EPF Form 2
EPF stands for Employees’ Provident Fund (EPF). It is a scheme that provides a monetary benefit to all the salaried individuals after their retirement. Every member needs to submit a declaration and nomination under the Employees’ Provident Fund Scheme, 1952, and Employees’ Pension Scheme, 1995. The employee needs to file a nomination through the EPF Form 2 so that the nominated person gets the fund accumulated in the account in the event of the unfortunate death of the employee.
Overview of the Form 2
Purpose
| The declaration and nomination of the beneficiary
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| Download Link | https://drive.google.com/file/d/187c9Z--9dvz_ltHK5m4bdt5ZNXj9-FR2/view
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| When to fill | Any time after enrolling yourself in the scheme
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| How to fill | Either online or offline |
| Update required | The form needs to be filled again after you get married
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| Submission limit | There is no as such limit and the member can change the nominations as many times as they want
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Documents
| There is no requirement for the additional documents
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| Approval | No requirement of approval from the employer or the PF Commissioner
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Contents of EPF Form 2
The EPF Form 2 has total four sections, namely:
- General Information
- Part – A (EPF)
- Part– B (EPS) (Para–18)
- Certificate by the Employer
This section contains the following information:
- Member’s name
- Father’s/Husband’s Name
- Date of Birth
- Gender
- Marital Status
- Account Number
- Address Permanent & Temporary
- Date of Joining in EPF and EPS
Part – A (EPF)
Here, in this section, EPF account holder needs to provide information about the nominee whom he or she would like to nominate to receive EPF account balance in the case of his/her death. The following are the details that need to be provided in this section:
- Name of the Nominee(s)
- Address
- Nominee’s relationship with the member
- Date of Birth
- Total amount or share of accumulations in Provident Funds to be paid to each nominee
- If the nominee is a minor, name and address of the guardian who will receive the amount during the minority of the nominee
- The subscriber’s signature or thumb impression
Part – B (EPS) (Para 18)
The EPS proceeds of a member’s PF account is also disbursed to the eligible nominees. This section requires you to furnish details of the family member(s) eligible to receive the widow/ children pension in the event of the death of the member. The member is required to mention the following details in this section:
- Name of the family member
- Address of the family member
- Date of Birth
- Relationship with the member
- Signature or thumb impression of the subscriber
In case of nomination for monthly widow pension (admissible under Para 16 2(a) (i) and (ii)), the member is required to give the following details such as:
- Name and address of the nominee
- Date of Birth
- Relationship with member
Certificate by the Employer
The employer is required to certify the details mentioned in the form and needs to mention following details as well such as-
- Name of the employee
- Authorized officer’s Signature
- Designation of the officer
- Date
- Place
- Name and Address of the organization and Stamp
How to Fill e-Nomination Online?
Under EPF Scheme-
A member whose UAN has already been registered at the unified EPF Member Portal can fill his e-Nomination online. In the case, if it is not registered, then you will have to first activate your UAN and then follow the below mentioned steps:
Step 1: Firstly, login to the EPF member portal using your UAN and password.
Step 2: Choose the option “e-Nomination” under the the “Manage” section.
Step 3: Then, enter your “Permanent Address” and “Current Address” in your “Profile” and click on “Save”.
Step 4: Select whether you have a family or not.
Step 5: Enter details of the family member such as Aadhaar number, name, date of birth, gender, relation, address, guardian (in the case of minors) and then click on “Save Family Details”. If you want to add more nominees, then you need to select the “Add Row” option.
Step 6: Now select the nominees from the list and enter the total amount of share. Now, click on “Save EPF Nomination”
Step 7: Your nomination details will be saved, and the nominees will get the fund in the proportion that you have mentioned in the form.
Under EPS Scheme
You need to follow the same steps for the EPS section as you have followed under the EPF Scheme-
Step 1: Firstly, login to the EPF member portal using your UAN and password.
Step 2: Select the “e-Nomination” available under the “Manage” section.
Step 3: Then enter the “Permanent Address” and “Current Address” in your “Profile” and click on “Save” button.
Step 4: Select whether you have a family or not.
Step 5: Enter details of the family member such as Aadhaar number, name, date of birth, gender, relation, address, guardian (in the case of minors) and then click on “Save Family Details”. If you want to add more nominees, then select the “Add Row” option.
Step 6: Now select the nominees from the list and enter the total amount of share. Now, click on “Save EPF Nomination”
Step 7: Your nomination details will be saved, and the nominees will get the fund in the proportion that you have mentioned in the form.
Family Members
A married employee with their parents and those who are dependent on the employee or without parents can nominate one or more family members. A member is required to keep following points in mind while nominating the family member(s) through Form – 2:
In Employees’ Provident Fund Scheme
- Wife
- Children
- Dependent parents and
- Widow of son and children
If you are a Female Employee, you can file the nomination for the following:
- Husband
- Children
- Dependent parents
- Dependent parents of the husband/spouse
- Widow of son and children
In Employees’ Pension Scheme
- A family is defined as:
- The employee’s spouse
- The employee’s minor son and unmarried daughter
- Adopted son or daughter
Points to Remember while Nominating Family Members
- The subscriber can change his/her nomination anytime as per their wish.
- The nomination should be in favour of one or more members of the family.
- If the member does not have a family, in that case, he/she can nominate anyone.
- There can be more than one family member as nominees with a defined percentage of the amount to be received by each.
- Every person who joins an EPF-qualified establishment (where 20 or more persons are employed) on or after 16-11-1995 is compulsorily required to join the EPS provided his or her salary is up to Rs. 15, 000 per month.
- Minimum 10 years of eligible service will make the employee eligible to receive a pension.
- If the employee has family members, he cannot nominate anybody out of the family.
- Once an unmarried member gets married, he/she will have to file a fresh nomination again.
