Hello, in this post we see on the different types of PF Forms available for us to avail EPFO benefits. We will cover the following topics:
What is EPF?
Employees’ Provident Fund (EPF) is a savings scheme that provides benefits to its members as per Employees’ Provident Fund and Miscellaneous Act, 1952.
Both the employer and employee will contribute 12% of the salary. This amount has a fixed interest rate as per EPFO.
This savings can be used for their post-retirement period. However, they need to use specific forms for specific purposes.
The PF amount can be withdrawn by the employees themselves. In case of their death, it can also be withdrawn by the nominee or the legal heir of the employee.
For more details on EPF, read our blog – Employees’ Provident Fund
Different PF forms available
Now let us look into the various PF forms available for us to acquire certain EPFO benefits.
|PF Forms||Purpose of PF Form|
|Form 2||For the nomination for the EPF and Employees’ Pension Scheme (EPS)|
|Form 5||Registration form for new employees for EPS and EPF|
|Form 5(IF)||Employees’ Deposit Linked Insurance (EDLI) scheme claim form|
|Form 10C||For EPS withdrawal|
|Form 10D||To apply for a pension after retirement|
|Form 11||To do an automatic transfer of EPF|
|Form 14||To pay your LIC Policy|
|Form 15G||To save TDS for any interest that is generated from EPF|
|Form 19||For the Settlement of EPF|
|Form 20||For the EPF settlement after an employee’s death|
|Form 31||Withdrawal of EPF|
PF Forms explanation
EPF Form 31
EPF Form 31 is used for partial withdrawal of PF funds. An employee can withdraw funds depending upon the purpose and years of service in the formal sector.
It can be filled through both offline and online through the EPF Member Portal.
EPF Form 14
Form 14 is for paying Life Insurance Corporation (LIC) policy from your PF account. After you fill this form you will have to get it attested by the employer and submit to the EPF Commissioner.
EPF Form 10D
EPF Form 10D is filled to get pension benefits. When an employee completes 10 years of service, s/he is eligible to get a pension. This form is filled at the time of retirement.
It is also used for making Monthly Pension claims. So, this form is also submitted along with the F-19/20.
If the employee is more than 50 years but less than 58 years, he/she will be required to submit Form 10D.
EPF Form 10C
Form 10C is for the withdrawal of pension amount from EPS account. This form is filled by online (through the EPF Member Portal) as well as offline.
The pension amount can be withdrawn only until the service period is less than 10 years. You can also get your EPS Scheme Certificate with the help of this form.
It is also used for making claims of PF withdrawals. This form is to be submitted by employees below 50 years and it is submitted with F-19/20 for the following:
- Settlement of withdrawal under old Family Pension Fund
- New Employees’ Pension Scheme (EPS 95)
- Scheme certificate for membership retention (under 58 years)
EPF Form 13
Form 13 is to transfer your old EPF account to your new PF account.
This form has been included in the Composite Claim Form where the account transfer can be applied directly at the time of switching your job.
EPF Form 19
You can claim the Final Settlement of your old EPF accounts by filling the Form 19. It can be filled by both online (through the EPF Member Portal) as well as offline.
You can choose the mode of payment (by cheque, ECS, etc.) for this form.
It also allows you to withdraw your PF balance after quitting your job, superannuation, termination or at the time of your retirement.
No establishment or organization can stop you from withdrawing from your PF balance.
EPF Form 20
This is filled by nominees or heirs of a member who had died for the final settlement of the EPF account.
If the nominee is a minor or disabled, the guardian has to fill the form on his behalf. The money can be remitted in the bank account directly or by money order.
EPF Form 2
Form 2 is filled for declaration and nomination for the EPF and EPS accounts. So, this form can be filled any number of times and compulsorily filled after the marriage of the employee.
It can be filled both online through the EPF Member Portal and by offline.
EPF Form 5(IF)
This form is filled under EDLI to claim insurance benefits after the death of the member while in service.
In case if he/she is a minor, the guardian has to fill the form on his behalf.
To claim the benefits, this form has to be attested by the employer. If not, it has to be attested by a gazetted officer.
EPF Form 15G
Form 15G is to save tax on the interest earned from EPF by an employee.
It can also be submitted in case the member withdraws the EPF amount before 5 years of service and the amount is more than Rs. 50,000.
In case of senior citizens, Form 15H has to be filled instead of Form 15G.
EPF Form 5
Form 5 is filled by the employer to submit details of all new employees joining the organization who are eligible for EPF for the first time.
It is submitted by the 15th of every month. If no new employee has joined, then the employer will mention “NIL” in the form.
EPF Form 11
EPF Form 11 is submitted when the employee switches his jobs for transferring the EPF amount from the previous account to the new account.
The UAN will be the same but the Member ID and the PF account number changes.
And that brings us to the end of this post on PF forms. Share your views and questions in our comments section below.
More on PF:
- Employee Provident Fund Or EPF
- Employees Provident Fund Or EPF Rules For Employer
- PF Withdrawal Forms – Details You Need To Know
- Latest PF Interest Rate & Its Procedure To Calculate
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