How to transfer your EPF online using UAN portal

As a salaried individual you might be contributing towards Employee Provident Fund, EPF. When you change your job you may want to transfer the EPF funds, which include employee's contribution as well as employer's contribution to your new EPF account. EPFO has made it very simple and you can do it online also without going anywhere. Big advantage of online transfer is that you can track it online and is completed in few days.

Eligibility:   Who can transfer EPF online using Unified Portal

To be able to transfer the EPF funds online you need to be eligible for that. Below is the screenshot from the EPFO circular which states the requirements (Read Point 1 from below image).

• You should seed your Bank account & Bank IFSC Code details to your UAN (Universal Account Number). These KYC details should have been verified by your employer.
• Seeding of Aadhaar is optional for online EPF Transfer Claims.
• Your Date of Joining (DoJ) and Date of Exit (DoE) with reason for ‘Exit’ in the previous Company should be available on Unified Portal.

Below is the flowchart which you can go through to check if you are eligible for online claim or not.

Process:    How to transfer EPF, steps involved

You have already checked your eligibility for online transfer using EPF unified portal. Now i will tell you how you can transfer EPF balance online.

Step 1: Go to Unified Portal employee interface page and login with your credentials (UAN and Password).

Step 2: After login, click "Transfer Request" under "Online Services" menu item.

Step 3: Once you click "Transfer Request" you can verify the personal details and the details of the account into which transfer will be affected. These account details will be the details of  your latest EPF account to which you want to transfer the old EPF account balance. I have greyed out the information for privacy purpose but you will be able see this information.

Step 4: Now you need to provide below details - 

• Attestation through : You have the option to submit the online EPF transfer request to your ex-employer or current employer (for attestation). You can choose any but it's wise to choose current employer as it will be easy to contact them.
    
• Member ID / UAN : Here you need to provide the details of your old EPF account. You need to provide your old EPF account no (member id) or previous UAN no. If you are not sure you can use "Get MID" for reference.

Step 5: Click on "Get OTP" and you will get an OTP on your registered mobile no. You can link only one mobile no.

Final step is to enter the OTP you received and click on the tab “Submit”.  You are required to submit the signed copy of the transfer claim PDF to the selected employer within a period of 10 days (only offline work). Now your employer can digitally approve your EPF transfer request.

With effective from Sep 2017 EPF will be automatically transferred using new composite form, Form-11. Read "EPF Auto Transfer: Composite Declaration Form (Form - 11) w.e.f Sep 2017"to know more.

Still have doubt, please comment below.


Related Links
- EPF Auto Transfer: Composite Declaration Form (Form - 11) w.e.f Sep 2017
- Understanding Employee Pension Scheme, EPS
- How much Pension will you get on your Retirement from EPS

References:-

Online Transfer Circular