Category Archives: EPF India

OTCP: Online Transfer Claim Portal For Employee – Guide 2017

OTCP Portal: Online transfer claim portal and list of complete information on how to proceed for provident fund transfer online via EPFO member portal. The following guide will let you know the complete details and most frequent asked question about the Online transfer claim portal– Check EPFO claim status

Table Of Contents:

Update: On Jan 1st 2017, the EPFO India had made sudden change in their otcp online transfer claim portal website, employee portal. Where people now unable to proceed with the transfer claim as like before.

However, the epfo had made certain tweaks on their online  pf transfer claim portal.

Online Transfer Claim Portal Step By Step Guide

The following guide will let you know the complete step by step details on how to proceed the online transfer claim portal

We do also shared the info-graphic for you just below this tutorial paragraph.

However, we do also share rest of the information here about online transfer claim portal Do check it out.

Recent Articles:

Before you proceed with the portal online procedure the first step that you need to follow is check eligibility of your previous account.

Check Eligibility Of Your Account First  (Step – 1)

The employee provident fund, launches a new portal where the employee can able to check their account stats of previous account with out logging into the account.

For this purpose, you don’t need an UAN account. You can just simply visit the link here and there by you can check the eligibility first.

  • Here is the official Link to check eligibility for otcp : online transfer claim portal : Link here

Once you check out that link the webpage will look alike as shown in the following figure.

Online Transfer Claim Portal

Make sure to fill out all the details that we are shared on the eligibility portal website for online transfer claim portal ( OTCP ).

The check eligibility has been divided into two categories as like:

  • Details of previous account ( The account which has to be transferred )
  • Details of present account

Now, all you need to fill out those details with out any mistake.

In case if you have no idea about previous account. Then you can check your payslip.

Once, your personal have been matched: It has been displayed has ” Your eligible for transfer claim.

please do login to otcp employee portal for further details and proceed the pf transfer online process with the help of the online transfer claim portal website.

Update: The Above Check Eligibility Link Has Broken, seems to be the EPFO India has blocked their resources. In order to check the previous account, you must access the EPFO member portal with the UANLast updated on FEB 14th 2017.

Login to your account now ( If you have no account, then check out our guide about UAN registration online below )

otcp

  • You must register new UAN account – Employer will do that for you.
  • Collect the UAN number and activate the account – Here is the complete step by step guide to activate your account.
  • The Employees’ Provident Fund Organisation have certain pre-requests with a view to filing online ).
  • The availability of member’s ID’s EPFO data base and registration of digital signatures of authorized signatures.

UAN Registration Online ( Skip This Guide If You Have Account)

In order to proceed to online transfer claim portal you will need to register an universal account number.

The universal account number is 12 digit unique number.

Where employer can assign to employees and linked up with the provident fund number.

This Idea was first implemented in 2014 March, for the people to check pf balance, uan status also get to access the online transfer claim portal.

  • It is mandatory that every employee should have an UAN number.

Below we shared the complete step by step guide on how to register for a New UAN account and Allocate.

Step By Step For Registering The UAN Account

With the help of the universal account number you can now access all the benefits which were offered by central government in India ( EPFO, Act 1952 ).

For Employees : Basically, creation of Universal Account Number is Employer Responsibility.

For Employers : If you were employer and looking for to create a Universal account number for your employees in order to access the OTCP Portal ( Online transfer claim portal access ).

Then you must check out our simple guide about the process of registration online.

If you are a employer, first you have to create an account on EPFO website in order to access the OTCP Portal for your employees.

Official Link : Here is the Official Link ( This is new Portal Version 2.0 Portal Website )

Once, you visited the website, the webpage will look alike. Just fill out the details and register your account on employer portal.

Step – 1 ( Learn How To Create Employee Data As Text File

  • First download the official tutorial guide : Here is the .zip version ( Don’t worry it doesn’t contain any malware )
  • Unzip the file: And , click on ecrpresentationwork.html
  • Read out the complete instructions.

When you click on ecrpresentationwork.html file, the offline webpage will look alike as follows.

Online Transfer pf

Step – 2 ( Collect the employees KYC documents And Upload it )

Now the next step is to collect the employees Kyc documents. Below we share the list of the kyc documents to get access.

Address Proof of documents:

  • Voter Id card
  • Ration Card
  • Passport
  • Driving License

Mandatory Documents:

  • Bank account number  + IFSC Code
  • Aadhaar card
  • Pan card

The above list of documents are mandatory.

Once, you collected those documents then the next step is to create a text file with those documents as shown in the above presentation.

Upload And Verify ( Step – 3 )

  • The next step is to upload and verify on your portal

 

Approve it now:

 

Once, everything is done properly. Then the employees can able to access the OTCP : Online transfer claim portal

That’s it.

If you need to know more information on how to allocate the universal account numbers to your employees then you can check out our guide here : Complete step by step guide to allocate the universal account number.

NOTE: As we came to know that new portal seems to not working properly due to over traffic.

We suggest you to assign the Id’s at night time ( Low Traffic Time Period ) to avoid any crashes.

Activate UAN Account ( V 2.0 )

This is for you ( Employees ). Once, the employer created and allocated a universal account number, the next step that you need to do is activate your universal account number with your personal details in order to access the OTCP online transfer claim portal.

Note : This is just to let you know that the old portal ( V 1.0 ) website is replaced by new version ( 2.0 ). Now, you can activate your UAN account without any problems.

Below we shared the complete guide to activate your account, then after you can access the ( online transfer claim portal ).

  • First visit the official v 2. link here: Link Here

Then you can access the ” UAN Activation link ” at corner of the website to get into OTCP Portal 2017.

OTCP : Online Transfer Claim Portal ( PF Transfer Guide )

Once the above two process were completed, universal account number registration process and activation. Then the next step is to proceed to online transfer claim portal(OTCP) website with your credentials.

So, alright! It’s time to put some work on your provident fund previous account. Lets get transferred mate via online transfer claim portal : OTCP

The online transfer claim portal ( OTCP ), is where you can do the process without any problems.

At the end of the top menu bar you can access the options like:

  • Request for Transfer account
  • View Transfer claim status

 

Just click on ” Request for transfer account ” option. This will takeover to the otcp claim portal.

The process has been divided in to three categories:

  • Part A
  • Part B
  • Part C

 

PART – A ( Basic Information ) 

There you go, first part out of three sections.

There is nothing much to do with this category.

All you have to do is fill up the basic information which shows on page. The basic info like:

  • Name
  • Mobil number ( No need , Just check if it’s right or wrong )
  • Email Id ( The one which you gave while are activated your account )
  • Bank account number of member
  • Ifsc code

 

That’s it.

Part – A required only basic information of employee. Make sure not to make any mistake while filling the Part -A.

PART – B – Previous Account Details

Once, you were done filling up the basic information in part – A. The next step is part – B. Here you have to fill out  ” previous account details “

The previous account details ( Personal information should must match with the current account ( part- c )

  • Choose State of previous PF office.
  • Chose Regional pf office.
  • Enter establishment number
  • Extension code ( If you have no idea, just left that )
  • Provident fund account number.

Once you fill out the details. It automatically retrieve your previous account details like date of birth, date of joined, date of left.

It also displays the other information like:

  • Name of the company
  • Address of the establishment

Part – B Ends!

PART – C – Current Account Details

The last section is part – C. Here in the part c. You need to enter the current provident fund account details in order to get attested and proceed the online transfer claim portal website.

Once you were done.

Once you successfully filled up the basic information.

You can check the preview just to let you know how the transfer claim copy look alike.

Here is the sample one: ( Preview )

The next big step is authorized the account with the help of the PIN via one time password.

The above step is mandatory, just to conform the person is not a robot 😛 just kidding man.

  • And, the last step is take printout of the form.

The member has an option to get attested by the employer: Basically you have two options here.

  • Get attested by the present employer

Either

  • Get attested by the previous employer

If both of the employers were not present at the time of the attesting. Then you can proceed either from

  • Bank Manager
  • A Gazetted Officer
  • Notary Public

Important Points OTCP

In case the Previous Account was maintained by PF Trust of the exempted establishment, the member should submit a physical Transfer Claim Form (Form 13) to the Trust.

while submitting Online Transfer Claim Form (Form 13) to the PF Office for transferring the service details under the Pension Fund to the new account.

In such case, the physical Transfer Claim OTCP Form (Form 13) to be submitted to the Trust would be available for print from the data entered by the member while filing online claim on the UAN Portal.

Most Frequent Asked Questions about online transfer claim

Q.1 Is there any alternative way to transfer the provident fund amount apart from using otcp ?

A: Without accessing the online transfer claim portal, you can able to transfer the details via one employee – one EPF account

With the help of the one employee – one epf account ( Alternate version of OTCP ), you can link all your old provident fund accounts ( more than 10+ ) ans also transfer all at a time in a single click.

Official Link Here : Link One Employee – One EPF Account

But there are certain conditions:

  • Your UAN account must be activated.
  • Previous account personal details should match with the current account details.
  • If your universal account number is not yet activated, you can activate here.
  • If you have no idea about your universal account number you can track the status: uan status

Just enter the UAN number and mobile number. The portal will verify your account details and get authenticate by mobile number.

Q.2: From where I can download the Form 13 ?

A: Here is the link : Download form 13 from here.

Q.3: I don’t have an UAN number? How can I transfer my provident fund to my current account without online transfer claim portal.

A: Just fill out the form 13. Which we have shared above, and get attested by either previous or present employer.

Q.4 : The online transfer claim portal, is not working. Is there any option I can proceed with out logging into the otcp ?

A: Yes you can! There is nothing difference between online and offline.

You have to fill out the same application form 13. Which we have shared above.

Same as like : The offline application form 13 also divided into three categories.

  • Part-A ( Personal details )
  • Part -B ( Details of previous account, which has to be transferred )
  • Part -C ( Details of present account)

And get attested by either present or previous employer

The Form should be submitted to that PF Office under which previous or the present account is maintained, depending upon as to which employer has attested the claim.

(In case the claim is attested by the present employer, claim should be submitted with the PF Office under which the present account is maintained, and so on).

The mobile number (wherever provided) of the member would be used for sending an SMS alert informing him/her the processing of his/her claim and is non-mandatory for Physical form

NOTE: In case of attestation by the previous employer, time taken in settlement will be relatively less.

A.5 : How much time it take for previous account transferred into current account via OTCP or Offline?

A: It depends ! If all the personal details are matched you can expect anywhere between 10-15 working days.

UAN Status: Check Your Status Via New Portal Online

UAN Status: How to check your uan status online? Here is the complete checklist and guide that you need to follow. Recently on Jan 1st 2017, the employee provident fund had made a big change in their portal websites. This websites were launched with a complete different URL and different structure page, and the process to check pf balance and other details were quite easy now compare with the previous version 1.0 portal.

What is UAN ?

UAN stands for universal account number. It’s a 12 digit unique number assign to each employee by their employer with the help of the official UAN member portal.

With the help of the UAN number you can able to access all the provident fund accounts under one account ( Previous and present accounts ) there by you can also able to transfer the provident fund amount easily

  • Below we do also share list of benefits and most frequent asked questions about UAN status online.

The new version of UAN portal was came in to existence on Jan 1st 2017. However, we came to know that portal seems to stop working during the peek time. If you were unable to track the uan status we are kindly advised to check out after some time. For list of complete details and information related to provident fund balance details – check out our guide here. To learn more about the finance news and mutual funds check out or guide here.

New Version Portal Website To Check UAN Status Online

Here you go the latest version UAN website. In order to check your universal account number status online.

Here is the version ( 2.0 ) Portal website : Access Link Here

This link works pretty fine without any problems. However, when you fetch your UAN status by filling out the application form you may see an error sometimes.

This mostly happens due to over traffic for the new member portal website.

This is the sample page, to let you know how it look alike:

uan status

Once you visited the page. Then after you need to enter the details as shown on that page:

step-1

  • Choose the regional office and state location.
  • From the drop down menu.

Alternatively, you can also check out from other options like ,pan card or aadhaar card if you have no idea about your provident fund number.

Make sure to choose the exact location of your establishment. If you done any mistakes, you can’t retrieve the UAN status. In case if you have no idea about your establishment number contact your employer. You can even search your establishment number by visiting the official website here. ( The old official website was down due to some technical problems by UAN India. We will update this article, whenever we cam across the new portal link.

Step – 2

  • Enter The Establishment Number.
  • If you have no idea about establishment number,
  • you can find via epfo search option. We shared this guide just below this article.

Enter The Establishment Extension, if you have no idea about your establishment extension. Just left that blank.

  • Enter PF member Id

UAN Status check

 

The PF referred to provident fund account number. The provident fund account number consists of max 7 digits. The number is mandatory in order to check UAN Status Online

The rest of the information as usual like

  1. Name
  2. Date Of Birth
  3. Mobile Number
  4. Email Id

Once, you entered those details you will let you know the status of your UAN number.

That’s it !

Why Old Portal Version 1.0 Removed ?

Have you ever wondered why the Employee provident fund India had made a sudden change in their portal and launched a new version? There are a couple of reasons that we do figured out and shared over here.

  • More security: The new version epfo member portal  added more security to their user credentials. Since, the website was hosted by epfindia.gov.in.
  • User Interface: The user interface was completely changed. The new user interface now super simple and anyone can easily understand. As compare with the previous one.
  • No More Extra Portals: Only two portals was launched one for employees and another one was for employers.

The previous websites will have an different member e sewa portals, for each individual article. For example in order to search pf transfer status, you need to access this link. And, now it’ nowhere available.

That’s the complete list of new features. However, there are certain things that epfo government need to improve for both employees and employers.

List Of UAN Benefits

If your UAN status were not available. Just don’t give up on that, because you have no idea how important is to be to having a UAN number. Here we share couple of benefits that you need to know as an employee.

Back in >2014, it’s an hurdle task for the employees, in order to proceed with the pf withdrawal process.

Submitting the application form to near by pf office, attested by employer or any high authorities is kinda long process.

Some times people are fed up with the process. Realizing this, the epfo launched a new innovative concept called UAN and it came into existence on March 30th 2014 under the act of 1952.

Employee provident fund organisation, where you can find all details like epfo status, epf balance enquiry.

Act As Bridge: Bridge 😛 Yeah! Connecting the previous provident fund accounts under one account via UAN. If you can access universal account number, then you can access all previous PF numbers.

Easy Of Transferring: With the help of the universal account number you can now transfer the pf amount easily without any problem via OTCP

You don’t need to withdraw the pf amount whenever you changed from one company to other company.

Rather than withdrawing you just need to transfer that amount with the help of the member portal website with a single click.

Check Contribution Status: With the help of the universal account number you can now check your monthly contribution rate.

Access The Android App: Check your account status with a single click.

The EPFO India launched a new Android application. You can download the application from here. You need to have at least 2.3 ( Android Version ) in order to get it run without any problems.

Changing Profile Details: You can now change your profile details. Previously, if you need to change your profile details you need to contact the employer. Now, you can do it by your self.

If Your Employer is Not Yet Registered The UAN Account, You can let them know the process of registration.

Three reasons why your employer is not yet registered the universal account number for their employees:

  • May be the company is new one more likely you are working in startup.
  • Not authorized by govt or may be you are not working in a registered company by govt.
  • Lack of knowledge on Provident fund and it’s process.

In case if you were a employer, you must check our guide that we publish recently on how to allocate the numbers to your employees.

The Process Of UAN Allocation is quite easy. However, it’s employer responsibility to do so.

If you are the employer you can check out our guide here – Guide Here.

In brief:

If you already allocate number to your employees : Let them know by accessing the UAN status portal website v 2.0 link Or just share the details to their personal Email Id’s.

First of all you need to register on official employer portal website by accessing the link here : Link

  • You need to register your company details, establishment number, extension code ( If any ) on that portal in order to allocate UAN number to your employees.

This is how the webpage will look alike once you visited:

status of UAN

After creation of account. You need to login through your account.

And, Upload the KYC documents:

KYC represents as ” Know your customer “, or employee.

Kyc Documents list :

As a employer you need to collect the documents from your employees as follows:

Aadhaar card, pan card, voter id card, bank number, IFSC code are the mandatory documents.

Once you collected those documents:

At top right menu bar, you will see an option as ” Upload KYC In Bulk “. Just upload all of those documents in a bulk text file – you can access here : Process of creation employee data in a bulk format.

Read that guide, at starting point we shared complete information on how to create a users data in a text file including their PF numbers.

Approve those documents with a digital authorized signature. And, share the UAN status link to your employees via member portal online 2017.

That’s it! As a employer you are now successfully assigned or allocate the unique 12 digit number to your employees.

For Employees ( The Next Step Is: Activation  )

After tracking the universal account number status. You will came to know that you account number. The very next step is activate your uan account.

If you were unable to find your universal account number, after accessing the UAN status link. We are kindly advised to contact your employer Immediately.

Here are the process for to activate your account:

Note down the 12 digit number on any paper.

Access this link : Link here

At top right bottom you access a ” Activate link “

Now, visit the link and fill the details as like

  • UAN number
  • Choose the state, PF office region.
  • Enter personal details and mobile number
  • Authorized the account via One Time Password

Congrats :)! You are now successfully activated the account. Now, the next step is to create a username and password.

The username and password are must in order to access the employer portal online.

Fill out the details: chose better username, and password must contain atleast one uppercase letter, numbers. For a better security.

  • Note down the password and username and save it.

That’s the complete process to activate the account. If you need any assistance just leave a comment here.

Top 5 Benefits Of Accessing The Member Portal Online

Once you get to know the universal account number, via UAN status online & successfully completion of activation. You will get the following benefits from portal.

1) Download Passbook Statement

The employee provident fund India back in 2014, opens a simple gateway to check your epf balance through five simple ways. And, user can also view or download the statement.

2) Check UAN Card Details 

Now, you will get to know your UAN card which is valid for life long.

3) PF Transfer

With the help of the online transfer claim portal. You will transfer your PF account to current account without filling any offline form.

4) Change in profile details

If any of the details were incorrect. You can directly upload them. And, the employer will approve via online only.

Most Frequent Asked Questions About UAN Status

1) I have been trying to access the UAN status from a long time, but I can’t able to find my UAN status ?

A: May be the employer had not yet started the UAN Registration process for the employees. Once, they submitted the necessary KYC documents you will get to know the UAN status.

2) How long it takes to get the UAN number?

A: It depends on the employer. The day he stated the process, you will get to know the number with in a 15 days.

After verification of your KYC documents.

3) Is there any thing I need to do after I received the UAN number?

A: Yes! In order to access your EPFO Member portal. You need to activate your UAN account.

The process of UAN Activation is quite simple. Just check out that link. You will get to know the information.

4) I was unable to select the State and Regional PF office from the UAN Status Portal?

This will be mostly happens due to over traffic to their uan status portal website. You can check out after some time.

5) I was getting this error, while I fetching my UAN status online?

Error : 

CallableStatementCallback;SQL[{callCOMMON_POPULTE_DDL.GET_STATE_LIST(?)}]; Closed Connection; nested exception is java.sql.SQLRecoverableException: Closed Connection.

A: If the same error displayed for you. Then your application for new UAN number is not yet processed. Contact your employer and access the uan status website link after some time.

6) How can I edit the profile details?

You can change the profile details under the ” Profile Tab “ on your account.

7) I changed the profile details? How Do I know that my employer verified those documents?

A: Your application status will be changed from pending to verified once the employer verified those documents.

EPFO Claim Status: Check Your Status Online – 2017

EPFO Claim status online : A definitive guide to check your provident fund status online in India 2017. With the help of the online portal website, you can track the status of your account. In case if you need any information you can leave a comment here at the end of the post. This article was last updated on Feb 3rd 2017 with more accurate information.

More Info:

EPf India website was started back in 2008 just for a purpose oto share the necessary information for the people of India. Then after in 2014, Jan the EPFO introduces the UAN – Universal account number.

The universal account number is a innovative concept where employees can easily link their previous PF account details and there by tracking the epfo claim status is also a quite easy process.

On Jan 1st 2017. The EPFO India had launched a new version portal websites for both the employers and employees. However, it seems to be the member portal websites are need to update for a better stability online.

The process of claiming your epfo status is quite simple. All you need to have an provident fund number and establishment code. The establishment code is mandatory. In case if you don’t find your establishment code, you can check our latest article here at the end of the post on how to find your establishment code.

Step By Step Wise To Find The EPFO Claim Status Online In India

Here is the complete step by step wise in order to check your pf claim status online with the images. The images are just for a reference purpose.

There are two cases we are mentioned below check out the two guides.

Now, after all that just chose your PF office state. There by you can access the list of information and details on to check your EPFO claim status online In India 2017.

There were mainly Two cases:

  • Case – 1 ( Without an extension )
  • Case – 2 ( With extension )

Case- 1 ( Without an extension )

It’s quite common that some of the establishments don’t have any extension, in such case you just left that space blank and proceed with the next section.

  • Here we attached the sample images so that you will get an idea on how to check your epfo claim status online in 2017.

Consider this example :

If my PF account number is “ DL/12345/225 ” And the office is located in Delhi , North Delhi region. Then you need to follow the procedure as per the follows in order to proceed for epfo claim status online.

epfo status

Once you chosen the necessary PF office region and location. Then after, it will automatically display as DL and CPM your particular region.

Then enter the establishment code and PF account number. In case if you don’t have any extension just leave it as a blank. As, this article was supposed to share with out any extension.

  • Your establishment code
  • Your pf account number

  • Just left the extension in case if your don’t have any extension.

Now just submit the information.

Up on submit the information you will get to know the EPFO claim status of pf account. An appropriate status will display once you click on submit the information.

Note : The details that we are provided and images are just for a reference purpose. In most of the cases you will get an proper details about epfo status online.

That’s the complete procedure to track your epf claim status online in 2017. In case if you need any more information to find out the establishment code and other source of information just leave a comment here at the end of the post. We can help you out related to any query.

Case – 2 ( What If I have the Extension Code )

That’s pretty simple just enter your extension number where you left the blank.

Same as follows :

  • Just choose the proper location and regional pf office first.
  • As usual, those details were automatically entered into the box.

Then after enter your establishment number, Extension code, and pf account number.

And, then submit it. Your EPFO Claim status  will automatically displayed on their portal page.

That’s the simplest way to check your epfo status online. In case if you need to know any more information related to epfo claim status online then you can leave a comment here.

We do help you out regarding the epfo claim status online in india 2017.

How To Find Your Establishment Code

Most of the employees will have no idea about their establishment code, in this case the epfo India had launched a new portal website where you can able to find the establishment code there by you can check the epfo status without any problem.

  • Below, We have shared the complete guide on this information on how to find out your establishment code online via EPFO website.

establishment code search

 

  • Establishment code under old office code
  • Establishment of office
  • Show all established under PIN code.

You can choose whatever required for you: In the case of first one, if you select as a state of ” AP “ then click on search it will automatically display the information as shown as a following image.

  • Now, it will show as more than “72045” records in the data base. At the end of the post when you click on payment. You will retrieve the complete data of the total employees as shown in the following figure.

search establishment code

Same as follows for the rest of the two options ” Establishment under office “,

and,

“show all established under PIN code.” The above information is only useful if you have no idea about your establishment code to access your epfo status online and epfo claim status or withdrawal in India 2016. The website even had more details to trace all of the information which has been shared over here.

  • I also know the establishment code (enter numeric part of code number only. Do not enter extension code) – Here you can enter the numeric part only. This method will help you to find your information much fast.
  • Also, search on Estate. Name (enter a few characters of estt. name or in full) – Here you can enter the established name for a real quick process.

That’s the simplest way to check your establishment code further by track the epfo claim status without any problems.

Most Frequent asked questions related to this topic

Here we cover some of the most frequent asked questions on epfo status online. The list as follows:

1) How do I find my pf account number ?

A: Just check on to your payslip. You will find the pf account number. And, there by you can check the epfo status online.

2) The link to search for establishment code is not working ?

A: Yes ! We figured it out. The employee provident fund organisation is working on that once a new portal link is launched we do update the article with more source of information.

3) When I submit the information the status is displaying as ” Records not found why ?

A: In this case we are requested you to check out the details once again. May be you were entered the wrong pf account number or establishment code. Once, you correct those details, you can proceed again to check your epfo claim status status online 2017.

4) How Do I create a pf account number ?

A: The pf account number is created by an employer, it’s employer responsibility. Before the month of the contribution your pf Id will be created by employer and you can access the number on your payslip online.

Things to kept in mind while checking your EPFO status online:

It’s pretty common that most of the epfo status will be shown as record not found. If you were belong to the same situation then you need to check here:

1) If you just joined any organisation <1 month. And, your epfo claim status shown as records not found then in this case you need to wait some more days in order to get updated in their portal website.

2) Make sure to check your pf account number, establishment code, and extension code. Entering the wrong details will not fetch your status.

3) It’s quite common that some times the epfo claim status portal stop working. This would mostly happens due to over traffic. Just wait for some time and try to access it again.

4) If all the details that you were entered were right. And, unable to find the status of your EPFO account. Then contact the Employer.

Latest News On EPFO India

We do cover all the information on how to check your epfo status online. Then here is the latest news that you need to know:

On Jan 1st 2017

On Jan 1st 2017, the Employee provident fund launches a new portal website for both employers and employees. Here we share the links of two portal do check it out.

On Jan 30th 2017

Universal Account Number has ensured portability of EPF accounts and has safeguarded interest of crores of workers.

UAN Registration And Activation Process In case If You Have No UAN Account

Most of the new employees are not opting their uan number. This is mostly happens as their employer was busy. As an employee you need to ask your employer about uan number and linked up with your current pf account number. Such that you can avail most of the benefits from your UAN number.

Contact your employer : Because, it’s employer responsibilty to create UAN on behalf of you. You just need to submit the following documents in order to get verified by the employer. Here we shared the complete guide on how to register for uan account. Hope this guide will help you.

  • Aadhaar card ( Mandatory)
  • Driving license
  • Voter Id card
  • Pan card
  • Bank account number + IFSC code.

Once the employer created the number, then all you need to activate it.

The process of uan activation is quite simple. All you need to follow the steps that we are shared over here

  • Just enter the UAN account number
  • Enter your mobile number for authentication via OTP.
  • Once, your account is authenticated. Then you can create a username and password.

And access all the benefits from the EPFO and also check your epf balance online, and also download the passbook statement and UAN card online, check your epfo claim status online.

That’s it!

We came to know the new epfo claim status website is not working properly

Just wait for a couple of days for a next update. The employee provident fund organisation had already take action on this. Since, they were getting the lots of complaints regarding the website.

Hope the above guide helps!

You can also check our latest articles that we are shared:

Are you able to check the EPFO claim status without any trouble ? If not! Leave a comment here and share the problem, why you were unable to track the pf claim status.

UAN Member Portal: Check All Your UAN Details – Guide

UAN member portal and all the details related to universal account number. The following guide will cover all of the information related to UAN portal login and epf member portal and other rest of the details related to epfo India 2017.

If you have any doubts related to the following information then do leave a comment here at the end of the post our dedicated team will help you out related to any query.

Read More :

This article was first published in 2016, later on Jan 1st 2017, the EPFO India released a new version of portal website ( updated version ). Please do scroll out below page to check out the changes in their new website.However, we are soon going to remove the old portal screenshots here and will add new images as per the article.

UAN member portal login or epfo member portal, here we do cover the complete guide about the benefits of using the po;rtal like on how to check pf balance, transfer your pf amount, and other information.

If you need to know any more information related to epf member portal do let us know our dedicated team will help you out related to any query. As per our guide we do first start to go out with the uan member portal registration.

UAN Register Process

Since, we do already cover the in depth detailed guide about the UAN  here. We do just share the brief information about the process of new epfo portal registration.

Usually, an UAN number is generated by the employer. Once, the employer verified all the details of employees they do process the request / creating the new account number on behalf of you ( Employee ).

  • If you were a employer then all you need check out the below steps on how to create a new UAN number to your employees.
  • If you were an employee even you can create UAN number.

Here is the official link ( Version 2.0 ) since, this article was first published in 2016 so the screenshots that we are provided are consider as only referral purpose.

We do update this within a couple of days with new images.

Usually, the process of creating a new uan number is employers responsibility. However, if the employee can create a new account then he/she should submit the necessary documents to their employers.

However, if you were an employer then you have to create an account first. Then after you have to collect the necessary documents from employees.

Documents that have to collect from employees are as follows :

Address proof documents:

  • Passport
  • Driving License
  • Ration Card
  • Voter Id Card

Other Documents:

  • Aadhaar card
  • Bank Account Number + IFSC Code
  • Pan card

Once, you collected those documents and Id’s. Then you have to create their employee data in a text file. Creating employee data in a text file is quite easy process.

Here is the complete guide : How to create text file , refer to that link once then after follow up the first section where you can clearly understand.

Then after uploading kyc documents:

Now, the next step is to upload kyc employee documents and verify those documents. Add UAN number to your employee’s Id’s via epfo member.

upload KYC Documents

Activate Your UAN Account ( For Employees )

Once, the employer has shared the UAN number then all you need to activate your new account via UAN member portal. Here we share the complete guide on the process of uan activation. Do refer to that guide once. However, in brief we shared the steps here do check it out, via pf portal. Some times the portal may down due to over traffic in that case do check it out after some time.

  • Here is the official link that you need to visit ( version 2.0 )

Here is the sample screenshot to let you know how the webpage will look alike.

Now, all you need to do is enter the details in uan member portal as shown in their as follows :

  • Enter your universal account number
  • Enter your your mobile number
  • Now select the state
  • And, enter your account number

After entering all those details now all you have to do is to click on get authorization pin. Your UAN number will be verified via otp ( one time password ).

  • The next step is to create your account details: Here is the page to let you know how it looks:

 

Just enter the details as like:

  • Create your username
  • Create your password
  • Enter your email Id

Once you were done. That’s it! Now, you can successfully entered in to UAN. In case if any details were missed form the listing we made do let us know by filling out the comment section – epfo member portal old version.

Download UAN Card from epfo employee website:

You can get unlimited access to epfo portal, we do share the complete list of benefits under the last section do check it out.

Between, you can download your passbook, do check it out from the top right column. Where you can access the complete list of information from your uan portal.

Download EPF Passbook statement:

EPF Passbook statement

Previous Member Id Details

With the activation of your uan account all previous member Id’s are displayed under one account. Here is the sample page:

Now, you can apply for transfer claim once you were eligible for it. We do share the complete guide on how to transfer pf through previous  Id here.

PF Transfer ( In Brief ) Details

We do already cover most of the information about the process of online pf transfer through previous Id or from one company to other company. Here we share in brief on to proceed with the transfer via uan member portal website.

Before you process the request for transfer claim via employee member website all you have to do is:

  • Check eligibility for online transfer claim

Here is the official link : Link here

Once, you visited the link the page will look alike as follows:

The check eligibility has displayed two options:

  • Enter the previous account details ( which has to be transferd )
  • Current account details

Now check the eligibility criteria:

There by you can check out rest of the information. Here we shared complete guide : Pf Transfer online step by step information.

PF Claim Status Details

How to apply for transfer claim status and check your pf status online via uan employee site online. We do cover the complete guide on this topic : Check pf claim status online. In brief we do cover information here do check it out.

  • Here is the official link to claim your status online

Once you check out that link the webpage will look alike as follows:

EPFO Status

From that select your state and enter your member Id details:

Once you entered the necessary details now claim your status.

Here we do share the complete guide on how to claim your epfo status online. In case if you have any doubts related to the following information then do leave a comment here.

EPF Payment Online Details

How to proceed the epf payment online via epfo portal. The process of epf payment via online is quite easy process in case if you missed our guide do check it out once here: Complete step by step guide of pf payment online.

Basically the process of involving the payment via epf member portal login, in five steps as shared above, in brief we covered the details here:

  • First of all you have to create an account – Process Of Registration
  • Login to your account – EPFO login
  • Now, create electronic challan return
  • Now generate ECR as a Text File
  • Now, download Acknowledgement file
  • Make payment either online or offline.

That’s the complete step by step process involved. We do highly recommended to check out our guide here: Process of epf online payment via uan member portal.

Changing Documents/Mobile Number

With the help of epfo member portal you can change your mobile number and necessary documents. Just login to the site where at top menu bar you can see an option as follows:

  • Edit mobile number
  • Edit Email Id
  • Edit Password
  • Update KYC Information.

 

  • We are requesting to change your password for every three months for maximum security.

Here is the sample page when you trying to change the kyc documents online via uan portal.

PF Balance Details

Here we cover in depth information on how to check pf balance online. With the help of login you can access to know your balance online. You can check your details in four ways mainly.

Via Missed Call Service:

On March 2014, the epfo India launched a smart way to check your contribution details via missed call service. Here is the number:

Number: 01122901406

Via Android App:

Here is the official android application, with the help of this app you can check out your contribution details asap.

Link to download android application

Via EPF Member Portal:

Just login to your portal website and you can access the all the details there by it self.

Most Frequent Asked Questions About Member Portal

Here we do cover the most frequent asked questions about uan member portal and also share the list of complete benefits of having a account.

1) I was trying to access the portal link, but the link seems to be not working?

A: On Jan 1st 2017, the epfo india had launched a new portal where you can get to access all of the details. Here is the official link:

2) Some times the version ( 2.0 ) site seems to be not working? Why ?

A: Due to over traffic, some times the server went down. Don’t sorry it’s just a temporary. You can get to access after some time.

3) Check eligibility link is also sees to be broken ? How could I know ?

A: Yes ! The epf member portal( check eligibility ) official link is not working. In that case we request you to log into the epf member portal, under previous member Id, you can get to know eligibility criteria for transfer.

4) To whom can I contact if I faced any problems in uan member portal ?

A: The epfo India had official announced contact details there you go : Contact number : 1800 118 005 Help-desk Email Id: uanepf@epfindia.gov.in.

5) Suppose If I changed my job Do I need to get another number from uan number portal ?

A: No need your number is unique one and get all access via epf member portal through out your career.

6) If In case the kyc documents were uploaded by me ( Not employer ) How can I get to know the were verified ?

A: Within a couple of weeks, the employer will verified all the details of status will changed to verified in your uan member portal.

7) Is uploading more than one document is mandatory ?

A: It’s your wish! Out of 8 documents stated their. Either you can upload only necessary documents or all of them at a time via portal. The employer will choose out of the best one.

8) I scanned all the documents in the format of Jpg/png/pdf but the whenever I submit it, I got an error ” The file is too large

A: That’s quiet common. In this case go with the jpg version and reduce the file image size. you can access the link here to reduce the image data.

9) I was unable to create password ?

A: Your password should meet the following requirements:

  • It should be alphanumeric.
  • Have at least one special character
  • Minumum 8 to max 25 characters long
  • Sample Password : asd@1993.

Benefits of Having A UAN account

We do already the list of complete  benefits in an uan article. Here we do cover in Brief :

With the help of having a pf account, after your retirement you can get lump-sum amount to live for the rest of the life happily. Most of the people will also go for double Pf just to save the tax.

However, when ever you changed from one company to other company it’s an hurdle task to go through the all previous Pf and claiming for transfer. If you frequently changing company to another one there might be a chance you can lost any one of the pf balance amount.

In order to solve this problem, the epfo India had launched anew uan member portal. It’s one time registration, with the help of 12 digit unique number all of your pf member Id’s will be act as a roof under one epf member portal website.

List Of Benefits:

UAN acts as a roof for all your member accounts. There by you can access all of your old account under one account.

1) Transferring of balance from one account to other account is now easy process. You need to check the eligibility criteria first then after with a single click you can transfer all the amount instantly.

2) Processing of with draw your money is quite simple. Since, your bank account is synced with the account via epf member portal.

3) High end security and protection to your account. However, we are suggested to create a strong password and change your password for every three months.

4) You can easily access how much money is deducting from your account on every month – know epf account balance

5) With the help of the official android app : You can find all the details on the way.

If you have any doubts related to the member portal online. Then leave a comment here.

EPFO Login: Login To Your EPF Account Online

EPFO login online: Here we share the complete step by process on how to login to your pf account and check your details online in India 2016. The central government of India had implemented the several ways to share the information via online about EPFO, however, there is no proper guide was available.

We already cover most of the information related to pf balance online here check out. The following article will mainly include the source of information about how to login into the epfo account and check out your complete details online about epf login online.

Moreover the epf India launched a new portal, we do update those information with new screenshots soon. Between, the new website was launched on Jan 1st 2017.

If you have any doubts related to EPFO login & want to required another source of information we are glad to help you out related to any type of query.

4 Simple Ways To Access The EPF Login Page

The purpose of login to the epf is to check your pf details  online and other important information related to your personal status which were updated by your employer.

However , you can check out the details on that web page which were shared here in order to check your EPFO login details online in india 2016. We covered best 3 ways to check your PF details here via epf login page.

1) UAN Portal – EPFO Login Here

You might be here most of the information all around the web were true to check out to the UAN official portal to find the information aka EPFO login page.

Where, you can access the information of whatever you needed the most about your status online. Here we shared quickly through a guide on how to activate your UAN account and find out the details on EPF india login.

Login to your EPFO

  • Here is the official link:
  • First of all, you need to register your account. The process of registration is quite easy.
  • The registration is done upon activation with your UAN and mobile number and further by you can access the epf login page.

Here is the link to register your account, further by you can access Employees’ Provident Fund Organisation login page. The process of registration has been shared below:

  • Official link to register your EPFO Login purpose information

Now, the web page will display will certain information which has been shared below to access the EPFO member login page online.

  • You must obtain UAN number along with member ID ( mandatory )
  • Your mobile number is necessary for registration purpose ( VIA OTP )
  • A member can only view their passbook stats which has tied up with their UAN number.
  • The passbook facility was not available for the members having an exemption under EPF scheme 1952.

Once, you visited the Employees’ Provident Fund Organisation web page the page looks alike in the above image where the details of information asked as follows:

  • Enter your mobile number
  • Enter your UAN account number
  • Select the state, once you were chosen the state it automatically display’s the nearby Employees’ Provident Fund Organisation office in that particular state, where you can access epf login page online.
  • Now, click on PIN. An activation number was sent to your mobile number.

Once, you were activated your account you can access the details of your information and can access the epfo member login page online ( Employees’ Provident Fund Organisation login info )

That’s the complete step by process to access your epf member login page.

There are numerous benefits for you once you were activated your UAN account and able to open the epf login page.The benefits were shared below as follows for Employees’ Provident Fund Organisation. If you need to know nay more information related to employee provident fund organisation, then do leave a comment here.

  • Upload or remove the existing documents
  • Check your PF balance via epf employee login page online
  • Download your UAN card and find the required information.
  • Your last month contribution and other information.

That’s the one way to access the epfo member login page and find the details of your epf employee login page details. Here we share another way to access your Employees’ Provident Fund Organisation account and check your complete information online in India 2016.

2) UAN Employee Login Page ( Under Beta Version )

The central government of India had started a new  portal website which is working under beta version can able to access the epf login web page and check all your Employees’ Provident Fund Organisation information in a single click with the help of your UAN account. The following details were shared below check it out.

epfo login page

  • Here is the official link for EPF login:
  • You can either register it has a member or employer
  • Once, you were done with registration, you can now access the epfo member login page.

You can access all of the information, and also raise any dispute for online helpdesk. One of the employees who has been working in their will hand over all your doubts and further by clarifying your query’s online via EPFO india login page ( Under Beta Version ).

This is the new innovate scheme was launched on sep’26 2016 to help the people who are facing the problems online in India regarding their epf employee login page. If you have any doubts related to the above information, do leave a comment here. Our dedicated team will help you out related to this query here about Employees’ Provident Fund Organisation.

3) Login Via Android Application

We have been already shared the complete step by step information about how to access the epfo login page via different methods and check your current account details on Employees’ Provident Fund Organisation india login website.

In any case, if the two of the above methods are not working properly.

You can check out via Android application which is more secure. Here we share step by a process to access the epfo login page via APP.

  • Here is the official link to download the Android APP
  • Once, you have downloaded the Application ; the on-screen will look alike in the following figure.

Where the options are stated as follows :

  • Member
  • Pensioner
  • Employer

As usual , you check in to the member area. And activate your UAN account further by track your application details via Android application. There may be other alternative to look at the epfo login page without downloading the Android application or any portal service all you need to access via single a message which we shared the step by step information below to get in to the epf login page with out logging in to the Employees’ Provident Fund Organisation portal page.

4) Missed Call Service ( An alternative Way )

Here , if you were unable to access the internet, if you don’t have any smartphone to access the details. Then here we share complete step by process to get the full details of your epf account via missed call service.

With the help of the missed call service you need not to check out the pf employee login page always. Once , you were activated every month on the date of 30th of the month you will automatically receive the balance amount of your PF account details.

Here is the number: 01122901406

  • Now, all you need to give a missed call to that number.

Once, you were done with the missed call service then you will receive a couple of your personal information which were stated as follows :

  • Name
  • PF statement
  • Date of birth
  • PF number
  • EPF employee login ( If activated )
  • Last month contribution

Once, you receive the details. Then ever month you are going to receive the details of your Epfo information via SMS without logging into the Employees’ Provident Fund Organisation. In any case, if you were unable to receive the SMS from the epf India login, in that case we are requested you to give missed call one more time.

That’s the complete step by a process to check out the epfo login page via different methods. If you think that you have come up with any new solution.

If you have any doubts related to the EPFO login. You can comment here at the end of the post. Our team will help you related to any query as soon as possible.

UAN Activation: How To Activate UAN Account Online

UAN activation A complete guide on how to activate your new UAN account. The following guide was written by an author Poorna Chandra who had into the field of personal finance with more than 10+ years of experience check out guide on UAN Activation.

If you need to know any more information about the latest changes in universal account number details you can comment here at the end of the post one of our dedicated team will help you out regarding this issue.

Moreover, the EPFO India launched a new version ( 2.0 ) website for both employers and employee’s to check out the details with a simple user interface.

All of the details like help pf transfer online, check epf balance will be were easy process for employees. Here we share complete method on how to activate UAN account. If you encounter any problems with the process of an activation do comment here at the end of the post our team will help you out – Read more : EPF Online Payment Procedure.

The epfo India had launched a version 2.0 portal while writing this article we shared the old portal screenshots. Soon, going to upload new Images.

Step By Step Process For Activation Online

Before we published this article on UAN Activation in 2016, we wrote the article as per 2016 version ( 1.0 ) portal website and all the screenshots are provided here as perversion ( 1.0 ) and version 2.0 2017.

Since the process for the UAN activation seems to be same as the version ( 2.0 ) somehow. we kindly suggest you scroll this web page and read out the information on how to activate your UAN account – Soon, we are going to remove the version ( 1.0 ) article here.

  • Employers’ : will do create a new UAN account on behalf of you. Once they do create a new account, they will let you know the details and proceed the next step for of your account.
  • As an Employee, you are the responsible here for the process. Here we share the details on how to activate your new account within seconds.
  • In case if you missed any details like pf number or account number, please do contact your employer. All of your details are available at employers desk.

Process Of Activation Your Account

First of all, you need to visit the official link here ( https://unifiedportal-mem.epfindia.gov.in/memberinterface/ ) to proceed the process. ( Link is Broken, kindly check the version ( 2.0 ) portal guide below, sorry for the inconvenience as EPFO India made sudden decision on this )

Once you visited the official link above, the page will look alike as follows. Check out the screenshot Image here.

Activate UAN

  • For sample purpose, this is the way to fill out the details of your account to proceed the authorization via OTP.

Now, all you have to is fill out the details as per mentioned in the form. The details will be represented as follows:

Once you filled out the details now, the next step is to get authorization pin to proceed for Activation. Make sure that you need to enter your mobile number accurately.

In case if you, unfortunately, entered the wrong mobile number, then please do close the window and open it again to proceed as per follows.

After you verified the details and authorized your account by OTP. Then the next step is to create an account ( only if your done with UAN Activation ). Here is the sample screenshot once you approved your account, the page will redirect to a new webpage which will look alike as follows:

On the next page you will be asked to fill out the details as like follows:

  • UserName ( Chose best username as per your convince )
  • Password
  • Email ID

Make sure not to make any mistake while filling out those details; those are case sensitive. Those login details will stay forever with you after employer done with the UAN registration.

  • We do highly recommend to change your password for every six months to protect your account.

Once, you fill out the details you can log in to your account with your credentials. Please note down your account username and password for login purpose – only after UAN Activation procedure completed.

Here is the official link (Link Broken, kindly check version ( 2.0) guide below ) to login to your account. This is how the web page will look alike once you checked into the login page after you completed Activated online.

  • Now, login to your account with your credentials that have been created on portal.

At the end of the top right menu bar, you will see an option to download passbook and UAN card. You can even find out more information from your account. Version 2.0 link has been updated on UAN Activation portal page.

However, if you click on download Passbook it will look alike followed by:

And, download UAN:

That’s it! How easy it is right. You can extract much more information from your employee portal account. We cover most of the information on here do check it out.

Previous Member Id

  • Check Your ” Previous Member Id,” at top right menu bar in a portal website once you done with UAN Activate process.

 

To get listed all your previous member Ids. In case if any of your Member Id’s are not included in that account we kindly suggest you contact your employer. Basically, it won’t happen.

With the help of unique universal account number, all your previous member Id’s are listed on your account. Thereby you can easily access your detail and further by transferring your amount from one pf account to another account.

PF Transfer

It’s time to get into the actual process. With a single click you can transfer your pf amount. Here we share the complete guide on how to transfer your PF amount: Guide here do check it out.

Once, you checked your previous member Id’ there is an option to check eligibility for online transfer claim. Just click on ” check eligibility, ” and you will get to know the stats whether you be eligible or not.

pf transfer eligibility

  • Once, you came to know that you are eligible for online transfer claim then all you need to check on ” File Transfer Claim .” As shown in the following image.

 

Thereby you can claim your application. Once you did with the claiming, you can check your stats. For more information you can check out here hope it will helps – More Information On EPF Payment Here. Also, if you have any doubts about the online or filling out form then do comment here.

Changing In Profile Details

How to change your profile details ? This is mostly happen when some one lost their contact number or mobile phone or even forgot their login credentials during the process of UAN activation.

  • Just go ahead and click on ” Profile “ you can get immediate access to:

your UAN Profile

  • Edit Mobile Number
  • Edit Email Id
  • Updated KYC Information
  • Change Password

If you would like to change mobile number:

Update your KYC Details:

  • Permanent Account Number
  • Aadhaar Card
  • Mobile
  • Ration Card
  • Passport
  • Driving License
  • Election Card
  • Bank Account Number/IFSC code
  • National Population Register

That’s the complete way to activate your new UAN account and further check your complete details.

In case if you have any doubts related to the following topics on then do comment here at the end of the post our team will help you out – Read more about on Universal account number registration.

Updated – EPFO Launches A New Portal Website ( Version 2.0 )

Here we go on Jan 1st, 2017, the EPFO had made a some severe changes on their portal sites. Within a small time frame we received a more than 500+ requests on how to activate my new account as I was unable to access the Link as described in the article. Some times this new portal seems to be down, in that case we are requested to wait for some time to get it back.

Here is the version 2.0 portal website link : https://unifiedportal-mem.epfindia.gov.in/memberinterface/

We do then quickly check it out, and realized that EPFO has permanently removed the old portal website and launched a new portal aka ( version 2.0 ) on Jan 1st, 2017 – rest like UAN Activation procedure and interface will look alike same.

Q: Why EPFO made sudden changes to improve their portal website?

A: The answer is simple. As per our developer’s estimation, the old portal seems to be not such a secure and potential lack of weak security. With that at any time, the site may get hacked, and one more reason is due to over traffic.

Consider those all things they came up with the new Idea and launched a new portal website with more added security.

Simple User Interface: an Old portal website is little bit messy. So many links to each work. Users are pretty annoyed with that and ended up.

Only Two Portal’s: Previously you need to check on member esewa portal, employee portal, employer, etc. Now, you have only two one is for employers and another is employees.

Maximum Security : This time UAN, EPFO added more security to their portals. And, it seems to be they will stick forever.

Process Of Activation: Since, the process of UAN activation is quite same as the old one. Just a small change in their user interface.

That’s the comprehensive benefits with a new version ( 2.0 ) website. Here we share a little bit of information on how to activate your new UAN account under ( version 2.0 ) portal.

  • Here is the official link: Link Here

Once, you visited that link – the web page will look alike as shown in the following Image. Note: The portal is still under beta testing, may be the page will not same as like the one below Image.

Same as like above one, here also you need to enter all the details like:

  • UAN number
  • Member Id
  • Mobile Number
  • And, authorize your account with your mobile number by one-time password.

Once you successfully approved your account by OTP. That’s it you have successfully completed UAN Activation and rest is as follows:

Then the web page will redirect to new page where you need to enter the details as like follows:

  • Username
  • Password
  • Email Id
  • Confirm Email Id

That’s It! The rest of the information flows as like as same above mentioned old portal like:

  • Previous Member Id
  • PF Transfer and Claim Status
  • Edit Your Profile

How simple it is right!

Note: Sometimes the new version 2.0 portal ( links mentioned above ) may seem to be down. In that case, we kindly request you to check out those links after some time.

We have no particular idea why this sites are down at regular interval of occasions. Hopefully, the EPFO government will look into this issue and resolved it asap.

Most Frequent Asked Questions On This Topic:

We have covered most frequent asked questions on this topic. If you have any doubts regarding this issue, do leave a comment here one of our team members will be in touch with you.

1) To whom can I contact regarding my UAN number ?

A: Your employer. Once you joined any company, the business company employers will take the process of your UAN number.

In case if your previous employer created an account on your name and address. Then all you need to activate that one and linked the member I’d to this new Id.

2) There is also an option to create UAN account on employees portal? Who will create the UAN account ? Employer or we ( employee ) ?

A: Usually, it is employer responsibility. But, even you can create that account and send the necessary documents to the employer such that they need to verify it once before it gets activated.

3) Why the new version ( 2.0 ) portal is not working?

A: On Jan 1st 2017. The EPFO india launched a new version ( 2.0 ) portal website. It’s still under beta version. As per our estimation, it will take around 1month to get in perfect stability.

4) My previous member Id’s are not showing on the portal ? To whom I can contact?

A: If the previous member Id’s are not showing then in that case, please do contact your employer. And submit the original documents that have been filed same as for previous Id.

5) I changed my KYC documents, but the stats is still not verified?

A: Once you made necessary changes in Have I. The employer needs to verify those reports. Once it was done, the status will show as ” Verified .”

6) I have a few more doubts about the process of UAN activation ?

A: If that was the case, then do leave a comment here. We can help you out.

If you have any doubts on UAN activation procedure. Then do comment here. Our Team will help you out related to any query.

EPF Balance : 5 Ways To Check Your Balance Online – Guide

EPF balance check: Employees’ Provident Fund Organisation and PF balance enquiry details. The central government of India back in 1952 was introduced this scheme. Back to so many rules and regulations has been changed the following guide will mainly teach you on how to find pf balance check and enquiry.

Please do refer to the table of contents so that you will get an idea about provident fund information – check more information:

Table Of Contents :

[table id=3 /]

What is EPF?

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A: EPF is an ” Employees’ Provident Fund Organisation .” This act is merely applicable to the employee’s and employers who were working in either state or central government. This comprehensive law and schemes were administrated by a central government named as ” Central Board Of Trustees.

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Employee’s provident fund ( under both state and central government ), further by 2006 an established site was launched where you can check pf balance and enquiry about pf balance enquiry via online.

There after so many changes had done including uan status and OTCP portal’s via online and today you can access the information in a simple wau which is shared below.

If you have any doubts regarding this pf balance enquiry online, or passbook statement, you can contact us or do comment at the end of the post our team will help you out related to this query – transfer pf claim status

Salient Features of ” Central Board of Trustee’s “?

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Here we share some of the salient features of central board of trustee’s which you need to know as citizen of Indian:

  • The board is formed under the act of section 5A
  • The Act number 19 of 1952 ( Act19 of 1952 )
  • The tenure of the board is five years

6 Ways To Check Your PF Account Balance  Enquiry Online

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According to the central government of India, this scheme ( EPF ) was considered to be as one of the largest act in India which has more than 122 official offices in India and more than 350+ employees who are handling the entire data of EPF account balance and inquiry details.

Whatever you can learn more about EPFO India details here.

The following article will mainly cover the list of complete details about on how to check EPFO balance enquiry online and pf inquiry details. # 8 ways here we shared.

  1) Register Your UAN number And Download EPF balance statement Or Passbook Online

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For your kind information, the EPFO India has lifted the official link and moved on to the next level of a portal website for a better user experience to know your pf balance check.

But, before that you need to register with your UAN number  – UAN Registration Guide to know your EPFO balance online. The complete procedure was shared below have a look at it so that you will get an idea:

  • First of all, you need to register here with your UAN number: Official Link in order to know your epf balance enquiry.

Rules to follow while proceeding the registration ( Mandatory To Read )

As of now, Contribution received through ECR  for the wage month of Oct 2013 onwards  ) would be able to register themselves.

  • You must obtain UAN number along with member ID ( mandatory )
  • Your mobile number is necessary for registration purpose ( VIA OTP )
  • A member can only view their passbook stats which has tied up with their UAN number.
  • The passbook facility was not available for the members having an exemption under EPF scheme 1952.

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There you go, once you checked out on the registration page, the page looks like a below image. Confirm that you went through official link only. Now the procedure was quite easy all you need to have following details of information along with you. If you have any doubts related to the information that we are shared about pf member balance online in 2017. Do leave a comment here. We respond to it asap.

pf-balance

  • Your UAN number
  • Your Mobile Number
  • Now, you are requested to select the state. The selection of state and an office is mandatory. Make sure not to make any mistakes while choosing.
  • Then after you need to enter the establishment code. Check over and over again to make sure you entered incorrect format only.

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Now, click on get a pin, an authorization code was sent to your mobile number, enter that authorization code ( below the page ) and proceed to page. There you go all of your details will be displayed on the screen. You can avail various facilities:

  • Download your UAN card
  • Member passbook information
  • KYC documents & Modify the required KYC documents.

epf member balance

With the help of uan member portal you can easily find out your pf balance check, and also if you need to make any changes in the documents, you can just remove and upload to it as per your information.

For any pf balance enquiry, you can comment here at the end of the post.

Our Team will help you out related to this enquiry. Below is the another method to find EPFO account balance check.

2)Missed Call Service To Check PF Balance Or Any PF Balance Enquiry

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The central government of India had realized that most of the people might not access to get the internet to check their epfo or pf balance inquiry via online in such case, a new innovate scheme was introduced to look at the epf balance or statement instead of visiting epf india gov in,  via missed call service.

The following article will mainly explain how to proceed to get the complete pf account balance enquiry details via missed call service. To proceed for missed call service, you need to have a required information that we are shared over here check it out 🙂

epf-balance-enquiry

  • You must have a UAN number to receive the details via SMS and it must be activated – check uan activation guide

As we did explain above, that your UAN number must be synchronized with your mobile number, which is used to activate the UAN number. So, activation of UAN number is a must to find your EPF balance online via sms for any enquiry info.

  • Make sure that your UAN number must be added to bank account number or aadhaar card or pan card.
  • For security reasons, if you don’t have any one option that is listed above, you can’t verify your details via SMS service.
  • Here goes the missed call number service: Make sure to add that contact number to your list

Number : 01122901406

Once, you saved that contact number. Now all you need to give a missed call to that number to find your pf balance inquiry via offline member portal.

Once you send the details you will receive a reply from the PF India stated as follows: #EPF member balance via missed call service will be update with much more information.

  • Your name
  • Your EPF Balance details
  • Your Date of birth
  • Your PF number
  • Your last month contribution

How easy it is right? to check your pf account balance In any case, if you won’t receive an SMS. In that case, we kindly request you to check out after some time.

This mostly happens because of server load and it may not receive your details via missed call even though you make it.

If you own a smart phone then you can check out the epf member balance enquiry or pf account balance details via mobile app, further details have been shared below do look.

3) Android Application ( Simple way To Check EPFO Member Balance )

As we know how the technology has been changing for every type of information, an APP has been developed for any epf balance enquiry you can contact via APP.

According to global app development, at the end of the year of 2025, every information will be gathered into mobile app only varies from ( Windows, Android, IOS ) whatever.

Here we share the link to download the Android app. If you were unable to access the epfo member balance in that case reinstall the APP.

epfo-balanceepfo-balance-enquiry

The process of installing is quite easy all you need to follow out the simple steps that we are shared here here:

  • Here is the link to download the app from android play store.
  • If you opened that link and you were unable to see an download ( install option ) in that case you can download APK version.
  • Here is the link to download APK version ( will availbe soon apk version )
  • Once you download the APK version, allow installing third part apps on your phone.

Now, the on-screen will look alike in the above following figure.

  • Fill out the details and check your EPFO member balance online via Android app.

People who were ever using Windows Phone and IOS phone the app is not at available.

Once the app is launched ( Windows and IOS ) we will let you know the details via email id ( Subscribe here ).

That’s the third most another way to find out the PF balance  enquiry via Android app.

If you encounter any problems while downloading the APP, do let us know our dedicated team will help you regarding this issue.

In any case if the app is stopped working while checking your PF account balance or statement then reinstall the App.

4) Via UAN Website

The following information has been already shared above. But the difference has been completely invariable, where you can opt for a one-time password, and you can further proceed to checkout to that website via EPF member and download the epf balance enquiry passbook / statement.

It’s not a just unique method you can even log;in whenever you want and make sure to note you a password.

If you forget your password, don’t worry you can retrieve here by following the guide as mentioned there.

epf-account-balance

  • Now checkout, with your required credentials.
  • Before you need to check in, you must need to activate your UAN number.
  • The activation process has been shared above do check it out.
  • Once, your UAN activation you can checkin and find your details via online.
  • You can even download epf passbook and check epf balance online.

That’s the another method to check your pf balance inquiry online.

If you need any assistance do let us know.

5) Via EPF India Online

There you go another method to check your epf balance online. According to epf India, they were soon going to launch a separate portal website to find your pf balance online and enquiry details via online.

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Once the portal site launched epf India office portal will be no longer be accessible. All of your data will be moved to another official method where you can access to get.

  • Visit the EPF India online website
  • Once you checked on to that site. You can now enter the details as shown on the website.
  • Now, within a second, all your details will be displayed on the screen.

6) New Beta version ( EPF India easy method to register and know pf balance )

The following is another easiest way the central government of India has been launched beta version ( Beta: Under construction not yet fully launched But still accessible ). You can access this future in 7 of the following reasons.

epf-balance

  • To know your pf balance
  • Download your PF passbook, and pf balance quirky you can directly contact them.

Here goes the list of information that is available on that portal ( which runs on the local server ).

  • What’s my UAN?
  • Forgot password and mobile number changed
  • Incorrect details, name, date of birth, date of joined, ETC
  • Passbook problems
  • SMS is not received during UAN activation
  • Details not matched during UAN activation to check pf balance.
  • Form 11 Pending / UAN linking pending / with employer
  • KYC pending with employer

The above are the complete list of details that are available to rectify in online via pf India and enquiry, beta version. The purpose of launching is to solve the employee’s problem via online.

If you follow all the information that we are shared above and still you are unable to find your PF member balance then, in that case, you can easily check out what’s the problem, and you can even solve it via online too.

We hope you can access your Epf balance enquiry with the above information. If you need to know any more details required to pf balance enquiry and-and epf balance inquiry info.

Most frequent asked questions about PF member balance :

Here we cover most frequent asked questions that we got from the pf members:

1) I was unable to access the portal link ? Where can I find the new portal ?

A : On Jan 1st 2017, the employee provident fund India launched a new portal website. Where you can access all of the information without much effort. Here is the official link : Here

2) How can I know my pf status online ?

A: We do already cover the complete guide on this topic you better look into this: Pf claim status, If you have any doubts related to this guide do comment here.

3) How can I find my establishment code ?

A: Contact your employer. You can even find your establishment code from the official website here.

4) Can you shares what are the present rates of contribution ?

A: Yes there you go!

  • 10% Rate is Applicable for the following conditions :
  • An establishment which has less than 20 members being employed.
  • Any industry company which has been declared has board for industrial and financial construction.
  • The following Industries : Jute, brick, coir and guar gum factories.

5) How to locate an epfo office ?

A: Here we share an official link: Link here, once you check out that link you can able to access search portal where you can find your pf office. The search portal have two options to follow :

  • Know the EPF office having jurisdiction over an address
  • Know the jurisdiction of an EPF office

Choose either of the one.

6) There seems to be so many forms are there to claim the status ? Can you share what’s the actual form number that we are looking for ?

A:

  • If you let one establishment and joined another one, then you need to check out form 13.
  • If you left one establishment and not joined other one , the you need to check out form 19.
  • If member died while in service before 58 years of age, then do check out form 20.

7) Is there any help desk available for epfo ?

A: Yes ! Here is the link for the member help desk: Link here, hope it will help you.

8) I have a few more doubts regarding the epf member balance?

A: That’s quite common! Leave the comment here. One of our dedicate member will help you out related to any query online.

Latest News From EPFO India :

13th Januray 2017 :

A Unified Portal for employers with UAN Based simplified Electronic Challan cum Return filing system was launched by EPFO on 23.12.2016. The uan member portal helps in submission of UAN based returns and challans.

epf member account balance

It has been noticed that due to increased traffic on the portal, many employers have faced some difficulty in upfront allotment of UAN, connectivity/login issues, website slowing down and also unfamiliarity of the new processes.

The Statutory dues are to be paid by 15th of every month. Considering the issues arising out of stabilization of the portal, it has been decided to allow a grace period of 05 for the month of December 2016 remittance which can be paid by 20th January 2017.

Jan 10th 2017:

In order to provide prompt services to all employers the epfo launched a ” EPF Technical Suvidha Centers “ have been setup under ANOCs – You can find centers here : Link Here

Jan 5th 2017:

  • EPFO launches a employees enrollment campaign, 2017
  • Limited time opportunity to the employers, to voluntarily declare details of all employees deprived of social security benefits.
  • Deceleration scheme is operational between Jan 1st 2017 to march 31st 2017.

 

Jan 1st 2017:

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  • On Jan 1st 2017, the epfo India launched a new unified portal. With all the necessary changes in their portal, with better user interface and user security.

We do update whenever we came across any information related to epf member balance and pf balance details online in India.

If you have any doubts related to epf balance online, then leave a comment here. We do help you out.

Check out More Info:

  1. UAN Registration
  2. UAN Activation
  3. PF Transfer Online
  4. EPF Online Payment
  5. PF Claim Status
  6. UAN Member Portal
  7. Online Transfer Claim Portal

UAN : Universal Account Number Registration Complete | Guide

UAN Registration : UAN stands for Universal account number. It’s a 12 digit unique number allocated to each member of employee provident fund India. Back in 2010, it was a very hurdle process for pf transfer amount via offline from one account to another account. Thereby people are getting faced a lot of problems while checking their pf balance and transferring of their details.

Table Of Contents:

The Employee provident fund organization in India has introduced a new concept called universal account number. Thereby you can access the comprehensive benefits of your pf account under one unique 12 digit number which can make very easy for everyone to check their pf details online in India and also can transfer their pf funds very easily without any problems.

Here we share the complete guide for beginners.

The process of registering a new universal account number number is quite easy all you need to follow our guide so that you can access to your( employee ) account number within minutes.

Not only the process of creating a new UAN Registration (Universal account number ) number, but we do also share the complete guide on the above topics as per mentioned on the table of contents. There you go complete guide.

UAN Registration Online – Step By Step With Images Online

Here we cover the in-depth information how to register a new universal account number account number. In case if you face any problems while creating a new, account number then do comment here at the end of the post our team will help you out related to any query.

Their you go the complete process of registering the new number.

Note: An Employer takes the process of registering a new UAN registration account to their employees.

Because they need to link your PF account number to UAN number. Once the KYC documents are verified by employer.

  • If you an employer you need to follow up our guide with step by step on submitting your employee’s details to creating a new UAN  account.

For Employees: Here is the new  ( https://unifiedportal-mem.epfindia.gov.in/memberinterface/ ) to register a new UAN registration account number ( Universal account number ).

For Employers: Even you can use the Official link to create a new account on behalf of your employees and link back to pf account to get accessed easily.

  • But, before that you need to submit your employee documents with a digital signature and verify it.

The process of providing the documents via Text file is a little bit complicated however with our tutorial you can get it done easy without any issue.

First Step – Uploading KYC Documents Of Employee’s Via EPFO Portal

Here we go step by step process on how to submit the employee details on EPFO website and get it verified by the employer.

First of all, you have to log in via EPFO login new version (2.0) website here.

Step – 1 – Learn How To Add Employee Details As Text File

Create employee information in a text file. The process of setting up the ECR text file is such an important thing. Here we shared complete step by step process on how to create a Text file of your employee database and verification process.

  • The government of India had already launched complete step by step tutorial for this.

Now, extract that zip file and you can access the HTML file as ( ECRPRESENTATIONWORK.HTML ) and open that file.

Once, you opened that file you can able to access the tutorial on how to create the Text file. Here is the screenshot of that HTML version page.

employee data text file

Step – 2 Collect Employee Document Details

As an employer, it’s your responsible to collect the necessary documents from employees for the process of (Universal account number ) account and verification of KYC documents.

List Of Documents:

Address Proof Documents

  • Passport
  • Driving License
  • Ration Card
  • Voter Id Card

Other Documents

  • Aadhaar Card
  • Bank Account Number + IFSC code
  • Pan Card

Once, you collected those details from employees.

Now, all you need to gather those details into one Text File and upload it followed by verification method online to generate universal account number registration Id.

  • Now, please refer to the above ( ECRPRESENTATIONWORK.HTML ) Tutorial and followed the instructions.

Just fill out the member details as per their instructions:

Please go through the tutorial as shown in the above .html version.

  • Once, you have complete in filling out the data in a csv format.
  • Now, save as (*.csv) – comma delimited.
  • Now, open that file with textpad.
  • Replace comma(,) with ( #~# ) and save that file
  • Remove the top header on a text file and save as .txt format.

Things to kept in mind before uploading the data:

  • Use Only alphabets and number in file names. Special characters or spaces are not allowed in that file name.

  • Text files are not exceeding more then 2MB of data.
  • Each row of the text file format is must meet the instruction which is provided here in Zipping File.

That’s it ( If you have any doubts on creating a Text file, then please do comment here at the end of the post our dedicated team will help you out in creating the necessary text file for your employees to get universal account number  account number ).

Step – 3

Uploading KYC Documents

Now, you have successfully completed the employee details in a text file as shown as above.

The next step followed by is to Upload those documents and verify it.

  • Now, Login into the employer esewa page. At top right column, there is an option to upload KYC documents.
  • Choose KYC>Upload Bulk KYC Text File
  • Here is the screenshot of that web page.

KYC upload

Once, you click on ” Upload Bulk KYC Text File “ then all you need to browse your employee text file and submit on that web page.

  • Here is the screenshot of that web page, right after when you click on ” Upload KYC Documents “.

Step – 4 Approving Your KYC Documents Online Here

Once, you have uploaded those text file for generation of UAN registration (Universal account number ).

The next step is to verify those certificates.

In login page at top right column menu, you can access the option as ” Approve Bulk KYC Pdf.”

  • KYC > Approve Bulk KYC

Here is the screenshot of that Image:

Now, click on Approve Bulk KYC and a web page will redirect to a new webpage where you can approve the list that you have been provided.

  • Here is how the screen will appear once you check out from Approve link web page.

The PDF is made in respect  to all the members for whom the member master is complete and will not have the members for whom some data such as DoB/DoJ etc is not available.

  • Do check out all the details from the list you have been provided.
  • The UAN registration number is automatically generated by respective employees as shown on the screen.
  • Do proofread of all those documents and Approve the submission.

Here is the sample Image on where to click to Approve Button. For only example purpose.

As usual, once, the employer will submit the Approve button a popup will open asked for a digital signature ( Sign with .PFX file or USB token ). Submit it right away.

get UAN number

That’s it.

You are now successfully registered a new account number respective to their member I’d details and documents.

The next step is an allocation of universal account number registration number allotment to new members.

  • On filling the ECR of the Month July 2014 on wards, the EPFO system will identify the new Member IDs for which the establishment is making payment.
  • On identification of new Member IDs, the system will throw back to employers the Member IDs for either declaring them as the first employment or tagging them with already allotted UAN.
  • Here is the complete step by step guide on how to allot UAN registration number to member Ids.

Here is the screenshot of an image on where to proceed. Just click on ” Confirm Previous Employment .”

Once, you click on confirm previous employment. The next web page will appear as follows.

In the case of first-time employment select first-time employment and submit.

On submission, the EPFO would allot the UAN and disseminate the same to the member through an employer.

  • And, the list of number will be available under the menu on employers tab. Here is the sample screenshot of the process.

Tagging Of UAN To New Members

  • Employers are required to collect the declaration form of the previous employment for each new employee.
  • Employers can either provide previous member Id or UAN to confirm prior payment.

Details of a member against the Member ID/ UAN (Universal account number ) as furnished shall be displayed along with “Confirmed/ Not Confirmed” radio button in Verification Column. In case the system finds out that there is a difference in name or DOB after conformation by an employer. The system automatically alerts the employer. In case if you find any problems do let us know by commenting here at the end of the post. Our team will clarify the doubts asap.

 The system alerts the employer to verify the details of that particular member. Post verification, records can be submitted.

  • Once the details were feeding, for new joiners.
  • Now, an employer has to press Form F11 to verify the details and generate the PDF of the same.

Now, the employer has to approve the pdf file that has been generated. In case if an employer is not satisfied he can just reject it.

  • Once, you approved, the pdf file will look alike as follows:

At the end, you can access the files under tab section as ” Approved PDF and Rejected PDF.

Activate Employee UAN Number

There you go the last process. This process either can be done by employer or employee.

But, we suggest employee can do this thing because the authorization pin and password can access by himself only.

In future, if he shifted to other company it will be easy for him to handle all the member Id’s under one account.

Here you go the process of activation of the new account. The EPF India launched a new UAN portal website thereby you can access all of the information under one portal.

  • The central government of India launched a new portal ( version 2.0 ) on Jan 1st, 2017.
  • All of the screenshots will be soon updated in this article. Check out the step by the process on how to activate the UAN registration number.
  • New Version ( 2.0 ) Official Link To Activate Your Account: https://unifiedportal-mem.epfindia.gov.in/memberinterface/

Once you check out from that link, now all you need to do fill out the form as shown in the web page.

  • Fill out all the details like as follows:
  • Enter your universal Account number
  • Enter your mobile number
  • Select the state
  • Enter Account Number

Once, you entered all the details shown as above. Now click on Get authorization pin.

Once the pin is verified, you can access to another web page where you can enter the details like username, password, and Email Id.

  • Username
  • Password
  • Email Id

 

The next step is to login via your username and password.

Username and password must be noted down anywhere for future reference.

  • Here is the link to login to employee member portal:

 

  • https://unifiedportal-mem.epfindia.gov.in/memberinterface/

From here you can download the Passbook and universal account number card under the tab menu, as shown in the below image.

  • There you go Passbook here

 

  • And, UAN card download here

 

That’s it.

Benefits Of Having UAN Account For PF Holders

PF is one of the greatest innovation started early in the 19th century, and it was first established in Europe.

There are so many benefits will have of having UAN account number for PF holders.

In simple, the PF is the small amount which is deducted from your salary for every month until you quit the company.

The same method will follow by both private and government organization. Here are some of the benefits that you need to with UAN number.

1) Insurance Benefits: You can avail the insurance benefits, the insurance benefits will be provided through EDL ( Employee Deposit Linked Insurance )

2) Medical Benefits: If any emergency situation is occurred, then the company will pay the entire amount on behalf of you and deducted little bit of amount from your salary on every month.

3) Pension Scheme: PF has been usually divided into two sectors like as EPF ( Employee Provident Fund ) and EPS ( Employee Pension Scheme ) so you can avail the benefit of pension too.

3) Deduct More than 70%: If you have any  plan to start business, then you can take out the PF amount at any time more than 70-80%.

There were so many benefits were there for having a UAN account number.

The UAN number will joint all your PF member details at one point.

Thereby you can access all the PF account details at one place without any hustle. That’s where the complete benefits of having a Universal Account Number.

Main benefits Having a UAN Number

When you shifted from one company to other company, you need to either transfer your PF account ( only with UAN ) or withdraw the money.

But, as our lives are busy we haven’t even touched those accounts and by the end it’s very hustle process to gather those all accounts at one place.

Realizing this, the central government of India had started a new innovative scheme called ” UAN .”

Here we share some of the major benefits that you will have do check it out once.

  • UAN – Itself states that Universal Account Number. With that 12 digit unique number, you can access link all your PF accounts under one account.
  • High protection and authority on your account through PF. No other third parties will not interfere on your Pf accounts. Thereby you can access top level protection.
  • Now, the process of withdrawing your money is a very easy process. Because your bank account is now synced with the UAN and can transfer the amount accessible.
  • Download the Official Android App and receive all the updates.
  • With UAN account you will find out the how much money is deducting from your account at the end of each month. You just need to log in and check out there by itself.
  • Access all PF accounts at one place thereby reducing the chance of account lost.( Mostly It won’t happen with the help of UAN ).
  • Transferring your amount from one account to other account is quite an easy process. Here we share the complete guide on this topic hope it will help you out.

That’s the list of total benefits of having a UAN Number.

We do update this content whenever we came across any new updated about the UAN universal account number.

Most Frequent Asked Questions About UAN – EPFO India

Most frequent asked from our users. Check out the here. If you have any doubts related to any query then do post here.

Our dedicated team will help you out.

1. What is UAN?

A: In simple UAN stands for Universal Account Number. It acts a bridge between your all PF accounts and connects with high security.

2. How Do I Obtain My UAN account number?

A: Contact your employer. If you already submitted the necessary KYC documents to your employer, it’s time to contact them for your UAN number.

3. Once, I obtain my UAN registration number how can I activate it?

A: Simple, just log in here, but before that, please do read out our guide that we have shared above.

4. The old portal seems to be down? How Can I access new portal?

A: We do already share a new version ( 2.0 ) portal. In case if you missed it here we go: https://unifiedportal-mem.epfindia.gov.in/memberinterface/

5. How Can I Create username? Was I unable to login to the portal website?

A: Have you activated your account? Without activation of your account, you can’t access to login. Please do check out the above images.

6. How can I download the passbook?

A: It’s so simple just log in to the portal website using your username and password.

Thereby at top right column menu, you can access to view or download pdf of your passbook.

You can even access to the UAN registration number Id card.

7. What is the purpose of Listing previous Member Ids?

A: From EPFO: The idea is to list multiple Member Identification Numbers (Member Id) allotted to a single member under single Universal Account Number.

This will help the member to view details of all the Member Identification Numbers (Member Id) and further enable to check the eligibility for online transfer claim through the options ‘List Previous Member ID’ and ‘View’ from the Menu ‘Previous Member ID.’

In future, there is no need to list the member ids as it will be linked automatically by Form-11 information.

Member needs to disclose his/her UAN/Previous Member ID to the new employer through Form-11.

8. Unfortunately, My KYC documents are uploaded wrong. Is there any way to upload or make any changes in it?

A: Yes! You can make necessary changes through your portal login page.

Once, you upload or modify any documents. The view option will show as pending until the employer accepts that.

Once he accepted. you will get a notification as ” Modified “.

9. If my mobile lost? And, now I have taken a new number, is there any way to change my mobile number?

A: Yes! Just log into UAN registration portal web page and thereby you can access to change the mobile number.

Make sure you have working number to receive OPT. Even you can change your E-mail Id too.

10.In the case of change JOB do I need to get another UAN registration number?

A: No! You don’t need to get another UAN ( Universal account number ) number.

It’s a unique number and will remain same throughout your career.

11.Have I few more doubts about UAN registration OR UAN?

A: Just leave a comment here our team will help you out related to any query as soon as possible.

If you have any doubts related to universal account number do comment here at the end of the post.

Our team will look in to this and will solve your problem as soon as possible.

Find Out More On EPF Here :

Gift Tax : Exemption Rules And How To Save Tax | Guide

According to economics, gift tax is generally preferred as the tax on money or property that one person gives to another received upon some circumstances like death of a person are considered separately under the tax of inheritance generally many gifts do not undergo taxation because of exceptions given in tax laws.

Tax Amount Is Proportional To Jurisdiction

The gift tax amount is proportional to jurisdiction and international comparison of rates is complex and fluid gift tax in India comes under gift tax act which was constituted on April 1, 1958.

As per the act all gifts which are above Rs 25,000 in the form of liquid cash, draft check or others received from one who doesn’t have any blood relations or any relation with the recipient involves taxable gift tax came into existence except in some areas like jammu and Kashmir.

However with the effect of gift tax from October 1, 1998  gift tax  got demolished and all the gifts made on or after the date were free from tax exception but, in 2004 the gift tax act was revived partially a new provision came into existence in the income tax act 1961 under section 56(2).

  • According  to the changes made in gift tax the gifts received by any individual or Hindu joint family or Hindu undivided family(HUF) in excess of Rs 50,000 in a year would be taxable.

Generally a country like India who express our love and affection through gifts for example brothers gifts on raksha bandan for every occasion parents gift their children this gifts is mostly seen in marriages.

Is Tax Really Applicable Above 50,000

where grandchildren are the recipients of loads of gifts from grandparents we often hear of cars being gifted and homes being given to family members but do these gifts turn taxable for a limit but do elders need to pay income tax on gifts before presenting them ?

However this rule is not applicable :

If one of your relatives presenting you the gifts this is one of way to escape gift tax in India you generally can’t call a person your relative saying he is son of my neighbour’s vendor’s sister to avoid sceneries like these :

  • some exceptions are made in the income tax rules which specially specify relatives from whom tax gifts can be received these are as follows :

Parents, cousin, spouse we and our spouse brother and sister, brothers and sisters of our parents and our lineal descendants also gifts can be exempt if the gifts is not received from these relative if they are received during our marriage.

so stop panic about the income tax department questioning you about the house that was gifted by a distant relative at your wedding but ensure that the date mentioned on the gift deed is of your marriage day or at least close to that date.

Just like marriages on inheritance also has no tax implication of gifts received if the gifts we receive is according to the will then we don’t  need to pay tax on the amount.

However the income generated on the inheritance would be taxable like interest on money and house rent you does not need to include the amount you got from one of your local authorities or educational institutions as gifts for your good deeds or on the basis of merit.

Always Maintain Necessary Proof Documents 

Always we have get the documentation right when there is exchange of big gifts and note the occasion on the document it would be easy if we have enough proof to convince the officer on tax security we have to consult our charted account on the liability of tax.

Due to investing money received as gifts some rules may be related to clubbing of income would apply on certain instances thereby increasing the liability on tax beware of I-t clubbing provisions if you gift your child who is a student a cheque of R 1 lakh cheque if he gets interest on it, this interest would be clubbed with your income.

What To Do If It Is Crossed Over 50k

Cash or gifts up to 50,000 from non relatives is non taxable in a year however if it is  say Rs 55,000 then this entire value of Rs 55000 is added to your gross total income and we have to pay for it a per our tax slab.

In case if you gift an immovable property without any consideration and the stamp value exceeds of Rs 50,000 it is stamp duty value which is one of the part of our gross income.

But if we pay some consideration but it is still less than the stamp duty value the difference is added to our income for some other presents other than the immovable property say like jewellery the same principle applies to it except that market value such a gift is considered.

Under IT law any total sum of money any movable or immovable property received by you without any consideration is chargeable to tax as income from other source even if we win a lottery or a interest income these all fall under this category  .

  • A separate gift tax does not exists but if you receive a gift or if we win the lottery this comes to our gross income and be taxable.

Article 246 of the Indian constitution it distributes the legislative powers including taxation is divided between the parliament of India and the state legislature schedule 7 in the parliament enumerates these subject matters with the use of three lists

  • List-1 entailing some of the areas on which only the parliament is competent to make laws.
  • List-II entailing some areas on which state legislature can make laws.
  • List-III listing all the areas on which both the parliament and the legislature of state can make laws upon concurrently.

 

GIFTS EXCEMPTED FROM TAX

Gifts can be exempted from the gift taxation in the following cases :

  • If the gift was given by any blood relative it is irrespective of the value of the gift and the immovable properties outside India.
  • An individual cannot take the movable properties outside India unless the donor who gives to the recipient.
  • Is an Indian citizen who is resident of India or he is the resident of India during the year of gift.
  •  Out of the balance gift from NRI (Non resident of India) in his non resident account.
  • Foreign currency exchange from a convertible exchange of gift remitted outside India by an NRI to a resident relative.

 

According to special bearer bonds in 1991

  1. Special certificates issued by the central government is exempted.
  2. Up to 10, 00,000 capital investment bonds per year.
  3. Some relief bonds by an original subscriber.
  4. Gift to the local government or local authority.
  5. Gifts to any of the charitable trusts.
  6. Gifts to any notified temples, churches, mosques, gurudwars, and other places of worship.
  7. Gifts to the children for the occasion and educational purpose.
  • Gifts by the boss of a company to its employees in the form of bonus, gratituty, or pension.
  • Gifts under inheritance under will and the contemplation of death.
  • Gifts of some certain bonds from the NRI to his friends or relatives which are subscribed in foreign currency generally it is specified by the central government.

 

According to the laws in the Indian constitution we can receive gifts from some following sources

  1. Relatives or blood relations
  2. At the time of marriage and at inheritance
  3. In contemplation of death of the individual

However gift act 1958 was not initially applicable to Jammu and Kashmir however certain changes are made in the income tax provisions in income tax act 1961 would be applicable of movable properties in the said state as well.

Generally gift means the transfer by one individual to another individual of any existing movable or immovable property made voluntarily and without consideration in money or money’s worth

Donne means any person who accures the property under the gift and where the gift acts as a trustee for the benefit of another person includes both the trustee and beneficiary, donor means any person who makes a gift.

If anyone unexpectedly deposits some money in our bank account what is taxation angle a lot of persons take money from another friend for few months with some interest and then return it back but we never think about taxation angle if your parents pay some money to your account to pay loan then we never think of who would pay tax on that amount for.

A gift is deed that is executed and delivered in which the donor transfers to the receiver without any payment or considerations it is a document which transfer the legal title of the property to the Donne which the consideration is not mandatory but it is made with the love and affection.

Gift is made in  the form of cash or cheque does not mandatory requires to be executed through a gift deed generally writing a plain typed note on a paper  will generally sufficient it is not required to be stamped or registered.

As far as we make the transactions with justification we need not to worry about any tax however it is always helpful it is good and safe practice to document things on paper with perfect signatures this will be helpful during economic scrutiny,

  • Stronger the documentation and proofs available the smoother the situation will be during income tax raids.

EPF Payment: Complete Guide To Make PF Payment

EPF online payment in India the following guide will let you know the complete procedure about the process of online pf payment in India via Employees Provident Fund Organisation.

The following article will be divided into six categories which will be helpful for beginners who are new into the field of the corporate sector.

Starting with the core sectors, if a company should have more than 20+ people should proceed the epf payment online demo( employers provident fund ) or via offline.

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As per government rules and regulations, the last date of PF contribution is 10th to 15th of every month doing any delay can cause troublesome.

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As an employer, you need to follow certain rules and regulations which will share by the government of India(EPFO) in 2011 under the epfo(employers provident fund) act.

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The process of proceeding the epf payment online under corporate account has been discussed below. Please do check it out. If you encounter any problems while you have been proceeding the pf online payment, then do leave a comment below our dedicated team will help you related to this query about epf payment via EPFO ( Employees Provident Fund – e sewa ) portal.

EPFO LOGIN: Registration Process For New Account

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Before you have to make an pf online payment, you need to register first via e – sewa website which was launched back in 2011.

This process should be done first, later followed by, generate ECR ( Electronic Challan Return ), submitting of ECR which will be discussed here through step by step wise.

Please make sure that you need to have a working mobile number to complete the registration process for epf payment online.

  • Do let us know if you encounter any problems while e- filling out the new registration process for pf payment online in India.

REGISTRATION PROCESS:

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  • Here is the official link to create your account: Link here
  • In case if you have an account then do check out here: Link here

And skip the following tutorial about the creating of a new account – If you already have an account you can proceed the upload of ECR followed by pf challan online payment.

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Once, you have visited the above link ( New registration ), then all you need to do is check out the following tutorial about the creation of a new account with images.

  • First of all, you need to select the state where your employer tax and other department belongs – this is crucial part if you done any mistake you won’t make online PF payment.

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  • Then after choosing your office code and region code followed by office name as shown in the following image.

epf-payment-online

  • Now, once, you choose the office name, the web page will automatically redirect to a new webpage where you can fill out the application form details to proceed the registration of new PF account.
  • This is how the web page will look alike once, you have been redirected.

pf-online-payment

  • Now, choose your establishment code, in case if you have forgotten or no idea about the establishment code, you can check out here. This will help you out to find your establishment code:

Note: Establishment Code – Maximum 7 Digits, No leading or trailing zeros (e.g. 3467, 987654, etc.Once,) and Extension – Maximum 3 Characters / Can be left blank in case no extension.

Proceed further by filling out the application form :

  1. Pan Number
  2. Name as on pan :
  3. Name of First Authorized Person
  4. Name of Second Authorized Person
  5. Name Of Third Authorized Person
  6. Followed by the mobile number and Email Id of all

Once, you did those filling out the  new application form to make epf online payment Now, click on get authorization pin which will receive to the first Authorized person mobile number.

  • Now, enter that pin at the end of the page and get access to enter into the portal website to complete the rest of the process of pf online payment.

That’s the first step you need to do. Now, the second phase is to fill generate Electronic Cum Challan Return.

Generate Electronic Challan (ECR)

The Electronic Challan Return : Two Phases ( Must )

  1. Process of Creating The ECR File ( Text Version )
  2. Uploading The ECR In a Portal Website

Process Of Creating The ECR File – Text Version

This is one of the biggest hurdles to those, however, with our tutorial, you can make it more easier than you thought.

We are pretty sure that as employer, maybe your team will have good command on Excel Sheet I think so.

  • Okay whatever, here is the complete format which we are going to share with you which will be helpful on how to generate ECR, electronic challan return format in order pf payment online.

First of all download the pdf file, the .pdf file consists of complete format on how to fill out the CSV and convert into ( Hash Tilda hash ) – #~#

The Electronic Challan cum Return (ECR) will be an electronic return in plain text format and will consist of DETAILED lines (one line for each member).

How To Prepare ECR as a Text File:

Once, you downloaded the above pdf file, you will get to know on the complete mandatory fields to be filled for epf online payment.

However, there is another file that you need to be download. The file will contains .js scripts which will explain you the complete info.

  • Here is the link to download ( Zip File )
  • Once, you have done with a download ( Zip file) extract it with by using WinRAR software.
  • Now, you will see HTML file with an extension ( ECRPRESENTATIONWORK.HTML) just open that one.
  • Make sure to open that .html file in google chrome only.
  • This is how it would look alike once you opened the file.

pf-payment-online-ecr

This zip file contains the other extensions, like .js, will help you to automatically explain on how to create an ECR text file format.

  • Please go through the tutorial as shown in the above .html version
  • Once, you have complete in filling out the data in a CSV format.
  • Now , save as (*.csv ) – Comma delimited.
  • Now, open that file with TextPad.
  • Replace comma (,) with ( #~# ) and save that file.
  • Remove the top header on a text file, and save as .txt format.

That’s it

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Now, Your ECR file is ready to upload on portal website. Hope the above tutorial will help you out in case if you need any information about the creating of ECR ( Electronic chall cum return ) to make pf online challan payment text file do let us know in the comment section.

  • NOTE: Please do refer the above steps in case if you won’t understand. Two files that are mandatory to download are PDF file and .zip Version. Once you downloaded the .zip version, unzip it and open the Ecrpresentation.html file in google chrome only and follow the instructions.

Upload ECR File Via Portal With Images – EPF Payment Online

Back in 2012, the EPFO government launches an online facility  to make epf online payment.

where you can generate online signed ECR and proceed the payment online via any bank sector under a corporate account.

Once, the employers uploaded the electronic challan (ECR), the uploaded return data will be displayed through digitally signed copy which will further available in a PDF format ( Printout purpose ).

Once it was approved by the employer either you can make payment via online through net banking or submit those details near by any bank via offline and proceed the payment.

Here are the complete information about on how to proceed to upload the ECR challan online through epfo login portal.

We make sure to cover each and every point which will further helpful in case if you are done any mistake. Check out the tutorial here.

  • As we mentioned above once you have done your registration, then all you need to login via that webpage.

Once, you logged into the web page it looks alike as follows:

pf-online-payment

  • Now, at the top of the menu bar, you will see an option to upload ECR ( Electronic challan cum Return ). Just check out to that webpage as shown as below.

online-epf-payment

  • Once, you click on that ECR Upload button, then it will open a new web page as shown as below.
  • Now, upload your ECR file that you have been saved on your harddrive.
  • Make sure it was completely in the best format that we had explained above and choose the wage month and year where you are going to upload your ECR ( Electronic Cum Challan ) as shown in the following image.

epf-payment

  • If the uploaded ECR file doesn’t contain any mistakes, then the next webpage will look alike this, once you click on submit button.
  • Now, enter additional information as like ” EDLI and EPF/EDLI administrative and inspection charges.
  • It’s all up to you choose the contribution percentage, as per EPF online payment portal the contribution rate is 12% by default.
  • You can even decrease or increase it. As shown in the following image.

epf-payment-online

  • Now, click on submit ECR button. Make sure to check out the complete information over and over again. Once you have done a conformation alert popup will display on the screen click on OK and proceed the next steps.
  • Once you were done. A digitally signed PDF file will appear on screen with both time and date. Now, just click on ” Approve .”

Note: Some times, the digitally signed ECR may not appear due to the more number of employees ( 200+ ) in that case wait for some time,

until you receive an SMS to view or download the ECR file online in order to proceed the epf online payment.

Download The ECR Challan:

Once, you click on approve button, then the next page is to ” downloaded the challan form.” On Approval of challan, a temporary reference number ( TRRN ) will generate for the uploaded file.

  • Here you can access both ” Challan and ” Acknowledgment Receipt ” for your uploaded file for online epf payment online.

Below we share the following images how ” Challan ” and ” Acknowledgment receipt “

Challan Will look alike as follows:

pf-challan

And, Acknowledgment File will look alike as follows:

acknowledgment

Note: The challan that has been generated will last 15 days if remittance not made.

  • Until this time, the employer will have an option to reject the approval ECR. In case if remittance is done, there is no option to decline once remittance was done.

 

Make EPF online Payment : ( Offline has been shared below )

So, you successfully done both steps now next step is PF online payment.

Creating an account and generate ECR and uploaded it – At the right top bar menu, you will see an option to note down your TRRN ( Temporary Return reference number).

As we told earlier the temporary return reference number will only stay for 15 days.

If you failed to make remittance, then you need to upload it again to proceed the EPF payment online.

Make EPF Online Payment:

There is two processes to make pf online payment via online or offline.

Here we cover the online process followed by offline.

Make sure you have a TRRN number along with you while you can make the pf payment online.

  • For Instance: We will choose the Two Banking sectors which were popular and most of the people will use in order to do the payments online via net banking under a corporate account.

SBI – Flow Of process ( To make EPF Online payment Via SBI followed By HDFC )

sbi-epf-payment-online

  • Here is the official Link to log on to SBI corporate account: Link Here
  • Now choose a corporate account and login with your credentials.
  • There is an option at the top of the menu bar as ” Payments/Transfer “ And pick EPF there by.
  • Proceed the payment from your account and authorize the details.
  • Once, it was done now you can take printout of challan.

That’s the complete step by a process to proceed via SBI corporate account in order to make epf payment via online. Here we do cover the another bank ( HDFC ) in case if you follow this bank.

HDFC – Process Flow Of EPF Online payment

  • Log on to HDFC Corporate Bank ( For Enet ) enter TRRN number.
  • HDFC Bank for Net-banking enter TRRN number.
  • Proceed the payment.

Procedure Of Payment Via Offline

If you have no corporate account, you can make remittance via offline to proceed the EPFO payment. Do check it out.

  • The remittance cane be made through Demand draft/local cheque in any bank / branch.
  • Once the cheque against realized ,you will get an sms alert of a specific month.

Below we do share the list of banks that accept epf payment online.

Almost on all banking sectors, the option is same as like above. Make sure to follow all the rules that were mentioned in above.

List Of Banks For EPF Online Payment Facility

The following are the list of banks that accept epf payment online. All of the banks will have both Retail And Corporate Internet Banking.

If you have any doubts regarding the list of banks that accept for the pf online payment.

Then do leave a comment here at the end of the post. Our team will help you out 🙂

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Most Frequent Asked Questions About The EPF payment :

Here we cover the most frequent asked questions, hope this will help you in case if you need to know any more information check out here: List of 50+ Most Frequent Asked Questions

1) Why it is mandatory for employers to register on a portal website?

A: With effect from 01/04/2012 any remittance would be done after generating challan from a portal website.

It is mandatory to view your data online. In case if any mistake will happen during the ECR.

2) What If I don’t register on the portal ?

A: Simple! You won’t have any access to generate the online challan.

3) What if my establishment I’d won’t retrieve our details?

A: Please do check it out once.

In case if this still happening then contact the concerned EPFO office to solve your problems asap.

4) Whenever I entered my establishment info and click on ” Get details ” The message showing as ” Your establishment is already registered ” What should I do now?

A: Please check whether you have entered the correct code number and extension number, if any and have selected the right EPFO Office.

  • If correct, click the link for generation of request letter.

Print the letter and submit it under the signature and seal of the Employer/Authorized Signatory to the EPFO Office where the establishment is covered.

  • Please mention your mobile number in the letter.

Once the EPFO Office clears the registration, you will get an SMS on that mobile, and then you can register.

Here is the list of 50+ questions covered under each category taken from the EPFO office.

which will help you a lot in case if you were done any mistake while filling out the registration process or generating ECR or making epfo online payment.

Benefits Of EPF Payment Via ECR:

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The EPFO government had done this change back in 2012 for employers.

As per survey under an act of EPFO, it is very hard to complete the flow of process payment via online. So, to done this process hassle free the central government has made this decision.

Here are some of the benefits:

  • The employer, No need to submit other returns from 5/10/12A, 3A, and 6A.
  • Say good bye to a paper return.
  • Once an employer is doing the payment, within a fraction of second, they will receive the message of success payment via EPFO.
  • Now, employers will have access to view the annual account slips during a year.
  • The contribution will automatically credit to the member’s account on a monthly basis.
  • You can access annual slips for earlier years through this portal website.

That’s the comprehensive benefits.

The central EPFO government is also planning to launch the new portal where they provide 24×7 support to the employees if they made any mistake and can resolve instantly.

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Then do leave a comment here our dedicated team will help you out related to this query.