Form 31
EPF Form 31 is used for partial withdrawal of funds from the EPF account. An employee can withdraw funds from his corpus depending upon the purpose and years of service provided in the formal sector. This form can be filled offline and online (through the EPF Member Portal).
Form 10D
EPF Form 10D has to be filled by a member for availing pension benefits. The member becomes eligible for a pension after completing 10 years of service in the formal sector. This form is filled by the pensioner at the time of retirement.
Form 10C
EPF Form 10C is used for the withdrawal of pension corpus accumulated in the member’s EPS account. You can fill this form online (through the EPF Member Portal) as well as offline. It is worth noting here that the pension amount can be withdrawn only till the service period is less than 10 years. This form is also used for getting the EPS Scheme Certificate (which is used for transferring your EPS balance from one employer to another).
Form 13
A member of EPFO has to fill Form 13 for transferring the old EPF account to the new PF account. However, this form has been incorporated in the Composite Claim Form where the account transfer can be applied directly at the time of switching the job.
Form 19
EPFO members can claim for Final Settlement of old EPF accounts by filling Form 19. The form can be filled both online, (through the EPF Member Portal) as well as, offline. The member also gets the option to choose the remittance (mode of payment by cheque, ECS, etc.) method in this form.
Form 20
EPF Form 20 is filled by nominees/heirs of a deceased member for the final settlement of the EPF account. In case the nominee is a minor/lunatic, the guardian has to fill the form on his behalf. The money can be remitted in the bank account of the beneficiary directly or through money order.
Form 2
Form 2 is filled by a member for declaration and nomination for the EPF and EPS accounts. This form can be filled any number of times and mandatorily after the marriage of the employee. It can be filled both online (through the EPF Member Portal) and offline.
Form 5(IF)
This form is filled under Employees’ Deposit Linked Insurance Scheme (EDLI), 1976 to claim insurance benefits after the death of the member while in service. In case the beneficiary is a minor, the guardian has to fill the form on his behalf. In order to claim the benefits, the form has to be attested by the employer. If it is not possible to get the attestation done by the employer, the form has to be attested by a gazetted officer.
Form 15G
Form 15G has to be submitted by a member to save tax on the interest earned from EPF. It can also be submitted in case the member withdraws the EPF corpus before 5 years of service and the amount is more than ₹ 50,000. In case of senior citizens, Form 15H has to be furnished in place of Form 15G.
Form 5
EPF Form 5 has to be filled by the employer to submit details of all new employees joining the organization who are eligible for EPF for the first time. This form has to be submitted by 15th of every month. In case there is no new joiner, the employer has to mention “NIL” in the form.
Form 11
EPF Form 11 has to be submitted by the member when he switches jobs for transferring the EPF amount from the previous account to the new account. The UAN will remain the same but the Member ID and the PF account number changes.