G/H.
  • In addition, employees whose service not completed 5 years due to the reasons beyond the control of employees are also not required to submit a PAN Card as well as Form 15G/H.

I have created a video on how to fill Form 15G or Form 15H. Please have a look at it before proceeding further. Also, wrote a post on filling these forms. Please visit the post at “Video Tutor Guide-How to fill Form 15G and Form 15H?“.

If there is no TDS then it does not mean that the income is tax-free. For the detail taxation of employee provident fund withdrawal, refer my earlier post “Taxation of Employee Provident Fund (EPF)

Recently CBDT launched new Form 15G and 15H. I created a video of how to fill this newly launched form. Please refer below video for the same.

BasuNivesh

View Comments

  • I applied for PF withdrawal few days back and I received a message which shows a 30% deduction. My KYC is complete(PAN submitted). I left my job both the time after almost 2 years due to a major health issue. I don't want to lose my hard earned money. Please help

    • Dear Manju,
      Mere TDS will not end the tax payment responsibility. If they wrongly deducted it, then you can raise an issue with EPFO Grievance Cell Online.

  • I have withdrawal my pf on dated 31 Jan 2020. My TDS is deducted 34 %
    Now we have tried to fill TDS refund process but not credited by EPFO office.
    I call customer care they suggest visit account department of Delhi office and Sumit form.
    I.am from Maharashtra how is possibale to go.

    Please suggest what will do next

    • Dear Mayur,
      TDS is deducted..Fine. While filing ITR you can show this income as per the actual tax rule and still have a possibility to claim back the money than running behind EPFO.

  • Hi,

    I have an EPF service history of 12+ years from 2005 - 2018 (till Jan) and from last four years i am overseas.

    My EPF amount is more than 50,000. have submitted PAN, Aadhar and Bank details with completed KYC.

    Under OnlineServices -> ONLINE CLAIM (FORM 31,19,10C & 10D) i can see my last service history only, will this impact calculating my service history and relevant tax in EPF withdrawal ?

    Please note that i can see my entire service history from 2005 - 2018 under View -> ServiceHistory

    Referring url - https://unifiedportal-mem.epfindia.gov.in/

  • Hello sir,
    I have resigned my job last year and currently i'm not working. as my total service is 9.6 years EPS amount was not settled.
    I want to apply for scheme certificate. But in online E-nominee was approved by the employer and also i would like to change my bank details in member portal.
    The employer is not at all cooperative and they are not ready to approve / e-sign the nominee and bank details.
    So, can you please advise me what to do now?

    Looking for your urgent support and cooperation. Thanks in advance!

    Best Regards,

  • Hi,

    I have applied for pf withdrawal.. I received amount also... Currently I am not working anywhere. But At the time of withdrawal I didn't submit form 15G and 10% TDs deducted from my account..can I claim TDs refund..?
    My job period was less than 5 years april 2016 to dec2019

    How can I claim tds I mean what's the process,where to apply ,how to apply

    • Dear Lazar,
      It is taxable income for you. Avoiding TDS does not mean avoiding tax. If your taxable income is beyond basic exemption limit, you have to still pay the tax on it.

  • Hello sir, I have total experience of 9.6 years and now I have resigned my job and applied for both EPF & EPS amount. In which EPF amount has been settled and EPS has been rejected stating “not eligible for withdrawal benefit”
    Could you please advise what to do now, and how to apply for EPS amount?

    • Dear Surya,
      You have to apply for a scheme certificate. Contact your employer for the same.

  • Dear Sir,
    I worked from July 2016, for 3 years and received EPF. I resigned the job for my further education. Now I want to withdraw my EPF in March 2021, which is Rs. 4.50 Lakh. I do not have any other income. Will the amount withdrawn taxable.

  • Hi,

    i have terminated due to health issue and i was connected with company for 18 months.

    when i will withdraw my pf amount which is more than 10 lakhs, will it be taxable?

    Regards,
    Tushar

  • Hi,

    I have applied for pf withdrawal.. I received amount also... Currently I am not working anywhere. But At the time of withdrawal I didn't submit form 15G and 10% TDs deducted from my account..can I claim TDs refund..?

    • Dear Ashwita,
      Yes, if your tax liability is less than what they deducted or your EPF is less than 5 years.

  • Hi sir,

    Iam surya, I have a Total service of 9.5years (9years 5 months & 14 days). Now I have resigned my job on 13.12.20 (29.06.2011 to 13.12.20)

    My query-

    1. Can I withdraw both EPF + EPS amount

    2. What is the procedure to claim both the amount

    Please reply…urgent

    Thanks in advance

    • Dear Surya,
      You can withdraw EPF but not EPS as you have completed almost 10 years of service.

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