Understanding ESI and PF Forms: Can You Help Me Navigate the Paperwork?

Hi HR friends,

Please let me know about the various forms for PF and ESI.

Thanks & Regards,
Sridharan

Hi, I am Sivakumar from Coimbatore, Tamil Nadu. There are a lot of procedures to follow for PF and ESI correspondence. I will tell you about some forms to develop a basic structure for PF.
Form 2 for enrollment, form 5 for inclusion, form 10 for deletion, form 12A for remittance details, form 6A for annual returns, and form 3A for individual remittance month-wise details.

ESI Forms
Form 1 - Declaration From
Form 01- Employers' Registration Form
Form 1A- Family Declaration Form
Form 3 - Return of Declaration Form
Form 4 - Identity Card
Form 4A - Family Identity Card
Form 6 - Return of Contributions
Form 7 - First/Intermidiate/Final Certificate Employees' State Insurance Corporation
Form 8 - (Confidential) Special Intermediate Certificater Employees' State Insurance Corporation
Form 10 - Confidential Abstention Verification in Respect of Sickness Benefit/Temporary Disablement Benefit/Maternity Benefit Employees State Insurance Corporation
Form 12 - Sickness or Temporary Disablement Benefit
Form 12A - Maternity Benefit for Sickness
Form 13 - Sickness or Temporary Disablement or Maternity

Provident Fund Forms

FORM NO.

13 (revised) For transferring the Provident Fund account of a member from one establishment to another establishment covered under the act/scheme.

14. Application for financing a life insurance policy out of Provident Fund account.

19. To be submitted by a member to withdraw his Provident Fund dues on leaving service/retirement/termination.

20. In the event of the death of a member, this form is to be used by a nominee/family member to claim the member's Provident Fund accumulation.

31. For the use of Provident Fund members to avail advances/withdrawals as provided in the scheme.

FORMS FOR CLAIMING BENEFITS UNDER THE EMPLOYEES' PENSION SCHEME '95

FORM NO.

10-C For claiming:

- Refund of Employer share.

- Withdrawal benefit

- Scheme certificate for retention of membership

10-D To be submitted by the first claimant i.e.

- member or

- widow/widower or

- orphan or

- nominee as the case may be

FORMS FOR WITHDRAWAL OF INSURANCE FUNDS BENEFITS UNDER EMPLOYEES' DEPOSIT-LINKED INSURANCE SCHEME, 1976

FORM NO.

5(I.F.) To be preferred by the person eligible to receive the Employees' Provident Fund dues of the deceased member who died while in service.

Hi,

Attached is the list of forms used in PF.

I take this opportunity to thank first, some of the forms in ESI mentioned are creating some doubt, please clarify. [Form 7 - First/Intermediate/Final Certificate Employees' State Insurance Corporation.]

I think the Form-7 is actually used for making entries of 6 months' salary and deduction of ESI recovery for every employee. But it seems to differ from your point of view.

What is deemed to be wages for the workout of ESI deduction? Can you please tell me how to calculate the DA in sectors like goods transport and shop & establishment and factory act? I am asking about fixed DA.

Kindly tell me how to fix minimum wages and slab, please.

Hi, this is Swapna. I want someone to help me in getting notes or a PDF file on the HR Generalist role. Please, can someone help me out?

Sir,

I recently joined a company for the position of HR Executive to oversee PF and ESI completely. However, here, there is no proper information maintained; all information is jumbled. I am not able to work properly, and I can't even generate the challans. There is no information about old employees who are applying for PF claims.

Please suggest and guide me in my work.

K L SAILAJA

Hi,

Good morning,

Could anyone explain the payroll processing procedure involving Employee and Employer PF, ESI, with an illustrative Excel sheet based on the current PF and ESI amendments? Please include information on Employer Admin account management as well.

Thanks in advance.

Regards,
Sasikumar Kumarasamy