Pf Death Claim Settlement - Pdf Download

Formalities/Documents Required for PF Death Claim Settlement

When filing for a PF death claim settlement, certain formalities and documents are required to be submitted. The process can vary based on the specific circumstances of the claim. Generally, the following documents are necessary:

1. Death Certificate: A copy of the deceased member's death certificate must be provided as proof of death.

2. Claim Form: The claim form for the PF death benefit needs to be completed and submitted along with other necessary documents.

3. Nomination Form: If the deceased member had nominated a beneficiary, a copy of the nomination form should be included.

4. Legal Heir Certificate: In cases where there is no nomination, a legal heir certificate is required to establish the rightful claimants.

5. Bank Account Details: Details of the bank account where the claim amount is to be deposited must be provided.

6. KYC Documents: Know Your Customer (KYC) documents of the claimants, such as Aadhar card, PAN card, etc., are essential.

7. Employment Details: Documents related to the deceased member's employment, such as the PF account number, employment ID, and service details, may also be needed.

It is crucial to ensure all the required formalities are completed accurately and all the necessary documents are submitted to expedite the PF death claim settlement process.

Here is the Form 20 for claiming PF in case of Death and important Points which needs to be taken care at the time of filling/checking of the Form.

Check List for Claim in Form – 20 (Provident Fund)

(Forms to be used by a nominee / a legal heir in case of death of a member)

Note: the points given below are in addition to common points such as attestation, Form 3A, mode of payment, completion of form etc., as given in the check list for claims in Form 19.

· In case of death of the member, death certificate in original needs to be enclosed.

· Complete details of the deceased member / the claimant are furnished in the appropriate columns of the Form 20

· Claim has been preferred by the nominee(s) as per the nomination Form 2 as Executed by the deceased member.

· In case the member has not executed any valid nomination during his lifetime, ensure that the claim is preferred by eligible members of the family or eligible legal heir of the member, as the case may be. (in such case, a list of members of the family duly certified by the employer or the Revenue official or affidavit by the family members sworn before a Notary Public should be enclosed).

· In case, the parents of the deceased member are included in the list of family members, whether or not the parents were dependent on the member to be specified

· In case of the claims preferred by any person other than natural guardian on behalf of the minor member / nominees / legal heirs, ensure that the required Guardianship certificate etc. are enclosed.

· Whether the age and marital status of the family members / Legal heirs are furnished as on the date of death of the member and NOT the date of the claim.

· Separate application should be preferred by each eligible claimant. In the case of minor, guardian is to prefer the claim