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EPFO Member Unified Portal 2024: Registration Process, Features, and Services

EPFO Member Unified Portal 2024: Registration Process for Employees & Employers, Key Features, and Services

EPFO Member Unified Portal 2024: Registration Process for Employees & Employers, Key Features, and Services: The EPFO Member Unified Portal is an online platform for managing activities related to the Employee Provident Fund pension and insurance scheme in India. EPF is a social security scheme for employees, requiring employers to follow regulations and obtain PF registration. The portal provides access to services related to EPF, pension, and insurance schemes.

EPFO Member Unified Portal 2024 Overview

TopicEPFO Member Unified Portal 2024
OrganizationEmployees’ Provident Fund Organisation
BeneficiariesMembers of EPFO
Official Websitewww.epfindia.gov.in
Unified Portalunifiedportal-emp.epfindia.gov.in/epfo
Home PageClick Here

EPO Unified Portal: Features & Benefits

The EPO unified portal is a comprehensive platform that provides a host of features to efficiently manage the provident fund and pension scheme for employers, employees, and EPFO officials. One of the standout features of this portal is its Single Sign-On capability, which allows users to access multiple EPFO services seamlessly with just one login, eliminating the hassle of managing different sets of credentials.

Employers benefit from the convenience of the Employer Service feature, enabling them to establish their company online and easily enroll employees in the EPF scheme, along with the flexibility to calculate EPF contributions at a later stage. On the other hand, the Employee Services section empowers employees to access vital information such as their EPF account details, contribution history, download statements, and track claims for both EPF and insurance amounts.

With the Online Claim Submission feature, paperwork is a thing of the past as users can effortlessly submit EPF withdrawal, pension settlement, and insurance claims online. Real-Time Updates ensure that users are always in the loop with the latest information, offering easy access to updates and notifications regarding contribution due dates, claim approvals, pension disbursements, and more, all at their fingertips.

This user-friendly and feature-rich portal streamlines the management of provident funds and pension schemes, making the process efficient and convenient for all stakeholders involved.

EPFO Unified Portal - Employees' Provident Fund Organisation
EPFO Unified Portal – Employees’ Provident Fund Organisation

EPFO Member Portal Services | Simplify Your Employee Provident Fund Management

At the EPFO Portal, a range of services are offered to facilitate easier management of employee provident funds. One key service is the “One Employee-One EPF Account” feature, allowing users to consolidate multiple PF accounts under a single Universal Account Number (UAN). Additionally, individuals can download their EPFO Member Passbook to track contributions and withdrawals related to their EPF and EPS accounts.

For pensioners, the Pensioner’s Portal offers valuable resources such as pension-related information, access to the Pension Payment Order (PPO) number, and the ability to review pension credit and passbook details. Employers can benefit from linking the principal employer with the contract employer to upload information on contract workers, work orders, and outsourced job contracts.

By utilizing the Temporary Return Reference Number (TRRN), users can easily monitor the status of their PF challan payment. Furthermore, a dedicated helpdesk is available to provide assistance to both employees and employers. Lastly, completing the Certificate of Coverage (COC) application form can be conveniently done through the website, streamlining the process for users.

EPFO Member Unified Portal Registration for Employees: Step-by-Step Guide

To begin the EPFO Member Unified Portal registration process as an employee, navigate to the official website at unifiedportal. Upon reaching the homepage, locate and select the option for activating your Universal Account Number (UAN), which has been assigned to you by your employer.

  • Next, input your UAN, mobile number, and member ID as provided by your employer, along with additional personal details such as your name, date of birth, and email address.
  • Subsequently, click on the “Get Authorization Pin” button to trigger the delivery of a one-time password (OTP) to your registered mobile number.
  • Enter the OTP received and proceed to submit the form.
  • Upon successful verification of the OTP, you will be prompted to set a secure password for your EPF account. Be sure to create a robust password to safeguard your account information.
  • With the password set, your UAN will be officially activated, granting you access to log in to your account using your UAN and password to review and manage your account details effectively.

Employers: EPFO Unified Portal Registration Process

To register on the EPFO Unified Portal as an employer, follow these steps:
Begin by visiting the official website of EPFO Unified Portal.

  • Once there, navigate to the Employer section on the homepage and click on the register option.
  • Next, fill in the necessary details such as the type of organization, PAN number, address, and other required information.
  • Once all the details are provided, proceed by clicking on the “Generate OTP” button.
  • A One Time Password (OTP) will be sent to your registered mobile number. Enter this OTP and submit to verify it.
  • Upon successful verification of the OTP, you can proceed to create a unique username and password for your EPFO employer account.
  • After setting up your login credentials, your registration process is complete. You can now access your EPFO employer account anytime and from anywhere using the provided username and password.

Reset EPFO Login Password: Simple Steps to Retrieve Your Account

To reset your EPFO login password and regain access to your account, follow these step-by-step instructions:

  1. Begin by visiting the EPFO/UAN Member e-Sewa Portal, the official platform for managing your EPFO account. Locate the ‘Forgot Password’ option and click on it to initiate the password recovery process.
  2. Provide your Universal Account Number (UAN) and proceed to validate it by correctly entering the provided captcha. This step is essential to confirm your identity and ensure security.
  3. Next, you will be prompted to fill in your personal details, including your name, date of birth, and gender as registered with EPFO. Click on ‘Verify’ to confirm the accuracy of the information provided and establish your identity.
  4. Enter your Aadhaar number along with the corresponding captcha code. Consent to the verification process by clicking on ‘Verify,’ which helps in further verifying your identity and preventing unauthorized access.
  5. Verify your mobile number by entering the One-Time Password (OTP) sent to your registered mobile number. This additional security measure ensures that only authorized users can reset the password.
  6. With the mobile number successfully verified, proceed to set a new password that complies with the specified criteria for security. Choose a strong password that combines letters, numbers, and special characters to enhance protection.
  7. To confirm the password reset and finalize the process, click on ‘Confirm.’ Your EPFO UAN login password will now be updated, allowing you to log in securely and access your account with the new credentials.

Steps for e-KYC for EPFO

To complete e-KYC for EPFO, log in to the e-Sewa portal, go to the ‘Manage’ section, select ‘KYC,’ input your KYC details accurately, save the information, and await verification by EPFO. Your KYC status will be updated accordingly, and you will be notified of any further action needed.

How to Check EPF Balance Online: Step-by-Step Guide

Steps to Check EPF Balance Online:

  1. Begin by visiting the official EPFO website, where you’ll find a plethora of resources and tools for EPF account holders.
  2. Once on the website, navigate to the dedicated Member Passbook page, designed to provide a detailed summary of your EPF transactions and balance.
  3. In order to access your passbook, you will need to log in using your unique UAN (Universal Account Number) and the password you have set up for your EPFO portal account.
  4. After logging in, you will be presented with a list of Member IDs associated with your linked EPF accounts. Choose the specific Member ID you wish to review.
  5. Finally, your passbook will be promptly displayed, offering a comprehensive overview of your EPF balance and transaction history.

Download EPF Passbook Online | Easy Step-by-Step Guide

Here are the steps to download your EPF passbook online:

  1. Begin by visiting the EPFO website and navigating to the Member Passbook page where you can access your account details.
  2. Next, log in using your unique UAN (Universal Account Number) and password to securely access your account.
  3. Once logged in, you will see a list of all your linked EPF accounts. Select the specific Member ID for which you wish to download the passbook.
  4. Finally, select the option to view and download your passbook, which will provide you with a detailed record of your EPF transactions and balance information.

To link your EPF account with your Aadhaar card, follow these steps:

  1. Begin by visiting the EPFO member portal and logging in using your credentials.
  2. Once logged in, navigate to the ‘menu’ option and select ‘KYC’ from the drop-down menu to access the KYC section.
  3. From the list of available documents, choose the option to link your Aadhaar card.
  4. Click on ‘Proceed’ to initiate the verification process of your Aadhaar details with UIDAI’s database.
  5. Upon successful verification, your EPF account will be officially linked with your Aadhaar card, thus completing the process.

Claim Forms at EPFO Member Portal: Step-by-Step Guide

Guidelines for Accessing Claim Forms on the EPFO Member Portal: In the event that your Aadhaar and UAN credentials are connected, you have the option to initiate a withdrawal of your EPF funds by completing claim settlement forms. This procedure is applicable during periods of unemployment or at the juncture of retirement. The primary claim settlement forms utilized are Form 31, Form 19, and Form 10C.

Procedure for Accessing Claim Forms:

  1. Verify Aadhaar and UAN Association: It is imperative to confirm the linkage between your Aadhaar number and UAN (Universal Account Number) before proceeding.
  2. Visit the EPFO Portal: Access the EPFO portal via the official website.
  3. Log In: Authenticate your access to the EPFO account by logging in using your UAN and password.
  4. Locate Claim Section: Identify the section dedicated to claims or withdrawals on the dashboard of the portal.
  5. Selection of Relevant Form: Opt for the appropriate claim form based on your specific requirements. Notable forms include:
    – Form 31: Utilized for the partial withdrawal of EPF funds for designated purposes such as housing, medical treatment, or education.
    – Form 19: Employed for the final settlement of EPF funds upon cessation of employment.
    – Form 10C: Utilized for the withdrawal of EPS (Employee Pension Scheme) funds.
  6. Completion of Details: Accurately furnish the requisite information in the selected form.
  7. Attachment of Supporting Documentation: Annex any essential supporting documents in accordance with the form’s stipulations. These documents may encompass bank account particulars, Aadhaar specifics, or other pertinent records.
  8. Submission of Claim: Subsequent to form completion and attachment of obligatory documents, initiate the claim submission via the portal.
  9. Monitoring Claim Status: Keep track of your claim’s progress by monitoring its status on the EPFO portal.
  10. Approval and Settlement: Upon processing and approval of your claim request by EPFO authorities, the funds will be disbursed into your designated bank account.