PF Passbook Online in EPF Portal and Mobile

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PF Passbook Online in EPF Portal and Mobile
PF Passbook Online in EPF Portal and Mobile

In this article we will see how to use PF Passbook to check our PF balance, pension balance, annual rate of interest and all related to transactions made.

Points to Remember before login EPF Passbook

  1. The PF members can only log in to the PF passbook only if they are registered on the Unified Member Portal.
  2. The new PF members should wait at least 6 hours to log in PF passbook after doing registration on the Unified Member Portal.
  3. If the login password is changed in the Unified Member Portal by the PF member. Then the pf member has to wait for at least 6 hours to login with the same password in the Member’s PF Passbook.
  4. You can check the passbook of only those members whose pf contribution amount is deposited in the EPFO field offices
  5. Passbook facility will not be available for those members where member’s pf contribution are managed by the company with the other trust, pf settled members, Inoperative members.

How to check pf passbook details

Here are the below steps to use EPF Passbook and to check PF Balance, pension, the annual rate of interest and other things.
Step 1: Visit the EPF Member Passbook website and Enter your UANpasswordsolve the mathematical calculation and click on the Login button.
Member Login EPF Passbook - EPF Passbook Portal
Member Login EPF Passbook – EPF Passbook Portal
Step 2: Select at least one member id (pf number) to check your full PF passbook, claim status, and yearly PF passbook.
Select Member ID - EPF Passbook Portal
Select Member ID – EPF Passbook Portal

Note: The pf member’s pf number or member id is sorted in ascending order (new company or last working company is listed at the bottom).

Now, You will able to see three options View Passbook [ NEW: YEARLY ], View Claim Status, and View Passbook [ OLD: FULL ].
Step 3: Click on View Passbook [ NEW: YEARLY ] to check the PF passbook every year.
Let’s see all the options one by one under View Passbook [ NEW: YEARLY ]
 
  1. Select Finacial Year – The financial year starts from April 1 to March 31st. You can check your PF passbook for that particular financial year by selecting the year from the dropdown list or by clicking on the Previous Year or Next Year button.
  2. Wage Month – This is the month where PF and pension amounts are deposited to the pf members account. You can also see the claim initiated during this month.
  3. Particulars – Under this option you can see what type of transactions take place in terms of PF contribution made by both employee and employer also the pension contribution made by the employer. Moreover, You can also see the claim made i.e advance pf withdrawal or any other claim.
  4. Opening Balance – This is nothing but the closing balance of the previous financial year from March to February with Interest details added.
  5. Date of Credit/Withdrawal – On this date, the contribution of pf and pension amount credited is shown in the passbook. Also, the withdrawal date is shown in case the member place request to withdraw partial pf or other claim related withdrawals.
  6. EPF Wages – This is the pf member’s basic salary for the month in the passbook.
  7. EPS Wages – This also shows the pf member’s basic salary for the month in the passbook.
  8. Deposits – Under this option, you will see Employee Share and Employer Share.
    The Employee Share and Employer share is deposited for the particular month in the passbook.
    The Employee Share is nothing but the deduction of 12% of the basic salary.For Example: If Akash’s monthly basic salary is 14,842, then after pf deduction of 12%, the Employee Share in the passbook will be shown as 1,781 (i.e Basic Salary [14,842]*12%).
    The Employer Share is the deduction of 3.67% of the employee’s basic salary.For Example: If Akash’s monthly basic salary is 14,842, then after pf contribution of  3.67%, the Employer Share in the passbook will be shown as 545 (i.e Basic Salary [14,842]*3.67%).
  9. Withdrawals – If the pf member makes a pf withdrawal only from the Employee Share, then the withdrawal amount is shown in the Employee Share column and if he/she makes a withdrawal from both Employee and Employer Share, then the corresponding withdrawal amount will be shown in Employee share as well as in Employer Share.
  10. Pension Contributions – Here you can see the pension contribution of 8.33% made by the employer to the employee’s basic salary.For Example: If Akash’s monthly basic salary is 14,842, then after pension contribution of 8.33% by the employer, the Pension Contributions amount in the passbook will be shown as 1,236 (i.e Basic Salary [14,842]*8.33%).
  11.  Closing Balance –  It is the total remaining balance in the PF member’s passbook.
    The calculation for Closing balance with Employee Share is made as [ Opening Balance + Employee Share + Interest ].
    The calculation for Closing balance with Employer Share is made as [ Opening Balance + Employer Share + Interest ].
    The calculation for Closing balance with Pension Contributions is made as [ Opening Balance + Employee Share ].
View Passbook [ NEW YEARLY ] - EPF Member Passbook
View Passbook [ NEW YEARLY ] – EPF Member Passbook
Step 4: Click on View Passbook Claim Status to check the status of the claim filed.
Here, you can see your claim details with below fields
  1. Claim ID – This is a member id/pf number of an employee.
  2. Claim Receipt Date – The date on which the claim is filed by the pf member.
  3. Claim Form Type – Form filled by an employee.
  4. Para Details – Reason for a claim filed.
  5. Total Amount Approved – The amount claimed by an employee.
  6. Dispatch Date – It is the data of the claim amount to be dispatched.
  7. Claim Status – It is the current status of the claim.
  8. Remarks – It is an additional comment mentioned by the EPFO officials to describe that how the claim is settled or in case of claim rejection.
View Passbook Claim Status - EPF Member Passbook
View Passbook Claim Status – EPF Member Passbook
Step 5: Click on View Passbook [ OLD: FULL ] to check the full PF passbook from the joining month of the organization to the current month.
Let’s see all the options one by one under View Passbook [ OLD: FULL ]
  1. Total EE Balance – It is the total monthly PF contribution made by an employee after the pf deduction of 12% from his/her basic salary.
  2. Total ER Balance – It is the total monthly PF contribution made by an employer of 3.67% of the employee’s basic salary.
  3. Total Balance (as of date) – It is the sum of Total EE Balance + Total ER Balance.
  4. Date of Credit/Withdrawal – On this date, the contribution of pf and pension amount credited is shown in the passbook. Also, the withdrawal date is shown in case the member place request to withdraw partial pf or other claim related withdrawals.
  5. Financial Year – show the particular financial year (from March to February).
  6. Particulars – Under this option you can see what type of transactions take place in terms of PF contribution made by both employee and employer also the pension contribution made by the employer. Moreover, You can also see the claim made i.e advance pf withdrawal or any other claim.
  7. Deposits – Under this option, you will see Employee Share and Employer Share.
    The Employee Share and Employer share is deposited for the particular month in the passbook.
    The Employee Share is nothing but the deduction of 12% of the basic salary.For Example: If Akash’s monthly basic salary is 14,842, then after pf deduction of 12%, the Employee Share in the passbook will be shown as 1,781 (i.e Basic Salary [14,842]*12%).
    The Employer Share is the deduction of 3.67% of the employee’s basic salary.

    For Example: If Akash’s monthly basic salary is 14,842, then after pf contribution of  3.67%, the Employer Share in the passbook will be shown as 545 (i.e Basic Salary [14,842]*3.67%).

  8. Withdrawals – If the pf member makes a pf withdrawal only from the Employee Share, then the withdrawal amount is shown in the Employee Share column and if he/she makes a withdrawal from both Employee and Employer Share, then the corresponding withdrawal amount will be shown in Employee share as well as in Employer Share.
  9. Pension Contributions – Here you can see the pension contribution of 8.33% made by the employer to the employee’s basic salary.For Example: If Akash’s monthly basic salary is 14,842, then after pension contribution of 8.33% by the employer, the Pension Contributions amount in the passbook will be shown as 1,236 (i.e Basic Salary [14,842]*8.33%).
  10. Grand Total – It is the overall total of the financial year’s deposited Employee Share and Employer Share including Annual Interest rate deposited, Withdraws from Employee Share and Employer Share, and the Pension Contributions from the month of joining the organization to the current month.
View Passbook [ OLD FULL ] - EPF Member Passbook
View Passbook [ OLD FULL ] – EPF Member Passbook

EPF Passbook download

You can download the PF Passbook on yearly basis or with an overall PF balance from the month of joining the organization up to the current month.

  • Click on View Passbook [ NEW: YEARLY ] and then click on Download Passbook. Your Passbook will be downloaded as a PDF file and you will be able to view all the transactions related to your PF account made on the yearly basis in the passbook.
  • Click on View Passbook [ OLD: FULL ] and then click on Download Passbook. Your Passbook will be downloaded as a PDF file and you will be able to view all the transactions related to your PF account from the month of joining to the current month in the passbook.

EPF Interest Calculated PDF download

Earlier there was no option to see how the interest is calculated. But now EPFO added the new option in the pdf file to make it easy for the pf members to know about the PF interest calculation.

The information about PF interest calculation can be read in English and Hindi language.

Click on the below link to download the PF Interest Calculation PDF file

PF Passbook in Mobile -Umang app

Let’s see step by step procedure to check our pf balance from mobile using Umang App from the Google play store.
Step 1: a)  Login to Umang App with pf linked mobile number and MPIN  or
              b)  Login to Umang App with pf linked mobile number and OTP (click on Send OTP to enter received OTP).

Note

  • If you are not able to log in with OTP, then try login in with MPIN.
  • In case you forgot your MPIN click on Forgot MPIN? and enter your mobile number to generate a new MPIN.
  • If you are not able to log in with both methods. Close the Umang App and log in again.

Step 2: Type EPFO in search and select the EPFO option under Department.

Step 3: Now under Employee Centric Services click on View Passbook.

Step 4: Enter your UAN, click on Get OTP, enter the OTP received through SMS and finally click on the Submit button. 

Step 5: Now, select your member id with your company name.

Step 6: Here, check your pf balance with both employee and employer share in it. Add both employee and employer share altogether to get your total Pf balance. Also, you can see the pension balance (i.e Pension Contribution) as well.

PF Passbook in Mobile - Umang App
PF Passbook in Mobile – Umang App

FAQ’s related to EPF Passbook

Q1. How to get a passbook of pf account?
 
A. You can log in to PF member’s EPF Passbook website, then select your member id and click on the view passbook button. You can also view the passbook on mobile using Umang App.
Q2. How to get pension contribution from pf account?
 
A. You can view the pension contribution amount by log in to EPF Passbook
Q3. Why I am unable to view the PF passbook online?
 
A. If you are a pf member of the exempted organization, then you will not be able to view your passbook online. Only unexempted organization pf members can view the PF passbook online.
Q4. How to register for epf passbook online?
 
A. You need to be a registered pf member in a UAN Member Unified Portal. once you are registered with Unified member Portal. You can log in with the same UAN and password on the EPF Passbook website and check your PF Passbook.
Q5. How to check epf passbook claim status?
 
A. Log in to EPF Passbook, select your member id and then click on the View Claim Status button.
Q6. How to download the PF passbook?
 
A. Log in to EPF Passbook, select your member id, click on the View Passbook and then click on Download Passbook.
Q7. What is this error “Passbook not available to this Member-id as this pertain to exempted establishment (i.e. Trust)”?
 
A. As the PF passbook facility is available only to the pf members working under unexempted organization. If your organization is coming under exempted establishment then you will receive this error frequently. Contact your employer to check for the PF statement.
Q8. Why am getting an “Invalid User Name or Password” error with the correct UAN and password?

A. If you’re a new PF registered member on the UAN Portal. Wait for at least 6 hours and then try to log in to PF Passbook.

In case you changed the password in the UAN Portal. You have to wait for at least 6 hours to log in with the same new password in the PF Passbook.

Q9. Who can log in to EPF Passbook?
 
A. Only PF members who were registered on the Unified Member Portal.
Q10. Why am getting an “Internal Server Error” while login PF Passbook?
 
A. This error may occur due to not log in to the PF passbook after entering your UAN, password and mathematical equation number for a while and later after some minutes you are trying to log in with the same mathematical equation. Refresh the webpage and try to log in again.
Q11. How to check epf online claim status?
 
A. First you need to log in to the EPF Member Passbook website. Then select your member id and click on the View Passbook Claim Status button to check your epf online claim status.

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