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Procedure: How to Transfer EPF Account Balance
March 05 , 2013
  1. On moving to a new job you have only one option- not two- for your old EPF account. It must be transferred and integrated with new account created with your present employer.
  2. Withdrawing is not an option; according to EPFO rules you may withdraw only if you are unemployed for at least 2 months.
  3. Keeping aside rules it is good to transfer to a new account since PF is a good retirement planning tool. Any investment for long term gives good returns only when allowed to compound for a long time.
  1. The first step would be to have a chat on it with your accounts administrator or HR, whoever handles EPF matters in your company. Ask for Form 13 or download it from http://www.epfindia.gov.in/Forms/Forms_Instructions/Form13.PDF
  2. The form has spaces for details like account holder's name, name & address of previous employer, EPF account number with previous employer, dates of leaving previous company and joining present company and signature. Ensure these details are accurate to avoid delays or rejection of application.
  3. Submit filled Form 13 to your HR department. As many people assume signature of previous employer is not required for transferring to new account. They are supposed to send to the current EPF office and upon receiving it they would forward it to old EPF office to make the transfer.
  4. You can expect the process to take at least a month and at the most...- we can't say! Earlier the luckier you are.

  1. First check with the HR department if any communication has been received from EPFO office regarding your transfer request.
  2. If the application has been resent to your present employer it could be because there is error in some detail you furnished compared with EPF office records. You should correct the information, get it counter-signed by present company HR if necessary and submit it again.
  3. If there has been change in any detail like name, address, which you have not notified concerned EPFO office you must first do this in a formal letter, attaching proofs. If the authorized signatory in the company has changed it can still lead to mismatch.
  4. But if no communication was received at your company you need to take it up with EPF office of new account. They should be able to tell how far the process has moved. You can register grievance at http://epfigms.gov.in/grievanceRegnFrm.aspx?csession=7ZY6dRzxsZJ&. If this does not work you can move RTI.
  5. EPFO comes under RTI Act so you can expect to get correct information in 30 days. In most cases filing an RTI is the last thing you'd have to do; things start moving after that. But if that is not the case based on the reply you can further take up the matter with Appellate Authority.

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