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EPF and Insurance Nomination Form Guide

The document is a sample EPF Declaration form for employees, detailing the necessary information required for filling EPF, EPS, and Gratuity nominations. It includes sections for employee details, nominee information, and employer certification. The form emphasizes the importance of completing the nominations accurately as per provided guidelines.

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vinod.a0897
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0% found this document useful (0 votes)
23 views9 pages

EPF and Insurance Nomination Form Guide

The document is a sample EPF Declaration form for employees, detailing the necessary information required for filling EPF, EPS, and Gratuity nominations. It includes sections for employee details, nominee information, and employer certification. The form emphasizes the importance of completing the nominations accurately as per provided guidelines.

Uploaded by

vinod.a0897
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Sample EPF Declaration form (For Reference purpose only)

Employee Full Name (as per Aadhar) Father’s/Husband’s Name (as applicable)

Employee DOB
(as per Aadhar) Employee Previous PF account number

As Applicable As Applicable

As Applicable

Fill your EPF


nominations
with
appropriate
information as
per
instructions
from the
Guide.

Employee Signature

Fill your EPS


nominations
(If
APPLICABL
E ONLY) with
appropriate
information as
per
instructions
from the
Guide.
Fill your
Widow
pension
nominations
(IF
APPLICABLE
ONLY)

Employee Signature

To be filled by Employer
valid email for communication. Valid Contact number linked to your
Employee Full Name (as per Aadhar)
Aadhar and UAN (if existing)

As Applicable

Employee Date of Birth (as per Aadhar)

As Applicable

Valid email for communication. Valid Contact number


linked to your Aadhar and UAN (if existing)

Circle/Write YES if you are PF


member earlier. NO if not applicable.
*MANDATORY to FILL
Fill your UAN and Circle/Write YES if you are EPS
PF account numbers member earlier. TO know your EPS
status, please check in you PF
passbook. *MANDATORY to
As Applicable
FILL (Refer Guidelines if needed)

Circle/Write YES if you are an


international worker. NO Otherwise.
Refer to Guidelines if needed.
As Applicable
*MANDATORY to FILL

Fill your BANK details linked to your PF account.


IF you don’t have UAN earlier, a new account will
be created, and you are required to activate your
UAN and complete KYC in EPFO portal.)

Employee Signature

As Applicable

To be filled by Employer
s

“Experian Services India [Link]” (Name of Establishment)

Employee Name

Tick appropriates
whichever is
applicable and fill
your Gratuity
nomination in
below Table.
Fill Nomination
As per your
preference.
Refer to
Guidelines if
Refer to
Guidelines if
needed.
needed.
Declaration by employee for Gratuity
eligibility. Fill details as needed.

Employee Signature

As Applicable

Names & Signatures of any two


witnesses (not necessarily from
family)

As Applicable

To be filled by Employer

Employee Signature
NOMINATION FORM

For Group Term Life s Group Personal Accident Policy

Insurance nomination form. Fill your nominee details for both


group term life and personal accident policy provided by
Note:
organization. Refer Guidelines if needed.

1. The form must be filled in and duly signed by the employee.


2. The company expresses no opinion as to the validity of the nomination declared by the employee.

Employee Name
Employee Designation
Employee Date of Birth
Employee Date of Joining
Nominee details for Group Term Life

I, as an employee of Experian Services India Private Limited (ESIPL) nominate following person(s), to
whom the Group Term Life Insurance benefits shall be paid in event of my death.

Name of Date of Relationship with % of Communication address


Nominee Birth Employee share (Including phone number)

Nominee details for Group Personal Accident

I, as an employee of Experian Services India Private Limited (ESIPL) nominate following person(s), to
whom the Group Personal Accident Insurance benefits shall be paid in event of my death.

Name of Date of Relationship with % of Communication address


Nominee Birth Employee share (Including phone number)

Employee Signature

Signature/Thumb Impression of Employee


Employee Self declaration form.
*Fill details as applicable.

FORM - I

Nominated and Declaration Form

(See Rule 3)

1. Name of the person making

nomination 5. Marital Status

(In Block Letters)

2. Father's/ Husband's Name: 6. Address:

3. Date Of Birth Permanent:

4. Sex: Temporary:

I hereby nominated the person (s)/cancel the nomination made by me previously and nominate the
person(S) mentioned below to receive any amount due to me from the employer, in the event to my
Death.

Total Amount If the nominee is minor,


of share of name relationship and
Name of Nominee's
accumulations address of the guardian who
the Relationship Date Of
Address in credit to be may receive the amount
Nominee/ With Birth
paid to each during the minority of
Nominees Member
nominee nominee

(1) (2) (3) (4) (5) (6)


1. I certify that I have no family and should I acquire a family hereafter, the above nomination shall be
deemed as cancelled.

2. *Certify that my father/mother is/ are dependent upon me.

3.*Strikeout whichever is not applicable.

Employee Signature

Signature or the thumb impression of the


employed person.
CERTIFICATE BY THE EMPLOYER

Certified that the above declaration and nomination has been signed/thumb impressed before me by
Shri/Smt./Kum Employed in my establishment after he/she has
read the entry/entries has been read over to him/her by me and got confirmed by him/her.

To be filled by Employer

Signature of the employer or other authorized


officer of the establishment and Designation
Place:

Date:

Name and address of the Establishment and


Rubber Stamp thereof

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