Understanding the New Composite Declaration Form (F-11): What Changes Mean for Your PF Transfers

Introduction of the Composite Declaration Form (F-11)

As per the EPFO circular dated 20th September 2017, the EPFO has ordered the introduction of the Composite Declaration Form (F-11) by replacing the existing New Form-11. The introduction of the Composite Declaration Form (F-11) is ordered with immediate effect by replacing the existing New Form-11. The Composite Declaration Form will also replace Form No. 13 in all cases of auto transfer vide order No. Manual/Amendment/2011/13326 dated 20th September 2017.

Auto Transfer Process

As per this order, in cases where the earlier UAN was Aadhaar seeded and verified, the declaration by the employer in Form-11 for the transfer request made by the employee will trigger an auto transfer process that will transfer the accumulations against his previous PF ID to the New PF ID. Hence, Form No. 13 will not be required to be submitted in such cases going forward.

Manual Transfer Requirements

In cases where (a) the earlier UAN was not seeded with Aadhaar or (b) UAN was Aadhaar seeded but not verified or (c) EPF transfer from or to an exempted establishment, then the member needs to apply for transfer in Form-13 as per the existing procedure for physical transfer.

Importance of Aadhaar Seeding

EPFO has emphasized that any failure to furnish Aadhaar will lead to difficulty in transferring old accumulations into the new account, and therefore all employers are advised to ensure that the Aadhaar number of the transferee is filled in the EPFO portal.

Explanation of EPFO Circular on Introduction of Composite Declaration Form (F-11)

📋 Overview:
The EPFO circular dated 20th September 2017 introduced the Composite Declaration Form (F-11) to replace the existing New Form-11. This change aims to streamline the transfer process for PF accumulations and simplify the documentation required for transfers.

📝 Key Points:
1. Auto Transfer Process: If the earlier UAN was Aadhaar seeded and verified, the employer's declaration in Form-11 will initiate an auto transfer process. This process transfers the accumulations from the previous PF ID to the new PF ID without the need for Form No. 13.

2. Manual Transfer: In cases where the UAN was not seeded with Aadhaar, not verified, or involves transfers to or from an exempted establishment, members must apply for transfer using Form-13 following the existing physical transfer procedure.

3. Importance of Aadhaar: EPFO stresses the significance of providing Aadhaar details for seamless transfer of old accumulations. Employers are advised to ensure that the Aadhaar number of the transferee is correctly filled in the EPFO portal to avoid transfer complications.

🔍 Action Steps:
- For Aadhaar-seeded UANs: Employers should use the new Composite Declaration Form (F-11) for transfer requests to trigger the auto transfer process.
- For non-Aadhaar-seeded UANs: Members must submit Form-13 for manual transfer as per the standard procedure.

💡 Recommendation:
To facilitate smooth PF transfers, employers and employees should proactively adhere to the new guidelines and ensure accurate Aadhaar details are provided where necessary.

For further details, refer to the EPFO circular dated 20th September 2017.