Provident Fund Claim Form – Online Process & Other Details

Provident Fund Claim Form – Online Process & Other Details

Keywords – EPFO unified member portal, EPFO establishment

EPFO unified member portal permits its members to easily claim their balance either completely or partially under specific circumstances. For every situation, employees require submitting a distinct form. Here in this blog, you will learn about the different kinds of provident fund claim forms and crucial details that must be filled out in every form. Continue reading!

PF claim forms – types

There are distinct kinds of provident fund claim forms available for distinct reasons. Listed here are the different kinds of provident fund claim forms –

What are the details required in the EPF claim form?

The above-mentioned EPF forms require you to input distinct details. Explained here are the details you must fill out in every form.

Provident fund withdrawal form 19 must be submitted by the provident fund member for the final settlement of the provident fund account. Form 19 is usually required when a member leaves the service, is terminated, or retires from employment owing to reasons like illness. Listed here are the details required for filling out the form –

∙       Provident fund account number

∙       IFSC code

∙       Bank account number

∙       Joining date of the organization

∙       Leaving date of the organization

∙       Form 15H/15G (for senior citizens and those under the IT limit)

∙       PAN

EPF form 10 C

You must submit form 10 C for making your EPF or employee pension scheme benefits. Form 10 C is a must to claim either the employer’s refund contribution in EPF or to get the scheme certificate for withdrawal benefit or member retention. Here are the important details you must fill out in the form.

∙       Your last employer’s name and address

∙       Provident fund account details

∙       Last working day with present employer

∙       Complete postal address

∙       Bank account details

Remember that the above details require being filled out just in the first 2 out of 4 pages. The 3rd page asks for details of any advances you may have availed, and the last page is for administrative reasons only.

Form 10 D

This form is submitted for claiming your pension benefits. Remember that the pension can just be claimed by one of the EPF members, widow, orphan, or specified nominee. Listed here are the details that you must provide when submitting form 10 D.

∙       Your last employer’s name and address

∙       Provident fund account number

∙       Full postal address

∙       Last working day with your prevailing employer

∙       Bank account details

∙       Joining date of the organization

∙       IFSC code

∙       Form 15 H/15 G (for senior citizens and those under the IT limit)

∙       PAN number

Form 20

This form is used for claiming the provident fund by the nominee in the case of the unfortunate death of the provident fund member. Hence, form 20 must be filled out either by the specified nominee or the family member of the provident fund member through the previous employer. Details to be provided are as follows –

∙       Address and name of the past employer

∙       Provident fund account number

∙       Full postal address

∙       Last working date with the prevailing employer

∙       IFSC code

∙       Bank account details

∙       Joining date of the organization

∙       PAN details

∙       Form 15 H/15 G (for senior citizens and those under the IT limit)

Form 51 F

Form 51 F must be submitted for claiming the EDLI (employees’ deposit linked insurance) benefits by the legal heir or nominee of the employee provident fund member. Details to be provided are as follows –

∙       Address and name of the previous employer

∙       Provident fund account number

∙       Complete postal address

∙       Last working date with the present employer

∙       Bank account information

∙       IFSC code

∙       Joining date of the organization

∙       PAN card details

∙       Form 15 H/15 G (for senior citizens & members under the IT limit)

Note that the legal heir or nominee of the employee provident fund member must even offer a few details regarding himself or herself when submitting the form.

Form 31 (EPF withdrawal)

Form 31 must be submitted by the employee provident fund member for claiming the advances from the provident fund balance. You must submit the listed details to claim the advances from your provident fund balance –

∙       Income tax return (ITR) forms 2 and 3, just if the employee withdraws the EPF corpus before five years of continuous service.

∙       Composite claim form

∙       Identity proof

∙       2 revenue stamps

∙       Address proof

∙       1 blank & cancelled cheque (must have an account number and IFSC)

∙       Personal information –

✔  Birth date

✔  Father’s name

∙       Bank account statement (in name of EPF holder while she/he is alive

Form 14

Form 14 must be submitted by you to fund your life insurance policy through the provident fund account. The listed details are provided –

∙       Provident fund account number

∙       Amount to be insured

∙       LIC office address

∙       Account balance

∙       Other details regarding the life insurance plan

Form 13

Form 13 allows you to claim your EPF transfer to your existing employer from the previous one. Whenever you change jobs, the provident fund account must be transferred from your old employer to your new employer. For this, you must fill out and submit form 13. Listed are the crucial details you must include in the form –

∙       Name and address of the last employer

∙       Provident the account number with the previous employer

∙       Joining date of the organization

∙       Leaving date of the organization

When are you allowed to claim your provident fund?

EPFO establishment took place on 4th March 1952, with the agenda to create your retirement corpus, which you can use post-retirement. So, EPFO permits you to withdraw your whole EPF corpus just on retirement. However, a portion of the corpus may be withdrawn by you under different circumstances as mentioned below –

∙       Purchase of first property in employee’s name

∙       Medical emergency

∙       Your ward’s higher education