My daughter along with her husband and kids died in a car accident. we being dependent parents wants to claim her PF balance. Kindly help us with list of documents needed.whether succession certificate is compulsory for claiming my daughter's PF

Ans: Amount received from relative under will or as inheritance is not an Income in the hands of recipient. Further, clubbing provisions is not applicable as amount is received after death as nominee.

Ans: Given your situation, consolidating and tracking your EPF contributions and benefits can be a bit challenging but certainly manageable. Here’s a step-by-step guide to help you navigate this:

Consolidation of UAN: If you have a UAN (Universal Account Number), ensure that all your previous PF accounts are linked to it. You can do this by logging into the EPFO portal and checking the 'Manage' tab under 'For Employees'. If your previous companies have not linked your UAN to their establishment IDs, you can request them to do so.
Transfer of EPF: Use the EPFO's online transfer portal to transfer the EPF accumulations from your previous accounts to your current PF account. This will consolidate all your PF accumulations into one account, making it easier to manage and track.
EPS (Employee Pension Scheme): Since you have not withdrawn the EPS contributions from any of your previous employers, you can apply for a scheme certificate through your current employer. A scheme certificate provides details of your service and contributions and can be used to avail pension benefits at the age of 58.
Pension at Reduced Rates: If you opt for pension before attaining the age of 58, it would be at a reduced rate. However, if you choose to defer it, your pension amount will increase. You can apply for a reduced pension through your current employer or directly with the EPFO after completing Form 10D.
Contact EPFO: If you face any issues or discrepancies in your PF accounts, reach out to the EPFO regional office or helpdesk. Provide them with the necessary details and documents, including your UAN, PF account numbers, and service details with each employer.
Consult a Financial Advisor: Given the complexities involved in EPF and EPS, consulting a financial advisor or a retirement planner can be beneficial. They can guide you through the process, help you understand the implications of withdrawing or transferring your EPF and EPS accumulations, and assist you in making informed decisions regarding your retirement benefits.
Remember, it's essential to keep track of your EPF and EPS contributions and benefits to ensure you maximize your retirement benefits and make informed decisions. Taking proactive steps now can help you secure a comfortable retirement.

Ans: In case your husband or MIL has a legally valid will then it will help because Legal Will supercedes nomination and it can enforced through Courts. In the absence of a Will you may have to get a succession certificate issued by Court. Also you will need affidavits from your sister-in-law or their heirs regarding their No Objection to you receiving the balance 50% share of your husband's PPF account nominated in favor of your MIL. Also plz. Seek legal advice if required.