EPFO Unified Portal: Registration Process for Employees and Employers, Key Features, and Services Offered




EPFO Unified Portal: Registration Process for Employees and Employers, Key Features, and Services Offered

EPFO Unified Portal

The EPFO Unified Portal stands for Employees Provident Fund Organisation Unified Portal. It is an online platform to streamline various activities related to the Employee Provident Fund pension and insurance scheme for employees in India.




Let’s understand EPFO first. Employees Provident Fund (EPF) is a social security scheme for employees in India. It is formed by the government of India under the Employee Provident Fund and Miscellaneous Provision Act, of 1952. Under this scheme, employers are required to follow Employee Provident Fund (EPF) regulations and obtain PF registration on engaging 20 or more employees. It is the custodian of funds contributed by both employees and employers to ensure financial security and social protection for employees till their retirement years. Hence, the  EPFO Unified Portal is a one-stop platform for employers and employees to access a wide range of services related to EPF, pension or other insurance schemes.

Key Features Of EPO Unified Portal

The EPO unified portal offers a range of features to manage the provident fund and pension scheme of employers, employees and EPFO officials. Some of the key features are-

  • Single Sign-On: Users can use multiple EPFO services at one stop. Users have to log in with the credentials for different kinds of services.

  • Employer Service: Employers can establish their company online and enroll employees in the EPF scheme and EPF contribution, which can be calculated later.

  • Employee Services: Employees can access their EPF account details, their contribution history, download statements, and track the claim as well as withdrawal EPF amount and insurance amount.

  • Online Claim Submission: There is no paperwork required. The user can submit EPF withdrawal, pension settlement, and insurance claims online

  • Real-Time Updates: Users can check real-time updates and notifications online easily like contribution due date, claim approval, pension, etc.

  • Accessibility: The Unified Portal can be used 24/7 at any location. Just need an internet connection. You can check your data anytime.

  • Helpdesk Support: The EPFO unified portal provides helpdesk support to help with the user’s queries and issues.

 




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EPFO Unified Portal Registration Process by Employees

  • Visit the official website of EPFO Unified Portal, which is https://unifiedportal-mem.epfindia.gov.in/memberinterface/

  • On the home page, click on Activate UAN, if you’re a Universal Account number provided by your employer.

  • Now, enter your UAN number, mobile number and member ID provided by our employer. Moreover, fill in the details like name, date of birth email id, etc.

  • Once you enter the details, click on the “Get Authorization Pin” button. it will send OTP to your registered mobile number.

  • Enter your OTP number and submit the form.

  • After verifying the OTP, you can set the password for your EPF account. Make sure to enter a strong password.

  • Once you set the password, your UAN will be activated.

  • You can log in to your account with your UAN and password to check the details.

EPFO Unified Portal Registration Process by Employers

  • Visit the official website of EPFO Unified Portal website (https://unifiedportal-emp.epfindia.gov.in/epfo/)

  • On the homepage, click on the register under the Employer section/

  • Enter the required details like type of organisation, PAN, address, etc.

  • After providing all the required details, click on the “Generate OTP” button

  • You will get an OTP on your registered mobile number, enter this OTP and verify it by clicking on submit.

  • Once the OTP is verified, you create a username and password for your EPFO employer account.

  • After setting up the username and password, your registration is completed. You can log in with this username and password anytime, anywhere.

 




Services Offered at EPFO Portal

1. One Employee-One EPF Account:

Combine multiple PF accounts under one Universal Account Number (UAN) for easier management.

 

2. EPFO Member Passbook Download:

Access a record of transactions linked to your EPF and EPS accounts, including contributions and withdrawals.

 

3. Pensioner’s Portal:

Get answers to pension-related questions, view your Pension Payment Order (PPO) number, and check pension credit and passbook details.




 

4. Principal Employer:

Link the principal employer with the contract employer, enabling them to upload details of contract workers, work orders, and outsourced job contracts.

 

5. TRRN Query:

Use the Temporary Return Reference Number (TRRN) to check the status of your PF challan payment.

 

6. Helpdesk:

EPFO provides assistance to both employees and employers through a dedicated helpdesk.

 

7. COC Application Form:

Complete the Certificate of Coverage (COC) application form conveniently through the website.

 

8. Electronic Challan cum Return (ECR) Portal:

Employers can register on the e-Sewa portal, generate a user ID and password, and upload Electronic Challan cum Return (ECR) with a digital signature for seamless processing.

 

 

How to Reset your EPFO Login Password?

1. Visit EPFO/UAN Member e-Sewa Portal: Go to the official EPFO/UAN Member e-Sewa Portal and click on ‘Forgot Password.’

2. Enter UAN and Verify: Enter your Universal Account Number (UAN) and validate it by entering the provided captcha.

3. Fill Personal Details: Input your name, date of birth, and gender as registered with EPFO. Click ‘Verify’ to confirm identity.

4. Provide Aadhaar Details: Enter your Aadhaar number and captcha code. Consent by clicking ‘Verify.’

5. Verify Mobile Number: Confirm identity by verifying the OTP sent to your registered mobile number.

6. Set New Password: Once mobile number verification is successful, set a new password meeting specified criteria.

7. Confirm Password Reset: Click ‘Confirm’ to finalize password reset. Your EPFO UAN login password is now updated.




Steps to Check EPF Balance Online

1. Visit EPFO Website: Go to the EPFO website.

2. Navigate to Member Passbook Page: Visit the Member Passbook page.

3. Log In: Use your UAN and EPFO portal login password to log in.

4. Select Member ID: Member IDs of linked EPF accounts will be displayed. Choose the desired Member ID.

5. View Passbook: Your passbook will be displayed.

Steps to Download EPF Passbook Online

1. Visit EPFO Website: Go to the EPFO website and access the Member Passbook page.

2. Log In: Use your UAN and password to log in.

3. Select Member ID: All linked EPF accounts will appear. Click on the desired Member ID.

4. View and Download: View and download your passbook from the provided options.

 

1. Visit EPFO Member Portal and Log In: Log in to the EPFO member portal.

2. Access KYC Section: Navigate to the ‘menu’ option and choose ‘KYC’ from the drop-down menu.

3. Select Aadhaar Card: Choose ‘Aadhaar card’ from the list of documents provided.

4. Proceed and Verify: Click ‘Proceed’ to verify your Aadhaar details with UIDAI’s data.

5. Successful Linking: Once verified, your EPFO account will be linked with Aadhaar card.

 

Steps for e-KYC for EPFO:-

Step 1: Log into the e-Sewa portal using your UAN (Universal Account Number) and password provided by EPFO.

Step 2: Once logged in, navigate to the ‘Manage’ section on the dashboard.

Step 3: Within the ‘Manage’ section, locate and click on the option labeled ‘KYC’.

Step 4: You will be directed to a page where you can input your KYC (Know Your Customer) details. This includes information such as Aadhaar number, PAN (Permanent Account Number), Driving Licence, Passport, Election Card, Ration Card, bank account details, and National Population Register details, if applicable.

Step 5: Carefully enter the relevant KYC details in the respective fields provided.





Step 6: After entering the necessary information, ensure to select the checkboxes corresponding to the provided KYC documents.

Step 7: Once you have filled in all required details and selected the appropriate checkboxes, proceed to save the information by clicking on the ‘Save’ button.

Step 8: Upon saving, your KYC data will be stored under the status of ‘Pending KYC’ within your account.

Step 9: The EPFO will then undertake the verification process for the provided KYC details.

Step 10: After the verification process is completed by EPFO, your KYC status will be updated accordingly.

Step 11: You will receive notification regarding the status update of your KYC, indicating whether it has been successfully verified and updated or if any further action is required.

By following these steps, you can successfully complete the e-KYC process for EPFO, ensuring that your KYC details are accurately verified and updated for seamless transactions and services.

How to Claim Forms at EPFO Portal

If your Aadhaar and UAN are linked, you can request a withdrawal of your EPF funds by submitting claim settlement forms. This process can be carried out when you are unemployed or at the time of retirement. The main claim settlement forms used are Form 31, Form 19, and Form 10C.

 

Steps to Claim Forms:

1. Ensure Aadhaar and UAN Linkage: Before proceeding, ensure that your Aadhaar number is linked with your UAN (Universal Account Number).

2. Access EPFO Portal: Visit the EPFO portal through the official website.

3. Log In: Log in to your EPFO account using your UAN and password.

4. Navigate to Claim Section: Find the section related to claims or withdrawals on the portal’s dashboard.

5. Select the Appropriate Form: Choose the appropriate claim form based on your requirements. Common forms include:
Form 31: For partial withdrawal of EPF funds for specific purposes like housing, medical treatment, or education.
Form 19: For final settlement of EPF funds upon leaving employment.
Form 10C: For withdrawal of EPS (Employee Pension Scheme) funds.

6. Fill in Details: Fill in the required details accurately in the chosen form.

7. Upload Supporting Documents: Attach any necessary supporting documents as per the form’s requirements. This may include bank account details, Aadhaar details, or other relevant documents.

8. Submit the Claim: After completing the form and attaching the necessary documents, submit the claim request through the portal.

9. Track Claim Status: You can track the status of your claim through the EPFO portal to monitor its progress.

10. Approval and Settlement: Once your claim request is processed and approved by EPFO authorities, the funds will be settled into your designated bank account.

 

 

 




How to Claim Forms at EPFO Portal?

If your Aadhaar and UAN are linked, you can raise a claim for partial or full withdrawal of EPF funds. This can be done when you are unemployed and at the time of retirement via claim settlement forms (Form 31, 19 & 10C).

The Government of India has signed a lot of agreements with many countries regarding the social security benefits that India and the corresponding country will provide.

Countries which have signed the agreement:

  • Austria
  • Germany
  • Switzerland
  • Belgium
  • France
  • Denmark
  • Netherlands
  • Luxembourg
  • Finland
  • Hungary
  • Norway
  • Sweden
  • Czech Republic
  • Republic of Korea
  • Canada

Structure of EPFO

The Central Board of Trustees of the EPF has 3 schemes.

  • The Employees’ Provident Funds Scheme, 1952 (EPF)
  • The Employees’ Pension Scheme, 1995 (EPS)
  • The Employees’ Deposit Linked Insurance Scheme, 1976 (EDLI)

Functions Of EPFO

  • Maintaining accounts
  • Enforcement of the Act across India (except Jammu and Kashmir)
  • Investment of various funds
  • Settlement of all kinds of claims
  • Making sure all records are updated
  • Ensuring prompt payment of pension

 

How Can EPFO Unified Portal Can Help Employees?

EPFO Unified Portal is a one-stop solution for employees. This platform help employed in the ollowing ways

  • Access to account details: By logging in to the EPFO Unified Portal, employees can view their EPF account details like balance, contribution, interest earned, transaction history and many more. It gives direct access to the employee to keep track of the EPF savings.

  • Download EPF passbook: This portal allows employees to download the EPF passbook, which contains all the history of statements made on the EPF. This EPF passbook contains information like monthly contributions by employees and employerss, interest earned, etc.

  • Update KYC Details: Employees can update their KYC details by themselves like Aadhar card, PAN card, bank account details, mobile number and many more. Updating KYC details helps to quick processing of EPF claims and withdrawals.

  • Nomination Facility: The Portal allows employees the option to nominate beneficiaries for their EPF account. It will help in the employee’s demise.

  • Online Claim Submission: Employees can apply for EPF claims online by logging in to the account. There is no need to visit the office or any paperwork. They can withdraw an amount online which is easy to access. It is master and more convenient

  • Track Claim Status: After submitting the claim online. employees can even track the status of their request by logging in to the account. This portal gives real-time updates to the employee. Employees can get updates at each stage of their claim processor, approval, etc.

  • EPF Transfer Facility: Employees can transfer their EPF accumulation from the last company’s account to the new company’s account. It is very easy and also avoids fragmentation of EPF savings

  • Online Grievance Redressal: Employees can file complaints or grievances online, in the case of any grievances and issues related to EPF. EPF provides a solution and keeps everything transparent.

  • Access to online service: By login to an EPF account, employees can get access to various other services like e-nomination, e-inspection and online payment. It is an overall experience for the employee to manage their account.

  • Educational resources: The Unified Portal also provides access to educational resources and information related to EPF schemes, rules, and regulations. Employee can stay informed about their EPF rights, benefits, and obligations

 

 

UMANG: Unified Mobile Application for New-age Governance

UMANG is an all-in-one, secure, multi-channel, and multilingual e-governance app developed by the government. It serves as a centralized platform offering a wide range of citizen-centric services from local, state, and central government bodies. Here’s what you can do with UMANG:

1. Access EPFO Services: You can access various services provided by the Employees’ Provident Fund Organisation (EPFO) through UMANG. This includes checking your EPF balance, tracking EPF claims, and updating KYC details.

2. Apply for Aadhaar Card: UMANG allows you to apply for an Aadhaar card, an essential identification document issued by the Unique Identification Authority of India (UIDAI).

3. Locate CBSE Centres: If you’re looking for CBSE examination centers or other related information, UMANG can help you locate them.

4. Access Digital Services: UMANG provides access to a variety of digital services offered by different government departments and agencies.

EPF Balance Requests:

1. SMS Service: You can send EPF balance requests via SMS to 7738299899. This service operates 24/7 and supports communication in 10 languages, including Hindi and English.

2. Missed Call Service: Members registered on the UAN Member Portal can obtain information about their recent PF contributions and PF balance by giving a missed call to 9966044425 from their registered mobile numbers.

These services provided through UMANG and other channels aim to make it easier for citizens to access and manage their EPF accounts and avail themselves of various government services conveniently.

 

 

Conclusion:

The EPFO Unified Portal is a game-changer platform for the employee and employer. It gives employees easy access to check their EPF account details, facilitating online transactions and claim submissions, enabling seamless KYC updates, and offering grievance redressal mechanisms. There is no need to ask the employer, visit the office or do any paperwork. In addition, it is accessible anytime, anywhere. Employee and employer can log in to their account 24/7, after registration themselves successful.

Moreover, the portal promotes transparency and real-time updates with the users. It provides a better EPF ecosystem to the employee and employer. It is a demo of digital empowerment in India. The government aims to bring change and adopt a digital India which makes everyone’s life easy and smooth. By offering online service, such portals reduce their EPF account details, facilitating online transactions and claim submissions, enabling seamless KYC updates, and offer grievance redressal mechanisms.

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FAQs:-

1. What is EPFO Unified Portal?
– The EPFO Unified Portal is an online platform that streamlines various activities related to the Employees Provident Fund (EPF), pension, and insurance schemes for employees in India.

 

2. What is EPF?
– EPF stands for Employees Provident Fund, a social security scheme for employees in India established under the EPF and Miscellaneous Provision Act, 1952.

 

3. What are the key features of the EPFO Unified Portal?
– The key features include single sign-on, employer services, employee services, online claim submission, real-time updates, accessibility, and helpdesk support.

 

4. How can employees register on the EPFO Unified Portal?
– Employees can register by visiting the official website, clicking on Activate UAN, and providing necessary details such as UAN number, mobile number, and member ID.

 

5. How can employers register on the EPFO Unified Portal?
– Employers can register by visiting the official website, clicking on the register under the Employer section, and providing required details like type of organization, PAN, and address.

 

6. What services are offered at the EPFO Portal?
– Services include One Employee-One EPF Account, EPFO Member Passbook Download, Pensioner’s Portal, Principal Employer, TRRN Query, Helpdesk, COC Application Form, and Electronic Challan cum Return (ECR) Portal.

 

7. How can I reset my EPFO login password?
– You can reset your password by visiting the EPFO/UAN Member e-Sewa Portal, clicking on ‘Forgot Password’, and following the steps for verification and password reset.

 

8. How can I check my EPF balance online?
– You can check your EPF balance online by logging into the EPFO website, navigating to the Member Passbook page, and selecting your Member ID.

 

9. How can I download my EPF passbook online?
– You can download your EPF passbook online by visiting the EPFO website, logging in with your UAN and password, and selecting the Member ID to view and download the passbook.

 

10. How can I link my EPF account with Aadhaar card?
– You can link your EPF account with Aadhaar card by logging into the EPFO Member Portal, accessing the KYC section, choosing Aadhaar card, and proceeding with verification.

 

11. What is the e-KYC process for EPFO?
– The e-KYC process involves logging into the e-Sewa portal, managing KYC details such as Aadhaar, PAN, and bank account, and saving the information for verification by EPFO.

 

12. How can I claim forms at the EPFO Portal?
– You can claim forms by ensuring Aadhaar and UAN linkage, accessing the EPFO portal, selecting the appropriate claim form, filling in details, uploading supporting documents, and submitting the claim.

 

13. Which countries have signed agreements with India regarding social security benefits?
– Countries such as Austria, Germany, Switzerland, Belgium, France, Denmark, Netherlands, Luxembourg, Finland, Hungary, Norway, Sweden, Czech Republic, Republic of Korea, and Canada have signed agreements with India.

 

14. What is the structure of EPFO?
– EPFO consists of three schemes: Employees’ Provident Funds Scheme, Employees’ Pension Scheme, and Employees’ Deposit Linked Insurance Scheme.

 

15. What are the functions of EPFO?
– Functions include maintaining accounts, enforcing the EPF Act, investing funds, settling claims, updating records, and ensuring prompt payment of pension.

 

16. How can EPFO Unified Portal help employees?
– It helps by providing access to account details, EPF passbook download, KYC updates, nomination facility, online claim submission, claim status tracking, EPF transfer, grievance redressal, online services, and educational resources.

 

17. What is UMANG?
– UMANG is a unified mobile application for new-age governance, offering citizen-centric services from local, state, and central government bodies.

 

18. How can I request EPF balance through SMS?
– You can send an SMS to 7738299899 to request EPF balance, which operates 24/7 in 10 languages and supports communication in Hindi and English.

 

19. How can I check my EPF balance through a missed call?
– Registered members can check their EPF balance by giving a missed call to 9966044425 from their registered mobile numbers.

 

20. What benefits does the EPFO Unified Portal offer?
– Benefits include easy access to EPF account details, online transactions, seamless claim submissions, real-time updates, transparency, and empowerment through digital services.

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