EPF Transfer process when you switch job
The Employees' Provident Fund Organization (EPFO) has made the whole process of transferring an employee's provident fund (PF) balance completely seamless. This can be done in two ways i.e. online or offline. You can choose any option as per your convenience. Those who wish to transfer their EPF online, they must have activated their UAN and have linked their Aadhaar, bank account details with IFSC code and mobile number with it. Those who are comfortable with the offline process can process their PF transfer through this mode. Given below is the detailed online and offline process for EPF Transfer.
Steps for Online EPF Transfer
Step 1: Firstly, visit the EPFO members' portal by clicking here and log in using your UAN and password.
Step 2: After logging in, go to ‘Online Services’ and click on ‘One Member - One EPF Account (Transfer Request)’.
Step 3: Then, you need to check the personal information and the present PF account details to which the fund will be transferred.
Step 4: After verifying your personal details, you need to click on 'Get Details' to get the account information of the previous employment. Choose the option 'Previous Employer' and enter the previous employment's UAN or member ID to get the details.
Step 5: Once you have verified and submitted the details of your previous employment, click on 'Get OTP', which will be sent to the registered mobile number. Enter the OTP in and then click on 'Submit'.
Step 6: After submitting the OTP, the EPFO will send this application to your chosen employer for verification. Once the employer approves it, the regional EPF office initiates the transfer process.
Offline EPF Transfer Process
- In the offline channel of EPF transfer, the member needs to fill the form 13 and submit it to the current employer.
- Present employer forwards and submits the same to the EPF office. The EPF office sends the form to the applicant’s previous employer for verification and attestation.
- On the receipt is verified and attested copy from the previous employer, the EPF office transfers the balance from the previous EPF account to a new EPF account.
- In the offline method of PF transfer, the applicant does not need to furnish their UAN and Aadhaar card number.
PF Transfer Status Check
If you have applied for online PF transfer, then you can easily track the status of the application. This is not possible in the case of offline application.
Online status can either be checked by logging into the Online Transfer Claim portal or by visiting the ‘EPF Claim status check’ page available on the official EPFO website. If the applicant is not happy with the service and is unsatisfied with the status, he/she can use EPF Grievance Portal to know the exact status of their transfer claim.
