PF Withdrawal
When submitting for PF withdrawal, certain documents are essential. We as a PF consultant helps to ensure that these documents are in organized manner, which include:
- UAN (Universal Account Number): which is tagged to your PF account
- Aadhar linked Mobile Number
- Aadhaar Card Used for identity verification.
- Bank Account Details: Your bank account must be linked with your UAN for the withdrawal.
- PAN Card: Required for tax purposes.
- Form 15G/15H: To avoid TDS if your total income is below the taxable limit.
By ensuring that these documents are correctly filled out and submitted, we can reduce the chances of your withdrawal request being delayed or rejected.
Many members face unexpected claim rejections, delays, and missing funds. If your EPF withdrawal is stuck or rejected, there’s always a reason, and we help you to resolve the complexity and you are relieved from unnecessary stress
Why my PF claim on withdrawal got Rejected?
- a.) Incorrect KYC details (Aadhaar, PAN, Bank mismatch)
- b.) Incorrect selection of PF withdrawal form
- c.) PF Contribution paid after Date of exit
- d.) Mismatch in DOJ and DOE
- e.) EPS Bifurcation / Merging issues
- d.) Joint Bank Account
PF Transfer
Transferring your PF can be cumbersome, especially with multiple UANs, unlinked accounts, or missing employer contributions. A smooth EPF transfer ensures your funds are consolidated into your latest EPF passbook, preventing claim rejections. As a consultant we can resolve such issues by coordinating with the EPFO.
Why my Transfer claim got Rejected?
- a.) Wages more than 15000 – clarify EPS
- b.) DOJ / DOE issues
- c.) Incorret EPS bifurcation / Merging
- d.) Service history mismatch
- e.) Pending employer approvals
- f.) PF Contribution paid after date of exit
- g.) Issues with multiple UAN
- h.) EPS service not received
PF Advance
Our Team will guide you through the entire process and ensure that you get the best results in getting the partial PF Withdrawal
Reasons for Part PF Withdrawal (Advance)
- Medical Treatment.
- Marriage purposes.
- Construction of house or purchase of property.
- Repaying the existing home loan.
- Education purposes.
- Alterations or repairs for your house.
E-Nomination
EPF is one of the popular long term saving instruments for many salaried individuals. So, it is of utmost importance for an EPF member to update nomination details for his/her EPF account.
Each and every member has to submit a declaration and nomination under the EPF Scheme, 1952 and Employees’ Pension Scheme, 1995. The employee has to submit a nomination through the EPF Form 2 so that the nominated person gets the fund accumulated in the account in case of unfortunate death of the employee.
We will guide completely on How to submit online Nomination
PF Death Claim
Upon the death of an EPF member, the Employees Provident Fund amount is paid to the nominee that was nominated at the time of opening of the account. If there was no nominee assigned then the EPF amount is paid to the immediate members of the family (legal-heirs).
EPFO has launched a Composite Claim Form for EPF withdrawal in death cases. The new composite claim form for the death cases is a replacement of Form 20, Form 5-IF, and Form 10D.
A nominee or legal heir of the deceased member can withdraw EPF, insurance claim, and pension using this form. In this guide, I will help you understand the Claim Form and the process of filling and submitting the form.
- a.) Mismatch in member name with respect to Aadhar
- b.) Mismatch in claimants name in Form 20, PAN, Bank, Member death Cert. with respect to Aadhar
- c.) Mismatch in Fathers name in UAN profile with respect to Aadhar
- d.) Clarification required for EPS membership
- e.) Transfer_in not received from previous service
- f.) F & F PF Contribution paid after Date of exit
- g.) Mismatch in DOJ and DOE
- h.) Incorrect reason for DOE updated