Form 13 EPF Transfer: Complete Guide to Online EPF Account Transfer

Introduction

When changing jobs, transferring your Employees' Provident Fund (EPF) is essential to keep your retirement savings intact. Form 13 is the official document used for transferring your EPF account from your old employer to the new employer.

Transfer of EPF Account

The transfer of EPF involves moving your accumulated fund from your previous employer’s PF account to the new employer’s PF account. This process helps in seamless retirement benefit management without the need to withdraw and potentially lose out on interest or benefits.

Details in EPF Form 13

EPF Form 13 has different fields that you, as an employee, and your new employer must fill and submit. It mainly captures your personal details, old EPF account details, and new EPF account details.

Details to be Provided by the Employee

As an employee, you must fill the following information in EPF Form 13:

• Your full name (exactly as per EPF records)

• Your father’s name. If you are a married woman, you should mention your husband’s name

• Name and full address of your previous employer

• EPF account number with the previous employer

• Details of who maintained your EPF account in the previous organization

  • Whether the account was maintained by the Regional PF Commissioner,
  • Or by an exempted PF trust of the employer

• Family Pension Fund (FPF) or Pension Fund account number with the previous employer, if you had a separate number

• Date of leaving your previous job

• Date of joining your new employer

• Date on which you are filling and submitting Form 13

• Your signature or left-hand thumb impression as the EPF member

These details help EPFO correctly identify your old EPF account and link it to your new account so that the balance can be transferred smoothly.

Details to be Provided by the New Employer

Your new employer has to fill and confirm the following details in EPF Form 13:

• Name and full address of the new establishment (company/organization)

• EPF code number of the establishment and the new EPF account number allotted to you

• Family Pension Fund (FPF) or Pension Fund account number given to you, if a separate number is allotted

• Details of your new EPF account:

  • If the establishment is not exempted, the address of the concerned Regional or Sub-Regional EPF Office
  • If it is an exempted establishment, the name of the exempted PF trust or private PF not covered under the EPF Act

• Address of the Regional or Sub-Regional PF office where your separate Pension/FPF account (if any) is maintained

• Payee details in whose favour the transfer amount will be credited (for example, name of PF office or PF trust)

• Date on which the employer is filling and signing the form

• Signature of the authorized official of the new employer along with the official company seal

Once both employee and employer details are correctly filled, the form is submitted so that EPFO can process the request and transfer the EPF balance from the previous account to the new one.

How to Transfer EPF Account Online?

1. Login to EPFO Member Portal:
   Visit the EPFO member portal at https://unifiedportal-mem.epfindia.gov.in/memberinterface/ and log in using your UAN (Universal Account Number) and password. Make sure your UAN is linked with Aadhaar and your KYC details are updated.
2. Select Transfer Request:
   After login, go to the "Online Services" tab and click on "One Member – One EPF Account (Transfer Request)." This is the section where you initiate your EPF transfer.
3. Verify Details:
   Confirm your personal information and the details of your previous and current PF accounts. The portal will show your current EPF account details and balance.
4. Choose Employer for Attestation:
   You can select either your previous employer or your current employer to attest (verify) your transfer claim. Choose the one with an authorized signatory holding a digital signature certificate.
5. Get OTP and Submit:
   Enter your UAN or member ID and click "Get OTP." You will receive a one-time password on your registered mobile number. Enter it to verify and submit your transfer request.
6. Download Form 13:
   Once your request is submitted, download Form 13 as a PDF, print it, sign it, and submit it to the employer chosen for attestation within 10 days.
7. Employer Verification:
   The selected employer digitally approves your EPF transfer request on the EPFO employer portal.
8. Track Transfer Status:
   After employer approval, EPFO processes the transfer. You can track your transfer status on the EPFO portal or via the UMANG app. EPFO will notify you via SMS when the transfer is complete.

This process makes EPF transfers simpler, quicker, and fully online, reducing paperwork and delays. Ensure your KYC is updated beforehand to avoid any hiccups. This digital switch benefits your financial planning by keeping your EPF contributions consolidated in one account for better tracking and future benefits.

Open Demat account -  Begin your investment journey now!

Documents Required for PF Transfer

When transferring your EPF account, you need to have the following documents and conditions met for a smooth process:

• Form 13: Printed, signed, and submitted to the employer chosen for attestation.
• UAN (Universal Account Number): Your active and activated UAN linked to your mobile number.
• Bank Account Details: Bank account number and IFSC code should be linked (seeded) with your UAN.
• ID Proof: Aadhaar card and PAN card linked with your UAN are recommended but not mandatory for transfer request submission.
• Previous and Current Employer Details: Records of your PF account numbers from both past and current employers must be present in the EPFO database.
• KYC Approval: Your e-KYC must be approved by the employer on the EPFO portal.
• Employer Digital Signature: The previous or current employer should have authorized signatories registered digitally with EPFO to approve the transfer.
• Single Transfer Request: Only one transfer request is accepted per member ID to prevent duplication.

Ensure your UAN is activated and linked with the correct details as incomplete or mismatched KYC often causes transfer delays. If your bank, Aadhaar, or PAN are not linked properly, the transfer might get delayed or rejected.

These requirements help streamline and secure the PF transfer process, ensuring your provident fund balance moves safely to your new employment account

Conclusion

Transferring your EPF through Form 13 is now a faster, easier, and fully digital process. Ensuring your PF account is consolidated helps you maintain continuous service and pension benefits without any hassle. Use the official EPFO portal and keep your documents ready for a smooth transition.