EPF Transfer Online: How to Transfer Using New Online Transfer Claim Portal (OTCP)?

If you have been changing your job frequently, you may have difficulty when handling the EPF account and procedure related to that.

Now, the transfer process is transparent, efficient and comfortable. A member has an option to submit the claim either through his present employer or previous employer.

Here are some of the process involved with EPF Transfer Online using the new Online Transfer Claim Portal.

• The EPF member is required to be registered on the member portal to file an Online Transfer Claim Application.
• The EPF member is advised to first check his eligibility to file the Transfer Claim Online.
• Both previous and present member IDs (P.F. Account No.) should be available in EPFO database.
• The employer should have registered the digital signature certificate of his authorized signatories with EPFO.

Here are simple steps to transfer EPF claim online

Step 1

Click on the Online Transfer Claim Portal (OTCP) under category "FOR EMPLOYEES" on the Home page.

Step 2

Once you are through with eligibility link.
"Click here to log-in" link available on the eligibility result screen.
The member has to log-in by selecting Document type, entering Document No. and Mobile No. The log-in details for this portal are same as are used in Member Portal by the members.

Step 3

From the menu bar, select from "Request for Transfer of Account" to file online Transfer Claim.

Step 4

Enter the details in Part A and scroll down to Part B pertaining to previous PF.
The required are Name of the establishment, Address of the establishment, PF account held by EPFO office and Member's Name would appear on the screen. Further, Date of joining, Date of leaving, Father's/ Spouse's name and Relationship would appear, if available in EPFO database.

Step 5

On scrolling down, the Part C of the application pertaining to present PF Account.

On entering the PF account no. of the present PF Account and clicking the "Click here to get details" the Name of the establishment, Address of the establishment, PF Account held by EPFO office and Member's Name would get populated. Other details i.e. Father's/ Spouse's name and Relationship and Date of Joining the fund under present PF Account no. would appear, if available.

The member needs to mandatory fill up other details, if not available.

The member will have an option to get the claim attested through the previous employer or present employer.

The application form is completely filled up and the member can go through the completed application by clicking on the "Preview" button.

Step 6

Click on "GET PIN" and select button "I Agree".
Enter the PIN received on the registered mobile and submit the application.
Click "OK" to proceed further.

Step 7

The printable Transfer Claim Form (Form-13) can be saved in the system. The member has to take a printout of the printable PDF file of Form 13, sign it and submit it to the employer chosen by the member to complete the process of claim submission by the member.

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