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    User Guide - PF Forms

    Uploaded by

    Kunal Rustgi
    This document provides guidance on filling out mandatory PF forms for EPFO compliance. It explains how to fill out declaration, KYC, and other forms. Key points include: 1. Basic personal details are required in many fields. 2. Previous PF contribution and UAN details should be included if applicable, otherwise left blank. 3. It is mandatory to update KYC details like Aadhar, PAN, and bank account on the UAN portal and ensure Aadhar is verified to receive PF funds. 4. Fields like department, designation, and witnesses require job-specific information. Spouse or children can be nominated for EPS. 5. These forms are

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    User Guide - PF Forms

    Uploaded by

    Kunal Rustgi
    53 views3 pages
    This document provides guidance on filling out mandatory PF forms for EPFO compliance. It explains how to fill out declaration, KYC, and other forms. Key points include: 1. Basic personal details are required in many fields. 2. Previous PF contribution and UAN details should be included if applicable, otherwise left blank. 3. It is mandatory to update KYC details like Aadhar, PAN, and bank account on the UAN portal and ensure Aadhar is verified to receive PF funds. 4. Fields like department, designation, and witnesses require job-specific information. Spouse or children can be nominated for EPS. 5. These forms are

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    User Guide -PF Forms

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    This document provides guidance on filling out mandatory PF forms for EPFO compliance. It explains how to fill out declaration, KYC, and other forms. Key points include: 1. Basic personal details are required in many fields. 2. Previous PF contribution and UAN details should be included if applicable, otherwise left blank. 3. It is mandatory to update KYC details like Aadhar, PAN, and bank account on the UAN portal and ensure Aadhar is verified to receive PF funds. 4. Fields like department, designation, and witnesses require job-specific information. Spouse or children can be nominated for EPS. 5. These forms are

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    53 views3 pages

    User Guide - PF Forms

    Uploaded by

    Kunal Rustgi
    This document provides guidance on filling out mandatory PF forms for EPFO compliance. It explains how to fill out declaration, KYC, and other forms. Key points include: 1. Basic personal details are required in many fields. 2. Previous PF contribution and UAN details should be included if applicable, otherwise left blank. 3. It is mandatory to update KYC details like Aadhar, PAN, and bank account on the UAN portal and ensure Aadhar is verified to receive PF funds. 4. Fields like department, designation, and witnesses require job-specific information. Spouse or children can be nominated for EPS. 5. These forms are

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    © All Rights Reserved
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    User Guide to fill PF Forms

    As per the guidelines from EPFO it is mandatory to fill these forms.

    Declaration Form

    From Point 1-7 these are your basic details (please refer to Sample forms),

    point 8 if you are contributed towards EPF in your previous organization mention yes if you are
    experience, but if you are a fresher mention No

    Point 9 To check for EPS contribution

    If you are fresher mention No, but if you were employed earlier you can refer your PF passbook from
    EPFO / Payslip. If some amount was going in pension mention yes else NO. As per EPFO if EPS
    contribution was being made earlier it should continue in current organization as well.

    Point 10 From where to get PF & UAN number.

    Please check in the payslip of your previous organization. If you are fresher please leave blank.

    Point 11 UAN Number

    Please check in the payslip of your previous organization

    Point 12,13

    No information required, so you can keep the filed blank.

    Point 14,15

    Basic details (please refer to Sample forms)

    Point 16

    Leave blank

    Point 17 KYC Details

    It is mandatory to fill three KYC details i.e. Bank, Aadhar, PAN

    As per the recent notification from EPFO it is mandatory to update your KYC details on member
    portal. Aadhar should be linked & verified with your UAN. IF your Aadhar is not verified on
    member portal your PF Amount will not be remitted in your PF account

    Please refer to the below steps for required changes on UAN member portal.

    To Change the basic details login to your UAN>>


    https://unifiedportal-mem.epfindia.gov.in/memberinterface/ >>View>>Name/Gender(Should be as
    per Aadhar)>>edit>>save 

    To update the KYC login to your UAN>> https://unifiedportalmem.epfindia.gov.in/memberinterface/


    >>Kyc >> updated the KYC>>save.

    Once the activity is done please check if Aadhar is verified or not. (It will show as verified in front of
    Aadhar number in your profile on UAN portal)
    FORM F

    Point 1-4

    Basic details (please refer to Sample forms)

    Point 5 department/Branch

    The Department needs to be filled according to the your hiring e.g.(Technology, QA, IT, HR, Finance,
    Marketing, etc)

    Point 6 Post held with ticket

    Need to mention your designation as per the offer letter of Nagarro.

    Point 7,8

    Basic details (please refer to Sample forms)

    Who can be witnesses in compliance forms?

    Anyone can be your witnesses e.g. (Family member, Friends, colleague)

    FORM 2

    Point 1,6

    Basic details (please refer to Sample forms)

    Which bank account details do we need to fill for PF?

    You can mention any of your bank account number. It could be your Saving/Salary account.

    Who can be the nominee for EPS?

    Only your spouse or children can be nominee for EPS.

    Form 11

    Part 1: basic details (please refer to Sample forms)

    Part a : previous organization name (DOE of same organization), last to last organization name (DOJ
    & DOE of same organization)

    Part b : What details are required to fill?

    Please write” Employee provident fund”, DOJ (Date of joining of your last to last organization ) &
    DOE (the date you left your last to last organization). UAN number of your previous organization.

    What details are required to be filled in case of a fresher.

    In case of a fresher please mention only your name, father/husband name, date and your signature

    Frequently asked questions

    Are these forms for Transfer/Withdraw process?


    No, these forms are as per the guidelines by EPFO to meet the compliance.

    You need to submit the hard copies of these forms after pandemic. As per the compliance it is
    mandatory to submit the hard copies of these forms.

    Where do we need to upload these forms?

    As currently we are not able to collect the hard copies of these forms, you can send these forms to
    pf.in@nagarro.com for now. You would need to submit the hard copies of these forms later.

    If we don’t have UAN number do we still need to fill these forms?

    Yes, you need to fill these forms and share with us leaving the UAN details blank.

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