Transfer EPF account online : OTCP

EPFO launched its Online Transfer Claim Portal (OTCP) on Oct 2, 2013 to ensure timely transfer of EPF account from one employer to another when an employee changes job. The aim is easy transfer of money from one account to another online, to make the transfer process transparent,efficient and comfortable for employees.

Why and when does one need to transfer EPF account?

Employee Provident Fund (EPF) is one of the main platforms of savings in India for nearly all people working in Government, Public or Private sector Organizations (explained in  Basics of Employee Provident Fund: EPF, EPS, EDLIS) EPF system recognizes an employee through his employer. So, when you join a company you are given an account number that’s linked to your employer’s account. EPF has details such as your name, father’s name and date of birth that the employer will provide. But it doesn’t have a way of tracking you when you move jobs. So when you change your job you need to transfer your EPF account from one employer to the other. Often people withdraw from earlier EPF account or just leave it. Our article Withdrawal or Transfer of Employee Provident Fund discusses it in detail.

How was the process of Transfer of EPF account earlier ?

Earlier the process was manual. One would fill up Form 13 and submit it with the employer or filling up of Form 13, getting it attested from the previous employer and submitting it to the Provident Fund Office. Employer submitted Annexure K which had details of service period with an employer and the amount of funds deposited in the pension fund account of the subscribers who seek transfer of PF accounts.  From thereon, the process would take a long time such as the employer could take a lot of time in submitting the form with the EPF authorities but EPFO had no way of knowing. With OTCP, the EPF authorities are in the loop the minute a transfer is initiated.  The EPFO acts as a mediator which puts greater accountability on employers to sign off on the form on time. The employer can view all such claim requests, verify/correct member details, approve and submit the requests online through this portal.

Who can transfer EPF account online?

In order to transfer your EPF account online from a previous employer to the current employer,

  • Both previous and present member IDs (PF Account No.) should be available in  EPFO database.
  • The employers should have registered the digital signature certificate of his  authorized signatories with EPFO. That’s because they will need to verify claim papers online by digitally signing it off.

If your employers have not registered their digital signatures online you will need to take the process offline.

Process for filing transfer request online 

  • Check Eligibility for filing Online Transfer Claim : Your previous employer and  present employer are available on EPFO database. The employer must register for the digital signature process of EPFO.
  • You must be a registered member of the EPFO portal. If not register by following steps in document PROCESS FLOW FOR REGISTRATION ON MEMBER PORTAL (pdf)
  • Login to OTCP website at memberclaims.epfoservices.in . The log-in details are same as are used in Member Portal by selecting Document type, entering Document No. and Mobile No.
  • After logging in, in the Menu Bar select Claim and select Request for Transfer of Account 
  • Fill in details in Part A, Personal Information such as Name,email id, your bank account number and the Indian Financial System Code (IFSC) code.
  • Fill in Part B, PF account pertaining to previous employer. Click on Click here to get Details. The details such as the Name of the establishment, Address of the establishment, PF account held by EPFO office and Member’s Name would appear on the screen. Further, Date of joining, Date of leaving, Father’s/ Spouse’s name and Relationship would appear, if available in EPFO database. The member needs to fill up the Date of Birth and other details, if not available.  You cannot edit your details i.e. father’s name, relationship, date of birth, date of joining, date of exit as available in the EPFO database
  • EPFO will cross-check Your date of birth you filled in with their records. In case you have the wrong date of birth the EPFO will block you for online transfer after three attempts. You will then have to take the process offline. EPFO though will unblock your account after a few days.
  • Fill in Part C, PF account pertaining to present employer. Click on Click here to get Details. The details such as the Name of the establishment, Address of the establishment, PF account held by EPFO office and Member’s Name would appear on the screen. Other details i.e. Father’s/ Spouse’s name and Relationship and Date of Joining the fund under present PF Account no. would  appear, if available. The member needs to fill up other details, if not available.
  • Select the employer through whom you would get the claim attested : the previous employer or present employer.
  • Go through the completed application by clicking on the Preview button.
  • In case of any changes required in data filled up by member, click on the button To  change application data, click here
  • Type the characters shown in the text box and click on GET PIN.  Read and if satisfied agree to the declaration mentioned in the form by clicking the select button I Agree. The PIN received on the registered mobile is to be entered.
  • The Printable Transfer Claim Form (Form-13) can be saved in the system. You have to take a printout of the printable PDF file of Form 13, sign it and submit it to the employer chosen to complete the process of claim submission by the member.
  • You can check the status of transfer through your member portal account.

These details are explained in detail with images in EPFO document ProcessFlowforMembers.pdf (pdf)

 Transfer the EPF account through UAN?

Currently if one clicks on UAN Portal (www.uanmembers.epfoservices.in)  , File Transfer Claim as shown in image below, it still takes it to the  OTCP website at memberclaims.epfoservices.in

EPF transfer claim through UAN

EPF transfer claim through UAN

How does one check whether employers are registered?

To check whether the employers are registered go to epfindia website memberclaims.epfoservices.in/check_eligibility.php shown in image below. Select the state and the office and  enter the EPF account details of your previous employer and present employer. Click on Check eligibility. If both your previous as well as current employer registered digital signatures with EPFO then you can submit this claim form either with previous or current employer for employer attestation.

EPF Check Eligibility

EPF Check Eligibility

If your previous employment details as available in the EPFO database are incorrect then?

While filing the online transfer claim, if you find that your previous employment details as available in the EPFO database are incorrect, you can click on the The following information is incorrect. The fields would become editable. After entering the correct details in the relevant fields, you have to take a printout of the letter generated (in PDF form), sign it and submit to concerned EPFO office through the previous employer. The online claim can only be submitted with revised details only after the same is rectified by the concerned office after receipt of the letter. Any online claim submitted prior to rectification would be submitted with the available data only. Alternatively, you can submit the physical claim through your employer.

If  both your  employers, previous and present,  have registered digital signatures on the OTCP  ,Which employer should you submit your claim for attestation?
In case both of your employers, previous and present ,have registered digital signatures on the Online Transfer Claim Portal (OTCP) portal of EPFO, the member can submit his claim to either of the employers for attestation.

If the member details pertaining to previous employment are not completely available in EPFO database, although the member can submit the claim through either of the employers, the process for settlement of claim through previous employer would take relatively less time as all his member details with the previous employment would get verified along with the attestation of the claim by previous employer. In such cases, if the claim has been submitted through the present employer, the 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

Can you file online claim if only previous employer has registered digital signatures on the Online Transfer Claim Portal (OTCP) portal of EPFO?

Yes, you can file online claim but only through your previous employer if only his previous employer has registered digital signatures on OTCP .

Can you file online claim if only present employer has registered digital signatures on the Online Transfer Claim Portal (OTCP) portal of EPFO?

Yes, you can file online claim but only through your present employer if only your present employer has registered digital signatures on OTCP provided member details pertaining to previous employment exist in EPFO database. Else submit the physical claim through either of his employer.

You need to take a printout of the claim submitted online and give it to the employer after signing it

Please submit the duly signed printout of the claim after its online submission within 15 days. The employer would have the option to reject the online claim application after 15 days.

How to find the claim status?

Login to member portal. You would have an updated status of the claim in the View the status of Transfer Claims under CLAIM.

For More Information 

EPFO has set up webpage epfindia.com/Employee_OTCP.html which provides detailed information for employee.

  • Check Eligibility for filing Online Transfer Claim
  • Detailed Instructions (On clicking on the “Detailed Instructions”, following options would appear:
    • Important guidelines
    • Process flow for filing Online Transfer Claim
    • Process flow for registration on Member Portal
  • Frequently Asked Questions (FAQs)

Webpage for employer is http://www.epfindia.com/site_en/For_Employers.php?id=sm1_index

Related Articles:

These articles are organised on our website bemoneyaware.com’s  Job : Salary, EPF

EPFO is late but is finally catching up with technology to make your life simpler. I have not used the site but if it claims to do what it promises it would be great help to the people in getting their accounts transferred from one employer to another.

60 Responses to Transfer EPF account online : OTCP

  1. JANYGIRISH says:

    EPF UAN ESI KUSHINAGAR

  2. LSSLAL says:

    I have worked for 35 Years with 8 organizations. ( 1980 to 2016)
    Two Organizations are closed. I have withdrawn my PF from 3 organizations till date .
    In Current Organization , there is no PF Ac of mine.
    Now, my all past PF Four accounts( Chennai( 1994-97),Bhopal(1997-2001),Chandigarh(1994),Jamshedpur(1993)) are inoperative out of which two Co. are closed.
    I like to with draw my PF amt,now & like to take pension because my age is 59 now. should I apply separately to all offices or transfer to one account & then to withdraw. is there on line transfer Pf Amount possible?
    Pl suggest.

  3. surjeet singh says:

    What should i do, If my online transfer claim not approved by previous employer more than 2 months ?
    (The employer have some Technical problem regarding digital signature.)

  4. Srinivas P says:

    I am unable to initiate a request for transfer as i am getting below error:
    The attempted Request for Transfer of Account already exists on the system. Click here to view the status of your existing request.

    I have initiated the transfer few months back but it got rejected due to date of joining date mis-match and not it got corrected.

    Pls suggest how to proceed to make a request for transfer.

    Thanks
    Srinivas P

    • bemoneyaware says:

      So you can submit withdrawal papers again.
      You can use EPFO social pages: EPFO on facebook

      • Srinivas P says:

        It doesnt allow me to raise a transfer request again. Can you pls give me helpdesk number of epfo to raise a concern.

        Thanks,
        Srinivas

  5. Manish Puri says:

    Hi,

    I have initiated for an online transfer of PF. I chose attestation by my previous employer. My previous employer has approved this request. Just wanted to know, what are the next steps here? Does my current employer also need to approve this request?

    11 Mar 2016 Claim Form Submitted.
    14 Apr 2016 Claim Form Approved by Previous Employer.

    Do I need to chase my current employer also for approvals?

  6. Sachin says:

    Hi,

    I am trying to fill form 13 in portal “http://memberclaims.epfoservices.in/member_view_claim_status.php”.
    After filling all details in form and click on ‘Preview’ button. The form closes and message “The attempted Request for transfer of account already exists on the system. click here to view the status of your existing request” was displayed.

    when I clicked on the hyperlink, there was no transfer claim requests available.

    Please assist.

    I Tried to see the claim status, but no records there entering both employers account number.

    Strange problem.
    please assist.

    I dropped a mail to Helpdesk email. but no response.

    Thank you.

    • Piyush Pandey says:

      Issue resolved Today. Please check now. Previous request raise and PDF not generated. It is reflecting under VIEW STATUS OF TRANSFER CLAIM.

  7. Debolina Ghosh says:

    Hi,
    I am trying to transfer my pf amount and when submitted the claim online first time it was throwing some error that “PDF cannot be generated”. When next time onwards I am trying to submit the claim, its showing “The attempted request already exists”.
    But when I am trying to see the claim status its not showing there.
    How should I get the PDF which I need to sign and submit to my employer.
    Also checked the status in the below link but showing “No record found”.
    http://www.epfindia.com/site_en/KYCS.php

    Please help.

  8. Sandhya says:

    Dear Sir,

    I have a UAN Number. I am trying to login at http://memberclaims.epfoservices.in/, which asks me to enter document type, number and mobile number. All the details entered by me are correct and are also similar to that given in UAN. I am still finding it difficult to login at the Claiming page.

    Request your support at the earliest.

    • bemoneyaware says:

      The details of http://memberclaims.epfoservices.in/ are different from that of UAN.
      The member should be registered on the Member Portal to avail this facility. The log-in details for this portal are same which are used in Member Portal by the members and accordingly may be used with high diligence.

  9. sumit verma says:

    Hi

    I have UAN number and PF number all details as well.

  10. sumit verma says:

    HI
    My account is inoperative for 8 years. EPFO website is not responding as well as I don`t have PAN and Adhar number. I have Bank account and ifsc code. How can I sort that out or is there any other way I can contact them to get information.
    Thanks
    Sumit

  11. Poonam says:

    Hi i am very confuse please help me.i have UAN no with previous company but my new company also generated new UAN for me. My previous employer said one cannot withdraw pf if joined new organization within 60 days after leaving company.. now i dont what to do? I want to withdraw previous pf but dont know how to do it.please halp

    • bemoneyaware says:

      Your previous employer is right..technically you cannot withdraw if you are employed.
      Please note EPF is for retirement purpose and if you withdraw then you will lose out on compounding.
      One way is to submit withdrawal application to your previous employer saying you are responsible if query comes.
      Then you move on with new UAN.

  12. Sachin kyt says:

    Hi,

    I am trying to fill form 13 in portal “http://memberclaims.epfoservices.in/member_view_claim_status.php”.
    After filling all details in form and click on ‘Preview’ button. The form closes and message “The attempted Request for transfer of account already exists on the system. click here to view the status of your existing request” was displayed.

    when I clicked on the hyperlink, there was no transfer claim requests available.

    Both my employers holds PF in trust

    Please guide me how to proceed further.

  13. niraj kumar singh says:

    i have submitted request for change my mobile number to helpdesk but no one is responded tell me now what have to do? Company was registed my old mobile number and that not is not woring so I am not able to activate my UAN account.

  14. Pamela says:

    Hi,

    I am trying to fill form 13 in portal “http://memberclaims.epfoservices.in/request_account_transfer.php”.
    After filling all details in form and click on ‘Preview’ button. The form closes and message “The attempted Request for transfer of account already exists on the system. click here to view the status of your existing request” was displayed.”

    When I clicked on the hyperlink, there was no transfer claim requests avalaible.

    Both my employers digital signature is registered.

    Please guide me how to proceed further.

    Thanks in Advance!

    Waiting for valuable response.

  15. Krishnakant Patel says:

    Hello Sir,

    I had already a UAN Number generated from previous organization, but current organization have not PF deducting system. they pay me salary without deducting PF.

    So what i have to do. i have to withdraw amount now or its ok to wait for 5 years.

  16. apurva garg says:

    I m very confused.I had alreday a UAN Number generated from previous organization but unfortunately dob is incorrect.when i had tried to use same UAN number in current organization .They said it can not be due to dob mismatch.What can i do Please tell me..should i open a NEW UAN number for current employer and transfer pf from previous employer or should i withdrwal money from previous employer and open a new UAN with new company

    • MONA DIXIT says:

      you will generate new UAN number for current employers, but you should PF Withdraw from previous company. that is the suitable for U. So don’t confused

  17. dhana says:

    Dear sir, i got the pin number sir,i want to know how to create (uan)user name and password. please guide me sir.

  18. Veena P says:

    Hi,

    I am trying to fill form 13 in portal “http://memberclaims.epfoservices.in/request_account_transfer.php”.
    After filling all details in form and click on ‘Preview’ button. The form closes and message “The attempted Request for transfer of account already exists on the system. click here to view the status of your existing request” was displayed.

    when I clicked on the hyperlink, there was no transfer claim requests avaliable.

    Both my employers digital signature is registered.

    Please guide me how to proceed further.

    Thanks in Advance!

    Waiting for valuable response.

  19. Debajyoti Ray says:

    Dear Sir,
    digital signature of my previous employer is not verified whether the same for present employer is verified. i am unable to transfer EPF online from Bangalore to hyderabad due to this problem. I tried to submit the same physically through present employer i hyderabad but not working.Please advice.

  20. akshay says:

    I filled up the otc i got msg that Your Transfer Claim has been approved by ….LIMITED. Then msg come that Claim Form 13 for Transfer for Member Acct APPTC0023851… received on 06.10.2015 and Claim ID APPTC15105…. is under process. One pdf form is genrated at view status at portal. l am not getting what to do plz help

    • bemoneyaware says:

      Sir you just need to be a patient for few more days.
      Your PF transfer has been approved. Soon it will be approved. You will get the SMS message also.
      After few days check your UAN account, you would see details about EPF transfer. EPS will also be transferred though UAN will not show it.

  21. Swapnil says:

    Hi,

    I’m trying to initiate a transfer claim. After putting in the PF info in Previous employer (Part B section) and clicking “Click here to get Details”, incorrect name is showing up. This can’t be corrected even by “The following information is incorrect” button. Who can I approach for this?

  22. Aashish says:

    Hi,
    I am raising an online claim for transfer of my EPF, i have checked that both my previous and present employer have the digital certificates registered.
    My query is what will happen to my EPS. Is that amount transffered ?
    My total duration at previous employer was 3.5 years, with a 2 year break before joining the present employer.

    Thanks
    Aashish

  23. Narasimha Murthy KS says:

    Hi ,

    I have transferred my PF Amount , Current Employer has approved it and my previous employer has not approved yet. Is it mandatory to get approved from Previous employer . Or If the current employer approves also will it get transferred.

  24. Jeevitha M says:

    Hi,

    I have submitted Form 13 for PF account transfer. I got msg that claim id is approved for payment and its under process.

    How will I know the pf money has actually been transferred or not?

    I checked UAN member portal passbook but i din get any update?

    Thanks in Advance.

  25. Tarun says:

    Hi,

    Link for inoperative account is not working now. Can you please guide me how to proceed for withdrawal. Presently I am working in Chennai and Universal Account Number is also assigned. I am having PF account details for my previous employer as well. My previous account is in operative from Past 2 years. Can you please help/guide me in withdrawing amount from my old account.

    Thanks in Advance,
    Tarun

  26. KIRTI KALRA says:

    Hi,

    I have transferred for online transfer of PF. I chose attestation by my present employer. my present employer approved it. same has been verified by my previous employer. Now what is the next step to do?

    25 mAY 2015 Claim Form Submitted .
    01 July 2015 Claim Form Approved by Previous Employer .
    25 June 2015 Claim Form Approved by Present Employer

    A new PDF form13(revised) has been generated.

    • Kirti says:

      Wait. Your claim should be transferred soon. You would get SMS message and it would reflect in your UAN passbook

  27. KIRTI KALRA says:

    Hi,

    I filed for attestation of transfer claim. it has been attested by my present employer and verified by previous employer. I got msg and mail. now what is the next step what should I do now?

  28. Deep says:

    My PF transfer claim has been approved by both employers. Whats the next step?
    How will I know the pf money has actually been transferred or not?

    • bemoneyaware says:

      How did you know that your PF transfer claim has been approved.
      Did you get the SMS?
      If yes you will also receive the SMS.
      In any case check around a week. In your UAN passbook you would see that amount EPF has been transferred.
      Currently EPS amount is not transferred. If you see that do let us know.

  29. Narendra says:

    Hi,

    I am trying to do online transfer.
    After I enter all the details and click on “GET PIN” button, I am supposed to get the PIN in SMS to my registered mobile number.
    I tried this nearly 15-20 times in last 4-5 days.
    I am not getting the PIN!
    And the site http://www.epfindia.com/ is also down most of the times!!

    Anybody else faced this issue? How to resolve this?

    Thanks,
    Narendra

  30. Prachi Agrawal says:

    Hi,

    I am trying to fill form13 to transfer my old PF acc to new PF acc and while generating PIN on last page through ‘GET PIN’ button i am not getting any PIN no on my registered mobile no even i have verified my no.

    What should do i do now, kindly guide.

  31. NIRMAL SETHI says:

    how to transfer my pf previous yr account to current account

  32. karan says:

    Hi, i am planning to do online transfer of my pf account, but am stuck at one point, my date of leaving is 03/08/2013, but in “PART C: DETAILS OF PRESENT ACCOUNT ” the date of joining is coming as 27/07/2012.
    which cannot be modified. So what should be done in this case?
    Waiting for a reply.

  33. karan says:

    Hi, i am planning to do online transfer of my pf account, but am stuck at one point, my date of leaving is 03/08/2013, but in “PART C: DETAILS OF PRESENT ACCOUNT ” the date of joining is coming as 27/07/1987.
    which cannot be modified. So what should be done in this case?
    Waiting for a reply.

  34. Kapil Tiwari says:

    Here comes the big mess! The digital signatures of both the employers must be registered! You think the employers will go out of the way to get their digital signatures registered with EPFO? The control is still in the hands of the employers…How do you think have things become simpler now, pray tell me.

    • Kirti says:

      Well raised point Kapil. An employer esp. previous employer need to register their digitial signature with EPFO. Some facts about EPFO which I found out were:

      • EPFO, which has the subscribers base of over five crore, is expecting 1.2 crore claims in 2013-14, including around 13 lakh PF transfer claims. The body has planned to settle online around 10 lakh transfer claims this fiscal.
      • During 2012-13, 107.62 lakh claims were settled, out of which 88 per cent of claims were processed within the prescribed 30 days as per the body’s citizen charter.
      • The Employees’ Provident Fund Organisation (EPFO) settled 10,21,922 claims during the month of October, 2013. This number is 28% higher than the claims settled in the month of September, 2013. 72% of these claims were settled within 10 days while remaining 28% were settled within 30 days.
      • At present over 30,000 employers or establishments have already registered their digital signatures with EPFO. According to the information available, 80 per cent of the firms employing more than 500 workers have already registered their digital signatures with EPFO.
      • It’s easier for companies in sectors such as IT to register digital signatures as they already maintain them to comply with Ministry of Corporate Affairs requirements.

      However, the body has not stopped receiving physical claims from the employers for PF transfer claims.
      It may take time for all the employers to get registered with EPFO but this is a step in the right direction.

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