Here is how you can update your credentials in EPF Account:
Mr Anil Sharma left his job a few months back and had not joined any other job after that. He had worked for almost 15 years in his previous company and therefore had a good amount of corpus accumulated in his EPF account, meanwhile due to an emergency in his family he wanted to withdraw his EPF immediately. To his disbelief, his claim was rejected quoting a mismatch in his name. Anil could have averted such a situation had he updated the EPFO with his correct credentials.
A small mismatch in your credentials may cause a lot of trouble at the time of PF withdrawal/transfer. Employee’s Provident Fund Organisation(EPFO) has made a provision for the name change/correction for EPF account holders.
You can update your credentials online as well as offline mode.
EPFO website is in a transition phase. Almost all the services are shifting from offline to online mode.
To change your credentials online, EPFO is providing an online platform; EPFO UAN portal. You need to have your UAN number, mobile number and password to access your online account.
But, before I take you through the procedure for changing your credentials online, let me give you a brief introduction about UAN.Click here to be a part of myMoneySage Elite an exclusive community to the elite and discerning who want to maximise their wealth by leveraging the power of unbiased advice
What is UAN?
The UAN is made of 12 digits allotted to all employees contributing to the EPF. The UAN is a landmark step to shift the EPF service to the online platform, making it more user-friendly. The UAN of the employee remains the same throughout the service life. It doesn’t change while changing jobs.
If you don’t have a UAN, maybe because it’s your first job. The employer will appeal to the EPFO for generating the number along with the member identification number (ID). The member ID is the number given by EPFO for allowing the employer to deposit your EPF money.
For an employee who already has a UAN, the employer will request the EPFO to generate a new member ID for the employee. The member ID will then be linked to the employee’s UAN. The employer will then give the UAN to the employee(s), who have to provide their Know-Your-Customer(KYC) documents to the employer.
Also read: Employee Provident Fund and UAN
Procedure to change credentials through ONLINE mode
As I said earlier, you must have UAN number, mobile number and password to log in to UAN portal. If you don’t remember your password or have changed your mobile number, then you have to create a new password/ update your mobile number.
EPFO UAN portal gives you the option to change your mobile number under the ‘Profile’ menu. This is possible only if your old mobile number is still active.
However, if you have forgotten your password and don’t have your mobile number as well; then you have to submit an online request through EPF UAN Helpdesk portal.
EPF UAN Helpdesk portal gives you the option to resolve multiple issues related to your EPF account. You have to click on the ‘Member’ tab and you will be redirected to another page containing the list of problems which can be resolved through UAN Helpdesk portal. Kindly refer to the below screenshot for your reference:Currently, the Beta version of this website is available due to which you may encounter some technical issues with the portal. In such a case, it is recommended that you submit the offline application through your employer to update your credentials in EPF account.Click here to be a part of myMoneySage Elite an exclusive community to the elite and discerning who want to maximise their wealth by leveraging the power of unbiased advice
Procedure to change credentials through OFFLINE mode
1. Name Change:
To change your name offline, you have to submit a joint application through your employer, along with the supporting documents. The document that you can attach along with the application may be any of the following listed below:
• PAN card • Passport • Driving License • Voter Identity Card • ESIC Identity Card • Aadhaar Card • Ration Card • Bank Passbook Copy/ Post Office Passbook • Any school/education-related certificate • Certificate issued by Registrar of Birth & Death • Certificate based on the service records of the Central/State Government Organization • Letter from a recognized public authority or public servant verifying the identity and residence of the member to the satisfaction of the competent authority • Copy of electricity/water/ telephone bill in the name of the claimantClick here to be a part of myMoneySage Elite an exclusive community to the elite and discerning who want to maximise their wealth by leveraging the power of unbiased advice
You need to follow the steps below for the name change:
• Fill all the requisite details in the form correctly • Put your signature on the form • Get the seal of the company and the signature of your employer in the form • Attach the self-attested copy of any of the above-mentioned documents • Hand over the form along with the self-attested copy of your identity proof to your employer • Your employer will then send the application to the concerned EFPO Field Office
There is a prescribed format available for the name change which has to be duly filled out and submitted to your employer.
2. Father/Spouse Name Change:
You have to follow the procedure mentioned above. A joint request from the employee and the employer has to be sent to the concerned EFPO Field Office.
3. Change in Date of Birth(DOB):
The option to change the date of birth is also available in the form. You have to follow the procedure mentioned above. You have to submit the date of birth proof along with the application. Any of the above-mentioned documents which include your date of birth can be attached.
4. Date of Joining / Date of Leaving:
This option is also available in the form. Kindly follow the procedure mentioned above.
5. Change of address:
Currently, this facility is not available in the EPFO portal. As of now, you can change the address at the time of PF withdrawal/transfer. All you have to do is provide your address proof.Disclaimer: This article should not be construed as investment advice, please consult your Investment Adviser before making any investment decision. If you are looking for a SEBI registered Investment Adviser visit mymoneysage.in