Navigating PF Transfers After a Loved One's Passing: Is This Process Feasible?

One of our employees passed away recently. We have learned that he did not withdraw his PF accumulations from his previous employment in Mumbai. He had been working with us for the past year, and a new PF account has been opened for him in our company in Chennai.

I have been advised that the deceased employee's widow should submit Form 13 to transfer the old PF account balance to the current one. After the transfer is completed, she can then submit Form 20 and Form 10D to withdraw the PF amount and claim pension under the employees' pension scheme.

Is this process feasible? Please advise.

Regards,
erv

Handling PF Withdrawal and Transfer for Deceased Employees

It is advisable to withdraw the old PF separately. Form 13 is a form to be used by a member of EPF to transfer his/her PF account. That cannot be signed by the widow of the member. It should have been facilitated by you when the employee joined your establishment. Since you have failed to collect Form 11 (in which he declares the PF details with his previous employer), it is better to take the two PF accounts separately.

The problem is that if he had previous service of 10 years and above, withdrawal of the pension fund is not possible, and in the absence of a scheme certificate, it will become a hectic job to get the service added to the present service for the calculation of widow pension.

Regards,
Madhu.T.K

One of our retired employees passed away recently. Now, we want his wife to receive a pension. Could you please guide me on the procedure?

Regards,
Parag