EPF Nomination

 

What is Nomination?

All information pertaining to the said schemes has to be furnished in Form 2. For instance, an individual can nominate one or more persons of his or her family to get the provident fund proceeds upon death. Under Employee Provident Fund Scheme 1952, ‘family’ is includes husband/wife, offspring (married/unmarried, adopted), in addition to dependant parents. Under Employees Pension Scheme 1995, family includes husband/wife and children. If an employee wishes to change his or her nominees under Employees Pension Scheme 1995, he or she should send a revised Form 2 via the employer.

From every employee at the time of joining, as per the new circular released by the EPFO, capturing of KYC details and allotment of UAN numbers to new employees is mandatory for every employer

 

Types of EPF Nomination Forms

There are three types of nomination forms as listed below:

• PF Form 2: This is a common form (pension and PF schemes) used for payment of fund amount to the nominees.
• PF Form 11: This form is a member’s declaration of being employed in a factory/establishment where both the Employees’ Family Pension Fund Scheme and Provident Fund are in force.
• PF Form 9: This form is a declaration by an individual taking up work in a factory/ establishment where the Employees’ Pension Scheme is applicable.

Required Information to Fill PF Form 2

PF Form 2 is a nomination and declaration form under the Employees Pension and PF schemes (paragraph 18 of Employees Pension Scheme 1995 and paragraph 33 and 61 (1) of Employees Provident Fund Scheme 1952).

EPF Form 2 requires a member to fill in the following details:

• Name of the member
• Father/husband’s name
• Date of birth
• Permanent address
• Name of the nominee
• Complete address of the nominee
• Member’s relationship with the nominee
• Date of birth of the nominee
• Share of the PF amount to be paid to each nominee
• In case the nominee is a minor, the member has to furnish details of the guardian who will receive the PF amount
• In case the member does not have any dependent parents or family as mentioned under para 2 (g) of Employees Provident Fund Scheme 1952, he or she should strike out the sections which are not applicable
• Signature of the subscriber
• Details of family members who will receive the children/widow pension when the member dies. The member has to mention the name, age and address of the family members. The member should also mention the relationship with the nominees.
• Name and address of the establishment/factory
• Signature of employer/ authorised officer

Required Information to Fill PF Form 11

EPF Form 11 is a nomination and declaration form under para 24 of Employees Pension Scheme (EPS), 1995 and para 34 and 57 of the Employees Provident Fund Scheme 1952. PF Form 11 requires a member to furnish some details as listed below:

• Name of the member
• Date of birth of the member
• Father/Husband’s name
• Mobile Number
• Email ID
• Individual has to mention is he or she was a member of Employees Provident Fund Scheme, 1952 and Employees’ Pension scheme 1995. If yes, then the individual has to fill out details regarding his or her previous employment such as listed below:
  • UAN or previous provident fund account ID
  • Date of exit
  • Previous scheme certificate number
  • Previous pension payment order
• International workers have to specify the following:
  • Country of origin &Passport number
  • Passport validity & Educational qualification
  • Marital status & Any disabilities (visual, locomotive, hearing)
• KYC details to be included are as follows:
  • Bank account number with IFSC code (mandatory)
  • Aadhar & PAN
  • Passport & Driving License
  • Voter ID , ESIC card &Ration Card

All the aforementioned documents must be self-attested

• Declaration by the present employer
• Signature of the employer along with establishment’s seal

Required Information to Fill PF Form 9

EPF Form 9 is a declaration form of Employees Pension Scheme,1995 (para 34) and Employees Provident Fund Scheme 1952 (para 34 and 57). This form is a declaration of a member taking up employment in an establishment where both Employees’ Provident Fund Scheme, 1952 and Employees’ Pension Scheme, 1995 are applicable. Form 9 requires a member to furnish the following details:

• Name of the member
• Date of birth of the member
• Father/Husband’s name
• Mobile Number
• Email ID
• Individual hsa to mention is he or she was a member of Employees Provident Fund Scheme, 1952 and Employees’ Pension scheme 1995. If yes, then the individual has to fill out details regarding his or her previous employment such as listed below:
  • UAN or previous PF account ID
  • Date of exit
  • Previous scheme certificate number
  • Previous pension payment order

• International workers have to specify the following:
  • Country of origin
  • Passport number
  • Passport validity
  • Educational qualification
  • Marital status
  • Any disabilities (visual, locomotive, hearing)
• KYC details to be included are as follows:
  • Bank account number with IFSC code (mandatory)
  • Aadhar
  • PAN
  • Passport
  • Driving License
  • Voter ID
  • ESIC card
  • Ration Card

All the aforementioned documents must be self-attested

• Declaration by the present employer
• Signature of the employer along with the seal of the establishment