EPF members have the option of submitting their withdrawal or transfer requests both online and offline. In addition, regardless of how they submitted their application, customers can check the progress of their EPF claims online. Logging on to the UAN Member Portal or visiting the official website of EPFO are the two simplest methods for determining the EPF claim status.
How To Apply For An EPF Claim?
EPF Claim applications can be submitted online or offline.
- For Offline/Physical Application: The new composite claim form must be completed and submitted to the appropriate jurisdictional EPFO office. If updated Aadhar information is updated, the employer’s attestation is not required. If not, the new composite form (Non-Aadhaar) should be presented along with the employer’s attestation.
- For Online Application: At the EPFO Member Portal, one must log in using their UAN. Update and confirm KYC first in the “Manage” section, then go to “Online Services.” From the drop-down option, select Claim (Forms 31, 19, & 10C). As soon as all the information is displayed, use the final four digits of the account number to confirm your bank account, and then click “Yes” to accept the Certificate of Undertaking.
How To Check EPF Status?
Users can check the status of an EPF claim online using any of the methods listed below:
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Via the UAN Member Portal
By following the instructions below, members can find out the status of their “online” withdrawal/transfer claims:
Step 1: Enter the UAN and password to access the UAN Member Portal.
Step 2: Click the “Online Services” tab to bring up a drop-down menu.
Step 3: Select the third option, “Track UAN Claim Status.”
Step 4: A screen with the status of your online withdrawal or transfer claim will appear.
There is no need for users to provide their UAN, PF Account Number, or Member ID as they have applied for it using the same portal. Once the process for your PF claim is updated, it will automatically sync.
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Through the EPFO Website
Use the UAN and password to verify the status of an EPF claim online by following the procedures below:
Step 1: Go to the ‘Know Your EPF Claim Status’ page on the official EPFO website by clicking on the following link:https://passbook.epfindia.gov.in/MemClaimStatusUAN/.
Step 2: Enter the UAN and the captcha code on this page. All connected PF accounts will be visible on the screen. Select the one for which a claim has been submitted.
Step 3: The most recent status of the claim will be displayed on the screen.
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Through the Umang App
EPF users can use the Umang app to check the progress of their PF transfer or withdrawal claims online. However, the member must keep his mobile number and UAN updated. The steps listed below should be followed if users want to check the status of their claim using the Umang app:
Step 1: Open the Umang app and search for EPFO.
Step 2: Select “Employee-Centric Services” from the list of options.
Step 3: Choose “Track Claim” from the menu.
Step 4: Enter your UAN now, then select “Get OTP.”
Step 5: Click the “Login” button after entering the OTP.
All claims made for the UAN will be displayed. For each claim submitted so far, the following information is provided: tracking ID, claim type, date raised, and claim status.
Ways to check PF claim status offline
- Through an SMS: Applicants can send an SMS from the mobile phone connected to the UAN portal to check the status of their claims. To precisely trace the status of their claim, they must pay close attention to the SMS format before sending it to the needed number. The most recent SMS format, for instance, is “EPFOHO UAN LAN.” The language code in which customers desire to view their claim details is indicated here by the acronym “LAN.”
The table below provides helpful information about several languages and their codes.
| Language | Code |
| English | ENG |
| Hindi | HIN |
| Bengali | BEN |
| Tamil | TAM |
| Telugu | TEL |
| Marathi | MAR |
| Punjabi | PUN |
| Malayalam | MAL |
| Kannada | KAN |
| Gujarat | GUJ |
- Through a missed call: Employees can also verify the progress of their claims by calling the toll-free number at 011-2290-1406 from their registered mobile number. Individuals will receive an SMS on their registered cellphone number with information regarding the status of their PF claim when the call is automatically disconnected. Notably, candidates will have to update their Aadhaar, PAN, and bank account information on the UAN portal.
Eligibility For EPF Claim:
- After retirement, a person who is more than 55 years old is eligible to claim 100% of the EPF corpus. Early retirement is not eligible for the full sum to be claimed.
- If a person is 54 years old, they are eligible to receive 90% of the EPF amount one year prior to retirement.
- When unemployed, one can transfer 75% of the money to their EPF account, and when they find work again, they can transfer the remaining 25% to their new EPF account.
- After two months of unemployment, a person may claim 100% of their EPF funds.
Types of Claim Forms
Applicants must submit the appropriate claim form to the relevant authority before beginning their PF claim offline or online. To elaborate, parameters such as the applicant’s age, work status, and cause for withdrawal are considered when determining the appropriate form for a given situation.
The following table highlights the few appropriate claim forms for each case.
| Form | Case Suitability for PF Claim |
| Form 13 | Transferring the accrued fund to a new EPF account in the event of a job change. |
| Form 14 | To pay for one’s LIC policy. |
| Composite Form | In the event of unemployment or to obtain a loan. |
| Form 10 D | To receive pension money if the account holder is less than 58 years old and must leave an establishment due to physical incapacity. |
| Composite Form | To claim a pension and provident fund when the account holder is at least 58 years old and must leave an establishment due to physical incapacity. |
| Form 28 | The PF of a deceased EPF member may be claimed by a nominee. |
| Form 10 D | The deceased employee’s pension fund may be claimed by a nominee. |
| Composite form | When an employee reaches 58 years old but has worked for less than ten years, he or she is eligible to receive pension funds. |
How To Withdraw EPF After Claim?
The EPF claim status can only be used to monitor the development of a withdrawal plea if the user has completed the application process appropriately.
In order to speed up the process, employees should also be aware of the steps needed to submit an online application for EPF withdrawal.
For instance, in order to complete the process through the UAN site correctly, one must first take the following steps:
Step 1: Enter the UAN and password to log in to the UAN Member portal.
Step 2: From the menu, select “Online Services.”
Step 3: Choose “Claim (Form-31, 19, & 10C)” from the drop-down menu.
Step 4: Enter the last four digits of the registered bank account.
Step 5: Select the “Verify” button.
Step 6: Select “Yes” to add a signature to the certificate of the undertaking.
Step 7: To proceed, click “Proceed for Online Claim.”
Step 8: Choose the “PF Advance (Form 31)” option to withdraw money online.
Step 9: Choose “Purpose for which advance is necessary” after being redirected to a new page.
Step 10: Decide on the required quantity of money and share the address information.
Step 11: Check the displayed certificate before pressing the “Submit” button.
Step 12: Scanned and attached any necessary documents.
After this process is finished, employees can follow the progress of their PF claims both online and offline and claim their pension funds. Applicants should also be aware that before the disbursal process can start, their employer must approve their withdrawal request. The desired amount of EPF will be transferred to their registered bank account once it has been authorized. The process of getting the money put into the applicant’s account typically takes two to three weeks.
What is EPF?
The Employees’ Provident Fund(EPF) was established on November 15, 1951, with the promulgation of the Employees’ Provident Funds Ordinance. It was replaced by the Employees’ Provident Funds Act of 1952. In order to establish provident funds for workers in factories and other institutions, the Employees’ Provident Funds Bill, as Bill Number 15 of 1952, was introduced in Parliament. Currently known as the Employees’ Provident Funds & Miscellaneous Provisions Act, 1952, it covers all of India with the exception of Jammu and Kashmir. The Central Board of Trustees, Employees’ Provident Fund, a tripartite board made up of members of the government (both central and state), employers, and employees, are responsible for overseeing the Act and the Schemes created under it.
The Board is responsible for managing the contributory provident fund, pension scheme, and insurance scheme for the workers employed in India’s organized sector. According to its clients and the volume of financial transactions it handles, it is one of the biggest in the world. The Employees’ PF Organization (EPFO), which has offices in 122 different cities around the nation, provides assistance to the Board. The government of India’s Ministry of Labour and Employment has administrative jurisdiction over the EPFO. The organization also includes a well-equipped training facility where officers, staff, and representatives of employers and employees can participate in training sessions and seminars.
The Board operates three schemes viz. :
- The Employees’ Provident Funds Scheme 1952 (EPF)
- The Employees’ Pension Scheme 1995 (EPS)
- The Employees’ Deposit Linked Insurance Scheme 1976 (EDLI)
Conclusion
It’s crucial that users register for EPF withdrawal in order to be aware of the status of the EPF claim. Once it’s finished, users can quickly check the status of the EPF claim both online and offline. They can either visit the EPFO web portal or download the UMANG mobile application to check the status of an EPF claim online. Users can also use offline techniques like SMS messaging or missed calls to the EPF toll-free number. It’s necessary to retain the employer information, extension code, employer’s EPF regional office, UAN, and an active mobile number with UAN handy before verifying the status of the EPF claim.
Frequently Asked Questions (FAQs)
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What are the eligibility criteria for making EPF claims?
Anyone who has an EPF account is qualified to receive the accrued funds under the following situations.
- Post-retirement: A claim for the entire EPF corpus may be made by account holders who are over 55 years of age. On the other hand, those who choose early retirement would not be able to claim the full value.
- Prior to retirement: If they retire after a year, employees who are 54 years old are eligible to receive up to 90% of their EPF corpus.
- In the case of unemployment: If an account holder is unemployed for more than a month, they may be eligible to receive up to 75% of their EPF corpus. Individuals may collect the whole EPF corpus if they have been unemployed for more than two months.
In addition, only funds needed for higher education, medical emergencies, or the construction or purchase of real estate for habitation are permitted for such partial withdrawal.
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Why does the status of my EPF claim say that it has been rejected?
Claim rejection by the former or current employer may occur for a number of reasons, such as details not matching, a mismatched signature, or failure to deliver the signed claim printout within 15 days of making the online claim. In the event that an individual is unable to comply, he is required to notify the authorized employer.
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What are the EPF claim forms?
A claim form must be submitted in order to withdraw funds from the EPF or claim funds from the same. PF Withdrawal forms are the documents users must submit in order to request money, and they vary depending on the age, the nature of the withdrawal request, and whether they are currently employed. Forms like 19, 31, and 10 C were previously used to make similar claims, but they have since been superseded by a composite form. All that is needed is the person’s UAN and Aadhar information.
- To move EPF funds to a new EPF account in the event of a job change, a person must submit Form 13.
- If a person wants to fund his LIC policy, he must submit Form 14.
- To get compensation in the event of unemployment or to obtain a PF advance, a Composite Form is required.
- If somebody makes a financial claim after leaving an employer due to a physical disability and is less than 58 years old, he must submit a Composite Form and a Form 10D for the Pension Fund and Provident Fund, respectively. He may submit a Composite Form for both the Provident and Pension Funds if he is 58 years of age or older.
- The nominee or heir may file claims for PF and pension benefits using Forms 28 and 10D, respectively, if the deceased person was either under 58 years of age or over 58 but had completed 10 years of service. The claimant must submit a Composite Form for the Pension Fund if the deceased employee was 58 years old but had less than ten years of service. Employers’ Deposit Linked Insurance Scheme (EDLI) sum settlements can be made by the claimant in any form using Form 51F.
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