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  • Employee Provident Fund (EPF) Claim Form Online

    Overview about EPF Claim Form

    The Employee Provident Fund Organization offers its members the option to withdraw their PF balance at any point of time subject to conditions. Ideally, PF balance should not be withdrawn at any juncture, but a member may feel the need for finances which cannot be stalled. There are various implications of withdrawing from a PF account, most important among which is the TDS applicable on withdrawals. As such, it is not advisable to withdraw EPF balance during active employment, rather members should look toward PF transfer between organizations as and when they change jobs.

    EPF claim forms

    There are various forms available from the organization for different claim processes. Major among them are:

    • Form 19: This is to be filled in case of final settlement of PF account by a member.

    • Form 10C: This is to be filled for claiming Scheme Certificate/Withdrawal Benefit as per Employees’ Pension Scheme ’95.

    • Form 10D: This is to be filled for pension claims.

    • Form 20: This is to be filled for claiming PF by legal heir/nominee on death of a member.

    • Form 51F: This is to be filled for claiming assurance benefit as per Employees’ Deposit Linked Insurance ’76 by legal heir/nominee of a member.

    • Form 31: For claiming advance/temporary withdrawal as per Employees’ Provident Scheme ’52.

    • Form 13: For transferring PF/pension between different accounts.

    • Form 14: For financing a life insurance policy out of the PF account

    Which forms to fill for EPF withdrawal?

    Form 13 has to be submitted when transferring PF account from old employer to new employer.

     

    Currently employed

    Situation

    Form

    Advance on PF

    Form 31

    LIC policy to be financed through PF

    Form 14

    Pension Fund settlement (over 58 years)

    Form 10D (completed 10 years of employment)

    Form 10C (not completed 10 years of service as of 58 years of age)

    Currently unemployed

    Age

    Employment duration

    Form

    Benefit

    Below 50 years

    Completed 10 years

    Form 19

    Final PF settlement

    Form 10C

    Scheme Certificate

    Less than 10 years

    Form 19

    Final PF settlement

    Form 10C

    Withdrawal Benefit/Scheme Certificate

    Above 50, below 58

    Completed 10 years

    Form 19

    Final PF settlement

    Form 10C

    Scheme Certificate

     

    Reduced Pension

    Less than 10 years

    Form 19

    Final PF settlement

    Form 10C

    Withdrawal Benefit/Scheme Certificate

    Above 58 years

    Completed 10 years

    Form 19

    Final PF settlement

     

    Pension

    Less than 10 years

    Form 19

    Final PF settlement

    Form 10C

    Withdrawal Benefit

    Unemployed due to disability

    Age

    Form

    Benefit

    Below 58 years

    Form 19

    Final PF Settlement

     

    Pension

    Above 58 years (10 or more years of employment)

    Form 19

    Final PF Settlement

     

    Monthly Pension

    Above 58 years (less than 10 years of employment)

    Form 19

    Final PF Settlement

    Form 10C

    Withdrawal Benefit

    Deceased

    Age at death

    Service status

    Employment duration

    Form

    Benefit

    Below 58 years

    In Service

    -

    Form 20

    Final PF settlement

     

    Scheme Certificate

    Form 5 IF

    EDLI Insurance

    Away from service

    -

    Form 20

    Final PF settlement

     

    Pension

    Above 58 years

    In Service

    Completed 10 years

    Form 20

    Final PF settlement

     

    Monthly Pension

    Form 5 IF

    EDLI Insurance

    Less than 10 years

    Form 20

    Final PF settlement

    Form 10C

    Withdrawal Benefit

    Form 5 IF

    EDLI Insurance

    Away from Service

    Completed 10 years

    Form 20

    Final PF settlement

       

    Monthly Pension

    Less than 10 years

    Form 20

    Final PF settlement

     

    Form 10C

    Withdrawal Benefit

     

    EPF claim form details

    Form 19

    Form 19 has to be submitted for claiming the amount under your EPF account. The form is usually used when a member leaves a service, retires or is terminated from employment due to illness, retirement etc. This is a 2-page form and you will need the following details beforehand when filling up this form:

    • PF account number
    • Bank account number (as registered by employer)
    • IFSC code
    • Date of joining
    • Date of leaving
    • PAN number (to avoid/reduce quantum of TDS)
    • Form 15G/15H (for senior citizens and members under income tax limit respectively)

    Apart from these, you need to fill in information such as mode of remittance (money order/bank account details/cheque), full postal address, signatures and Re.1 revenue stamp. You will also be required to submit a blank cancelled cheque along with the form to verify the bank account details.

    Form 10C

    Form 10C is to be submitted for claiming the Employee Pension Scheme (EPS) benefits. A part of the employer’s contribution is categorized as EPS funds which can be withdrawn along with the PF balance subject to conditions. Form 10C is a 4 page form which is used to claim the following:

    • Refund of employer share
    • Scheme Certificate for membership retention
    • Withdrawal Benefit

    On these, the following conditions are applied:

    • If an employee’s total service is less than 9.5 years, and he/she is less than 50 years old, he/she can apply for Withdrawal Benefit, which is basically Pension Fund Money Back scheme. Such employees are not entitled for pension.
    • If an employee’s service is more than 9.5 years and he/she is less than 50 years old, only the Scheme Certificate can be claimed.

    You need the following information among others while filling the first 2 pages of the form. The 3rd page concerns advances you have taken (if any) while the 4th page is for administrative purposes only.

    • Last employer name and address
    • PF account number
    • Last working day
    • Full postal address
    • Bank account details

    Form 10D

    This form is used to claim pension benefits. The form has to be submitted in duplicate if within a state and in triplicate if in a different state. Details need to be submitted as per the forms given above. Pension can be claimed by:

    • Member or
    • Orphan or
    • Widow/widower or
    • Specified nominee

    Form 20

    This form is to be used in the unfortunate case of the member’s death. The form has to be filled by family member or specified nominee for claiming the PF balance of a member. It has to be submitted through the last employer. In case that is not possible, the PF claim form can be attested by a government officer including but not limited to a magistrate, gazetted officer, postmaster, MP/MLA, bank manager, municipal chairman/president and other officials as specified in the form. Details need to be submitted as per the forms given above and additionally the claimant (nominee) also needs to fill information about himself.

    Form 5 IF

    This form is used to claim the EDLI insurance benefits by the nominee or legal heir of a member. The form is quite small and similar to form 10D with minor differences and has to be filled by the appropriate person (nominee/legal heir) to claim assurance benefits.

    Form 31

    This form is used to claim advances from the PF balance by a member. The form allows advances for various reasons such as:

    • Purchase/construction of house/land/flat
    • Addition/alteration to house
    • Refund of outstanding principal and interest of loan
    • Lock/closure of establishment for more than 15 days resulting in uncompensated unemployment for the member
    • No wage for more than 3 months
    • Discharge/dismissal that has been challenged in court
    • Own/family’s health treatment
    • Children’s education
    • Equipment purchase for a disabled dependent
    • Withdrawal within 1 year before retirement

    Form 14

    This form is to be submitted when financing a life insurance policy out of the PF account. You need to enter details such as the sum, PF account number, account balance, LIC office address and various information related to the life insurance plan specifics.

    Form 13 (EPF transfer claim form) 

    Offline EPF transfer

    This form is to be filled for transferring your EPF account from the last employer to the new one. The form can be filled both online and offline. The offline form can be submitted through either the old employer or the new employer. The form has to be submitted in triplicate to the respective HR. The HR will then forward it to the respective agency which will then submit it to the PF office. The process is lengthy and usually slow.

    Online EPF transfer

    At least one of the employers should have their digital signatures registered with the EPFO to avail the online transfer benefits. The member should be enrolled with the Online Transfer Claim Portal (OTCP) to avail online transfer facility. Once registered at the portal, member can request for transfer of account and fill in details as instructed. He/she can then download the printable Form 13 which is to be signed and submitted to employer. The HR will then authorize the claim through the OTCP tool, and the process is faster compared to offline means.

    Online PF withdrawal

    Online PF withdrawal facility will be available soon from the EPFO board. As of now, members can check their PF balance and view/download their PF passbooks on the online portal. There is an option for linking your Aadhar card with the PF account which will allow you to take more actions online. The government is in the process of allowing online PF withdrawals, however this is expected to take some time for implementation as a lot of factors are at play here.

    Online PF claim status

    You can check the EPF claim status of your online PF withdrawal through the official EPFO website. You need to enter EPFO office, establishment code of employer, extension code of employer (if any) and your PF account number.

     

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