The Online PF transfer is the transfer of the Provident Funds of the employees which is done online. EPFO propelled its Online Transfer Claim Portal (OTCP) on Oct 2, 2013 to ensure incite exchange of EPF account starting with one business then onto the next when a representative moves starting with one occupation then onto the next. The principle motivation behind the Online Transfer Claim entryway is to exchange PF commitments starting with one record then onto the next online effortlessly and accommodation. OTCP was empowered to give a straightforward, productive and agreeable exchange of store for all representatives. In this article, we take a gander at the means for online exchange of EPF starting with one boss then onto the next utilizing the OTCP Portal.
Find out about PF Claim Form 19.
Find out about UAN Registration.
Find out about Unified Portal.
Pre-essentials of the OTCP Transfer
Here is the list of the pre-essentials of the Online PF transfer.
- EPF account number of the current and past organization.
- Date of Joining and leaving of the last organization.
- Date of Joining of the new organization.
- The workers’ financial balance IFSC code and ledger number.
OTCP Transfer Procedure
We currently take a gander at the method to submit EPF exchange ask for by means of the OTCP gateway for the online pf transfer.
Step: 1 – Check Eligibility
The most importantly step is to check the qualification to exchange guarantee starting with one record then onto the next. We should take a gander at the qualification criteria:
- Any part who has both past and present part IDs (PF Account No.) eventual qualified.
- The PF accounts must be accessible in the EPFO database.
- The businesses more likely than not enlisted the computerized mark endorsement of concerned approved signatories with the EPFO.
- The businesses must check the case from their workers web based empowering a computerized close down.
With the end goal to check the qualification we should additionally pursue the accompanying advances:
Step: 1A – Visit Web gateway
The candidate should initially visit the web-based interface which is www.epfindia.gov.in
Step: 1B – OTCP
The candidate must tap on Online Transfer Claim Portal (OTCP) under “Representatives” class.
Step: 1C – Check Eligibility Web page
The candidate must tap on ‘Check Eligibility for Filing Online Transfer Claim’. – > The candidate must enter the EPF account points of interest of his or her past business and current manager. – > The candidate should then tap on Check Eligibility.
Step: 1D – Eligibility Results Web-page
The candidate could have two different ways to explore through the gateway:
The choices could be either to click here to Login to go to Online Transfer Claim Portal or “Snap here to register on Member Portal.”
On the off chance that the candidate is as of now an enlisted part, at that point he may tap on “Snap here to Login” choice which is accessible on the qualification result screen or he could specifically visit the OTC Portal for the online pf transfer. In the event that the candidate is qualified to document online exchange yet he is definitely not an enrolled part, at that point he could enlist by visiting http://members.epfoservices.in/
Step: 2 – Request for Transfer of EPF account
In this progression, the candidate could apply for exchange of EPF account, we should take a gander at the means one by one.
Step: 2A – KYC Documentation
The candidate must enter his or her KYC reports subtle elements to login to the OTCP Portal http://members.epfoservices.in/ – > Below the Claim menu choice, you could tap on “Demand for Transfer of EPF Account.”
Step: 2B – Previous Employee Details
The candidate could enter his or her own points of interest and the Previous EPF account subtle elements. Shape 13 must be filled in here as it is utilized to Request for Transfer of EPF account.
Step: 2C – Current Employee Details
The candidate could enter his or her own subtle elements and the current EPF account points of interest. Shape 13 – Part C must be filled in here as it is utilized to Request for Transfer of EPF account.
Step: 2D – Submission of Form 13
The candidate would have an alternative to present the exchange shape (Form 13) online to either his or her present business or to his or her past boss. Both of them could be picked.
Further to this the candidate must enter the CAPTCHA code and tap on “Get PIN”. The candidate would get this Pin on his or her enlisted portable number.
At that point once the PIN number is entered, he or she should tap on submit.
Step: 3 – Submission of Hard Copy
Presently, in this progression, we could continue further in presenting the printed copy of Form 13.
Step: 3A – Transfer Claim
The candidate must tap on “Guarantee” menu alternative post passage of the OTP – > Now he or she could tap on View Status of Transfer Claim
Step: 3B – Printable Online Transfer Claim (Form-13)
In this progression of the online pf transfer, the candidate must present the printed i.e. printed version of Online Transfer Claim (Form 13) to the Present business or previous boss contingent on the choice the candidate had picked while presenting the Online Transfer Claim Application. The printout must be appropriately marked by the case candidate and it must not surpass 15 days.
The business would have the choice to dismiss the online case application following 15 days. You could contact your boss straightforwardly. The contact points of interest of the approved signatories are accessible under the ‘Business’ subtle elements in the “View the status of Transfer Claims” choice under the tab “Guarantee”.
Following Claim Status
We could likewise track the status or check the status online by means of this entryway. In the event that the candidate’s manager watches any divergence in the application shape, they may change the equivalent and send the adjusted case frame to the candidate. The route for following the status of the case is as per the following:
This could be gotten to by means of the OTCP entryway by simply tapping the choice “View the status of Transfer Claims” under the tab “Guarantee”. The candidate’s boss may support your demand for online exchange guarantee. On the off chance that the candidate’s manager either present or past had rejected the case. The explanations behind the dismissal could be made reference to.
Following PF Claim Status.
Dismissal of Claims
The underneath specified focuses are some conceivable dismissals from the business’ end according to the regulations of the online pf transfer:
- The marked duplicate of the printout of the case submitted online has not yet been gotten by the candidate’s present or past manager.
- The candidate’s subtle elements may be mis-coordinating with organization’s records.
- The mark of the part may be mis-coordinating with organization’s records.
The online pf transfer is an important aspect of any business and should be looked into seriously and authoritatively.
