Pf transfer from exempted to un-exempted organisation. Here's everything you need to know

Representative Image&nbsp | &nbspPhoto Credit:&nbspBCCL KEY HIGHLIGHTS * When a person switches jobs to an un-exempted organisation from an exempted organisation, they have to

apply to the respective Trust for transfer of the PF and Pension Fund * In order to transfer PF from exempted to an un-exempted organisation, one needs to fill a Transfer Claim Form – Form

13 (Revised) * Since there are certain pre-requisites to file the Transfer Claim Application online, the EPF members are advised to first check their eligibility to file the Transfer Claim

Online through EPF portal NEW DELHI: When an individual start their career by taking up employment in any of the PF registered organization, they are registered for PF purpose. Both employee

and employer contributions are added to employee’s PF account every month and the fund earns interest till withdrawal. When the employee switches job they can transfer the balance to the

current employer In case the person switches jobs to an un-exempted organisation from an exempted organisation, they will have to apply to the respective Trust for transfer of the PF and

Pension Fund. Unlike PF transfer from an un-exempted organisation to another un-exempted organisation, the transfer of PF from an exempted to an un-exempted organisation is a little

complicated.   It may be noted that employees while switching jobs often forget to check the status of the new organisation. They do not check whether it is an exempted organisation or an

un-exempted firm under the EPF Act. In fact, most of them hear about such distinction when they try to transfer their PF from the previous employer to the new one.  For those who are not

aware, exempted organisations are those which manage the PF and Pension Fund by themselves (subject to EPFO guidelines). On the other hand, un-exempted organisations are those where the

Pension Fund is maintained by the EPFO. To put it simply, in exempted firms, the PF is maintained by a Trust. HERE'S EVERYTHING YOU NEED TO KNOW ABOUT PF TRANSFER FROM EXEMPTED TO AN

UN-EXEMPTED ORGANISATION: * In order to transfer PF from exempted to an un-exempted organisation, one needs to fill a Transfer Claim Form – Form 13 (Revised) and address it to the PF account

with the exempted establishment by mentioning the Trust Name and the Trust Address (details of the previous employer). * You will need the PF account number of the account with the previous

exempted employer. For an exempted organisation, the pension fund number could be different.  * You will need the full address of the previous employer and all the details of the current

employer. The PF account number and the pension fund number along with the name and address of the current employee have to be mentioned on the form. * To proceed with the transfer request,

you will need to get Form 13 (Revised) attested. This can either be from the current employer or the previous employer. If it is attested by the current employer, the claim should be

submitted with the PF office under which the present account is maintained. * You will be required to mention your the bank account details as well even though it is a transfer request. The

bank account details will help for verification purpose even if the PF money will get transferred to your present account number maintained with the EPFO Office. *  As the previous PF was

maintained by PF Trust of the exempted establishment, you are required to send one copy of the filled up Form-13(Revised) to the previous employer and another to the PF Office for

transferring the service details under the Pension Fund to the new account. * The member is required to take the printout of the submitted online claim application, sign it and submit it to

the employer, previous or present, depending on the option chosen by the member while submitting the online claim.  * In the transfer process, the EPFO office sends the PF funds to the

exempted establishment along with an Annexure-K. If the Annexure-K is missing, the exempted organisation sends a request to the EOFO office to generate and upload it in the system. While

uploading the Annexure-K, the concerned EPFO office is required to complete the remaining information like ‘From Member ID’ and ‘To Member ID’. RELATED NEWS It is worth mentioning that since

there are certain pre-requisites to file the Transfer Claim Application online i.e. the availability of member IDs in EPFO database and registration of digital signatures of the authorized

signatories of the employer, the EPF member is advised to first check his eligibility to file the Transfer Claim Online through EPF portal. Depending upon your eligibility you can choose

online or offline transfer claim process.