PF Transfer Online – Form 13

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PF Transfer Online - Form 13
PF Transfer Online – Form 13

In this post we the pf members will see how to transfer our pf balance online from the old pf member id to the new pf member id. Also, we will understand why it is very important for us to transfer our old pf balance to the new pf member id. So, kindly follow all the steps mentioned in this post to avoid claim rejection after submitting claim form-13 for online pf transfer.

Important Points for PF Members

  • Whenever we join a new organization new pf account will be created with the pf member id. Also, the UAN will be created for us which will remain constant irrespective of pf member id. In simple words, our UAN will remain the same but the pf member id will change whenever we join a new company.
  • To view our PF member id log in to EPF UAN Member Portal and under the View, click on Service History.

What if we don’t Transfer PF Online

Let us understand the concept with the below example of what will happen to our pf balance if we don’t apply for form-13 Pf transfer Online.

Example: Rajith has worked for 2 companies. Let’s say company ABC (old) and XYZ (new). For any reason, Rajith has left the current company XYZ. After two months of his unemployment, Rajith decides to withdraw his full pf balance as well as pension balance by filling the form-19 and form-10c.

 Now observe, Rajith has some remaining pf balance in the old company ABC and also Pf balance in the current leaving company XYZ. In this case, while filling the form 19 for withdrawing the PF balance. Rajith can withdraw only the PF balance from the company XYZ. The pf balance in the ABC company will remain as it is. This means that Rajith would have transferred his pf balance earlier from the company ABC to the company XYZ by filling the form-13 during his employment period. Then Rajith would have received pf balance of company ABC added with the company XYZ.

So always it’s better to transfer old pf balance to new pf account after joining a new company. It will be very helpful after the time of leaving the organization. If not it will be difficult to withdraw your old pf balance from the organization where you had quit long back ago.

Note: Never leave your old pf balance as it is after joining a new organization or company. You should transfer your old pf balance to the new pf account by filling the form-13. It hardly takes 5 to 15 minutes to complete the online pf transfer process.

Use of PF Transfer Online

By transferring the old pf balance to the new PF balance. We can add the old pf balance to our new pf balance account. In case, if we resign from the company we can withdraw a new pf balance plus the old pf balance added with our new pf account.

Points To Know before PF Transfer Online

Some of the important points to be considered before filing Form-13 to transfer PF online.
  1. The UAN has to be activated for the employees.
  2. The employee’s registered mobile number must be active.
  3. The employee’s bank account has to be linked with the UAN.
  4. The KYC verification has to be completed against the employee’s UAN.
  5. The previous employer and the new employer have registered authorised digital signatures.
  6. PF number or member ids of both the previous and current employer has to be there in the EPFO database.

Eligibility for PF Transfer Online

Let’s look at the eligibility criteria for PF transfer online.
  1. The employee should have activated his/her UAN on the EPFPortal.
  2. The employee’s bank KYC has to be verified and approved by the employer.
  3. Aaadhar’s Number must be linked with the UAN.
  4. The Date of Exit (DOE) must be updated against his/her PF member id.
  5. The PF transfer can be claimed only once against the previous pf member id of an employee.

PF Transfer Process Online

Before starting the process of EPF transfer always Login EPF Passbook to check the PF Balance of the particular member id.
Let’s follow the below steps to transfer our PF balance Online from the previous pf account to the current pf account.
Step 1: Visit the EPF Unified Member Portal and Sign in with UAN, Password and Captcha code.
UAN Member Portal Sign in
UAN Member Portal Sign in

Note: Before proceeding to Step 2 make sure your Date of Exit is mentioned against your previous member id.

Step 2: Close the Alert Message. Now under Online Services select the option One Member – One EPF Account (Transfer Request)

select-one-member-one-epf-account-transfer-request
select the option One Member – One EPF Account (Transfer Request)
Step 3: The first two sections shown under the Transfer Request are:
  •  Personal Information – The personal information of the employee such as Name, Mobile No, Email ID, Bank Account No, IFSC, and Aadhaar No is shown here.
  • Details of the present account into which transfer will be affected – This section shows the details of the current employer into which the previous pf balance is to be transferred. In other words, your previous pf balance of the last company will be transferred to this pf account.
details-of-present-pf-account-into-which-transfer-will-be-affected
Shows the details of present pf account into which transfer will be affected
Step 4: The third and fourth sections shown under the Transfer Request are:
  • Step 1: Select details of previous accounts (which are to be transferred)The fields to be mentioned here are:
    1.  Attestation through: Tick Previous Employer or Present Employer (select employer based on the availability of DSC authorized signatory)
    2. Enter your present Member ID or UAN (to which previous balance is to be transferred)
    3. Now click on the Get Details button
    4. A new option called Establishment is visible now. Now select the previous company name from where your pf balance is to be transferred to your new pf account (select only the company where you haven’t transferred your pf balance)
    5. Now your previous employer’s details will be shown. Tick on the check box left to the Member Name
select-details-of-previous-accounts-which-are-to-be-transferred
Select details of previous accounts which are to be transferred
My Tips

Tick the Present Employer option for Attestation since it will be very easy to communicate with the current employer rather than the previous employer.

Since your online pf transfer request will be sent to the present employer for approval. You can easily communicate with the present employer through mail or call and request them to approve your online pf transfer request if the pf transfer status is pending from their end.

  • Step 2: Authenticate OTP & Submit  – Click on Get OTP (OTP will be sent to the UAN registered mobile number) and entered the OTP received through SMS. Finally, click on the Submit button.

pf transfer authenticate otp and submit

After submitting the OTP You will be able to see the Transfer Claim Status section below as shown in the figure.
authenticate-otp-and-submit
Authenticate OTP and Submit
Also, You can click on the Printable Form 13 option to view the online PF Transfer form-13 in PDF format.

You have completed filling the PF transfer Online Form 13. Now your Online PF transfer request will be first sent to your employer for approval and then will be sent to the EPF field office.

Once the online pf transfer request is approved by the EPF Field Office. Your old pf balance will be transferred to the present pf account within 7 to 10 working days.

PF Transfer Online Claim Status

The pf members can easily check the status of their online PF Transfer in two ways.

1) EPF Unified Member Portal

  • Sign in to EPF Unified Member Portalwith UAN, Password and Captcha code.
  • Under the Online Services menu, click on Track Claim Status.
  • Now, under the Transfer Claim Status section you will be able to see the current status of your PF Transfer Online Form 13.
The various claim status can be seen after the time of initiating pf transfer claim using Form 13 to the  pf transfer claim settlement in the Unified Member Portal (Track Claim Status) is shown below:
a) Transfer Claim Status (Pending at present employer)
Once the PF transfer claim is initiated by the pf member using Form 13, the transfer request goes to the employer mentioned for claim form attestation. Until the employer doesn’t approve the PF transfer claim request submitted by the employee. The transfer claim status will remain as “Pending at present employer”
transfer-claim-status-pending-at-present-employer
Transfer claim status pending at present employer
NoteIf the employer makes a delay in approving the transfer claim request. Then inform HR or any relevant department that a transfer claim request is initiated and request to accept the transfer claim request as soon as possible.
b) Transfer Claim Status (Pending at field office)
After the PF transfer claim request is first accepted by the employer, then the pf transfer request goes next to the EPFO Field Office. Normally, it will take 7 to 10 working days to accept the pf transfer claim request at the field office. Until the transfer claim request is not accepted at the field office it will remain as “pending at field office”.
Transfer claim status pending at field office
Transfer claim status pending at field office

Normally from 7 to 10 working days, the pf transfer claim will be “accepted by the field office” and your olf pf amount will be transferred to your existing pf account.

Refer to the below image to check the claim status after the claim is “accepted by the field office”.

Transfer claim status shown accepted by the field office in the unified member portal
Transfer claim status shown accepted by the field office in the unified member portal

2) EPF Member Passbook (View Claim Status)

  • Login to EPF Member Passbook with UANPassword, and solve the mathematical equation.
  • Select Member ID from where PF is transferred (previous member id)
  • Click on View Claim Status to view the claim status details in EPF Member Passbook.
Initially, the claim status will be shown as “Under Process” which means the PF transfer claim request is yet to be processed. Normally it would take 7 to 10 working days to get pf transferred into your existing pf account.  Refer to the below image
Claim status under process in epf member passbook
Claim status under process in epf member passbook
Once the pf amount is transferred from the previous pf account to the exiting new pf account. You can check the claim status by selecting your previous pf account (from where pf is transferred). The claim status will be changed to “settled” which means that your pf amount is successfully transferred from your old pf account to the existing pf account.
Refer to the below image.
Claim status shown settled in epf member passbook
Claim status shown settled in epf member passbook

Also, check the total PF Balance after the old PF amount is transferred into the exiting pf account in EPF Member Passbook.

PF Passbook Online in EPF Portal and Mobile

My PF Transfer Online

I had applied for PF transfer by filling the online form-13 on July 6 and my pf balance from the old pf account to my existing pf account is transferred and settled on July 17. So it took me 10 working days to settle my pf transfer claim and transfer the old pf balance to the new pf account.
My last advice would be always transferring your old pf balance to your existing pf account is a good option so that whenever you leave the existing company you can withdraw the current pf balance along with the added pf transfer balance from the old pf account.
I hope this post helped you guys.

PF Transfer Cancel (Updated)

The EPFO has now added the new option of cancelling the PF transfer request submitted by the Pf members. Earlier the PF transfer cancellation could only be made either by the Employer or by the EPF department. But now the PF members can too cancel their PF Transfer requests.

1) Advantages of PF Transfer Cancel option to Employees

  • If you have submitted your PF Transfer requests incorrectly.
  • If you have submitted your PF Transfer request to your old organization instead of the new organization and your old organization is not approving your PF Transfer request.
  • If you have already submitted your PF Transfer request to your old organization and your PF Transfer request is still pending. You can cancel the old PF Transfer request and submit a new PF Transfer request to the current organization you working on.

2) How to do PF Transfer Cancel

Let’s see how we can cancel our PF Transfer request in step by step procedures

Step 1: Sign in to Unified Member Portal with your UAN, Password and Captcha.

Step 2: Click on Later if an alert has occurred.

Step 3: Under Online Services, click on TRACK CLAIM STATUS

Click on track claim status

Step 4: Now scroll down and under Transfer Claim Status, you will be able to see the Cancel button against your submitted PF Transfer request. Click on the CANCEL button.

Click on PF Transfer Cancel Button

Note: PF Transfer Cancel button will be visible until your PF Transfer is pending with the Employer.

Step 5: You will now get a confirmation pop up message to cancel the PF Transfer request.
Click on Ok to confirm the PF Transfer Cancel request.
So we have now successfully cancelled our PF Transfer request.
pf transfer rejected by member
After cancelling the PF Transfer request. You will be able to see “Rejected by Member” in the Claim Status field under Transfer Claim Status.
To submit a new PF Transfer Request, follow the steps mentioned in this post.

FAQs Related to PF Transfer Online

Q1. Can I immediately transfer my old pf balance to the new pf account?

A. To transfer your old pf balance to the new pf account, the date of exit must be updated against your old pf member id.

Q2. Can I transfer my pf account from one company to another?

A. Yes. The pf balance from the old pf account can be transferred to the current pf account by filling the online form 13.

Q3. Can I withdraw my pf without transferring pf?

A. Yes with certain limitations. Due to the covid pandemic, the EPFO has provided the option for all of the pf members to withdraw their pf balance from their old pf account by filling the advance pf form 31 and the reason to be mentioned is an outbreak of pandemic (covid-19).

Q4. Are there any documents for transfer pf online?

A. No. But aadhaar and bank KYC needs to be verified and completed with your UAN.

Q5. Why I am getting an error “Failed to send OTP!!! Please try again later!!!!”?

A. This error is possibly due to non-active in the webpage of Unified Member Portal for some time. So after being ideal for some time if you click on Get OTP during the Online PF Transfer process. you will get the above error as mentioned. You just need to log out and log in again to the Unified Member Portal.

Q6. How to check my online claim status of pf transfer?

A. Sign in to Unified Member Portal and under the Online Services menu click on Track Claim Status to view your current claim status of pf transfer.

Q7. How long it will take to transfer pf online?

A. The pf transfer online can be processed within 7 to 10 working days.

Q8. Why there is a delay in transferring the old pf balance to the new pf account?

A. Once the online pf transfer form 13 is submitted. The transfer pf request is first sent to the employer and then sent to the EPF field office. If the employer takes more time to approve the transfer request or it is not approved yet. Then there will be more delay from the expected period.

So, the employee needs to make sure that the employer is aware of the online pf transfer request sent by the employee. Once the employer approves the pf transfer request, the request will be sent to the EPF field office. The field office will normally take 7 to 10 working days to process the pf transfer request.

Q9. Can I transfer the pension balance to another pf account?
 
A. No. The pension amount either can be withdrawn by filling the form 10C after 2 months of unemployment or can be transferred to the pf member’s pension disbursing bank after attaining the retirement age of 58 years and the total service count is more than 10 years. Moreover, the pf members will be able to receive his/her monthly pension after retirement.
Q10. Which form is used for PF Transfer online?
 
A. The form used for PF Transfer is Form 13 irrespective of online/offline.

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