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Provident Fund Claims: How To Withdraw Or Transfer Your PF

25, Apr 2024
Provident Fund Claims: How To Withdraw Or Transfer Your PF

There are crores of rupees lying unclaimed in Provident Fund accounts across the country. Issues like not having the UAN or PF number can mean that the money kept in Provident Funds will lie there unclaimed.

Share Samadhan helps you to make legitimate Provident Fund claims. In case you have forgotten your UAN, or PF number or have not done the KYC, reach out to us for help. We will assist you in the claim process.

In this blog, we will talk about 2 things concerning the Provident Fund. The first is how to withdraw funds from your PF account and the second is how to transfer PF accounts.

Take a closer look.

When Can You Withdraw Money from Your Provident Fund Account?

You can make a full or partial withdrawal from your PF account.

Listed below are the cases under which you can make a full withdrawal.

  • When you have retired.
  • When you have been unemployed for more than 2 months.

Listed below are the cases under which you can make a partial withdrawal:

  • You can withdraw 75% of the EPF contribution if you have been unemployed for more than one month
  • You can withdraw money for medical treatment for your family
  • Withdrawal is allowed for marriage of children and siblings
  • Withdrawal because of post-matriculation education of self and children is also allowed
  • You can withdraw from the accumulated money for the construction or buying of a house
  • You can also withdraw for the repayment of home loans and house renovation
  • Individuals can also withdraw a year before retirement

In these cases of partial withdrawal, there is a fixed amount that the person can withdraw.

How To Withdraw Money from The Provident Fund Account Online?

Step 1: Visit the official website of the UAN and log in with your UAN details. Remember to submit the captcha carefully.

Step 2: Check your KYC details. Once logged in to your account you need to go to the “Manage” tab and choose “KYC”. Then check if your bank details, Aadhaar, and PAN card information are correct.

Step 3: The next move is to click on the “Online Services” tab. Here select the ‘Claim (Form-31, 19, 10C, and 10D)’. This will begin your claim process.

Step 4: In the following screen, you will get all your member details, KYC information, and other details. Input the bank account details and click on Verify.

Step 5: Next, you need to agree to the certificate of undertaking and click on the “Proceed for Online Claim” option.

Step 6: Then you will get the claim form where you have to choose the kind of claim you want to opt for. Choose between full and partial claim options and pension withdrawal options. Specify the details required and proceed.

Step 7: You may have to upload certain documents to substantiate your claim. Some of the documents could be a Universal Account Number, bank account information, identity and address proof, canceled cheque with IFSC, and account number.

In case you have any issues with the claim process and require assistance with the documentation or paperwork, reach out to Share Samadhan, a top provident fund recovery company. 

How To Transfer Your PF Account Online?

When an employee moves from one company to another, they will have to transfer their PF account to the new employer’s account. Given below is the procedure for transferring your PF account.

Step 1: Use your UAN number and password to log in to your account on the official website.  

Step 2: Go to the “Online Services” tab and select “One Member - One EPF Account (Transfer Request)”.

Step 3: Check whether you are eligible to transfer your PF account to another account.

Step 4: Fill in and confirm all the information regarding your previous employer.

Step 5: Fill in and confirm all the information regarding your current employer.

Step 6: Once you are done with steps 4 and 5, you will need to request an OTP. Enter the OTP and click on the Submit button to initiate the transfer process.

In case you require any help with the process, you can reach out to us at Share Samadhan. As financial consultants, we will help you with the entire procedure.

What Are the Documents Required for Transfer of PF Account Online?

To complete the transfer process, you will require a couple of documents. They are as follows:

  • Form 13
  • Aadhaar Card
  • PAN Card
  • Bank Account Details
  • Previous Employer Details

In case you need to make provident fund, claims and do not have the above-mentioned documents, reach out to a fund recovery company like Share Samadhan. We will help you recover unclaimed PF.

Wrapping Up

Share Samadhan, a prominent financial consultant, can help you legitimately claim your Provident Fund. Reach out to us for all provident fund claims and we will help you to raise a claim and get back your accumulated money.


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