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.
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.
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.
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View Comments
Hi,
I wanted to withdraw money from my PF account and facing this issue.
Just for reference, I have 2 employers and as of now I am not working. I got a mail from the first employer to transfer the PF amount. When I tried to attempt, facing the below issue.
I am getting an error message stating "Invalid present pf a/c number. In case if PF A/C in trust differs from member's PF A/C number, then maximum allowed length is 20. Please enter valid data".
Can you please help with this?
Dear Arjuman,
I am also unclear about the issue. Better either raise an issue with EPFO or visit the concerned EPFO office.
Dear Sir,
I have raised a PF Transfer claim from un-exempted organisation to exempted organisation and I have PF continuity more than 15 years.
My PF transfer claim is rejected due to the below reason
" HIGHER WAGES IN PREVIOUS ESTT AND 15000/- WAGES IN PRESENT ESTT PL CLARIFY "
BP is above 15000 in current and previous company and EPS contribution is also there. Can you please let me know what to clarify to them or do I need to do any corrective action with previous company?
Thanks ,
Viswanath
Dear Viswanath,
Better to raise this issue with EPFO Grievance cell. Because it is unclear of what actually they are talking about.
In PF Transfer Form step-4 on epfo portal there are two fields- P.F Account No:- (which is coming autopopulated with some alpha-numeric value) and other field is PF Account No(Trust) which is blank text field. Please help me what should I fill here in this field.
Isn't both fields are same?.
Thanks,
Shubham
Dear Shubham,
Both should be same.
Thank you sir for your reply. Could you please advise on whether EPS transfer status from A to B will have any impact on further transfers? It was transferred offline between 2 uan and after raising multiple grievance status of thr claim was shown as settled, however old uan is still active and no information from that company is updated on second uan
Dear Prashant,
I think it is an issue of passbook update. Better to wait.
Hi,
Please suggest on below case:
EPF transferred from Company A(trust) to B(trust) with different UAN. EPS claim shows as settled in portal but old UAN is still active. Request was raised Offline. So EPS status is not clear.
Now I need to transfer PF and EPS from company B(trust) and C(rpfc) to current company D(trust).
Please suggest if I need to raise request in any sequential order or both request can be raised simultaneously.
Also if EPS status of first transfer From A to B can have any effect on new transfer from B and C to D.
Dear Prashant,
You can raise a request simeltaneously.
Hi,
I have applied for transfer PF amount. Amount is reflecting in the current PF account but also it is showing the msg. that "amt transferred but credit subject to verification". This status is since last 2 months. Please guide is there something I need to do to get this cleared faster, because due to this I am not able to claim the amount.
Dear SK,
Hard to predict the reason. Better to raise an issue with EPFO Grievance Cell.
You need to enter your PF account number and not employers PF number
My PF transfer claim got rejected from previous employer stating "EPS DETAILS NOT RECEIVED HENCE REJECT & RETURN"
What I need to do? Please hep with the next steps.
Dear Sneha,
I think it is an issue of Annexure. Contact your past employer in this regard.
Hi sir,
i want to settle my pf account and i have claimed online for same but it got rejected showing mismatch in DOJ,
And now i have filled joint declaration submitted it in regional office for the same(20 days ago), now i want to know that how do we know that our declaration has accepted & when i have claim again for settlement.
Thanks
Dear Pavan,
Approach the regional EPFO.
Hi Sir,
I have my KYC complied, DOE and DOJ updated in service history and matched my Mobile number with bank and UAN passbook.
After entering the previous member id in one member screen, if i click on get details i am seeing an one line empty table with only heading of previous employment details.
Also the "get otp" button is disabled.
could you please help on this
thanks in advance
Dear Prasanth,
It is a technical issue with the website. Either change the browser or try after some time.