WHAT IS EPF AND UAN & HOW TO OPEN UAN ACCOUNT WITH EPASSBOOK


EPF BENEFITS Employees’ Provident Fund:

  • All employees with wages upto Rs.15,000 required joining the Fund. Accumulations payable on retirement, resignation, death.
  •  Partial withdrawals permitted for financing life insurance policies; Acquiring house or site; Marriage of self or dependents; Education of children; Treatment of illness etc.
  • Entitlement for pension after 10 years of service & on attaining the age of 50 years.  Minimum pension of Rs.1,000/- Pension admissible to dependents; widow, children, dependent parent, nominee.  Employees’ Deposit Linked Insurance Scheme
  • Maximum admissible amount Rs.6 lac.

WHAT IS UAN:-

  • UAN stands for Universal Account Number.  
  • UAN will act as an umbrella for the multiple Member Ids allotted to an individual by different establishments.
  • UAN enables linking of multiple EPF Accounts (Member Id) allotted to a single member
  • Members can view details of his/her all EPF Accounts.


WHY UAN:-
  • Huge labour turnover rate due to increasing short-term contractual employments. UAN facilitates linking of multiple EPF accounts of a member.
  • Aadhaar, Bank Account and PAN are the key KYC documents identified.
  • Digitally authenticated KYC would facilitate clubbing of all previous PF account numbers.
  • UAN is lifelong account number.
  • Aadhaar enabled UAN will eventually enable members to access EPF services directly.


EPF MEMBERS’ SERVICES:-
  •          Correct updated information about his/her EPF Account 
  •      Electronic updates on credits/debits to EPF Account
  •          Portability of EPF Member Account
  •          Uniquely identifiable Member Account
  •          Digitally certified member accounts to preempt frauds/ mis-credits
  •          Claims settlement without employers’ intermediation

UAN ALLOTMENT & ACTIVATION:-
  •          EPF members in respect of whom at least one contribution is UAN is allotted by EPFO received in or after Jan-2014  
  •          EPF members not having UAN & no contribution received in or  can request EPFO to allot UAN after Jan-2014
  •          Any citizen (whether EPF member or not) can request for UAN  UAN is allotted by EPFO
  •          UAN holder can register his/her mobile with EPFO for UAN activation
  •          UAN holder has the option to change the mobile number linked with his/her UAN.


 CORRECT UPDATED INFORMATION ABOUT MEMBERS’ EPF ACCOUNT:-
  • Post Activation member receives SMS about credits/debits to their EPF account.
  • Members can give a missed call to get details about their PF account.
  • Members can download EPF mobile app to track their EPF account.
  • Members may list all existing EPF accounts – EPFO would facilitate consolidation of all accounts.

 UAN ENABLED MEMBER SERVICES:-
  •  In case of Aadhaar enabled UAN, members can submit their claims directly with EPFO.
  • Online applications for all EPFO services
  • No need to go to the employers for claims attestation.
  • Especially useful for EPF members who change their jobs and/or locations frequently
  • Members can themselves download UAN Card.   

EPFO REQUESTS MEMBERS TO:-

MEMBERS ALREADY HAVING A UAN:-
  • On joining any new establishment provide the same to new employer.
  • IF KYC not provided to previous employer, provide the same to new employer.
  • If KYC provided to previous employer give the same to new employer.
  • This will facilitate auto-transfer of previous EPF account 

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