The Employees’ Provident Fund Organization (EPFO) is a government body which provides benefits to its members under EPF, EPS, and EDLI. There are a number of PF forms through which members can communicate with the EPFO for specific purposes. Even though the EPFO has given online application provision for many things, sometimes there is no other way out, and you need to submit a physical PF form to get your work done. In this article, we will discuss some such important PF forms, which will come to your use either as an employee or an employer.
Table of Contents
Important points to remember for filing any PF form:
- Supplementary documents – Always make sure to attach all necessary documents with your PF form such as Aadhaar, proof of date of birth, passbook copy, etc. Also, remember to self attest these documents and get employer’s seal and signature where required.
- Cover letter – Every PF form should have a cover letter along with it. This cover letter should have your name, UAN details, subject of your request, in brief, a small description of your request and the list of documents you are attaching.
- Multiple copies – Ensure to keep multiple copies of any form which you submit to the EPFO. Reason being that if your form is lost in the EPFO then you can immediately submit another copy of it. You need not go through the entire process of getting another form ready.
- Receiving – Whenever you submit a form at the EPFO, always make two copies of your cover letter. Submit one copy at the PF office and on the other one write “office copy” and have it signed and stamped by the PF office. This can serve as proof of your document submission in the future.
- Employer seal and sign – Make sure that you have your employer’s seal and signature wherever its require on the documents. Same goes for employee’s seal and signature. All your documents must also have your self-attestation.
- Block letters – If you are filling up your forms in English then always do so in capital block letters. Refrain from using running and cursive handwriting.
- Communication details – Check that your form has all your correct contact details such as your postal address, your email id, and your contact number. This helps the EPFO to get in touch with you when needed.
Types of PF Forms:
Compliance Forms:
- Form 11 – Also known as Declaration Form, PF form 11 fill by an employee upon joining a new company and submitting it to the employer. If the employee also has a UAN, then that details are given through this form. If this the employee’s first job, then he also has to submit his Aadhaar, date of birth, father’s name, etc. so that the employer can generate his new UAN. This form does not require submission at the PF office. It is also needed during inspections for cross-checking member details. Form 11 is also submit by the member when he switches jobs, for transferring the PF amount from the previous account to the new account. The UAN will remain the same but the Member ID and the PF account number changes.
- Form 2 – Or Nomination Form, is necessary for declaration and nomination of the employee’s the EPF and EPS accounts. There is no limit to the number of times an employee can fill this form. It can be filled both online and offline. You can view this in detail here.
- Form 5 – The employer has to fill this PF form with details of all new employees joining the company that month. When there is no new employee then the employer can just mention NIL in the form. This form should be submitted by the 15th of every month.
- Form 10 – This PF form is a declaration of all employees who are leaving the organization. Form 5 and 10 do not require a physical submission at the PF office. But it is good to keep them drafted as documents for any future inspection.
- Form 13 – All PF members have to fill Form 13 for transferring their old PF account to their new PF account. this entails even if the employee rejoins his previous company. The reason being that the UAN stays the same but the PF account number changes with every new job. This is possible either online or offline via Form 13.
- Form IW1 – This is the International Worker’s return form which comes in use rarely. Companies with international workers need to fill up this form each month for submission.
- Form 5A – Also known as Return of Ownership form, this is filling when a new company registers on the PF portal. Nowadays, the EPF registration process can happen online. Hence, the employer just needs to print the form, fill it up where necessary and stamp it. Then submit it to the PF office.
- Form 3A – Or PF Annual Return, is important for the employer to give a summary of the entire year’s PF challan.
- Joint Declaration Form – This helps with getting an employee’s incorrect PF details corrected. The details of this form can be learnt here.
Claim Forms:
- Composite Claim Form – This is a combination of three different forms – Form 19, Form 10C and Form 31. Form 19 is for PF amount withdrawal. While Form 10C is for pension amount withdrawal. And Form 31 is for advance funds withdrawal. The employee has to attach supporting documents with this form, such as Aadhaar, PAN, bank details, etc. The employee can also submit two auxiliary forms along with this – Form 15G and Form 15H. These help with saving TDs deduction from the PF amount.
- Form 10C – This Pension Claim Form helps with the employee in obtaining his Scheme Certificate.
- Composite Pension Payment Form – Under EPS 95, this single page form replaces the ten page Form 10D. It helps employees with claiming their Pension funds from the PF department.
- Combined Claim Form – This again replaces Form 10D and is helpful for claiming a deceased PF member’s PF fund. This makes Form IF and Form 20 redundant hence they are now scrapped.
- Form 14 – When the employee wants to make his LIC payment via his PF fund, then this form comes into use.
- Life Certificate Form – All employees receive pension need to submit this form in the PF department each year. This serves as proof that the member is living.
- Non Remarriage Form – Widows of PF members who are claiming their dead spouse’s pension fill this form to declare that they have not had a re-marriage. This makes them eligible to keep receiving their spouse’s pension.
Find all the above PF forms here.
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Find similar article on all important ESI Claim Forms.
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