Online PF Transfer Process

 If you are a salaried individual and contributing to EPF scheme

then you may be aware of EPFO’s OTCP (Online Transfer Claim
Portal). PF subscribers have been using this online portal for
submitting online EPF transfer requests (transfer of PF funds
from previous EPF account to new EPF account).

 However, the EPFO has recently launched a new facility for

submitting EPF transfer claims online. This new provision has
been provided through EPFO’s unified member portal
interface.

What is EPF transfer? – When you (EPF member / employee) change your
company, instead of withdrawing PF amount, you can transfer EPF balance to
your new 0050F account. You can transfer EPF funds either through offline (or)
online mode. If you submit EPF transfer claim online, the entire process can get
over in just few days. It is simple and easy!
Online EPF Transfer Facility : Pre-requisites

 Below are the pre-requisites to transfer EPF online through Unified

EPF Member Portal ;
 You should seed your Bank account & Bank IFSC Code details to your
UAN (Universal Account Number). These KYC details should have
been verified by your employer.
 Seeding of Aadhaar is mandatory for online EPF Transfer Claims.
 Your Date of Joining (DoJ) and Date of Exit (DoE) with reason for ‘Exit’
in the previous Company should be available on Unified Portal.
 Kindly note that only one transfer request against the previous
member ID (EPF a/c) can be accepted. (In case, you have multiple old
EPF accounts then you can consolidate your EPF accounts using – ‘
One Employee – One EPF account‘ facility.)
How to transfer EPF online through Unified Member Portal?
 Kindly visit Unified Portal (member interface). Login with your credentials (UAN ID & Password).
You then need to select and provide the details of your previous EPF account
(previous Member-ID). You have the option to submit the online EPF transfer
request to your ex-employer or current employer (for attestation). You need to
provide previous Member-ID or UAN number in the respective field. In case, your
EPF account number format is an old one, you can generate Member-Id (in new
format) by clicking on ‘Get MID’ option.
In the next step, you need to click on ‘Get OTP’ to authenticate your online EPF
transfer claim request. Kindly note that an OTP will be sent on UAN registered
mobile number only. Enter the OTP and click on ‘submit’ button.
You are then required to submit the signed copy of the online PF transfer
claim (PDF document) to the selected employer within a period of 10
days. (Somehow, I believe that they should have done away with this
offline work!)
Your employer may then digitally approve your EPF transfer request.
 Please note that Employee need to submit manual Form 13 ( PF transfer
Form) in following cases.
1) Duplicate UAN NO.
2) Some Technical Error
3) Data mismatch
4) EPFO Systems not allow to PF transfer from previous to current.

In case Provident Fund of the previous employer is with the Regional

Provident Fund Commissioner (RPFC), the employee will need to complete
Form No. 13 (Application for transfer of EPF Account). Form 13 duly signed
by the Company will be submitted to present RPFC with Form V. The
responsibility of the Company is to ensure that Form 13 is lodged with
RPFC and a copy sent to the employee for record. One copy of the Form 13
is retained by HR.
 In case the previous employer has a Provident Fund Trust, the employee
will need to complete Form 13. This is sent by the Company to his/her
previous employer with a covering letter requesting the previous
employer to transfer the Provident Fund Balance to Regional Provident
Fund Commissioner, Bandra along with Annexure K for crediting the
employee’s Provident Fund Account.
 In case the previous employer is covered under Employees Pension
Scheme, 1995, request is made to the previous employer to submit one
copy of Form 13 to the RPFC where the previous Company’s Account is
maintained along with Form No. 4PS, 5PS and Form 7PS. It is the
responsibility of the previous employer to ensure that transfer form is
lodged with the RPFC.