Process for PF and Pension Transfer 1

2 Provident Fund and Pension Fund Transfer-in Member can transfer PF and Pension Fund accumulations of previous employer(s) by submitting Form 13 either online or through offline procedure. The detailed procedure/ requirements are as below: Process for Online Transfer-in The member should be registered on the Online Transfer Claim Portal (OTCP) to avail this facility Member to Register at Login to Click on “Request for Transfer of account” in Claim Section & fill the details in Part A, B & C Fill up the details if missing Click on “preview ” button Type the characters shown in the text box Click on “Get PIN” and “I Agree” enter PIN & click “OK” Take a printout of the printable PDF File of Form-13, sign it and submit with the employer NOTE Please note that you should take a printout of online transfer claim form, duly signed by you and e mail the soft copy to HR TEAM, On the receipt of your soft copy, HR TEAM will authorized your transfer claim form on OTCP tool, subject to particular and details mentioned correctly in the form. If any information / details found incorrect or your signed form is not received, then your claim form can be rejected by HR Team

3 Provident Fund and Pension Fund Transfer-in Process for offline Transfer-in Duly filled in Form No 13(R) revised (in triplicate) Form 3 A/7(PS) is needed in case of Transfer from RPFC HR collects the Form 13 in triplicate and 3A/7(PS) of employee and gets it duly signed by authorized signatory. HR team submits PF forms to Agency Agency submits the completed forms to PF office to get transfer initiated Previous PF Office sends the transfer of payment through cheque/ RTGS along with Annexure ‘K’ (a very important document) Annexure ‘K’ can be issued only by previous PF office Transfer from RPFC can take up to months Transfer from Pvt Trust can take up to 4 months

4 Provident Fund and Pension Fund Transfer-in Process for offline Transfer-in Company’s responsibility is to get the form submitted after receipt of the same with required documents. In case of any issues between the two PF Offices, employee needs to get them sorted out with all possible support from us and our agency. Further if the claim form is being submitted through the present employer concerned PF authorities ( along with supporting enclosures – FORM 3A/7(PS), 5 & 10 in original to be arranged from your previous employer ), it may delay the process as it involved several phases involved with in RPFC i.e. verification task of the member details with the previous employment would be sent to the previous employer & in addition to the claim attestation by the present employer, which might take relatively more time & may result in delayed PF/Pension Transfer or possibility of applying again. Once the application is submitted with RPFC, the PF transfer will take at least 4 to 8 or more months of time to transfer the PF/Pension accumulations to the present PF Account.

5 Provident Fund and Pension Fund Transfer-in OFFLINE TRANSFER-IN :: CHALLENGES Delay in transfer process if member submitted application in Hard copy Within PF office verification is required which is time consuming Previous employer involvement like claim attestation by the present employer Document Loss in transit Due to above it may result in possibility of applying again Normal time for transfer at least 1 month which can extend to 4-5 months