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Sanjeev

Sanjeev Govila  |458 Answers  |Ask -

Financial Planner - Answered on Nov 11, 2023

Colonel Sanjeev Govila (retd) is the founder of Hum Fauji Initiatives, a financial planning company dedicated to the armed forces personnel and their families.
He has over 12 years of experience in financial planning and is a SEBI certified registered investment advisor; he is also accredited with AMFI and IRDA.... more
Asked by Anonymous - Oct 30, 2023Hindi
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I have quit couple of companies in the past without formal process. My query is how do I recover PF amount from my past accounts. I don't know PF account no.

Ans: Whenever an employee leaves an organization, the existing PF cannot be withdrawn for 3 months. Since you have a PF from numerous companies, transferring the old company's PF funds into the present company's PF account is advised.

In order to do this, you will need a UAN number to access the EPFO portal and file the online PF transfer claim. The UAN No can be found on the salary slip.

Step 1: After logging in to the EPFO portal under the 'Online Services' tab, select 'One Member - One EPF Account (Transfer Request)'.
Step 2: Fill in the details of your previous employer, including the employer's name, PF account number, and the state where it is registered.
Step 3: Fill in the details of your current employer, including the employer's name, PF account number, and the state where it is registered.
Step 4: Confirm the details of your current employer and the PF account number.
Step 5: Check all the details entered in the form and click the 'Get OTP' button.
Step 6: Enter the OTP received on your registered mobile number.
Step 7: Click on the 'Submit' button to initiate the transfer request.

Kindly ensure you are selecting your current employer for the approval of the transfer request.
DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Users are advised to pursue the information provided by the rediffGURU only as a source of information to be as a point of reference and to rely on their own judgement when making a decision.
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Sanjeev

Sanjeev Govila  |458 Answers  |Ask -

Financial Planner - Answered on Jan 22, 2024

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Hi Sir, I had worked in one company from 2003-2006 and PF was not withdrawn or transferred. But that company is not existing now as it was acquired by other company. How do I withdraw the PF Balance amount. Thanks & Regards, Raghavendra
Ans: It can be tricky to access your PF balance when the company no longer exists. Here are some steps you can take to retrieve your PF balance:

1. Gather Your Documents:

• UAN (Universal Account Number): You can check your UAN on your pay slips from the past employer or by logging in to the EPFO website if you remember your PF account number.
• PF Account Number: If you don't have a UAN, you'll need your PF account number, which was usually mentioned on your salary slips.
• Company Details: Try to gather any information you can about the company you worked for, such as its previous name, acquiring company's name (if known), and the date of acquisition.

2. Withdrawal Process:
Option 1: Online (if you have UAN):
• Log in to the EPFO Member Interface using your UAN and registered mobile number.
• Go to the "Services" tab and select "Claim Settlement."
• Choose the appropriate withdrawal form based on your reason for withdrawal (Form 10C for full withdrawal, etc.).
• Fill in the details for the account you want to withdraw from (specify "previous employer" if you don't see it automatically).
• Enter the company details you have as "Establishment Type" and mention "Closed Establishment" in the remarks section.
• Submit the claim form with all required documents (scanned copies).

Option 2: Offline (if no UAN):
• Download the appropriate withdrawal form for non-UAN members (Composite Claim Form).
• Fill in the form with your details and company information.
• Get the form attested by a bank manager or gazetted officer.
• Submit the completed form with supporting documents to the Regional PF Office having jurisdiction over your previous employer's location.
3. Follow Up:
• Whether you apply online or offline, keep track of your claim status regularly. You can do this through the EPFO website or by contacting the regional PF office.
• If you remember the acquiring company's name, contacting their HR department might also be helpful. They might have records of your previous company's employees and PF accounts.

..Read more

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