EPF Form 2 - Structure for Part-A & Part-B | How to Fill e-Nomination?

Every employee enrolled under the Employees’ Provident Fund Organisation (O) scheme should understand how to nominate beneficiaries correctly. The “Form 2” declaration helps ensure that in the event of an unfortunate death, the accumulated PF and pension scheme benefits go to the intended person(s).

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What is Form 2 and why does it matter

“Form 2” (Revised) under the /EPS scheme is the nomination and declaration form that a subscriber fills to designate who will receive the amount standing to the subscriber’s credit under the Provident Fund and, where applicable, under the Pension Scheme.

Filling it correctly is important because if the nomination is missing or invalid, the funds may get paid to legal heirs or be delayed.

Today, O also allows e-nomination (online) so you may not need to physically submit the form if you complete the online process.

Structure of Form 2 – General Information

Before the nomination sections, the form has the “General Information” portion.

This includes subscriber’s details such as:

• Name of the member.
• Father’s or husband’s name.
• Date of birth, gender, marital status.
• Account number /UAN.
• Address (permanent & temporary).
• Date of joining the /EPS scheme.
  This part ensures your membership and identity are properly recorded.

Structure of Form 2 – Part A

Part A deals with nomination for the Provident Fund ( amount) portion.

Key elements include:

• A declaration by the subscriber: “I hereby nominate the person(s)/cancel the earlier nomination and nominate the person(s) mentioned below to receive the amount standing to my credit in the  in the event of my death”.

• A table where you list each nominee:

  • Name of nominee.
  • Address of nominee.
  • Relationship with the subscriber.
  • Date of birth of nominee.
  • The total amount or share of accumulations in the Provident Fund to be paid to each nominee.
  • If a nominee is a minor, name, relationship and address of guardian who may receive the amount during the minority of the nominee.

• A certification line if the subscriber has no family as defined under the  scheme (in which case nomination can be to any person).

Important rules in this section:

• If a subscriber has a family at the time of making nomination, the nomination must be in favour of one or more persons belonging to the family. Any nomination in favour of a person outside the family would be invalid.
• If the subscriber had no family at that time, he/she could nominate any person, but if later acquires a family, the old nomination becomes invalid and fresh nomination must be made.

Structure of Form 2 – Part B (EPS / Para 18)

Part B of Form 2 handles nomination under the Employees Pension Scheme (EPS) or the pension portion.

Main items here:

• A table listing family member(s) who would be eligible to receive widow/children pension in the event of subscriber’s death.

For each:

• Name of the family member.
• Address of the family member.
• Date of birth.
• Relationship with the subscriber.

• There is also a sub-table where if a subscriber has no eligible family under EPS, the subscriber may nominate a person to receive monthly widow pension (admissible under para 16 2(a)(i) & (ii)).
• A certification line similar to Part A if the subscriber has no eligible family under EPS and must make a fresh nomination if he/she acquires family later.

The Part B ensures that pension benefits (besides the PF corpus) are properly legislated for in case of death of the subscriber.

Certificate by Employer

At the end of Form 2 there is a section for the employer’s certificate.

It includes:

• The employer certifies that the declaration/nomination has been signed or thumb-impressed before the authorised officer.
• Details such as name of employee, authorised officer’s signature, designation, date, place.
• Name & address of the establishment or factory, stamp/seal.

This ensures the employer acknowledges that the subscriber has made the nomination and that the form is duly submitted through the employer to O.

How to Fill e-Nomination Online

Given the digital age, the O allows members to file their nomination online.

The steps are straightforward:

1. Ensure your UAN (Universal Account Number) is activated and you have login access to the  Member Portal.
2. Log in using UAN, password and OTP on your registered mobile.
3. Under the “Manage” section select “e-Nomination”.
4. Ensure your permanent address and current address are updated and saved.
5. Select whether you have a family or not.
6. Add family members (if applicable) by entering Aadhaar number/Virtual ID, name, date of birth, gender, relation, address. If nominee is minor, add guardian’s details. Upload photo if required. Save.
7. Select nominee(s) from the saved list, allocate the share (in percentage) for each nominee in the section for  nomination (Part A) and for EPS if applicable. Save nomination.
8. Click on “e-sign” link. Enter Aadhaar number or Virtual ID, verify via OTP on Aadhaar-linked mobile. This completes the e-nomination.
9. Once e nomination is submitted and e-signed, you need not submit physical Form 2 unless required by employer for record.
10. You can update/change nomination any time via e-nomination; the latest nomination stands valid.

Key things to keep in mind

• A nomination can be changed any number of times; the latest one is effective.
• If you had no family when you nominated someone outside the family, but later acquire a family (e.g., through marriage or children), your earlier nomination becomes invalid and you must file a fresh nomination.
• For  (Part A) the “family” definition differs slightly for male vs female employees under the scheme.
• For EPS (Part B) the family includes spouse, minor son, unmarried daughter and adopted child (if adopted before demise) for pension eligibility.
• If a nominee is a minor in Part A, then you must appoint a guardian.
• Ensure your Aadhaar is seeded, mobile number linked and KYC is complete to enable online nomination smoothly.
• Even after online nomination, you may keep a copy of the e-nomination for records and inform your employer.

Step-by-step recapitulation for offline filing

If you prefer or need to file offline Form 2:

• Download the revised Form 2 from O website or get from employer.
• Fill in the General Information, Part A and Part B. Provide nominee(s) details and guardian if minor nominee.
• Sign/thumb impression by subscriber. Employer certificate section needs to be completed by authorised officer.
• Submit the filled form to your employer who will forward it to the O regional office.
• After submission, retain a copy for your records.
• Whenever your family status changes (marriage, child born, dependant parent dies) you should update the nomination.

Why keeping nomination updated is important

• If you do not have a valid nomination or if it becomes invalid, the amount may get paid only after legal heirs submit succession certificate or court order, causing delays.
• Having updated nomination ensures your chosen beneficiary(ies) will receive the benefits swiftly in your absence.
• Changes like marriage, birth of child, death of nominee, divorce, change in family structure can impact the validity of the nomination - hence review periodically.
• Online nomination gives convenience, but still requires you to ensure KYC, Aadhaar and mobile linkage for smooth processing.

Conclusion

Filling the nomination through Form 2 is a crucial step under the /EPS scheme to safeguard your family’s financial protection. Understanding the structure. General Information, Part A for , Part B for EPS - and the method of filing e-nomination online ensures you take control and avoid delays or complications later. Whether you opt for the offline or online route, keeping your nomination current whenever your family circumstances change matters a lot. Take a few minutes today to review your nomination and ensure your loved ones are covered.