How to Transfer EPF Online?

Leaving a job and worried about your EPF? Don’t sweat it! Transferring your EPF online is a quick and easy process that ensures your retirement savings follow you seamlessly. Here’s a step-by-step guide to get you started:

Before You Begin Transfer EPF Online

• Activate your UAN: Ensure your Universal Account Number (UAN) is active and linked to your Aadhaar and PAN card. If not, head over to the EPFO website: https://www.epfindia.gov.in/ to activate it.
• Gather your required Documents: Keep your previous and current employer details handy, including their establishment codes and your PF account numbers.
• Verify mobile number: Make sure the mobile number linked to your UAN is active and accessible for receiving OTPs (one-time passwords).

Steps to Transfer EPF Online

Step 1: Log in to the EPFO Portal

Visit the official EPFO website (https://unifiedportal-mem.epfindia.gov.in/) and navigate to “Online Services.” Under “For Employees,” select “One Member – One EPF Account (Transfer Request).“

Step 2: Get Ready for the Transfer

Click “Apply Online” and enter your UAN and password. Review your personal information and confirm accuracy. Click “Get Details” to retrieve your previous account information.

Step 3: Choose Your Approval Method

Select the employer who will digitally approve your transfer request: your current or previous employer. Ensure they have registered digital signatures for online approval. Enter the required details (Member ID or UAN) and choose “Get OTP.” Enter the received OTP to proceed.

Step 4: Submit Your Transfer Request

Fill out the online EPF transfer claim form (Form 13) with details like your previous PF account number, reason for transfer, and preferred transfer mode. Choose “Aadhaar-based OTP” for verification and enter the received OTP. Click “Submit.”

Step 5: Track and Relax

A tracking ID will be generated. Use it to monitor the status of your transfer request on the EPFO portal. You’ll receive updates via SMS and email. Your employer will also be notified electronically for approval.

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How to Check the Status of PF Transfer?

Steps to check its status quickly:

• Log in and head to the EPFO Member Portal (https://unifiedportal-mem.epfindia.gov.in/) and use your UAN & password.
• Click “Track Claim Status“: Find it under “Services” on your dashboard.
• Enter reference number that was provided when you submitted your transfer request.
• See the status and get real-time updates – Pending, Approved, Rejected, or Completed.

If you need further info? Contact your local EPFO office with your UAN and claim number.

Tips to Transfer EPF Online

1. Double-check Your Details: Ensure all information entered while transfering EPF Online is accurate to avoid delays.
2. Employer Approval: If choosing employer attestation, both employers need to digitally approve the transfer.
3. Aadhaar e-verification: If using e-verification, ensure your Aadhaar is linked to your UAN for seamless processing.
4. Need Help: For assistance, contact your EPFO regional office or use the grievance redressal mechanism on the EPFO website.

Timely transfer ensures uninterrupted EPF accumulation and retirement benefits. By following these steps and leveraging online services, you can streamline the process and enjoy a smooth EPF transfer experience!