How to Login at EPFO and Check Your PF Balance? - PowerPoint PPT Presentation

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How to Login at EPFO and Check Your PF Balance?

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One can log in to the EPFO member portal very quickly, once the account is activated using the user id and password. The following steps will guide you through it: Check Now – PowerPoint PPT presentation

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Title: How to Login at EPFO and Check Your PF Balance?


1
How to Login at EPFO and Check Your PF Balance?
2
What is EPFO?
  • Employee Provident Fund Organization (EPFO) is
    an organization that looks after the provident
    fund schemes formulated by the government of
    India.
  • The organization is under the administrative
    control of the Ministry of Labour and Employment,
    Government of India and is assisted by the
    Central Board of the trustee.
  • EPFO has now come up with a digital platform
    which makes applying for withdrawal and tracking
    of your PF status very easy.
  • This platform can be accessed using user id and
    password, which you can create yourself.

3
How to Login to EPFO Member Portal?
  • The following steps will guide you through it
  • Open the EPF portal
  • Fill in the details mentioned on the registration
    page.
  • During the registration process, make sure that
    you add the correct details, as later you will
    be using the same information to log into the
    portal.
  • Once you have completed the registration process,
    you can now log on to the portal.
  • While logging in you will prompt to answer
    whether you want to login using your PAN, so, if
    you have registered using PAN card, then you need
    to select PAN number from the Select Any One
    Document and enter your PAN Card number.
  • Make sure you cross check all the details before
    getting a PIN
  • Once you are done, you will get an authorization
    PIN.
  • Enter the authorization PIN, and you will be
    registered on the portal.

4
How to Login to EPFO Member Portal? Continued
  • After dealing with the steps in previous slide,
    you can download the EPF Passbook from the
    website.
  • An important point to note while logging on to
    the EPF member portal is that you must have the
    12-digit Universal Account Number (UAN). This
    unique number is present on your payslip.
  • Every employee is allotted with only one UAN
    number in his/her entire lifetime. Once you have
    got the UAN number, you can activate your account
    on the EPF member portal and log in using this
    number.
  • You must have activated UAN number to log in
    the EPF account.

5
Login into the EPFO UAN Account
  1. Start by opening the EPFO website. You can click
    on this link for the same https//unifiedportal-
    mem.epfindia.gov.in/memberinterface
  2. Once you have clicked on this link, you will see
    the login page. Enter the UAN number and password
    that you received when you were activating the
    UAN number.
  3. Enter the captcha in the box.
  4. Click the enter button and submit it.
  5. You will be logged in to your EPF account.

6
Steps to be taken If you forget the password
  1. You can recover the password by clicking on the
    forget password to which is present below the
    login option.
  2. You will be able to access this information only
    when your KYC details are integrated with the EPF
    account.
  3. So make sure that you complete the formalities.
  4. Submit the basic details and send an OTP to the
    registered mobile number.
  5. Enter this OTP to activate your account.

7
How to Check EPF Balance?
  • Employees can now check their EPF statement
    whenever they want without waiting for their
    employer to furnish the details at the end of the
    year. The process of checking of EPF balance can
    be done using both online and offline methods.
  • Online methods
  • EPF Portal
  • Umang App on mobile
  • Offline methods
  • SMS
  • Missed call service

8
How to Check the EPF Balance Online Via EPF
Portal
  • If you are a member of EPFO portal, then you can
    check your PF balance by logging into this
    account. For this, you need to visit the official
    website of the EPFO or Employees Provident Fund
    Organization (EPFO). Follow these steps for
    seamless access
  • Go to www.epfindia.gov.in   
  • Go to OUR SERVICE section, and from the drop-down
    menu, you need to choose FOR EMPLOYEES. Once you
    select this option, you will be redirected
    to http//www.epfindia.gov.in/site_en/For_Employee
    s.php?idsm2_index
  • Again click on FOR EMPLOYEES
  • From the service, menu chooses MEMBER PASSBOOK.
    Once you have selected this option, you will be
    redirected to the login page for your passbook.
    If you want to skip all these steps, you can
    directly click on this link, and you will be on
    the logging page of your member's passbook.
  • Login using with UAN and password.
  • Once you have logged in, you will find Member IDs
    of all the EPF linked an account with your UAN,
    in simple words its one employee one EPF.
  • Choose the member ID to check the passbook.
  • Once you have clicked the member ID of the EPF
    account for which you want to check the balance,
    the passbook will be displayed on the screen in
    front of you.

9
How to Check the EPF Balance Online Via EPF
Portal (Continued)
  • While checking the EPF balance, you need to
    remember the following points
  • You can access this part of the EPFO portal only
    when you have an activated UAN number and you are
    registered on the UAN Member Portal.
  • In case you make any modifications on the
    website, the same will reflect within 6 hours of
    making the changes.
  • The passbook will have the latest entries that
    have been reconciled by the EPFO field offices.
  • Members who are exempted and members of
    inappropriate account shall not be able to view
    their passbook on the EPFO website.
  • If there has been no contribution to your EPF
    account in the last three years or more, the
    account will become inoperative.

10
How to Check the EPF Balance Online Via Umang
App
  • It is a single-click way to get access to all the
    information related to the EPFO account.
  • You can download this app from the Google
    PlayStore or iTunes App Store.
  • With the help of this app, you can access the
    EPFO account on the go.
  • You can check the information related to balance,
    and you can also download the passbook using this
    app.

11
using the Umang App
  • Once you have downloaded the Umang app, open the
    app and select EPFO.
  • Now Click on the Employee Centric Services
  • Now click on the VIEW PASSBOOK and check the EPF
    balance here.
  • Now you need to enter the UAN ID and then click
    on the GET OTP. Once you choose this option, you
    will have OTP sent to your registered mobile
    number.
  • Enter the OTP and click on the login.
  • Choose the Member ID of the company for which you
    want to check the EPF balance
  • You will have the entire information displayed in
    front of you.

12
How to Check the EPF Balance Offline via sms
  • Anyone can follow these steps
  • Check the EPF balance using SMS. Make sure that
    you use the registered mobile number when you
    send the message for EPF balance check. You need
    to send the following message to 7738299899.
  • The format of the SMS should be-EPFOHO UAN
    ENGSay your UAN is 123456789101 and you would
    like to receive a message in the English, then
    your message should be EPFOHO 123456789101ENG.
    The language code is going to be the first three
    letter of your preferred language. If it is
    English, then the language code will be ENG, if
    your preferred style is Hindi, then the language
    code is HIN

13
How to Check the EPF Balance Offline via sms
(Continued)
  1. EPFO is available in the following languages
    English, Hindi, Marathi, Gujarati, Punjabi,
    Malayalam, Kannada, Bengali, Telgu AND Tamil.
  2. An important point to note here is that you must
    have active UAN with Bank Account, Aadhar card,
    and PAN to access the information on your EPFO
    account.
  3. In case you have not synced your UAN with PAN
    card, Aadhar card or PAN, then you need to first
    complete the formalities with UAN, and only then
    you would be able to access the information on
    the EPFO portal.

14
How to Check the EPF Balance Offline via miss
Call
  • This is by far the easiest way to check the EPF
    balance. All you need to do is give a miss call
    on 011-22901406, and you will have access to all
    the required information. But before that, you
    must know about the following
  • Activated UAN is a must to get information from
    your EPFO portal
  • Your mobile number must be registered with UAN
  • Make sure that you give the missed call using the
    registered mobile number or else you would not be
    able to receive the information.
  • The UAN account must be linked with Aadhar card,
    PAN card, and Bank account.

15
How can you transfer the EPF balance to a new
account?
  • EPF has made its functioning fairly simple. You
    dont need to have separate EPF account for a
    separate company.
  • You can link all your EPF account at one place.
  • In case you switch the job and want to withdraw
    EPF and transfer it to the current EPF account or
    the person can withdraw the EPF balance.
  • Its always good to transfer the EPF balance
    rather than removing as it may put you under the
    brunt of the tax, in case your employment period
    is less than five years.

16
Online Procedure for Withdrawal
  1. One needs to activate the UAN and register on the
    UAN member portal. Here you will have access to
    withdrawal claim. You can choose between the
    partial or complete withdrawal of your EPF
    balance.
  2. An important point to note here is that if your
    PAN number is linked with UAN, and if you plan to
    withdraw money before five years of service with
    the current employer, then you will fall in the
    tax slab. 10 of TDS will be deducted. If PAN is
    not linked, then you need to pay a heavy tax.
    34.6 of TDS will be deducted from the EPF amount
    that you are withdrawing.
  3. The crux of the matter is that you must make sure
    that UAN is seeded with PAN card, Aadhar card,
    and bank account. This will simplify the process
    of application and approval.

17
FAQs
  • Is UAN necessary to check the EPF balance?
  • Yes, having UAN is a must to check the balance.
    You will be required to provide the UAN for
    processing.
  • Is PF number required to check the EPF balance?
  • No, you would not need this. All you need is UAN
    and password to check the balance.
  • Can I check the balance using PAN?
  • Well, PAN is not required to check the balance,
    but you must link the UAN with PAN to avoid tax
    deduction in case you wish to withdraw PF.
  • If I dont have my registered mobile number with
    me, can I check the EPF balance?
  • The first criteria to check the EPF balance is
    that you must have an active EPF membership.
    Secondly, you must have a registered mobile
    number with you. This is important because all
    the information related to your EPF account will
    be sent to this number.
  • Can I check my previous account EPF balance?
  • EPFO has created one employee one EPF system
    which lets you link the previous EPF account with
    the current one, and all this information is
    accessible on your EPF account. Once your login
    to the portal, you can choose the Member ID of
    the company for    which you want to check the
    EPF, and you will have the information displayed
    in front of you.

18
Read More
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    or No Salary Slip
  4. How to get a Personal Loan with Low CIBIL Score?

19
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