Confused About Transferring Your Provident Fund Online? Here's How to Get Started

I want to transfer my Provident Fund (P.F) online, but I am unsure about the process. Could someone guide me on how to proceed with this?

Step-by-Step Guide to Uploading Your Provident Fund Data

Firstly, prepare your data in Excel. Now, convert it into .csv (Comma Delimited) format. Open this .csv file in Notepad. Replace all commas (,) with [#~#] and save this file as a text file. Now, your format is ready to upload to the PF Department Site.

Open the following URL: Employer e-Sewa. Enter your EPFO login details. Upon completing the login process, you will reach your dashboard. Here, you will find an option labeled 'Upload Challan.' Click on that option to open a window where you can upload your text file. Choose your text file and upload it. If your data is correct, it will upload successfully; otherwise, it will show errors in the text file.

If you encounter an error file, check and verify it, then re-upload it. Once uploaded, it will be displayed on your screen.

If you wish to submit finally, click on the submit button to file your ECR.

This is the complete process.

Online Provident Fund (PF) Transfer Process

As per the process by the PF office, a PF transfer claim can now be made online. For this, a revised transfer application (Form-13) has been introduced, which can be filed online and shall be approved by the respective employer electronically.

Hence, in view of the above, you are requested to file your transfer application online and send the same application to the respective employer.

To submit a PF transfer online, you need to first register yourself on the member portal. Once you are registered on the member portal, you can apply for an online transfer if:

- Both your PF Account Nos., i.e., previous and present, are available in the EPFO database.
- Both your employers, i.e., previous and present, should have registered the digital signature certificate of their authorized signatories with the EPFO.

Please visit the website EPFO (Govt. of India) or Online Transfer Claim Portal where you will find everything you need to know in this respect.

From EPF to EPF transfer is possible with the above method. Also, EPF to Exempted establishment is possible online. The only problem is the amount received in the Trust Account, but Annexure K is not received in many cases. However, to date, Exempted PF Trust to RPFC is not possible.

Procedure for Online PF Transfer

Is there any link to pay the amount from the Trust Account to the concerned PF office Bank Account? What is the procedure for online PF transfer from Trust to EPFO? I would highly appreciate knowing this.

Thanks & Regards,
Vidyadhar Bhat

Dear Vidyadhar ji, Thank you for asking the query. This doubt is there in the minds of many. Therefore, in my quotes, I have used the words "EPFO database" and "with EPFO." EPFO, to date, has not come out with a scheme of online transfer between Trust under exempted establishment and EPFO. Even UAN is not applicable to Trust members.

Requirements for Online PF Transfer

Regards

Thank you for the information. UAN is applicable to the exempted establishments as well. We are managing about 15 trusts in Pune and Mumbai, and we have completed KYC for all these trusts. While we can initiate transfers online, the transfer out for payment has not been linked yet. Due to UAN, EPS is not required for transfer. Only EPF is needed to be received with the Trust Bank A/c. Daily balance view and other facilities are available for trusts managed by us.

Thanks & Regards,
Vidyadhar Bhat