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EPF Transfer Request Process Guide

The document outlines the process for submitting an online transfer request for the 'One Member – One EPF Account' initiative. Key requirements include having KYC details linked to the UAN, ensuring correct personal information, and updating the date of leaving. The steps for logging in and completing the transfer request are detailed, including obtaining an OTP for submission.

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46 views11 pages

EPF Transfer Request Process Guide

The document outlines the process for submitting an online transfer request for the 'One Member – One EPF Account' initiative. Key requirements include having KYC details linked to the UAN, ensuring correct personal information, and updating the date of leaving. The steps for logging in and completing the transfer request are detailed, including obtaining an OTP for submission.

Uploaded by

Anonymous Rn6Jar
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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ONE MEMBER – ONE EPF ACCOUNT

(TRANSFER REQUEST)

Created by- VPD CONSULTANTS


ONLINE TRANSFER REQUEST WILL BE ACCEPTED ONLY WHEN
THE FOLLOWING REQUIREMENTS ARE FULFILLED:

1. KYC details should be seeded against the UAN with Aadhaar.


2. Only one transfer request against the previous member ID can be
accepted.
3. If previous / present (Exempted) trust bank account and IFS code are
available.
4. The personal information shown under Personal Information tab should
be correct.
5. The Date of leaving should be updated against your previous PF No or
UAN.
STEP 1:- Log on to [Link] it will take you to
the below screen.

Click here.
 STEP 2:- On this page enter your UAN, Password and captcha to
login to the portal.

Please enter your UAN No.

Please enter your Password

Please enter Captcha alphabets

Click on 'Sign in'.


 STEP 3:- Click on 'ONLINE SERVICES'.

Click on
'ONLINE SERVICES'.
STEP 4:- Select option of 'One Member – One EPF Account (Transfer
Request)' to open the transfer form.

Click on 'One Member- One EPF Account


(Transfer Request)'.
Read all Instructions.
Under ‘Details of present account into which transfer will be affected’, the user has to update
his/her employee id beside ‘PF Account No. (Trust)’ field.

In Step 1, if the UAN is generated for Previous Employer then you have to update it in ‘Member

ID/UAN’ and click on ‘Get Details’ button.

If UAN is not generated, then you have enter your 22 digit member ID in ‘Member ID/UAN’

and click on ‘Get Details’ button.

If you don’t have 22 digit member id then click on ‘Get MID’ and fill the details as instructed

and click on ‘Submit’. Your 22 digit member ID will get populated in Member ID / UAN

column. Then click on ‘Get Detail’.

Once you click on Get Details, your details of previous PF account will get populated. Then

there will be a selection box at left side, tick mark on the same.

In Step 2 click on Get OTP, you will get the OTP on your registered mobile, enter the OTP and

click on submit. Your online transfer application will get submitted and there will be a printable

transfer application available for download. Kindly download the same, sign it and handover it

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