Important instructions for filling the claim forms

Important instructions for filling the claim forms

                                         

1)          Furnish the correct information in the relevant columns of the Claim form.

2)         Use Blue/Black ink to fill the claim form.

3)         Fill the columns in BLOCK LETTERS.

4)         Please avoid overwriting.

5)         Full residential address should be given in the claim.

6)         Member’s name, Father/Husband name and Date of Birth of the member

should correlate with Form 9, 5 details furnished at the time of enrollment.

7)         The Savings Bank Account Number, Name of the Bank with FULL

ADDRESS with MICR Number(if applicable) to be furnished clearly in  BLOCK

LETTERS in Column Number (8).

8)         All required enclosures to be attached to the claim and the employer to attest

all  the attached xerox copies.

9)         Where the settlement amount is more than Rs.2,000/-, the claimant cannot opt

for Money Order as mode of payment.

10)       If the withdrawal is preferred by the member, it should be in Claim Form 19.

11)       In cases where the claim is preferred by  nominees/Legal heirs of the

members, it should be in Claim Form 20.

12)       All advances/withdrawal for various purpose during the membership in the

Fund should be preferred in Form 31 alongwith the enclosures given in the instruction form.

13)       In case of membership under Employees Pension Scheme, 1995,

(i)         where the membership is less than 10 years, option should be clearly

indicated in the Column Number ( ), either for withdrawal benefit or

for Scheme Certificate in Claim Form 10C.

(ii)        in case of drawal of pension, the claim in Form 10D should be

preferred.

14)       The claimant should affix his signature/Thumb impression in the certificate

portion before the employer.

15)       The claimant should also affix his signature in the Advance Stamped receipt

column, wherever the Provident Fund/withdrawal payment is more than Rs.5,000/-.,

the signature should be appended after affixing Revenue Stamp.2

16)       The claim forms should be attested by the authorized signatory of the

establishment duly affixing the seal and after due verification of the all the columns

filled in the Claim Forms.

17)       No joint Savings Bank Account, either or survivor account is permitted.  The

Savings Bank Account, should be in Claimant’s name.

18)       Copy of First page of S.B. account pass book to be enclosed as proof.

19)       In case of Provident Fund(P.F) beneficiaries  are minor, the Savings Bank

account should be in Guardian’s Name.

20)       MICR Number may be furnished wherever ECS facilities are available for

speedy settlement.

21)       Form 3A for the current year contribution with due attestation of the

employer/Authorised signatory to be invariably enclosed with the Claim Form.

22)       While joining an establishment, furnish the details of previous employment, if

any, with previous Provident Fund account number and Scheme Certificate.

23)       Execute Form 2 on joining an establishment/in case of change of nominee

with details of self, nominee for Provident Fund and Pension and details of family, so

that it is forwarded to Employees’ Provident Fund Organisation by the employer.

24)       Ensure that Provident Fund is deducted at statutory rate from the total wages

i.e. basic, Dearness Allowance(including cash value of food concession), and

retaining allowances, if any.

25)       Filled in applications may be submitted through post / courier or in person to

the PRO wing of the Regional Office / Sub Regional Office.

26)       The claims submitted in full complete shape will be processed and settled

within 30 days of submission.

27)       Claim settlement information is placed in the EPFO website

www.epfindia.com and www.epfochennai.tn.nic.in.

28)       For any further assistance / inquiry, the Public Relation Officer of the

Regional Office / Sub Regional Office can be approached on all working days in

person or through phone.

29)       To get your current claims status Click on “Know your Claim Status”