Transferring your Employees’ Provident Fund (EPF) balance online to a new company is a simple and essential process that ensures continuity of service and protects you from tax deductions. To do this, you must use the Employees’ Provident Fund Organization (EPFO)’s Unified Member Portal, where your Universal Account Number (UAN) is active.
Key Takeaways
Quick Read- Simple Process to Transfer EPF Balance Online
- Tracking the Claim and Final Verification
Simple Process to Transfer EPF Balance Online
To transfer PF, you must know the Member ID for your previous job and current job. Ensure that your Aadhaar and current bank account are fully linked to your UAN, and that your joining and exit dates are fully updated by your previous company.
Log in to the UAN Portal
First, you must visit the EPFO’s Unified Member Portal website. Log in using your Universal Account Number (UAN) and password. Once logged in, click on the ‘Online Services’ tab.
Selecting a Transfer Claim
In the ‘Online Services’ menu, you’ll find the option for ‘One Member – One EPF Account (Transfer Request)’. Click on it. Here, you’ll see all the personal information and current employer details related to the PF transfer.
Previous Job Details and Verification
Now, you’ll need to fill in the PF account details related to your previous job. Click on ‘Get Details’ to select your previous employer, where you’ll enter the member ID of the previous company. Make sure you choose to verify the claim through your current employer, as this makes the entire process faster.
Submitting the Request via OTP
Next, click on ‘Get OTP’ for verification. An OTP will be sent to your registered mobile number. Enter the OTP and submit the transfer request. Upon successful submission, you will receive a Tracking ID, also known as Form 13.
Tracking the Claim and Final Verification
After submitting the request, you can check the status of your application in the ‘Track Claim Status’ section using the Tracking ID.
Your current employer will verify this request online and send it to the EPFO office. After verification by the EPFO office, your PF balance from your previous company will be fully transferred to your current company’s PF account. This online process typically takes 7 to 30 days.
This transfer process fully preserves your service continuity, allowing you to enjoy the ultimate benefit of tax-free withdrawal after a minimum service period of 5 years.
