PF Claim Form: Online Procedure & Other Details

EPFO allows its members to claim their available balance either partially or completely under certain circumstances. For each situation, employees need to submit a different form which requires a few common details to be entered.

This blog will take you through various types of PF claim forms and the details that must be filled in each of these forms. You will also be able to figure out the situations in which you must submit a specific claim form such as the PF withdrawal form.

Continue reading to learn more!

Types of PF Claim Forms

There are different types of PF claim forms available for different purposes. Listed below are the various types of PF claim forms-

Details Required in EPF Claim Forms

Each of the above types of EPF claim forms requires the employees to enter different details. We have explained the details that you must fill in each of these forms-

1. PF Withdrawal Form 19

Form 19 must be submitted by the PF member for the final settlement of the PF account. Form 19 is generally required when a member leaves his/her service, retires, or is terminated from his/her employment due to reasons like illness. The following details are required while filling this form-

• PF account number
• Bank account number
• IFSC code
• Date of Joining the organization
• Date of leaving the organization
• PAN
• Form 15G/15H (for senior citizens and members under income tax limit)

2. EPF Form 10C

Employees must submit Form 10C to claim their EPS (Employee Pension Scheme) benefits. Form 10C is required to claim the refund of the employer’s contribution to EPS and obtain the scheme certificate for membership retention or for withdrawal benefit. Here are the details required to fill Form 10C-

• Name & address of the last employer
• PF account number
• Last working day with the current employer
• Full postal address
• Bank account details

Note that the above details need to be filled only in the first 2 out of 4 total pages in the form. The third page requires details of any advances you might have taken and the last page is for administration purposes only.

3. Form 10D

This form must be submitted to claim pension benefits. Note that the pension can only be claimed by one of these- EPF member, orphan, widow or widower, or specified nominee. The following details are required to submit Form 10D-

• Name & address of the last employer
• PF account number
• Last working day with the current employer
• Full postal address
• Bank account details
• IFSC code
• Date of Joining the organization
• PAN
• Form 15G/15H (for senior citizens and members under income tax limit)

4. Form 20

Form 20 is used to claim PF by the nominee in case of unfortunate demise of the PF member. Hence, this form must be filled either by the family member or by the specified nominee of the PF member through the last employer. The following details must be provided in this form-

• Name & address of the last employer
• PF account number
• Last working day with the current employer
• Full postal address
• Bank account details
• IFSC code
• Date of Joining the organization
• PAN
• Form 15G/15H (for senior citizens and members under income tax limit)

Note that the nominee should also provide the above details about himself/herself in the form.

5. Form 51F

Form 51F must be submitted to claim the Employees’ Deposit Linked Insurance (EDLI) benefits by the nominee or legal heir of the EPF member. The following details must be provided-

• Name & address of the last employer
• PF account number
• Last working day with the current employer
• Full postal address
• Bank account details
• IFSC code
• Date of Joining the organization
• PAN
• Form 15G/15H (for senior citizens and members under income tax limit)

Note that the nominee/legal heir of the EPF member must also provide a few details about himself/herself while submitting this form.

6. EPF Withdrawal Form 31

Form 31 is to be submitted by the EPF member to claim the advances from his/her PF balance. Employees must submit the following details to claim their advances from their PF balance-

• Composite Claim Form
• Identity Proof
• Address Proof
• Two revenue stamps
• One blank and canceled cheque (should have visible IFSC and account number)
• Bank account statement (in the name of the EPF holder, while he/she is alive)
• Personal details such as-
  • Father’s Name
  • Date of birth
• ITR Forms 2 and 3, only if the employee withdraws his EPF corpus before 5 years of continuous service (This is required as proof of detailed breakup of the amount deposited in the PF account every year)

7. Form 14

This form must be submitted by the PF member to finance a life insurance policy out of his/her PF account. The following details must be provided-

• Amount to be insured
• PF Account number
• Account balance
• LIC office address
• Other details about the life insurance plan

8. PF Form 13

PF Form 13 is meant to claim the EPF transfer from one employer to the other. Whenever an employee changes his/her job, the PF account must be transferred from the old employer to the new one. For this, the employee must submit Form 13. The following details are required to do so-

• Employee’s Name
• Father’s/Husband’s Name of the employee
• Name & address of the previous employer
• PF account number with the previous employer
• Details of who maintained the EPF account in the previous organization
• Date of Joining the organization
• Date of leaving the organization
• Date on which Form 13 is being filled and submitted

Also Read: EPFO e-Sewa: How to Upload KYC in EPF Online?

Procedure to Claim PF Online

For partial withdrawals by the employee, explained below is the process to claim EPF online– 

• Log in to the UAN member portal using your credentials
• Click on ‘Online services’ from the top menu bar
• From the dropdown menu, select the option of ‘Claim (Form-31, 19 & 10C)
• The next screen that opens will display all the member details
• On this screen, you need to enter the last 4 digits of your bank account number and click on ‘Verify’
• Sign the Certificate of Undertaking by clicking on ‘Yes’ and proceed with the steps
• Now, to withdraw your funds online, you need to select the ‘PF Advance (Form 31)’ option
• This will open a new section of the form, asking you to select the ‘Purpose for which withdrawal advance is required’
• In the same section of the form, you will be asked to enter the withdrawal amount along with the employee’s address
• After entering the details, ensure to tick mark on the certification to finally submit your EPF withdrawal application
• It is important to note that depending on the purpose of your withdrawal, you might also be asked to submit certain scanned documents
• After completing all the formalities, you will have to reach out to your employer to approve your request to withdraw EPF

Read More: How To Check EPF Claim Status

When can you Claim your PF?

The EPFO allows all employees to withdraw their entire EPF corpus only upon retirement. However, a part of the corpus can be withdrawn by the employees under various circumstances as listed below-

• Medical emergency
• Purchase of first property in the name of the employee
• Higher education of the employee or his/her children

It must be noted that EPFO considers early retirement only after the employee has reached 55 years of age.

Documents Required for EPF Claim Online

The following documents must be furnished at the time of EPF withdrawal-

• Composite Claim Form
• Identity Proof
• Address Proof
• Two revenue stamps
• One blank and canceled cheque (should have visible IFSC and account number)
• Bank account statement (in the name of the EPF holder, while he/she is alive)
• Personal details such as-
  • Father’s Name
  • Date of birth
• ITR Forms 2 and 3, only if the employee withdraws his EPF corpus before 5 years of continuous service (This is required as proof of detailed breakup of the amount deposited in the PF account every year)

Conditions to Transfer PF Online

To be able to transfer PF online, employees must meet the following prerequisite conditions-

• Have an active UAN
• Bank account and IFSC code must be linked with UAN
• Approved e-KYC should be done
• PF number of the previous and current employer should be duly entered in the EPFO online portal
• Verified personal details of the member

It must be noted that PF members can make only one transfer request and not more.

Wrapping it Up:

The EPFO portal has a very simple, quick process to claim EPF online. All you need is your Universal Account Number (UAN) and a few documents throughout the process. For each action to be performed on the EPFO portal, there is a different type of form that must be submitted. This simplifies the PF claim process for members.