1) Furnish the correct
information in the relevant columns of the Claim form.
3) Fill the columns in
BLOCK LETTERS.
4) Please avoid
overwriting.
5) Full residential
address should be given in the claim.
6) Member's name,
Father/Husband name and Date of Birth of the member should correlate
with Form 9, 5 details
furnished at the time of enrollment.
7) The Savings Bank
Account Number, Name of the Bank with FULL ADDRESS with MICR
Number(if applicable)
to be furnished clearly in BLOCK LETTERS in Column Number (8).
8) All required
enclosures to be attached to the claim and the employer to attest all the
attached xerox copies.
9) Where the
settlement amount is more than Rs.2,000/-, the claimant cannot opt for Money
Order as mode of payment.
10) If the withdrawal
is preferred by the member, it should be in Claim Form 19.
11) In cases where the
claim is preferred by nominees/Legal heirs of the members, it should be in
Claim Form 20.
12) All
advances/withdrawal for various purpose during the membership in the Fund
should be preferred in Form 31 alongwith the enclosures given in the
instruction form.
13) In case of
membership under Employees Pension Scheme, 1995,
14) The claimant
should affix his signature/Thumb impression in the certificate portion before
the employer.
15) The claimant
should also affix his signature in the Advance Stamped receipt column, wherever
the Provident Fund/withdrawal payment is more than Rs.5,000/-., the signature
should be appended after affixing Revenue Stamp.
16) The claim forms
should be attested by the authorized signatory of the establishment duly
affixing the seal and after due verification of the all the columns filled in
the Claim Forms.
17) No joint Savings
Bank Account, either or survivor account is permitted. The Savings Bank
Account, should be in Claimant's name.
18) Copy of First page
of S.B. account pass book to be enclosed as proof.
19) In case of
Provident Fund(P.F) beneficiaries are minor, the Savings Bank account should be
in Guardian's Name.
20) MICR Number may be
furnished wherever ECS facilities are available for speedy settlement.
21) Form 3A for the
current year contribution with due attestation of the employer/Authorised signatory
to be invariably enclosed with the Claim Form.
22) While joining an
establishment, furnish the details of previous employment, if any, with
previous Provident Fund account number and Scheme Certificate.
23) Execute Form 2 on
joining an establishment/in case of change of nominee with details of self,
nominee for Provident Fund and Pension and details of family, so that it is
forwarded to Employees' Provident
Fund Organisation by the employer.
24) Ensure that
Provident Fund is deducted at statutory rate from the total wages i.e. basic,
Dearness Allowance (including cash value of food concession), and retaining
allowances, if any.
25) Filled in
applications may be submitted through post / courier or in person to the PRO
wing of the Regional Office / Sub Regional Office.
26) The claims
submitted in full complete shape will be processed and settled within 30 days
of submission.
27) Claim settlement
information is placed in the EPFO website www.epfindia.com and
www.epfomeerut.org.
28) For any further
assistance / inquiry, the Public Relation Officer of the Regional Office / Sub
Regional Office can be approached on all working days in person or through
phone.
29) To get your
current claims status Click on "Know your Claim Status".
