Confused About KYC and UAN for Provident Fund? Need Step-by-Step Guidance!

Hi, can anyone guide me on KYC and UAN of Provident Fund? Do we need to submit the details for those whose UAN is already generated? Also, please guide me on the step-by-step procedure for UAN as I haven't done anything to date. Today, I started working on this, and lots of queries are coming to mind. I would appreciate it if anyone could give some guidance on how to start until the completion of the process.

An early response would be really appreciated.

With thanks,
Barkha

Tips for Simplifying KYC for UAN Allotted EPF Members

For simplicity of KYC for UAN allotted EPF members, I give you the following tips:

1. Go to the UAN service on the EPFO website, and on the left bottom, you will find the 'Excel File Utility for creating Bulk KYC Text File' link. Please download this file and save it. This file will import UAN and the names of the members when you click 'import data'.

2. For any guidance, there is a manual available below the above link for understanding.

3. There are macros in the file that are helpful for filling up the KYC data and importing and creating a text file.

4. You can fill in any one or all the IDs given by the members. The department mainly needs three items: one ID, PAN for TDS purposes, and Bank A/C for future transfers, etc. However, at present, any one ID is sufficient (from the list given). The rest can be uploaded later on.

5. If any member has not given any ID, leave his details blank. The above Excel file recognizes this and will not create a text file for him.

6. This Excel file creates a text file and points out mistakes as well. You can correct the mistakes and then create a text file.

7. You can upload data for any number of members you have; the rest can be uploaded later on.

8. KYC is to be entered for whom UAN is allotted.

Thanks.

Regards,
V K Gupta

Thank you to both of you. I have already uploaded the UAN data. Could you please guide me on one more thing, i.e., if any mistakes in the date of birth or date of joining are observed during UAN PDF approval, what should we do? Previously, everything was taken care of by our consultant, and he made such a silly mistake. We have only now noticed the mistake made by him. Is there a process online where we can make the correction?

With Thanks,
Barkha

Hi Barkha, don't panic, just go to the EPF Dept. There is a form where you can provide a declaration regarding any changes in employee details, like name, father's name, D.O.B., and so on. If you are confused, feel free to call me.

Name Change Process

Name change means - suppose when an employee joined, you sent his name as Mr. X Kumar, but in reality, the name was Mr. X Singh, then you can correct it using this form.

Regards,
Barkha

Hi All,

Already, we have uploaded our employees' bank account numbers to KYC. Do we now need to upload the Aadhaar card and ration card numbers for all employees to KYC, or is the bank account number sufficient?

With thanks,
Karthika.

Hi,

While creating my UAN number, I mistakenly typed my name wrong. How can I edit the same on my UAN card? In my office and PF records, my name is correct; only on the UAN card, it is misspelled.

Please help.