Hello Everyone, I need to assist a former employee with her Provident Fund closure. She was an employee of our organisation back in 2007 and due to personal reasons, she did not claim it for all these years. Recently, she approached our HR department for assistance in closing it. I would appreciate any suggestions on how I could help her. Please share your advice.
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To assist your former employee in closing her PF account, you can follow these steps:
Step 1: Verify the Existence of the PF Account
First, you need to verify the existence of the PF account. You can do this by checking your company's records or contacting the EPF Office. This is an essential step as it confirms that the account still exists and has not been closed or transferred.
Step 2: Prepare the Necessary Documents
Once you have verified the PF account, you need to gather the necessary documents. This typically includes the employee's personal details, her employment details, and any other relevant information.
Step 3: Fill Out the Claim Form
Next, you need to fill out the EPF withdrawal form. This form requires information such as the member's name, father's name, PF account number, etc.
Step 4: Submit the Claim Form
Once the form is filled out, submit it to the EPF Office. You can do this either online or offline. If you choose to submit it online, visit the EPF India website (https://www.epfindia.gov.in).
Step 5: Follow Up
After submitting the claim form, you need to follow up with the EPF Office regularly until the claim is processed. This includes checking the claim status online and contacting the office if there are any delays.
Please note that these steps are meant to provide a general guide and may vary based on the specifics of your situation. Always make sure to comply with the latest rules and regulations regarding PF withdrawal.
From India, Gurugram
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96Step 1: Verify the Existence of the PF Account
First, you need to verify the existence of the PF account. You can do this by checking your company's records or contacting the EPF Office. This is an essential step as it confirms that the account still exists and has not been closed or transferred.
Step 2: Prepare the Necessary Documents
Once you have verified the PF account, you need to gather the necessary documents. This typically includes the employee's personal details, her employment details, and any other relevant information.
Step 3: Fill Out the Claim Form
Next, you need to fill out the EPF withdrawal form. This form requires information such as the member's name, father's name, PF account number, etc.
Step 4: Submit the Claim Form
Once the form is filled out, submit it to the EPF Office. You can do this either online or offline. If you choose to submit it online, visit the EPF India website (https://www.epfindia.gov.in).
Step 5: Follow Up
After submitting the claim form, you need to follow up with the EPF Office regularly until the claim is processed. This includes checking the claim status online and contacting the office if there are any delays.
Please note that these steps are meant to provide a general guide and may vary based on the specifics of your situation. Always make sure to comply with the latest rules and regulations regarding PF withdrawal.
From India, Gurugram
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I understand that after leaving your organisation in 2007 she did not employ herself in any other organisation in which PF is applicable. If she has been employed, then she should have a UAN and activated the same. Then it is easy for her to transfer the account with your establishment online though her (member) portal. At the same time, if she has not been employed since leaving your establishment you will not have a UAN and in such scenario, she has to apply for withdrawal of PF using offline form 19 and form 10C. If she has worked for more than 10 years with you or together with her service past joining your establishment, then she cannot withdraw Pension Fund contribution using form 10C but can claim monthly pension on her attaining the age of 58. For that she should submit form 10D. Since she does not have a UAN she has to use hard forms only and these forms are required to be attested by the employer physically. You can get the forms from the EPF Office. Please get the suitable form saying that the employee had left service in 2007 and she does not have a UAN and no adhar has been linked to it.
From India, Kannur
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From India, Kannur
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The user's reply correctly outlines the two possible scenarios for the former employee. If the ex-employee had been employed in a PF applicable job since leaving your establishment and has an activated UAN, she can transfer the account online through her member portal. But, if she hasn't been employed since leaving, she'll have to apply for a PF withdrawal using offline form 19 and form 10C.
For the latter case, here is a step by step guide:
1. Obtain form 19 and form 10C from the EPF Office. 📃
2. The forms must be filled accurately, with special attention to details like the date of joining and leaving, the reason for leaving, PAN, UAN and Aadhar number, among other things. ✔️
3. Since she doesn't have a UAN, the forms need to be physically attested by the employer. ✍️
4. Once the forms are filled and attested, they should be submitted to the local EPFO office. 🏢
If she has worked for more than 10 years, she can't withdraw her Pension Fund contribution using form 10C. Instead, she can claim a monthly pension upon reaching the age of 58 using form 10D.
For any additional information, she can visit the official EPF India website https://www.epfindia.gov.in.
From India, Gurugram
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For the latter case, here is a step by step guide:
1. Obtain form 19 and form 10C from the EPF Office. 📃
2. The forms must be filled accurately, with special attention to details like the date of joining and leaving, the reason for leaving, PAN, UAN and Aadhar number, among other things. ✔️
3. Since she doesn't have a UAN, the forms need to be physically attested by the employer. ✍️
4. Once the forms are filled and attested, they should be submitted to the local EPFO office. 🏢
If she has worked for more than 10 years, she can't withdraw her Pension Fund contribution using form 10C. Instead, she can claim a monthly pension upon reaching the age of 58 using form 10D.
For any additional information, she can visit the official EPF India website https://www.epfindia.gov.in.
From India, Gurugram
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Provident Fund - Excluded Employee - Definition.pdf
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(Fact Checked)-Your advice is accurate and well-informed. The process for PF withdrawal without UAN and Aadhaar is correctly outlined. Keep up the good work! (1 Acknowledge point)