FAQ

Contact your employer to obtain your UAN. Your UAN is readily available with employer.

Members need to visit the UAN based Member Portal website i.e.  https://unifiedportal-mem.epfindia.gov.in/memberinterface/

Initially, member will have to activate his UAN by selecting a link given ‘Activate your UAN’ on the UAN Member Portal. Member should have UAN, Mobile and Member ID readily available to activate his/her UAN on the UAN Member Portal. For further details, please select the hyperlink ‘User Manual for Members’.

Yes. First of all, you need to login to the UAN Member Portal with your UAN and password. Then go to the menu ‘Download’ and select ‘Download Passbook’. There is a link given to download PDF of this passbook also.

Yes, you need to go to Profile Menu in the UAN Member Portal and select an option ‘Edit Mobile No.’/ ‘Edit Email ID’ for changing mobile number and Email ID respectively.

Yes, it can be done by going to the ‘Profile’ menu and selecting ‘Update KYC Information’ in the UAN Member Portal. The uploaded KYC document by the member has to be digitally approved by the employer. Till then, status of KYC will be shown as ‘Pending’.

No, there is no need to obtain UAN again. It is a one-time permanent number and will remain same throughout your career.

UAN is allotted to all contributory members of EPFO including contract based employees.

When an employee leaves an establishment and joins another, he/she is required to get the funds and service details transferred to the new account. The facility would provide portability from one account to another by linking the different Member IDs, if, the KYC details have been verified by both the employers.

• Member can apply for
• PF Final Settlement (Form19),
• Pension Withdrawal Benefit (Form10-C) and
• PF Part Withdrawal (Form31) from the Member Interface directly

Member should fulfil following conditions:

1. The member should have activated his/her Universal Account Number and the mobile number used (Aadhar linked mobile Number) for activating UAN should be in the working condition.
2. Member’s AADHAAR details should be seeded in EPFO database and he should avail OTP based facility for verifying eKYC from UIDAI while submitting the claim.

1. Member’s Bank Account along with IFSC code should be seeded in EPFO database

1. Permanent Account Number (PAN) should be seeded in EPFO database for PF Final Settlement Claims in case his/her service is less than 5 years.

Member should fulfil following service conditions:

1. Date of Joining and Date of Exit of Member should be available in the EPFO Database
2. Member should not be working presently under any establishment coverable under PF Act.
3. The Claim should be submitted not before two months after leaving Establishment.

Member’s Total Service should be more than 6 months and less than 9.5 years in addition to the conditions mentioned under 3) above for filing Pension Withdrawal Benefit Claim.

Member’s Date of Joining should be available in the EPFO database.

No.

Yes, the member is required to be registered on Member Portal to file the Transfer Claim online. The detailed process flow for the registration is available at the link available on the Homepage of EPFO website www.epfindia.gov.in. This can be accessed through the link

- For Employees > Online Transfer Claim Portal (OTCP) > Detailed Instructions > Process flow for registration on Member Portal or at the URL http://memberclaims.epfoservices.in

The following are the pre-requisites to file the Transfer Claim online:

• Both previous and present member IDs (P.F. Account No.) should be available in EPFO database
• The employer should have registered the digital signature certificate of his authorized signatories with EPFO.

The member can check the eligibility to file the Transfer Claim Online at the link available on the Homepage of EPFO website www.epfindia.gov.in. This can be accessed through the link

- For Employees > Online Transfer Claim Portal (OTCP) > Check eligibility to file Online Transfer Claim or at the URL http://memberclaims.epfoservices.in.

The member ID may not be available in EPFO database mainly due to following reasons:

1. The employer has not yet submitted the return [Electronic Challan cum Return (ECR) or earlier returns prior to ECR] having the member ID.
2. The employer has submitted the return [Electronic Challan cum Return or earlier returns prior to ECR] having the member ID, but the same has not been updated on the portal. The updation of OTCP has been planned on weekly basis.

No, the member cannot edit his details i.e. father’s name, relationship, date of birth, date of joining, date of exit as available in the EPFO database.

While filing the online transfer claim, if the member finds that his previous employment details as available in the EPFO database are incorrect, he can click on the “The following information is incorrect” . The fields would become editable. After entering the correct details in the relevant fields, he has to take a printout of the letter generated (in PDF form), sign it and submit to concerned EPFO office through the previous employer. The online claim can only be submitted with revised details only after the same is rectified by the concerned office after receipt of the letter. Any online claim submitted prior to rectification would be submitted with the available data only. Alternatively, the member can submit the physical claim through his employer

The Member’s date of birth, if available in EPFO database, would act as validation while the claim is filed by the member. The member would be allowed three attempts to fill up the date of birth for validation against the date of birth in EPFO database (available on the basis of member details furnished by the employer). After three unsuccessful attempts, the member’s ID would be blocked for online submission of claim.

In case both of his employers – previous and present - have registered digital signatures on the Online Transfer Claim Portal (OTCP) portal of EPFO, the member can submit his claim to either of the employers for attestation. If the member details pertaining to previous employment are completely available in EPFO database, the member can submit the claim through either of the employers and the process for settlement would involve similar steps after the claim has been attested by the employer. It may be noted that in case, the member details pertaining to previous employment are not completely available in EPFO database, although the member can submit the claim through either of the employers, the process for settlement of claim through previous employer would take relatively less time as all his member details with the previous employment would get verified along with the attestation of the claim by previous employer. In such cases, if the claim has been submitted through the present employer, the verification task of the member details with the previous employment would be sent to the previous employer in addition to the claim attestation by the present employer, which might take relatively more time.

Yes, the member can file online claim only through his previous employer if only his previous employer has registered digital signatures on the Online Transfer Claim Portal (OTCP) portal of EPFO.

Yes, the member can file online claim through his present employer if only his present employer has registered digital signatures on the Online Transfer Claim Portal (OTCP) portal of EPFO subject to the availability of the member details pertaining to previous employment in EPFO database.

However, if the member details pertaining to previous employment are not completely available in EPFO database, the member cannot file claim online if only his present employer has registered digital signatures on the Online Transfer Claim Portal (OTCP) portal of EPFO. He is advised to submit the physical claim through either of his employers.

If the present establishment is exempted under the Employees’ Provident Fund Scheme, 1952, the member can submit claim only through the present employer as the Bank Account No. and IFS Code of the exempted trust would be required to be furnished for transfer of P.F. accumulations to the bank account of Trust.

The member would fill up the claim application online. On submission, two claims would be generated by the system – one digital claim for transfer of service details from EPF office would move to the employer in online mode for submission through OTCP portal and other physical claim for transfer of P.F. accumulations from exempted trust would be generated in PDF format for physical submission to the previous trust through the employer.

Yes, the member is required to take a printout of the claim submitted online and give it to the employer after signing it.

The member is required to approach the employer opted for attestation while filing online submission of the claim with the duly signed printout of the claim form.

The member is advised to submit the duly signed printout of the claim after its online submission immediately, but it should not exceed 15 days. The employer would have the option to reject the online claim application after 15 days. In case of any delay beyond this period, the member is advised to contact the authorized signatories/ employer for needful.

The contact details of authorized signatories are available under the Employer details in the “View the status of Transfer Claims” under the tab “CLAIM”.

The member would have an updated status of the claim in the “View the status of Transfer Claims” under the tab “CLAIM”.

The probable reasons for rejection of an online claim form by the employer can be of the following two types:

• In case of the claim submitted for attestation by previous/ present employer
  1. The claim (physical or online) has already been forwarded to EPFO and has not been rejected till date.

1. The signed copy of the printout of the claim submitted online has not been received from member. (This option would be available only after 15 days of online submission of the claim)
2. The member details do not match with establishment records.
3. The signature of the member does not match with those available in office records

• In case of verification of member details by previous employer, when the claim has been submitted through present employer
  • The member details do not match with establishment records