ONLINE TRANSFER CLAIM PORTAL (FOR EMPLOYERS)

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Dear Employers!!

EPFO introduced a new system to facilitate online submission of transfer claims by Members with an objective to make the transfer process transparent, efficient and comfortable for your employees. You are urged to bring this facility to the notice of all your employees which is available on EPFO's Member portal. A member has an option to submit his claim either through his present employer or the previous one.

You can see all such claim requests with ease, verify/correct member details, approve and submit the requests online through this portal. For online submission of the claims, the Digital signature (Class II or above) of the authorized person is required.

  • IMPORTANT GUIDELINES ....Read
  • DETAILED INSTRUCTIONS
    1. Process Flow for registration of Digital Signature Certificate ....Read
    2. Process Flow for Attestation of an Online Claim using Digital Signature ....Read
    3. Process Flow for Verification of Member Details in respect of claims submitted by ex-employees through his present employer ....Read
  • FREQUENTLY ASKED QUESTIONS (FAQs)
    1. Registration of Digital Signature Certificate ....Read
    2. Attestation of an Online Claim/ Verfication of Member Details using Digital Signatures ....Read
  • DETAILED INSTRUCTIONS FOR EXEMPTED ESTABLISHMENTS
    1. Digital Signature Certificate of Trustees ....Read
    2. Process Flow for Generation of Request for Upload of the Annexure-K, its upload and download by EPFO offices and Exempted Establishments Trusts ....Read
    3. Process Flow for Online Submission of NEFT Payment Details, Payment Invoice & Annexure-K by an Exempted Trust to EPFO office ....Read
    4. Process Flow for Generation of Requests by Exempted Establishments for Allotment of UAN to the New Members ....Read

Highlights!!

  • View transfer requests from Members
  • Verify details from your records
  • Approve information using digital signature
  • An Additional feature to complement existing paper claim process
  • Multiple authorised signatories can use the facility to verify and approve claim requests