EPFO Claim Status

EPFO Claim Status - An Overview

EPF Claim Status refers to the current stage of your Provident Fund (PF) withdrawal request submitted to the Employees' Provident Fund Organisation (EPFO). It indicates whether your claim is pending, approved, or disbursed. Knowing your claim status helps you track its progress and estimate the timeframe for receiving your funds.

Steps to Check EPFO Claim Status Online through the EPFO Portal

Follow the steps given below to check the EPFO claim status online.

• Visit the EPFO's official website and visit the Know Your Claim Status (KYCS) page
• Select the ‘Click Here for Knowing Your Claim Status’ option
• After choosing the applicable state, click the ‘Search for Establishment Code’ link that is immediately below
• If you are aware of the location of your EPFO office, choose the 'Establishment Under Office' option as the final choice
• Choose the region of your EPFO office from the drop-down menu
• A screen will display the full list with establishment codes of 7-digit member ID
• If your EPF account name does not have an extension code, leave the extension code field blank
• Fill out the fields for the office code and region code
• Fill in the appropriate fields with the institution code and extension
• Type in the number for your provident fund account
• Select ‘Submit’

The EPFO claim status will be started and sent to your registered contact as a result. The status messages will appear on the screen if they apply to your EPFO claim. The EPFO claim status can also be downloaded if someone prefers not to check online.

What is EPF Claim Status?

EPF Claim Status simply refers to the current stage of your Provident Fund (PF) withdrawal request submitted to the Employees' Provident Fund Organisation (EPFO). It provides a snapshot of your claim's progress, letting you know whether it's pending, approved, or disbursed.

Here's a breakdown of what you can expect to see in your EPF Claim Status:

• Claim Type: Full withdrawal, partial withdrawal (for specific reasons), pension claim, or transfer claim.
• Date of Claim Submission: When you originally filed your request.
• Current Status: This is the key part, indicating where your claim is in the processing pipeline. Examples include 'Under Verification,' 'Approved,' 'Dispatched,' or 'Settled.'
• Reason for Delay (if applicable): If your claim is on hold, it might show the reason, such as missing documents or discrepancies in information.
• Expected Settlement Date (if available): This gives you an estimate of when you can expect the funds to be credited to your bank account.

Knowing your EPF Claim Status gives you peace of mind and helps you plan your finances around the estimated arrival of your funds.

Here's how you can access your EPF Claim Status:

• Online: Login to the EPFO Member Portal (passbook.epfindia.gov.in/MemClaimStatusUAN/) or Umang App using your UAN and password.
• Offline: Visit your local EPFO office and enquire with the officials, providing your UAN or PF account number.
• SMS: Send a missed call from your registered mobile number to 011-22901406 to receive claim status updates.
• Toll-Free Number: Call the EPFO customer care on 1800-118-005 for assistance.

EPFO Claim Status Online Using EPFO Members' Unified Site

• Utilise the UAN and password to log into the portal
• Select ‘Track Claim Status’ from the top panel's ‘Online Services’ tab
• You can view the transfer claim using the same portal

The EPFO has also implemented a number of provisions to shorten the time required for claims to be settled when that time is less than five days. Some of the below requirements that had to be met in order to receive the claim early are as follows:

The claim application must be submitted online.

• The worker needs a UAN
• The KYC and UAN had to be connected
• KYC approval and verification by the present employer

Offline EPFO Claim Status Check

You may not always feel at ease using the web or mobile applications. Then you can verify the EPF registration claim status offline using the methods listed below:

Through SMS

The EPFO can send SMS alerts to members. The steps for receiving SMS alerts are as follows:

• Connect your mobile phone number to your EPF account
• If it is already linked, EPFO will notify you via SMS when the withdrawal application is received
• Another SMS is sent when funds are successfully transferred to your savings account
• You can always check the progress of your claim by sending a text message to 7738299899 from your registered cell phone number

The message should be included in the SMS - UAN LAN EPFOHO

Through a Missed Call

A missed call can also provide information about the status of an employee's EPF claim. The procedure is as follows

• 011-22901406 is the EPFO's toll-free number
• Give the official EPFO phone number a missed call
• After a couple of rings, the call automatically disconnects
• The member receives an email with information about their EPF claim status
• Only if the missed call is made from a registered mobile number will the EPF claim status be provided.

Manual Process to Check the EPFO Claim Status

By filling out the form and submitting it to the EPFO office, you can manually retrieve the status of an EPFO claim by providing required information. The EPFO office has the form on hand. The EPFO also provides a number of additional services, such as EPFO balance and UAN status. For those who receive a salary, the Employees' Provident Fund is a popular investment. EPFO, India, is in charge of maintaining and managing it.

Qualification to File a PF Claim

Two months after leaving their job, EPF legislators can apply for 100% of their PF claim sum. First, the worker must have applied for at least six months before the pension can be withdrawn.

• EPF representatives can claim 75 % of their PF balance one month after their departure date, and the remaining 25 % two months later
• The UAN member portal must be updated with the employee's departure date
• The employer must link and digitally approve the Aadhar and bank account information.

Using the PF Account Number Without UAN

While it was previously possible to track your EPFO claim status and manage your PF account using just your PF account number, the Employees' Provident Fund Organisation (EPFO) has transitioned entirely to the Universal Account Number (UAN) system for enhanced security and streamlined processing. This means that using your PF account number alone for any EPFO-related tasks is no longer functional.

Claim Status via the Umang App

The Umang App is a convenient way to access various government services, including your EPF account and claim status. Here's how you can check your EPF claim status using the Umang App:

1. Download and Install the Umang App

If you haven't already, download and install the Umang App from the Google Play Store or Apple App Store.

2. Register or Login

• If you're new to the app, register with your mobile number and create a password.
• If you're already registered, simply log in using your existing credentials.

3. Select EPFO

On the Umang App's home screen, look for the 'Department of Employee's Provident Fund Organisation (EPFO)' option.

4. Choose 'Employee Centric Services

Once you click on EPFO, select the 'Employee Centric Services' option.

5. Go to 'Track Claim'

Under Employee Centric Services, tap on the 'Track Claim' option.

6. Enter your UAN

Enter your 12-digit Universal Account Number (UAN) in the designated field.

7. Get OTP

Click on 'Get OTP'. An OTP will be sent to the mobile number linked with your UAN.

8. Enter OTP and View Claim Status

Enter the received OTP in the app and click 'Get Status'. Your EPF claim status will be displayed on the screen.

Who Can Make EPF Claims?

Several individuals can make EPF claims, depending on their circumstances and the type of claim they're seeking. Here's a breakdown of who's eligible for different claim scenarios:

1. Full PF Withdrawal

• Employees reaching retirement age (58 years or later): They can withdraw their entire PF corpus upon reaching retirement.
• Employees leaving employment permanently: They can withdraw their complete PF balance if they're not taking up another job within one month.
• Employees facing specific situations: They can withdraw a portion of their PF for specified reasons like medical emergencies, house purchase, education for children, marriage, or critical illness.

2. Partial PF Withdrawal

• Employees with at least 10 years of service: They can withdraw a maximum of 50% of their PF corpus for specific reasons mentioned above.
• Employees facing unforeseen circumstances: They can withdraw a smaller amount (up to 3 months' salary) for unforeseen situations like natural calamities or unemployment.

3. Pension Claim

• Employees reaching retirement age (58 years or later): They can start receiving monthly pension payments after meeting the minimum service requirement (10 years).
• Employees with disabilities: They can claim early pension if they experience permanent disability due to an accident or illness.

4. Transfer Claim

• Employees switching jobs: They can transfer their PF account to their new employer to maintain continuity and avoid fund fragmentation.

Rejecting a Request or a PF Claim

Once a PF claim has been raised, there is no online opportunity to cancel it. Claim resolution or claim refusal must be anticipated. You can, however, try to rescind your PF claim application by submitting a dispute at the PF complaint resolution portal or visiting your local PF office in person. They might try to help you based on the reason for the cancellation.

• EPF representatives can claim 75 % of their PF balance one month after their departure date, and the remaining 25 % two months later
• The UAN member portal must be updated with the employee's departure date
• The employer must link and digitally approve the Aadhar and bank account information.

PF Claim: Reasons for Denial

There are numerous reasons why the PF claim can be denied, and these reasons vary from one EPF applicant to another. For instance, some claims will be denied because the employer's digital signature is not working properly, and some claims will be denied because the employer failed to provide bank passbooks or cancelled cheques.

The good news is that the PF claim status portal will be updated with the reason for rejection if your PF claim is denied. You can therefore resolve your issue and reapply for a PF claim based on the explanation.

How to Initiate EPF Claim Process?

Initiating the EPF claim process might seem complex, but it's actually quite straightforward with the right information and guidance. Here's a breakdown of the steps involved:

1. Choose your Claim Type

• Full PF Withdrawal: Retirees, permanently leaving employment, facing specific situations.
• Partial PF Withdrawal: 10+ years of service, specific unforeseen circumstances.
• Pension Claim: Retirement age (58+), permanent disability.
• Transfer Claim: Switching jobs.

2. Activate your UAN (if not already)

• Visit the EPFO website or Umang App.
• Click 'Activate UAN.'
• Enter PF account number, registered mobile number, and name.
• Verify with OTP and set a password.

3. Access the EPFO Member Portal

• Go to passbook.epfindia.gov.in/MemClaimStatusUAN/.
• Log in with your UAN and password.

4. Select 'Online Services' from the top menu bar

5. Choose the relevant claim form based on your type

• Form 31 for full PF withdrawal.
• Form 19 for partial withdrawal.
• Form 10C for pension claim.
• Form 13 for transfer claim.

6. Fill out the chosen form electronically with accurate details

7. Attach scanned copies of required documents

• Aadhaar card
• PAN card
• Bank account passbook or statement
• Proof of reason for claim (medical certificate, house purchase agreement, etc.)
• Employer Attestation (not mandatory for online claims with seeded Aadhaar and bank details)

8. Review and submit the claim online

Alternative Offline Method

• Download the relevant claim form from the EPFO website.
• Fill it out manually and attach required documents.
• Submit the completed form with your employer (they may need to attest it).
• Your employer will then submit it to the EPFO office.

Forms Used for EPFO Return Claims

Forms 19 and 10C

Form 19 is used to collect PF contributions from both employees and employers (12 %+ 3.67 %), and Form 10c is used to presume pension benefits (8.33 %). On forms such as 19 and 10C, the status of PF claims is commonly listed as ‘in process’. If everything is in order and your bank account account information is correct, your PF payment will be credited directly to your bank account.

Form 31

Form 31 is a PF advance claim form used by EPF members to obtain a PF advance while working. It may take up to 20 days to settle PF claims. After receiving permission, only your transfer fee will be conveyed to your regional PF office. Your claim status will be displayed as pending at the employer for attestation and pending at the filled office, respectively, throughout this period.

EPFO Claim Status Is Being Processed

The term ‘EPF claim status under process’ indicates that your PF claim request has been received by your PF office and is currently being processed by EPF officers. EPFO will NEFT your PF funds to one's bank account after reviewing your claim submission.

This notification appears in the PF payment status for EPF members who use forms such as Form 19, Form 10C, Form 31, and transfer Form 13 to apply for full PF, PF advance, and PF transfer. You will see one of the following three sorts of statements on the PF claim status website

• PF claim status: Pending
• Claim settled with NEFT payment sent
• Claim denied (if there is any problem in your PF claim, otherwise your claim will be approved.)

In the first two to three days after the claim is submitted, your PF claim status will be blank. It then appears under progress. But occasionally, even after a claim status update, it won't be immediately apparent to you.

How Long Does It Typically Take To Receive My PF Funds?

The maximum period for the PF money to arrive in your bank account is 20 days; if it takes longer than that, you must file a grievance at the PF portal to find out why your PF claim is still pending. After you file a complaint, EPFO will send you an email within 24 to 48 working hours.

How Is a PF Claim Resolved?

Having your PF claim successfully authorised by the EPFO and the funds transferred to your bank account via NEFT is referred to as having your PF claim settled. It is the final step in the PF withdrawal process. You will get your PF amount in your bank account within 2 or 3 days after your claim status indicates that it has been settled and that payment has been transferred via NEFT.

Through SMS

Yes, you can track your EPF claim status through SMS, although it's a more limited option compared to online or app methods. Here's how:

Two ways to check EPF claim status via SMS

1. Missed Call Method

• Make a missed call from your mobile number that's registered with your UAN to 011-22901406.
• The call will automatically disconnect after two rings.
• You'll receive an SMS within a few minutes containing your current claim status.

2. SMS Keyword Method

• Send an SMS from your registered mobile number to 7738299899.
• The message format should be: EPFOHO UAN LAN.
• Replace 'UAN' with your 12-digit Universal Account Number.
• Replace 'LAN' with the language code for your preferred language (ENG for English, HIN for Hindi, etc.). A list of supported languages is available online.
• You'll receive an SMS response with your claim status details in the chosen language.

Limitations of SMS Method:

• The information provided via SMS is basic and might not be as detailed as online methods.
• You can only access your current claim status, not track its history or view specific details.
• It might take some time for the SMS response to arrive.

Why Vakilsearch?

Thanks to Vakilsearch, claiming your EPFO is now an easy task. We have a team of legal experts who can provide clear insights on EPFO claims and help you in claiming your PF. Our experts have decades of experience and handle legalities of more than 1000 + companies on a monthly basis. Our team will handle all the documentation on your behalf and make the process as easy as possible.