Guidelines
for filling up Forms - Various Benefits and Forms Required
to be Submitted
General Instructions
|
Nature of Benefit |
Claim Form |
By whom to be submitted |
|
Settlement of EPF account in case of
Resignation/Retrenchment |
Form 19 |
Member |
|
Settlement of EPF account of a deceased member |
Form 20 |
Nominee/Legal Heirs |
|
Settlement of Employees’ Deposit Linked Insurance
Fund |
Form 5(IF) |
Nominee/Legal Heirs |
|
Settlement of Employees’ Pension Account |
|
Withdrawal Benefit (in case of members with less
than 10 years of membership) |
Form 10-C |
Member |
|
Settlement of Lump sum Benefit of deceased
member(who had no family and died when not in
service in covered establishment) |
Form 10-C |
Nominee / Parent |
|
Availing Scheme Certificate(in case of members with
less than 10 years of membership and or not using
above two options) |
Form 10-C |
Member |
|
Availing Pension (all types)
a)In case of membership of more than 10 years in
EPS and attained the age of 50 for Reduced Pension
and 58 for Superannuation Pension |
Form 10-D |
Member / / Nominee |
|
b)Died in service/while holding Scheme
Certificate and having a family |
Form 10-D |
Family Member |
|
c)Died while in service and nominated any person
other than the Family entitled for pension |
Form 10-D |
Nominee |
|
Advances |
|
Advances / Withdrawal (For all type of advances) |
Form 31 |
Member |
|
Nomination Form |
Form 2 (Revised) |
Member |
OTHER INSTRUCTIONS :
1) While joining an establishment, furnish details of previous employment if any, with previous Provident Fund a/c number and scheme certificate.
2) In case of existing Provident Fund/ Pension a/c, apply for transfer of previous a/c number to the present a/c number.
3) Ensure that employer furnishes Form-5 with details of previous Provident Fund a/c no. to Employees' Provident Fund Organisation.
4) Execute Form-2, with details of self, nominee for Provident Fund and pension and details of family, so that it is forwarded to Employees' Provident Fund Organisation by the employer.
5) Ensure that particulars furnished are correct in all respects.
6) Ensure that enrolment to Employees' Provident Fund/ Employees' Pension Scheme is done immediately on the date of joining the establishment.
7) Ensure that Provident Fund is deducted at statutory rate from the total wages i.e. basic, D.A. and retaining allowance if any.
8) If desirous of enhancing rate of contribution, inform your willingness with the higher rate opted and forward to Employees' Provident Fund Organisation through employer and allow employer to deduct at enhanced rate from the wages.
9) If the wages drawn is more than Rs. 6500/-, intimate your willingness to contribute on the whole salary as per higher rate to Employees' Provident Fund Organisation through employer. Employer can also contribute on the whole amount drawn as wages under intimation to Employees' Provident Fund Organization.
10) Check up periodically with the employer that contribution and other charges are paid to Employees' Provident Fund Organisation and ensure it's correctness by verifying the Form-3A (contribution card) maintained by the employer.
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