PF Passbook Online in EPF Portal and Mobile

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 log in 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. A passbook facility will not be available for those members where members’ pf contributions are managed by the company with the other trust, pf settled members and Inoperative members.

Here are the below steps to use the EPF Passbook and to check PF Balance, pension, annual rate of interest and other things.

Step 1: Visit the EPF Member Passbook website. Enter your UAN, password, and captcha code and later click on the Login button.

Select Member ID – EPF Passbook Portal

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

Now, you can see two options View Passbook [ NEW: YEARLY ] and View Claim Status.

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 when PF and pension amounts are deposited to the pf member’s 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 pf claims.
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 displayed 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 monthly employee and employer share can be seen in the Monthly cont column.
   The Employee Share and Employer share are deposited for the particular month in the passbook.
   The Employee Share is nothing but the deduction of 12% of the employee’s 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. Taxable – If the total PF contribution per year is more than 2,50,000, then the taxable amount will be shown under this table else Non-Taxable.
10. 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.
11. 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 the employer’s pension contribution of 8.33%, the Pension Contributions amount in the passbook will be shown as 1,236 (i.e Basic Salary [14,842]*8.33%).
12. Int. given against Claim: PF Number: In this column, we can see the total interest rate calculated for the financial year on both monthly employee and employer contributions
13.  Closing Balance –  It is the total remaining balance in the PF member’s passbook.
    The calculation for the Closing balance with Employee Share is made as [ Opening Balance + Employee Share + Interest ].
    The calculation for the Closing balance with Employer Share is made as [ Opening Balance + Employer Share + Interest ].
    The calculation for the Closing balance with Pension Contributions is made as [ Opening Balance + Employee Share ].
14. Transactions for Due-Month[2]: This column shows the multiple transactions made for that particular month related to monthly pf contributions and other PF claim settlements such as PF advance withdrawal etc.

Note: To check your total PF balance [Total Closing Balance of Employee Share (Monthly. Cont column) + Total Closing Balance of Employer Share (Deposits column) ]

Step 4: Click on View Passbook Claim Status to check the status of the claim filed.

Here, you can see your claim details with the below fields

1. Claim ID – This is a member id/pf number of an employee.
2. Claim Receipt Date – The date on which the pf member files the claim.
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 how the claim is settled or in case of claim rejection.

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.

PF Passbook in Mobile -Umang app

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 shares 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

A. You can log in to the 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.

A. You can view the pension contribution amount by logging in to EPF Passbook

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.

A. You need to be a registered pf member in a UAN Member Unified Portal. once you are registered with the Unified Member Portal. You can log in with the same UAN and password on the EPF Passbook website and check your PF Passbook.

A. Log in to EPF Passbook, select your member id and then click on the View Claim Status button.

A. Log in to EPF Passbook, select your member id, click on the View Passbook and then click on Download Passbook.

A. As the PF passbook facility is available only to the pf members working under an 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.

A. Only PF members who were registered on the Unified Member Portal.

A. This error may occur due to not logging 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.

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.

A. You just wait and try to click on the same option multiple times that you were trying earlier. If still the same issue persists try to log in again to the epf passbook.