Employees’ Provident Fund Organization (EPFO) provides benefits to its members under EPF, EPS and EDLI. But a member has to communicate with EPFO through specific forms for specific purposes. Below mentioned is the list of EPF Forms and their uses :
Don’t Know your Credit Score? Now Get it for FREE Check Now
EPF Forms
EPF Form | Use of the EPF Form | Download |
Form 14 | Buying LIC Policy | ⇩ |
Form 13 | EPF Account Transfer | ⇩ |
Form 20 | EPF Final settlement in case of death of the employee | ⇩ |
Form 2 | Declaration and nomination form for EPF & EPS | ⇩ |
Form 5(IF) | Claim as per the EDLI scheme | ⇩ |
Form 15G | To save TDS on the interest income on EPF | ⇩ |
Form 5 | New employees registering for EPF and EPS | ⇩ |
Form 11 | Auto transfer of EPF | ⇩ |
EPF Form 31
EPF Form 31 is used for partial withdrawal of funds from the EPF account. An employee can withdraw funds from his corpus depending upon the purpose and years of service provided in the formal sector. This form can be filled offline and online (through the EPF Member Portal).
EPF Form 14
EPF Form 14 is the application for financing a Life Insurance Corporation (LIC) policy from the Provident Fund account. In other words, your LIC premium can be paid from your EPF account. The applicant has to fill this form, get it attested by the employer and submit it to the EPF Commissioner.
EPF Form 10D
EPF Form 10D has to be filled by a member for availing pension benefits. The member becomes eligible for a pension after completing 10 years of service in the formal sector. This form is filled by the pensioner at the time of retirement.
EPF Form 10C
EPF Form 10C is used for the withdrawal of pension corpus accumulated in the member’s EPS account. You can fill this form online (through the EPF Member Portal) as well as offline. It is worth noting here that the pension amount can be withdrawn only till the service period is less than 10 years. This form is also used for getting the EPS Scheme Certificate (which is used for transferring your EPS balance from one employer to another).
EPF Form 13
A member of EPFO has to fill Form 13 for transferring the old EPF account to the new PF account. However, this form has been incorporated in the Composite Claim Form where the account transfer can be applied directly at the time of switching the job.
EPF Form 19
EPFO members can claim for Final Settlement of old EPF accounts by filling Form 19. The form can be filled both online, (through the EPF Member Portal) as well as, offline. The member also gets the option to choose the remittance (mode of payment by cheque, ECS, etc.) method in this form.
EPF Form 20
EPF Form 20 is filled by nominees/heirs of a deceased member for the final settlement of the EPF account. In case the nominee is a minor/lunatic, the guardian has to fill the form on his behalf. The money can be remitted in the bank account of the beneficiary directly or through money order.
EPF Form 2
Form 2 is filled by a member for declaration and nomination for the EPF and EPS accounts. This form can be filled any number of times and mandatorily after the marriage of the employee. It can be filled both online (through the EPF Member Portal) and offline.
EPF Form 5(IF)
This form is filled under Employees’ Deposit Linked Insurance Scheme (EDLI), 1976 to claim insurance benefits after the death of the member while in service. In case the beneficiary is a minor, the guardian has to fill the form on his behalf. In order to claim the benefits, the form has to be attested by the employer. If it is not possible to get the attestation done by the employer, the form has to be attested by a gazetted officer.
Get Free Credit Score with monthly updates Check Now
EPF Form 15G
Form 15G has to be submitted by a member to save tax on the interest earned from EPF. It can also be submitted in case the member withdraws the EPF corpus before 5 years of service and the amount is more than ₹ 50,000. In case of senior citizens, Form 15H has to be furnished in place of Form 15G.
EPF Form 5
EPF Form 5 has to be filled by the employer to submit details of all new employees joining the organization who are eligible for EPF for the first time. This form has to be submitted by 15th of every month. In case there is no new joiner, the employer has to mention “NIL” in the form.
EPF Form 11
EPF Form 11 has to be submitted by the member when he switches jobs for transferring the EPF amount from the previous account to the new account. The UAN will remain the same but the Member ID and the PF account number changes.
FAQ’s
Q. Which form should an employee fill for offline settlement, Form 19 or Composite Claim Form?
Ans. The employee is required to submit the Composite Claim Form (CCF) only for an offline settlement. As per 2017 circular released by the EPFO, Composite Claim Forms (Both Aadhaar and Non-Aadhaar) is set to replace Form 19, 31, and 10C.
Therefore, all types of EPF and EPS settlement forms (Form 19, 31, and 10C) have been subsumed under the CCF.