Every employee needs to submit a declaration, Form 11 when he takes up new employment in an organization which is registered under the EPF Scheme of 1952. This form, EPF Form 11, contains basic information regarding the employee and it is mandatory for an employee to fill it upon joining an organization. EPF Form 11 is a self-declaration by the new joinee about his status whether he is a member or non member of EPF / EPS in earlier employments and opt out of EPF. Can one opt out of EPF scheme on joining an organization? This article explains what is EPF Form 11, goes through contents of EPF Form 11 and instructions on how to fill it.
if a fresher joins his first organization with Basic + DA above Rs. 15,000, he can opt out of the PF scheme when he fills Form 11 on joining an organization. Such an employee is called as an excluded employee. However, he has an option to join the PF Scheme in his future organizations.
Update on 20 Sep 2017:The EPFO has introduced the composite declaration form 11 will replace Form No 13 in all cases of auto transfer. This means that now EPF transfers will be done automatically. Earlier On changing job or joining a new job employee was required to file Form 11 for giving details to the New employer and Form-13 for EPF transfer.
Table of Contents
EPF Form 11
What is EPF Form 11?
Form 11 is a self-declaration by new joinee about his status whether he is a member or non-member of EPF / EPS in earlier employments. This form is to be filled in by every employee at the time of joining the PF covered establishment. From this form the establishment and the authority ascertain the eligibility criteria of the employee as member of EPF / EPS. The purpose of form 11 is to make sure either of two things,
- (1) if the new employee was earlier a member of PF then he has to continue being a member of EPF. A new PF number or Member ID will be allotted by the new organization. It will be tied to UAN number provided by the new employee. More details on FAQ on UAN number and Change of Job
- (2) if the new employee was not a member of PF in the past, or he was not in employment earlier and his salary is more than Rs 15,000 p.m. in the new employment, he can opt NOT to contribute for EPF / EPS. Such an employee is called as an excluded employee. A person receiving PF pension or persons who have withdrawn the PF are also excluded employees.
Form 11 is an important declaration form which enables the provident fund department to maintain records of employees, helping them during inspections and cross checking of facts. It also provides invaluable information about an employee to an employer.
On 23 Sep 2016 EPFO issued a new EPF Form 11. The new Form 11 is a one page declaration form and a simplified version of the existing Form 11. The New Form . 11 will also replace Form No. 13 when existing EPF member makes a request for transfer of his fund availing the facility of UAN (Universal Account Number).
Is Joining EPS compulsory? Can one just join EPF?
The members who join the EPF after 1971 have to became a member of EPS when they join EPF. The Family Pension Scheme came in to force in 1971, at that time option was given to then existing members whether to go for this new scheme or not. Many then members opted not to go for it. The Family Pension Scheme was converted to EPS in 1995
Can one opt out of EPF?
Once a person is enrolled under PF Scheme, irrespective of his salary increments in consecutive jobs, he does not have an option of exemption from the scheme, unless the company is not registered under the EPF act.Such companies are usually startup or company which has less than 20 employees
But if a fresher joins his first organization with Basic + DA above Rs. 15,000, he can opt out of the PF scheme. However, he has an option to join the PF Scheme in his future organisations.
Revised EPF Form 11
In Jan 2015, New Form 11 was issued by EPFO to replace existing Form 11. The Declaration Form, , Form No. 11(New), also replaces Form 13 for existing member of the Provident Fund for transfer of his fund if he has UAN. The members who have been allotted UAN and where KYC details have been digitally verified by the previous employ are not required to file separate Form No.-13. Rest of the employees will continue to fill Form-13 along with Form No.11 (New) or transfer their EPF online.
On 23 Sep 2016 EPFO issued a new EPF Form 11. The new Form 11 is a one-page declaration form and a simplified version of the existing Form 11. The New Form 11 will also replace Form No. 13 when existing EPF member makes a request for transfer of his fund availing the facility of UAN (Universal Account Number). Till Sep 2016 when you are joining a new employer, and if you have contributed to EPF in your previous employment then you have to submit both Form No. 11(Declaration form) and Form No. 13 (for PF transfer from old EPF account to you new EPF account).
On 20 Sep 2017 EPFO issued a new Composite EPF Form 11 to be used by a new employee in the company. The Composite Declaration Form replaces Form No. 13 in all cases of auto transfer. This means Once the old EPF account details are provided in F-11 form, the funds will be automatically transferred by the EPFO to new EPF account. Auto transfer of previous PF account would be possible in respect of Aadhar verified employees only. Other employees are requested to file the physical claim (Form-13) for transfer of account from the previous establishment.
Contents of Form 11
EPF Composite Form 11 is a new 2 Page Form. The image below shows the form
The revised structure of EPF Form 11 requires employees to fill in the following information which includes Personal Information, Details of Previous Employment, Details of International Employee. You can download the new EPF Form 11(post 23-Sep-2016) from here(pdf format). The image below shows the form.
Personal Information in EPF Form 11
Personal Information as shown in the image below.
- Name of employee
- Father’s/Husband’s name
- Date of Birth of employee
- Mobile number
- Email ID
- Marital status
Instructions for filling the information is
- Please tick the Title (Mr/Ms/Mrs) and write full name in the form in Item No 1.
- Please tick the relevant box in item no 2 and provide Father’s / Husband’s Name in full in the form.
- Please provide Date of Birth in the form (DD/MM/YYYY) in Item No 3
- Please Tick the relevant Gender in Item No 4.
- Please provide e-mail id on which formal communication can be established and necessary information can be provided through e-mails.
- Please provide your mobile number on which formal communication can be established and necessary information can be provided through SMS.
Previous Employee Details in EPF Form 11
If you have contributed to EPF before then you need to give details of your EPF account as shown in the image below. This is very important and should be entered with utmost care as a number of services including tagging of various member IDs with UAN and its portability is dependent on these details.
- 9. Please tick ‘YES’ if you were a member of the Employees’ Provident Fund Scheme, 1952 otherwise ‘NO’ .
- 10. Please tick ‘YES’ if you f you were a member of the Employees’ Pension Scheme, 1995 otherwise ‘NO’.
- If you have ticked ‘YES’ in any or both of (7) & (8) above, please follow points 9 to fill up the previous employment details at Item Numbers 10,11 &12, otherwise follow 13 onwards
- Please fill Universal Account Number (UAN). UAN is 12 digit number which has been allotted by EPFO and provided to the EPF member through the employer. To check whether you have been allotted UAN against your PF member ID, please go to the UAN Member e-sewa on EPFO website www.epfindia.gov.in and click on Know your UAN status
- Previous employment P.F. member ID
- Date of Exit (i.e. Date on which member has ceased to work in the previous establishment) for the previous employment.
- Please provide the details of Scheme Certificate in Item 9 (A) and Pension Payment Order in Item 9(B), if the same have been issuehas the member for the previous membership.
Difference between PF number and UAN
PF number or Member Id or Member Identification Numbers is the number given by EPFO to allow the employer to submit EPF money of employee. It’s like Employer opens an EPF account for its employee and contributes to that account every month. Member ID is the account number of employee in the EPFO. When the employee changes the job then the new employer will open a new account number for its employee in EPFO. So a new Member ID will be allotted to the employee. Member ID is same as PF number earlier. So you would have as many Member ids as the number of employers contributing on your behalf to EPFO. An employee will have one UAN or Universal Account number, which as the name implies will remain the same. It will maintain all your Member Ids. Its like you can have multiple Saving Bank account but all these are tied to your one Permanent Account Number or PAN. So when you change your job and the new employer, if contributing to EPF, gives you a new Member ID. This new Member ID has to be linked to your UAN number. Our article FAQ on UAN number and Change of Job discusses it in detail.
International workers information in EPF Form 11
Foreign nationals coming to take employment in India were earlier excluded from the provisions of the EPF Act. The rule, however, was changed in 2008. Now, a qualified international worker has to contribute to the Indian social security. An international worker is a person who can work in an Indian company, where Employee Provident Fund rules apply. Every International Worker, other than an ‘excluded employee’ should become members of the EPF Fund. There is no minimum period of stay in India for activation of Provident Fund compliance. Every eligible international worker has to be registered from the first date of his employment in India.
Social Security Agreement (SSA) is a mutual agreement between two countries to protect the social security interests of an employee in a country from the other country. India has signed this agreement with many countries such as Switzerland, Germany, France, Belgium, and Luxembourg to ensure that Indian workers are treated equally in that country and vice versa. For more details read about International Worker at EPFO website.
An expatriate, working in India, can withdraw his or her provident fund under the following conditions:
- If the international worker is covered under an SSA, the worker can withdraw the provident fund according to the regulations of that particular SSA.
- If the worker is not covered under an SSA, he or she can withdraw the provident fund at the age of 58, which is the age of retirement. However, exceptions are made if he or she has retired because of any incapability to work or is suffering from leprosy, cancer, and tuberculosis.
- An international worker under an SSA can have the provident fund credited to his or her bank account outside India. However, if he or she is not covered under an SSA, the PF would be credited to his bank account in India.
PF for International Workers to be calculated
- on total wages instead of Basic and DA. Total wages means whatever the wages/salary receiving inIndia(includes Basic and all other allowances (HRA, Conveyance, Project Allowance) and the salary/wages receiving in his/her home country. PF to be calculated on 12% as employee contribution. The employee should disclose his home country income to the Indian company for PF calculations
- (b) W.e.f 11-Sep-2010, Pension Fund (8.33%) to be calculated on the Total wages, whereas prior to the amendment it was calculated on Restricted Wages (Rs 6500/)
- The contribution shall be calculated on the basis of monthly pay actually drawn during the whole month whether paid on daily, weekly, fortnightly or monthly basis:
- There is no cap on the salary on which contributions are payable by the employer as well as employee. There is no cap on the salary up to which the employer’s share of contribution has to be diverted to EPS, 1995 and the same is payable on total salary of the employee.
If you are international worker then
- Select Yes in 10(a)
- Please provide country of origin in 10(b),
- Passport Number in 10(c) and
- the validity period of Passport in 10(d).
KYC Details in EPF Form 11
KYC details are required to provide better services to the members. Filling Bank account Number with IFSC. code in 11(a) Provide Aadhar Number in 11(b) and PAN (permanent account number) in 11 (c) if available.
Declaration in EPF Form 11
Please put your signature in the space provided with date and place. Please submit the filled up form to the present employer.
New Present Employer Section in EPF Form 11
The present employer i.e the new organization that you have joined is required to take necessary actions as explained in detail on EPFO website under UAN services and fill up the necessary details with the signature and seal in the space provided. It also has to provide a declaration stating facts regarding the information provided by an employee. This declaration contains the following details.
- Date of employee joining work
- PF ID number/Member ID assigned to employee
- UAN number of employee
- Verification of KYC credentials.
Hope this helped in understanding EPFO Form 11. If you are joining a new company you can opt out of EPF if your Basic + DA is more than 15,000. Else When you join a new organisation, it allows you to submit information about the previous employer to new employer. New Form also starts the EPF transfer.
You can download the new EPF Form 11(post 23-Sep-2016) from here(pdf format)
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