{"id":28019,"date":"2022-06-22T11:51:55","date_gmt":"2022-06-22T11:51:55","guid":{"rendered":"https:\/\/www.tatacapital.com\/blog\/?p=28019"},"modified":"2025-08-14T11:57:24","modified_gmt":"2025-08-14T11:57:24","slug":"pf-transfer-online-procedure-for-pf-transfer","status":"publish","type":"post","link":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/investment-guide\/pf-transfer-online-procedure-for-pf-transfer\/","title":{"rendered":"PF Transfer Online \u2013 Procedure For EPF Transfer"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<p>Today, everything has become digital and much more easily accessible to people. Employees\u2019 Provident Fund Organisation (EPFO) has also taken several measures to simplify its services and make easy PF\/&nbsp;EPF transfers online. Yes, you heard it right! EPFO now gives the option to transfer the provident fund by using&nbsp;PF transfer online process.<\/p>\n\n\n\n<p>With this new provision, you can easily&nbsp;transfer PF online by following some easy steps. This method saves a lot of time and effort and makes the entire&nbsp;EPF transfer process hassle-free.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Eligibility conditions<\/strong><\/h2>\n\n\n\n<p>To do your&nbsp;PF transfer online, there are some eligibility conditions to fulfil. Let\u2019s talk about the requirements needed for a smooth&nbsp;EPF transfer process.<\/p>\n\n\n\n<ul>\n<li>The employee must have an activated UAN on the EPFO portal.<\/li>\n\n\n\n<li>A verified mobile number is used for activation.<\/li>\n\n\n\n<li>Lender account details such as IFSC code and account number must be verified by the employer at the time of making EPF transfer requests.<\/li>\n\n\n\n<li>Aadhaar number to be linked with UAN<\/li>\n\n\n\n<li>The Date of Joining (DOJ) and Date of Exit (DOE) must be recorded on the portal.<\/li>\n\n\n\n<li>Mention the reason for leaving the job<\/li>\n\n\n\n<li>One accepted transfer request against one member&#8217;s ID<\/li>\n<\/ul>\n\n\n\n<p>By fulfilling these eligibility conditions, you can easily make your&nbsp;PF transfer online. This way, people can transfer their funds from the comfort of their homes.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to transfer PF online<\/strong><\/h2>\n\n\n\n<p>If you are wondering&nbsp;how to transfer EPF online,&nbsp;here are some easy steps. By following this simple&nbsp;PF transfer online process, you can set up a transfer request online and get your PF amount.<\/p>\n\n\n\n<ul>\n<li>Start by logging into your EPF account by entering the UAN and password.<\/li>\n\n\n\n<li>Next, search the \u2018Online Services\u2019 section and click on the \u2018One Member \u2013 One EPF Account (Transfer Request) option.<\/li>\n\n\n\n<li>Verify all your data along with your PF account details.<\/li>\n\n\n\n<li>For the next step, click on \u2018Get details\u2019 to view the PF account details of your last employment.<\/li>\n\n\n\n<li>Choose either your previous or present employer to attest to the claim form. Further, you will need to provide your Member ID or UAN.<\/li>\n\n\n\n<li>Next, to receive the OTP on your registered mobile number, click on the \u2018Get OTP\u2019 option. Enter the OTP in the required field and hit the \u2018Submit\u2019 option.<\/li>\n\n\n\n<li>An online filled-in PF transfer request form will be generated. You need to self-attest and submit it in PDF format to the employer.<\/li>\n\n\n\n<li>The employer will also get an online notification regarding the transfer request.<\/li>\n\n\n\n<li>The employer will then approve the EPF request online. After making the approval, your PF amount will be credited to your lender account.<\/li>\n\n\n\n<li>You can also download a tracking ID to keep a check on your online application.<\/li>\n<\/ul>\n\n\n\n<p>So, this was a quick guide on&nbsp;how to transfer PF online. By following these easy steps, you can easily make your&nbsp;PF transfer online&nbsp;and save a lot of extra time.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Important documents required for EPF transfer<\/strong><\/h2>\n\n\n\n<p>Now that you know&nbsp;how to transfer PF online, it\u2019s time to find out what documents you will need to ease the process. Mentioned below are all the necessary documents that are required for the&nbsp;PF transfer online process.<\/p>\n\n\n\n<ul>\n<li>Identity Proof (Aadhaar, PAN, or Driving Licence)<\/li>\n\n\n\n<li>Revised Form 13<\/li>\n\n\n\n<li>Universal Application Number (UAN)<\/li>\n\n\n\n<li>Establishment Number<\/li>\n\n\n\n<li>Employer\u2019s details (must be your current employer)<\/li>\n\n\n\n<li>Financial institution details<\/li>\n\n\n\n<li>PF account details (both for old and current accounts)<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Things to consider while transferring PF online<\/strong><\/h2>\n\n\n\n<p>Before transferring your PF online, make sure to check if:<\/p>\n\n\n\n<p>&#8211; Your UAN is active on the EPFO portal<\/p>\n\n\n\n<p>&#8211; You have an active Aadhaar-linked mobile number<\/p>\n\n\n\n<p>&#8211; Your UAN is linked with the bank account<\/p>\n\n\n\n<p>&#8211; You have successfully completed the KYC verification on the EPFO portal<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Benefits of transferring PF<\/strong><\/h2>\n\n\n\n<p>Transferring your Provident Fund (PF) balance when changing jobs offers several key benefits:<\/p>\n\n\n\n<p>&#8211; <strong>Tax deductions<\/strong>: If you withdraw PF funds within five years of employment, Tax Deducted at Source (TDS) applies, but transferring the balance keeps it tax-free.- <strong>Compound interest<\/strong>: Transferring your PF ensures continuity of compound interest, which would be lost if you withdraw the funds.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to check PF transfer status<\/strong><\/h2>\n\n\n\n<p>The first way to check your PF transfer online is using the \u2018Member Claim\u2019 status link. Here are the steps.<\/p>\n\n\n\n<ul>\n<li>Go to the EPFO member portal and visit the employee\u2019s page there.<\/li>\n\n\n\n<li>Under the Services section, you must click on the \u2018Know your Claim Status\u2019 option.<\/li>\n\n\n\n<li>Enter your UAN number and captcha to log into your account.<\/li>\n\n\n\n<li>After logging in, you will be required to select the Member ID. The ID should be of that particular account for which you wish to check the status.<\/li>\n\n\n\n<li>Click on the \u2018View your Claim Status\u2019 option.<\/li>\n\n\n\n<li>The screen will display your online PF transfer status.<\/li>\n<\/ul>\n\n\n\n<p>Another method to track your transfer PF status is to check directly from the website.<\/p>\n\n\n\n<ul>\n<li>Visit the official website<\/li>\n\n\n\n<li>Select the option, \u2018Click here for knowing your claim status.\u2019<\/li>\n\n\n\n<li>Next, you will be required to select the state where your PF office is situated&nbsp;<\/li>\n\n\n\n<li>Select your regional office from the dropdown list<\/li>\n\n\n\n<li>After entering the details, your region and office code will be automatically filled<\/li>\n\n\n\n<li>Fill out the \u2018Establishment Code\u2019 (if any)<\/li>\n\n\n\n<li>Enter your account number<\/li>\n\n\n\n<li>Finally, click on \u2018Submit.\u2019<\/li>\n\n\n\n<li>Your status will appear on the screen<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Wrapping it up<\/strong><\/h3>\n\n\n\n<p>PF is a long-term fixed investment that is relatively free of market risks. There are numerous benefits of&nbsp;EPF transfer online. That is why it is recommended to transfer the PF amount instead of withdrawing it. When you transfer the PF amount and maintain it for 5 years, no taxes are imposed on the withdrawal. Also, EPFO offers compound interest to its members on their savings. Hence, maintaining a PF account is beneficial. You can enjoy a substantial interest income.<\/p>\n\n\n\n<p>With such simple steps, you can easily do your EPF transfer online\/ PF transfer online and check your transfer PF status as well. By giving the facility of online transfer, EPFO has made things easier for its users. Make your PF transfer today by following this simple procedure and save yourself extra time and effort. Know more on the\u00a0Tata Moneyfy&#8217;s <a href=\"https:\/\/play.google.com\/store\/apps\/details?id=com.tatacapital.moneyfy&amp;hl=en_IN\">mutual fund investment App<\/a>!<\/p>\n\n\n\n<div class=\"wp-block-buttons is-horizontal is-content-justification-center is-layout-flex wp-container-1 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/play.google.com\/store\/apps\/details?id=com.tatacapital.moneyfy\">Download Moneyfy App<\/a><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Frequently asked questions<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. How many times can I withdraw the PF amount?<\/strong><\/h3>\n\n\n\n<p>You can withdraw your PF amount up to three times in case of emergencies.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. How many PF transfer requests can one make?<\/strong><\/h3>\n\n\n\n<p>You can only make one PF transfer request against a previous employment member ID.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Is EPF withdrawal taxable?<\/strong><\/h3>\n\n\n\n<p>EPF withdrawal is taxable if you withdraw the funds within 5 years of employment. Withdrawing EPF funds after 5 years is tax-free.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Are there conditions for withdrawing EPF?<\/strong><\/h3>\n\n\n\n<p>Yes, you must meet certain conditions like the reason for withdrawal, employment tenure, etc. to withdraw EPF.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5. Why Transfer from EPF to NPS?<\/strong><\/h3>\n\n\n\n<p>Transferring funds from EPF to NPS can be beneficial as NPS offers additional investment options and potentially higher returns compared to EPF.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Today, everything has become digital and much more easily accessible to people. Employees\u2019 Provident Fund Organisation (EPFO) has also taken several measures to simplify its services and make easy PF\/&nbsp;EPF transfers online. Yes, you heard it right! EPFO now gives the option to transfer the provident fund by using&nbsp;PF transfer online process. With this new [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":28020,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[68],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>PF Transfer Online - A Complete Guide on the PF Transfer Process | Tata Moneyfy<\/title>\n<meta name=\"description\" content=\"How to transfer EPF online easily in easy steps. Understand the PF transfer process and guide for PF transfer online. Read our blog for a complete guide on PF transfer process.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"PF Transfer Online - A Complete Guide on the PF Transfer Process | Tata Moneyfy\" \/>\n<meta property=\"og:description\" content=\"How to transfer EPF online easily in easy steps. Understand the PF transfer process and guide for PF transfer online. Read our blog for a complete guide on PF transfer process.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.tatacapitalmoneyfy.com\/blog\/investment-guide\/pf-transfer-online-procedure-for-pf-transfer\/\" \/>\n<meta property=\"og:site_name\" content=\"Moneyfy Blog\" \/>\n<meta property=\"article:published_time\" content=\"2022-06-22T11:51:55+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-14T11:57:24+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.tatacapitalmoneyfy.com\/blog\/wp-content\/uploads\/2022\/06\/pf-transfer-online-procedure-for-pf-transfer.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"770\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.tatacapitalmoneyfy.com\/blog\/investment-guide\/pf-transfer-online-procedure-for-pf-transfer\/\",\"url\":\"https:\/\/www.tatacapitalmoneyfy.com\/blog\/investment-guide\/pf-transfer-online-procedure-for-pf-transfer\/\",\"name\":\"PF Transfer Online - A Complete Guide on the PF Transfer Process | Tata Moneyfy\",\"isPartOf\":{\"@id\":\"https:\/\/www.tatacapital.com\/blog\/#website\"},\"datePublished\":\"2022-06-22T11:51:55+00:00\",\"dateModified\":\"2025-08-14T11:57:24+00:00\",\"author\":{\"@id\":\"https:\/\/www.tatacapital.com\/blog\/#\/schema\/person\/d82891f59a900962b0e93fee2be1099b\"},\"description\":\"How to transfer EPF online easily in easy steps. Understand the PF transfer process and guide for PF transfer online. Read our blog for a complete guide on PF transfer process.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.tatacapitalmoneyfy.com\/blog\/investment-guide\/pf-transfer-online-procedure-for-pf-transfer\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.tatacapitalmoneyfy.com\/blog\/investment-guide\/pf-transfer-online-procedure-for-pf-transfer\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.tatacapitalmoneyfy.com\/blog\/investment-guide\/pf-transfer-online-procedure-for-pf-transfer\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.tatacapitalmoneyfy.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"PF Transfer Online \u2013 Procedure For EPF Transfer\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.tatacapital.com\/blog\/#website\",\"url\":\"https:\/\/www.tatacapital.com\/blog\/\",\"name\":\"Moneyfy Blog\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.tatacapital.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.tatacapital.com\/blog\/#\/schema\/person\/d82891f59a900962b0e93fee2be1099b\",\"name\":\"admin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.tatacapital.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/0e9e78de7f84add076f397dd13acc708?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/0e9e78de7f84add076f397dd13acc708?s=96&d=mm&r=g\",\"caption\":\"admin\"},\"sameAs\":[\"https:\/\/www.tatacapitalmoneyfy.com\/blog\"],\"url\":\"https:\/\/www.tatacapitalmoneyfy.com\/blog\/author\/admin\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"PF Transfer Online - A Complete Guide on the PF Transfer Process | Tata Moneyfy","description":"How to transfer EPF online easily in easy steps. Understand the PF transfer process and guide for PF transfer online. Read our blog for a complete guide on PF transfer process.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"en_US","og_type":"article","og_title":"PF Transfer Online - A Complete Guide on the PF Transfer Process | Tata Moneyfy","og_description":"How to transfer EPF online easily in easy steps. Understand the PF transfer process and guide for PF transfer online. Read our blog for a complete guide on PF transfer process.","og_url":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/investment-guide\/pf-transfer-online-procedure-for-pf-transfer\/","og_site_name":"Moneyfy Blog","article_published_time":"2022-06-22T11:51:55+00:00","article_modified_time":"2025-08-14T11:57:24+00:00","og_image":[{"width":770,"height":400,"url":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/wp-content\/uploads\/2022\/06\/pf-transfer-online-procedure-for-pf-transfer.jpg","type":"image\/jpeg"}],"author":"admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"admin","Est. reading time":"6 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/investment-guide\/pf-transfer-online-procedure-for-pf-transfer\/","url":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/investment-guide\/pf-transfer-online-procedure-for-pf-transfer\/","name":"PF Transfer Online - A Complete Guide on the PF Transfer Process | Tata Moneyfy","isPartOf":{"@id":"https:\/\/www.tatacapital.com\/blog\/#website"},"datePublished":"2022-06-22T11:51:55+00:00","dateModified":"2025-08-14T11:57:24+00:00","author":{"@id":"https:\/\/www.tatacapital.com\/blog\/#\/schema\/person\/d82891f59a900962b0e93fee2be1099b"},"description":"How to transfer EPF online easily in easy steps. Understand the PF transfer process and guide for PF transfer online. Read our blog for a complete guide on PF transfer process.","breadcrumb":{"@id":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/investment-guide\/pf-transfer-online-procedure-for-pf-transfer\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.tatacapitalmoneyfy.com\/blog\/investment-guide\/pf-transfer-online-procedure-for-pf-transfer\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/investment-guide\/pf-transfer-online-procedure-for-pf-transfer\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/"},{"@type":"ListItem","position":2,"name":"PF Transfer Online \u2013 Procedure For EPF Transfer"}]},{"@type":"WebSite","@id":"https:\/\/www.tatacapital.com\/blog\/#website","url":"https:\/\/www.tatacapital.com\/blog\/","name":"Moneyfy Blog","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.tatacapital.com\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.tatacapital.com\/blog\/#\/schema\/person\/d82891f59a900962b0e93fee2be1099b","name":"admin","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.tatacapital.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/0e9e78de7f84add076f397dd13acc708?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/0e9e78de7f84add076f397dd13acc708?s=96&d=mm&r=g","caption":"admin"},"sameAs":["https:\/\/www.tatacapitalmoneyfy.com\/blog"],"url":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/author\/admin\/"}]}},"featured_image_url":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/wp-content\/uploads\/2022\/06\/pf-transfer-online-procedure-for-pf-transfer.jpg","_links":{"self":[{"href":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/wp-json\/wp\/v2\/posts\/28019"}],"collection":[{"href":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/wp-json\/wp\/v2\/comments?post=28019"}],"version-history":[{"count":6,"href":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/wp-json\/wp\/v2\/posts\/28019\/revisions"}],"predecessor-version":[{"id":38733,"href":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/wp-json\/wp\/v2\/posts\/28019\/revisions\/38733"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/wp-json\/wp\/v2\/media\/28020"}],"wp:attachment":[{"href":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/wp-json\/wp\/v2\/media?parent=28019"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/wp-json\/wp\/v2\/categories?post=28019"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.tatacapitalmoneyfy.com\/blog\/wp-json\/wp\/v2\/tags?post=28019"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}