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EPF: Know Which Form’s to be Submitted for Claim/ Withdrawal

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In this post, we will learn about which form’s to be submitted for PF claim/ Withdrawal.


Know About EPFO

The Employees’ Provident Fund came into existence with the promulgation of the Employees’ Provident Funds Ordinance on the 15th of November 1951.

It was replaced by the Employees’ Provident Funds Act, 1952. The Employees’ Provident Funds Bill was introduced in the Parliament as Bill Number 15 of the year 1952 as a Bill to provide for the institution of provident funds for employees in factories and other establishments.

The Act is now referred to as the Employees’ Provident Funds & Miscellaneous Provisions Act, 1952 which extends to the whole of India.

EPFO is one of the World’s largest Social Security Organisations in terms of clientele and the volume of financial transactions undertaken.

Know Which Claim Form to Submit

Working in an Establishment

1. Want an advance from my Provident Fund Account.

Please Apply for an Advance / Withdrawal through

COMPOSITE CLAIM
FORM (Aadhar)*
[Instructions]
COMPOSITE CLAIM
FORM (Non-Aadhar)* 
[Instructions]

Annexures to be attached with the claim form for withdrawal under para 68-BD of EPF Scheme, 1952 [Download (491.6KB)]


2. Want my LIC Policy to be financed through my PF Account.

Please Apply in FORM 14*(1.1MB)


3. Want to settle my Pension Fund as I have crossed 58 years of service.

Have completed 10 years of Eligible Service.

Please Apply in FORM 10D* (201.4KB) for Monthly Pension [Instructions(128.2KB)]

Have not completed 10 years of Eligible Service as on 58 years age.

Please Apply for the Withdrawal benefit through

COMPOSITE CLAIM
FORM (Aadhar)*
 [Instructions]
COMPOSITE CLAIM
FORM (Non-Aadhar)*
[Instructions]

Bilingual *


Left one Establishment & joined another

Please Apply in FORM 13 (Bilingual)(1.3MB) for the Transfer of your Account.   [Instructions(271.3KB)]


Left the Establishment & not joined another

1. My Age is Below 50 Years.

I Have Completed 10 Years of Eligible Service.

You can apply (in certain cases after a waiting period of 2 months) for Final Settlement of PF AND Scheme Certificate from Pension Fund through

COMPOSITE CLAIM
FORM (Aadhar)* 
[Instructions]
COMPOSITE CLAIM
FORM (Non-Aadhar)*
[Instructions)]

Note:

EPF withdrawal

I have Not Completed 10 Years of Eligible Service as on Date Of Leaving.

You can apply (in certain cases after a waiting period of 2 months) for : Final Settlement of PF AND Withdrawal Benefit/ Scheme Certificate from Pension Fund through

COMPOSITE CLAIM
FORM (Aadhar)* 
[Instructions]
COMPOSITE CLAIM
FORM (Non-Aadhar)*
[Instructions)]

2. My Age is Over 50 Years but Below 58 Years

I Have Completed 10 Years of Eligible Service.

You can apply (in certain cases after a waiting period of 2 months) for Final Settlement of PF AND Scheme Certificate from Pension Fund through

COMPOSITE CLAIM
FORM (Aadhar)* 
[Instructions]
COMPOSITE CLAIM
FORM (Non-Aadhar)*
[Instructions)]
EPF withdrawal

I have Not Completed 10 Years of Eligible Service as on Date Of Leaving.

You can apply (in certain cases after a waiting period of 2 months) for : Final Settlement of PF AND Scheme Certificate from Pension Fund through

COMPOSITE CLAIM
FORM (Aadhar)* 
[Instructions]
COMPOSITE CLAIM
FORM (Non-Aadhar)*
[Instructions)]
EPF withdrawal

3. My Age is Above 58 Years.

I Have Completed 10 Years of Eligible Service.

Please Apply for : Final Settlement of PF through

COMPOSITE CLAIM
FORM (Aadhar)* 
[Instructions]
COMPOSITE CLAIM
FORM (Non-Aadhar)*
[Instructions)]

AND

Pension through FORM 10D*(201.4KB)  [Instructions(128.2KB)]

I have Not Completed 10 Years of Eligible Service as on 58 Years of age.

Please Apply for : Final Settlement of PF through AND Withdrawal Benefit from Pension Fund through

COMPOSITE CLAIM
FORM (Aadhar)* 
[Instructions]
COMPOSITE CLAIM
FORM (Non-Aadhar)*
[Instructions)]

Bilingual *


Left the job due to Physical Disability

1. My Age is Below 58 Years.

Please Apply for : Final Settlement of PF

COMPOSITE CLAIM
FORM (Aadhar)* 
[Instructions]
COMPOSITE CLAIM
FORM (Non-Aadhar)*
[Instructions)]

AND

Pension through FORM 10D*(201.4KB)  [Instructions(128.2KB)]

2. My Age is Above 58 Years (Left due to disability after 58 Years Age).

I have Completed 10 Years of Eligible Service.

COMPOSITE CLAIM
FORM (Aadhar)* 
[Instructions]
COMPOSITE CLAIM
FORM (Non-Aadhar)*
[Instructions)]

AND

Monthly Member Pension through FORM 10D (201.4KB)  [Instructions(128.2KB)]

I Have Not Completed 10 Years of Eligible Service as on Date Of Leaving.

Please Apply for : Final Settlement of PF AND Withdrawal Benefit from Pension Fund through

COMPOSITE CLAIM
FORM (Aadhar)* 
[Instructions]
COMPOSITE CLAIM
FORM (Non-Aadhar)*
[Instructions)]

Bilingual *


Deceased

1. Member died while in service before 58 years Age.

Nominee/Beneficiary/Legal heir (as applicable) To Apply for :

Final Settlement of PF through FORM 20* (182KB)  [Instructions (272.6KB)]

AND

Monthly Pension through FORM 10D* (201.4KB)  [Instructions (128.2KB)]

AND

EDLI Insurance amount through FORM 5IF* (158.5KB)  

2. Member died while in service after 58 Years Age.

Member had Completed 10 Years of Eligible Service.

Nominee/Beneficiary/Legal heir (as applicable) To Apply for :

Final Settlement of PF through FORM 20* (182KB)  [Instructions (272.6KB)]

AND

Monthly Pension through FORM 10D* (201.4KB)  [Instructions (128.2KB)]

AND

EDLI Insurance amount through FORM 5IF* (158.5KB)  

Member had Not Completed 10 Years of Eligible Service.

Nominee/Beneficiary/Legal heir (as applicable) To Apply for :

Final Settlement of PF through FORM 20* (182KB)  [Instructions (272.6KB)]

AND

COMPOSITE CLAIM
FORM (Aadhar)* 
[Instructions]
COMPOSITE CLAIM
FORM (Non-Aadhar)*
[Instructions)]

AND

EDLI Insurance amount through FORM 5IF* (158.5KB)  

3. Member died away from service before 58 years Age.

Nominee/Beneficiary/Legal heir (as applicable) To Apply for :

For Final Settlement of PF through FORM 20* (182KB)  [Instructions (272.6KB)]

AND

For Pension through FORM 10D*(201.4KB)  [Instructions(128.2KB)]

4. Member died away from service after 58 Years Age.

Member had Completed 10 Years of Eligible Service.

Nominee/Beneficiary/Legal heir (as applicable) To Apply for :

Final Settlement of PF through FORM 20* (182KB)  [Instructions (272.6KB)]

AND

Pension through FORM 10D*(201.4KB)  [Instructions(128.2KB)]

Member had Not Completed 10 Years of Eligible Service as on date Crossing 58 Years Age.

Nominee/Beneficiary/Legal heir (as applicable) To Apply for :

Final Settlement of PF through FORM 20* (182KB)  [Instructions (272.6KB)]

AND

Withdrawal Benefit from Pension Fund through

COMPOSITE CLAIM
FORM (Aadhar)* 
[Instructions]
COMPOSITE CLAIM
FORM (Non-Aadhar)*
[Instructions)]

Bilingual *


Source: EPFO

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