PF Nomination Form And Declaration Form

To reap the benefits of Employee Provident Fund (EPF), Employee Pension Scheme (EPS) and Employees’ Deposit Linked Insurance (EDLI) scheme, it is imperative to know about certain EPF nomination forms. Each form serves a different purpose. For instance, Form 2 covers the nomination of people in the event of the death of the policyholder. In this article, you will get a comprehensive idea about some prominent forms and their related aspects. 

Types Of EPFO Nomination Form

Prior knowledge about certain claim forms makes it easier for you and your family to use the funds efficiently. Here is the list of the EPF forms.

• Form 13: Form 13 allows you to transfer your old EPF account to a new PF account. Therefore, this form ensures that all your funds are in the same place if you change employment. 
• Form 10D: If you want to avail pension benefits, Form D is the appropriate one for you. You can avail your pension after the completion of your 58 years of age or before 58 years of age after turning 50, or during any other time period, by using this specific claim form. 
• Form 9: It is an EPF declaration form that you need to fill if you apply for employment in a factory or other establishment covered by Employees Pension Scheme. 
• Form 2: This is a common PF nomination form typically used for fund amount payments to your respective nominees or nominee. 
• Form 11: This is an important form that you need to submit in case you switch jobs. This form will allow you to transfer your EPF amount from the previous account to the new account.

Required Information to Fill PF Form 2

Under the Employees’ Pension and PF schemes, with Form 2, you can add a nominee to your EPF account. All you need to do is fill out the specific form by entering several details. This includes:

• Name of the member
• Date of birth
• Father name
• Permanent Address
• Name of the nominee
• Date of birth of the nominee
• Complete address
• Member’s relationship with the nominee
• Portion of the PF amount that is to be paid to nominees
• If the member does not have any dependent family or parents as described in para 2(g) of the Employees provident fund Scheme 1952, then he/she should remove the sections that do not apply.
• If the nominee is a minor, a member must provide information about the guardian who will receive the PF amount. 
• Signature of the subscriber
• Information about family members who will receive the children or widow’s pension when the member dies. 
• Signature of employer/authorised officer
• Name and address of the factory or establishment.

Required Information to Fill PF Form 11

Form 11 requires certain details that are listed below:

• Name of the member, date of birth, mobile number, father's/husband's name, and email ID.
• If he/she is a member Employees Provident Fund Scheme, 1952 and Employees’ Pension scheme 1995, details regarding the previous employment are required. This includes date of exit, previous pension payment order and previous scheme certificate number.
• International workers must mention details related to passport number, country of origin, passport validity, marital status, education qualification, and any disabilities.
• KYC details including Aadhaar, PAN, Voter ID, Driving License, etc.
• Signature of the employer and establishment’s seal
• Declaration by the present employer.

Required Information to Fill PF Form 9

A member is required to provide the following information for Form 9:

• Name of the member, date of birth, mobile number, father's/husband's name, and email ID.
• In the form, if you mention that you were a member of the Employees Provident Fund Scheme, 1952 and Employees’ Pension scheme 1995, then you need to fill up details. This includes UAN or previous PF account ID, previous pension payment order, previous scheme certificate number, etc.
• KYC details including Aadhaar, PAN, Voter ID, Driving License, etc.
• International workers must mention details related to passport number, country of origin, passport validity, marital status, education qualification, and any disabilities.
• Declaration by the present employer. 
• Signature of employer and seal of the establishment.

Prerequisites for EPF E-Nomination

To ensure that your family receives sufficient financial support in the event of your sudden death, you must correctly fill out the EPFO e-nomination form. Here are some of its important prerequisites :

• Ensure your gateway profile picture, DOB, and current and previous address is up to date. Otherwise, you will not be able to edit your EPF nominee online.
• Your mobile number and Aadhaar should be linked.
• Your Aadhaar card’s name, DOB, and gender should match your EPF records.
• For EPF e-nomination, it is essential to provide important information about the nominee, including DOB, name, Aadhaar number, etc.

Benefits of EPF E-Nomination

It provides authority to the nominee or account holders’ dependents to withdraw accumulated funds from EPS (pension), EPF (provident fund), and ELDI (insurance) in the event of the provident fund account holder’s death. It also involves paperless and quick settlement.

Important Facts about EPF E-Nomination

Check out some interesting facts about EPF e-nomination:

• A PF member can nominate multiple relatives. 
• Married individuals must nominate their children or spouses. 
• If you are an unmarried individual, you are free to nominate any individual, regardless of their relationship with you. 
• It is essential to update the details on the official website related to the nomination.
• The rules of the EPF scheme state that when members marry, any earlier nominations they made for their PF and EPS accounts would be null and void.
• You can modify your EPFO e-nomination at any time by updating the EPF nominee form.

Final Words

The EPF form is a crucial document for processing any activity/changes related to an EPF employee member. This type of form is required for every activity including PF transfer, withdrawal, registration, and so on. 

Frequently Asked Questions

1. Which form should an employee fill out for offline settlement?

An employee needs to fill Composite Claim Form (CCF) for offline settlement. As per 2017 circular released by the EPFO, all types of EPF and EPS settlement forms have been subsumed under the CCF.

2. Is it necessary to submit PF nomination?

Yes, as per EPFO, it is mandatory to submit PF nomination. However, no specific deadline has been set at the moment. 

3. Are bank details required for EPF nomination?

Yes, it is mandatory to provide bank details for EPF nomination. Also, you need to provide other details including Aadhaar number, date of birth, etc.

4. Who will receive the PF amount in the absence of a valid nomination?

In case there is no nominee associated with a PF account, the PF amount is given to the father first, followed by the mother, and so on. 

5. Is it possible to nominate someone other than my family member as a nominee?

As per EPF rules, you can nominate any member other than your family member as your PF nominee. However, if you acquire a family, the nomination would become invalid.