How Do You Apply for Pension and EPF When an Employee Passes Away on Leave?

Procedure for Applying for Pension and EPF in Case of Employee's Death

Can anyone explain the procedure for applying for pension and EPF if an employee dies while on leave?

Regards

Thank you for providing the information. Could you please email us the format of a completed Form 20 & 10D and also specify the necessary documents that should be attached when submitting to EPFO?

Thank you,

Regards,
PRGHR.

Dear HR, Mr. Amar is correct in suggesting that it makes no difference whether the employee in question was on leave or on duty. From the date of his death, his family/nominee is entitled to a pension and a refund of the PF amount. Simply visit the EPFO website and download the necessary forms.

Regards,
Pkjain

Attached Documents for EPF Form 20 & 10 D

Kindly find the attached EPF Form 20 & 10 D for your reference. The following documents need to be enclosed:

- Bank Statement – Both (Father & Mother)
- Photos - 3 copies
- Death Certificate
- Legal Heir Certificate
- Death Report
- Ration Card Copy
- Affidavit
- Form 3A
- Break in Service Details
- Form 5 & 10

Regards,
Vinay

In addition to Form 20 and 10D, submit Form 5(IF) also to claim the assurance benefit from the EDLI scheme in the case of an employee who died while in service.

Regards

Thank you for your information. I am going to submit the same soon. I will come back if I need any more clarification in the future. If possible, could either of you send the filled copies of forms 20 & 10D?

Regards,
PRGHR

I appreciate Mr. Vinay and Mr. Varghese for their help in enriching the knowledge of Mr. Prghr and thousands of the Cite HR members. I would like to add something more to it.

In Case of Death of an EPF Member

The following forms are required to be submitted by the nominee/claimant with the Sub/Regional PF Commissioner Office:

1. Form No. 20 (For Claiming EPF Contributions)
2. Form No. 10-D (For claiming benefits under Pension Scheme, 1995)
3. Form 5 IF (For Claiming EDLI benefits under the EDLI Scheme)
4. Death Certificate issued by Panchayat/Registrar in original.
5. Photographs of Claimant(s) duly attested by employer.
6. Proof of date of birth of claimant for pension benefits.
7. Photographs of minors (Max Two Minors) along with their birth certificates duly attested by employer.
8. Form 5/10 duly signed by employer.
9. Letter by employer declaring claimant as legal heir, if no nomination by member has already been made.
10. Form No. 3A current year's contribution by employee and employer.

In Case of Death (Married Person)

The widow will get the entire contribution made by the employee towards the EPF along with the employer's share of contribution with interest till the date of settlement. She will also be entitled to EDLI (Employees Deposit Linked Insurance) benefits. This will be in the shape of a lump sum amount. She will be entitled to a pension throughout life, to be calculated on the basis of the last drawn salary by the member. Two children will also be entitled to children's pension under the Pension Scheme, 1995.

In Case of Unmarried Person

The nominee (father, mother, brother, sister) will get the contributions paid by the EPF member. Father/mother will get pension benefits under the Pension Scheme if they are dependent on the member.

Regards,
Ankita
Executive HR

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