EPF BALANCE AND TRANSFER 1.

1
The most frequent queries on EPF pertain to knowing the balance and delay i
n transfer of EPF account. This is to clarify the procedure for these two conti
ngencies.
At present there is no laid down uniform procedure to know the balance in o
ne’s EPF account. Some EPF offices, however, in their websites have some provision
for this. One may try one’s luck with these links. Sometimes they may work! (Bu
t all the offices are not adopting this method perhaps because it may lead to le
ak of this sensitive financial personal information to any unscrupulous elements
which may somehow come to know about the exact number.) Other than this there
is only one way to know your EPF balance. That is from your EPF Annual Account
Statement – otherwise called ‘ accounts slip’. This will indicate your EPF balance a
s on 31st March of a year. If you want to know the balance as on any other date
or if you are not fortunate enough to get the annual statement of accounts, yo
u may have to keep your own records and compute. Perhaps you may file an applic
ation under RTI to get this info in one month.
Secondly about transfers. Normally it may take about two months to transfe
r an account from one EPF office to another EPF office. The status of you appli
cation may be checked from the EPFO website – www.epfindia.com. In the same websi
te there is link ‘customer service’. If you click on this you may file a grievance
application on-line. Since this is monitored by the Central Provident Fund Comm
issioner, New Delhi , who controls all the EPF offices in India, your grievance
stands a very good chance of getting redressed quickly.

Procedure for transfer of EPF account.

[ATTACH]26[/ATTACH]
TRANSFER OF PROVIDENT FUND ACCOUNTS
S.No.
FORM No.
PURPOSE
SCHEME PROVISIONS
1.
Form 13
(Revised)
Application for seeking transfer of account by a member.
Section 17-A of the Act/
Para 57 of
EPFS, 52

A Provident Fund member, on leaving an establishment and joining another establi

shment (Whether the Act is applicable or not) can seek transfer of his Provident
Fund balances to his new Provident Fund account opened in the transferee establ
ishment. This application should be submitted through the present employer to th
e Regional Provident Fund Commissioner concerned for effecting the transfer. The
Regional Provident Fund Commissioner is required to effect the transfer within
30 days. A copy of the transfer certificate (Annexure K) will be sent to the mem
ber concerned. The member should also ensure that the amount transferred to his
present account number is included in the Provident Fund Annual Statement of acc
ount of the year in which transfer was effected.
Any delay in transfer of Provident Fund accounts should be brought to the notice
of the Regional Provident Fund Commissioner concerned.
The physical transfer of fund is allowed only in the case of Employees’ Provident
Fund account. There is no physical transfer of funds in the case of the amount c
ontributed towards the pension fund. The details of the membership under Pension
Scheme are alone indicated in the Annexure K.