TP_PRESENTATION_ON_PF_ONLINE_PROCESS___20190426093343___.pdf
- 1. EPFO - COMPLIANCE UPDATES ON PROCESS FLOW Briley Group
- 2. 1. UAN ACTIVATION PROCESS – Page 3 2. KYC UPDATION – Page 8 3. UAN PASSBOOK DOWNLOAD PROCESS – Page 12 4. PROCESS FOR CHANGE IN NAME & BASIC DETAILS OF MEMBERS (For Name/DOB/Gender Correction) – Page 16 5. SUBMISSION OF ONLINE PF TRANSFER PROCESS – Page 21 6. SUBMISSION OF ONLINE PF PART WITHDRAWAL PROCESS (Form 31) – Page 27 7. SUBMISSION OF ONLINE PF WITHDRAWAL PROCESS (Form 19 & 10C) – Page 42 PRESENTATION ON PF ONLINE PROCESS Briley Group
- 3. 1. UAN ACTIVATION PROCESS • FOR UAN ACTIVATION USE BELOW LINK :- • https://unifiedportal-mem.epfindia.gov.in/memberinterface/
- 4. HOW TO ACTIVATE UAN AND UPLOAD KYC After click on link the below screen will appear:- Click Activate UAN CLICK ON ACTIVATE UAN LINK
- 5. HOW TO ACTIVATE UAN AND UPLOAD KYC After Click on “Activate UAN” Link below Screen will appear. Fill all the Mandatory fields and Clink on “Get Authorize PIN”. (A)Fill UAN data :- (1)UAN Number. (2)DOB (3)Mobile No. (4)Email ID (5)Captcha.
- 6. HOW TO ACTIVATE UAN AND UPLOAD KYC After Clicking get Authorized PIN, OTP Number will be sent your registered mobile number. Enter the OTP number and Click Validate OTP and Activate UAN. Enter the OTP number and Click Validate OTP and Activate UAN
- 7. HOW TO ACTIVATE UAN AND UPAD KYC After the UAN Activation, The Password sent to your registered mobile number. Use the received Password for login in to the member portal https://unifiedportal-mem.epfindia.gov.in/memberinterface/ The Password sent to your registered mobile number. GO TO HOME page and enter you UAN & Password. https://unifiedportal- mem.epfindia.gov.in/memberi nterface/ You can View you Profile.
- 8. 2. KYC UPDATION PROCESS
- 9. HOW TO ACTIVATE UAN AND UPLOAD KYC After UAN Activation .Open the same link (https://unifiedportal- mem.epfindia.gov.in/memberinterface/ ) and input the UAN number and Password and Captcha for portal login 2. KYC UPDATION PROCESS
- 10. HOW TO ACTIVATE UAN AND UPLOAD KYC After input the login detail. The below screen will appear:-
- 11. HOW TO ACTIVATE UAN AND UPLOAD KYC Click Manage select KYC. The below screen will appear. Select the Check-box and input the data as per Document number and Name. Submit the Save button .After Successful submission KYC get approved within 5 to 7 Days.
- 12. 3. UAN PASSBOOK DOWNLOAD PROCESS
- 13. Click the below Link https://passbook.epfindia.gov.in/MemberPassBook/Login.jsp Enter the log in Enter you UAN, Password & Captcha and Click Login 3. UAN PASSBOOK DOWNLOAD PROCESS
- 14. After Login the below screen will appear. Click here to view your PF Pass Book
- 15. PF Passbook will show as per below screen, you can download/Print your PF Passbook
- 16. 4. PROCESS FOR CHANGE IN NAME & BASIC DETAILS OF MEMBER
- 17. 4. PROCESS FOR CHANGE IN NAME & BASIC DETAILS OF MEMBER Open the same link (https://unifiedportal-mem.epfindia.gov.in/memberinterface/ ) and input the UAN number and Password and Captcha for portal login
- 18. After Login, the below screen will appear. Click Manage Modify Basic details
- 19. In Modify Basic details, details to be modified can be updated as per Aadhaar and click Update details button
- 20. On clicking Update Details button, change request will be submitted to employer for further approval. After approval by the employer, change request will appear as a task in login of Dealing Hand, of concerned EPFO office for further approval and necessary changes in PF records.
- 21. 5. SUBMISSION OF ONLINE PF TRANSFER PROCESS
- 22. 5. SUBMISSION OF ONLINE PF TRANSFER PROCESS Open the same link (https://unifiedportal-mem.epfindia.gov.in/memberinterface/ ) and input the UAN number and Password and Captcha for portal login
- 23. After Login, Click Online Services One Member – One EPF Account (Transfer Request)
- 24. In transfer request, Enter the previous UAN/PF number and click Get details. If the entered details are correct, previous employment details will appear. Then Click Get OTP enter the received OTP click submit button
- 25. After successful submission of transfer claim, the request will be send to present & previous employer for further approval. After approval of request by the present & previous employer, request will appear as a task in login of Dealing Hand, of concerned EPFO office for further approval
- 26. You can view the Transfer Claim Status by clicking the Track Claim Status Button.
- 27. 6.SUBMISSION OF ONLINE PF PART WITHDRAWAL PROCESS (FORM 31)
- 28. 6.SUBMISSION OF ONLINE PF PART WITHDRAWAL PROCESS (FORM 31) Open the same link (https://unifiedportal-mem.epfindia.gov.in/memberinterface/ ) and input the UAN number and Password and Captcha for portal login
- 34. Select “PF ADVANCE (FORM-31)”
- 35. Select the Purpose of Advance as per applicability
- 36. Enter the Advance Amount required Enter the Communication Address of the Employee Click the tick Box for submission
- 42. 6.SUBMISSION OF ONLINE PF WITHDRAWAL PROCESS
- 43. 6.SUBMISSION OF ONLINE PF WITHDRAWAL PROCESS Open the same link (https://unifiedportal-mem.epfindia.gov.in/memberinterface/ ) and input the UAN number and Password and Captcha for portal login