Scribd Logo
Upload

Welcome to Scribd!

  • PF Basic Training Moduale

    Uploaded by

    Mahendra Kumar Soni
    298 views78 pages
    This document provides instructions for various Provident Fund processes that can be completed online through the UAN member portal. It outlines how to activate a UAN, log in, reset passwords, generate passbooks, register for KYC, modify basic details, and conduct PF transfers and withdrawals both manually and online. Key steps are described for online PF withdrawal including updating bank and KYC details, selecting and filling out claim forms, submitting OTPs for verification, tracking claim status, and receiving settlement from PF departments.

    Original Description:

    PF Training Module India

    Original Title

    PF Training

    Copyright

    © © All Rights Reserved

    Available Formats

    PPTX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    This document provides instructions for various Provident Fund processes that can be completed online through the UAN member portal. It outlines how to activate a UAN, log in, reset passwords, generate passbooks, register for KYC, modify basic details, and conduct PF transfers and withdrawals both manually and online. Key steps are described for online PF withdrawal including updating bank and KYC details, selecting and filling out claim forms, submitting OTPs for verification, tracking claim status, and receiving settlement from PF departments.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    298 views78 pages

    PF Basic Training Moduale

    Uploaded by

    Mahendra Kumar Soni
    This document provides instructions for various Provident Fund processes that can be completed online through the UAN member portal. It outlines how to activate a UAN, log in, reset passwords, generate passbooks, register for KYC, modify basic details, and conduct PF transfers and withdrawals both manually and online. Key steps are described for online PF withdrawal including updating bank and KYC details, selecting and filling out claim forms, submitting OTPs for verification, tracking claim status, and receiving settlement from PF departments.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    of 78

    PF BASIC TRAINING MODUALE

    1. PROCESS OF ACTIVE UAN


    2. PROCESS OF LOGIN
    3. PROCESS OF RESET PASSWORD
    4. PROCESS OF GENERATE PASS BOOK
    5. PROCESS OF REGISTER FOR KYC
    6. PROCESS TO MODIFY BASIC DETAILS
    7. PF TRANSFER (MANUAL)
    8. PF WITHDRAWAL (MANUAL )
    9. PF TRANSFER (ONLINE )
    10. PF WITHDRAWAL (ONLINE)
    PROCESS OF ACTIVE UAN
     How to activate UAN
    PROCESS OF UAN LOGIN
     LOGIN
    PROCESS OF RESET
    PASSWORD
     How to reset password
    In case of Registered mobile
    Number IS Not Available
    PROCESS OF GENERATE
    PASS BOOK
     Pass Book
     KYC
    Process of register for KYC
    PROCESS OF MODIFY BASIC
    DETAILS
    Step 2: Click on “Manage>Modify Basic Details”.
    PF TRANSFER (MANUAL)
    PF Transfer
    PF WITHDRAWAL (MANUAL
    PROCESS)
    PF Withdrawals
    PF Partial Withdrawals
    PF TRANSFER (ONLINE PROCESS)
    Online PF Transfer

    WIZEMEN HR SERVICES PVT. LTD.


    WIZEMEN HR SERVICES PVT. LTD.
    WIZEMEN HR SERVICES PVT. LTD.
    WIZEMEN HR SERVICES PVT. LTD.
    WIZEMEN HR SERVICES PVT. LTD.
    WIZEMEN HR SERVICES PVT. LTD.
    WIZEMEN HR SERVICES PVT. LTD.
    WIZEMEN HR SERVICES PVT. LTD.
    WIZEMEN HR SERVICES PVT. LTD.
    WIZEMEN HR SERVICES PVT. LTD.
    WIZEMEN HR SERVICES PVT. LTD.
    PF WITHDRAWAL (ONLINE)
    Important Points to be noted before initiating online withdrawal claims (Form 19 &

    Please note the PF Schemes are Social Security Measures initiated by the Govt. of
    with an objective of providing benefits to its member at the time of retirement, henc
    to retain it till you attain your retirement age. Moreover, claiming it prematurely is n
    only violation of the PF Act, but will also attract penal action by the concern author
    1. As indicated earlier, withdrawal of PF Claims can be done only by those members who
    are not employed.
    2. Please check your Bank A/c No and IFSC from your KYC menu, update correct Bank
    details and other KYCs (KYC Option under Manage Menu) before initiating online
    withdrawal.
    3. You will be receiving the OTPs to your registered mobile linked with your Aadhaar and
    PF. Hence, get your Aadhaar and PF updated with your current Mobile No.
    4. In certain browsers, the claims form 19 & 10C will be indicated separately and combined
    in some browsers, you have to select based on the option available.
    5. Portal or PAN/ Aadhaar servers may be down at the time of verification or during the
    claim process. Please keep trying it till your claim process is completed.
    6. You can not claim the PF withdrawal on the portal through online, if you have not
    completed 60 days of waiting period from your last working day, as per the PF Norms.
    7. If, PF Tenure less than 6 months, you can Claim only PF(Form 19), EPS( Form 10C) is not
    applicable.
    8. If, PF Tenure is More than 9 years 6 months, you can Claim only PF(Form 19), for
    EPS(Form 10C) Member Should Obtain Scheme Certificate from RPFC PF & ESIC Helpdesk-HGSL
    PF WITHDRAWAL ON UAN MEMBER LOGIN UNDER PF PORTAL

    Enter your UAN

    Enter your Password

    Enter Captcha
    Sign in
    PF & ESIC Helpdesk-HGSL
    Select “Online Services”

    PF & ESIC Helpdesk-HGSL


    Select “CLAIM (FORM-31,19&10C)”

    PF & ESIC Helpdesk-HGSL


    Check your IFSC and Update Bank & IFSC through
    KYC in case of Mismatch

    PF & ESIC Helpdesk-HGSL

    Enter Last 4 Digit of your Bank A/c No. & Verify


    PF & ESIC Helpdesk-HGSL

    Click “Yes” to proceed If your Bank & IFSC is Correct


    Click “No” to Update your Bank & IFSC through KYC in case of Mismatch
    PF & ESIC Helpdesk-HGSL

    Click “Proceed For Online Claim”, If All the details are Correct
    If, you are NOT Eligible for PF Withdrawal as per PF Norms, below message will be

    PF & ESIC Helpdesk-HGSL


    If, you are eligible for PF Withdrawal as per PF Norms, below message will be dis
    Click “Yes” to Continue

    PF & ESIC Helpdesk-HGSL


    PF & ESIC Helpdesk-HGSL
    Select “ (Form-19 & 10C)”

    Update Your Current


    Residential Address
    PF & ESIC Helpdesk-HGSL

    “ √ ” the Box &


    Click “Get Aadhaar OTP”
    PF & ESIC Helpdesk-HGSL
    Enter “OTP” Received
    to your Mobile

    Click “Validate OTP and


    Submit Claim Form”
    Online Claim
    Submission Under
    Process

    PF & ESIC Helpdesk-HGSL


    PF & ESIC Helpdesk-HGSL

    Online Claim Submission process completed & PDF Generated By PF P


    PF Dept. will settle the claim to the Bank A/c updated by you in KYC.
    Track you Online PF withdrawal Claim

    Select “Online Services”

    Select “Track Claim Status”

    PF & ESIC Helpdesk-HGSL


    PF & ESIC Helpdesk-HGSL

    PF Dept. (Field Office) will settle the claim to the Bank A/c updated by you
    post verification of the Credentials of PF and Aadhaar.

    THANK YOU
    THANK YOU

    You might also like