How to Transfer PF Online

As more and more government functions come online, we think it’s important that readers understand how to use the different tools available. After all, now you can file an RTI, apply for a passport, apply for a PAN card or download a copy of your Aadhaar card from the comfort of your home.

Almost everyone who is employed has also probably quit their job at some point. Changing jobs requires so much paperwork that it can make your head spin. One of the most annoying pieces of paperwork involves a large portion of deductions in your payslip – Employees Provident Fund (EPF), or as most people prefer to call it PF. Most of us don’t look at the EPF account number and the company code required to transfer the amount to a new employer. There is no need to panic after resigning, you can check out these steps and learn how to transfer your EPF instantly.

  1. First, you need to check whether your EPF account is eligible to apply for transfer. You can do this through the EPFO ​​website.

  2. The above steps require you to know the state in which your current and previous employers registered your account, and the PF office to which the account belongs. You need to select these from the drop-down menu.

  3. You will also need the district, office and establishment codes and PF numbers of both employers. You can get all these details from the accounting departments of these companies.

  4. After entering all the details, click Check eligibility.

  5. You will then see a pop-up window stating whether the account is eligible. If your account is eligible for PF transfer, create an account on the EPFO ​​website.

  6. You need to select a valid photo ID like Aadhaar, PAN card or driving license and enter that ID number here to register. The registration process also involves sending a verification code to your mobile number. Fill in all the details and click “Get PIN”.

  7. At the bottom of the screen, enter the PIN you just received and click submit.

  8. On the next page, you will see a confirmation message. Click Please click here to proceed to the next step.

  9. Now, go to EPFO ​​Member Claims Portal and log in. On the left, you will see a login box. Select the document type (the ID document you selected when registering), enter the ID number and mobile phone number.

  10. Click loginand a page with all the options will load.

  11. Move mouse over claim link in the top bar and click Request to transfer account.

  12. Now you have to fill the PF transfer form. It is divided into three parts.

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Section A contains your personal information. In addition to your name and email, you must also enter your payroll account number and your bank’s IFSC code.

Part-B requires you to fill in the details of your previous PF account, similar to step 1. If you don’t know the details, you can click Click here for details Next to the PF number field.

Part C requires details of your current PF account, just like you did in step 1. Again, if you don’t know the details, you can click Click here for details Next to the PF number field.

  1. You will need to prove your claim through a previous or current employer. choose previous institution or Existing institutions at the end of the table, depending on which is easier for you. Settlement will be faster if proof is provided through your previous employer, but this is mandatory.

  2. Now that the form is filled out, click Preview.

  3. You will see a preview of all the information you entered. Check all of these carefully for errors. If you need to change anything, click To change your information, click here. This will take you to the previous page.

  4. If you are sure all the information is correct, enter the characters from the image in the box next to it and click Get password at the end of the form.

  5. Check I agree.

  6. You will receive your PIN via text message. Enter your PIN in the box below I agreethen click submit.

  7. You have now successfully submitted your PF transfer application. You can check the status of your claim by clicking here.

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For more tutorials, visit our how-to section.

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