NOTE:- TO DOWNLOAD EPF FORMS CLICK ON THE NAME OF FORM GIVEN IN BELOW TABLE.

EPF Form Filling Guidelines and Importance

Here are the Guidelines about filling EPF Forms and Significance of form.

EPF Form 2 – Declaration and Nomination

• The EPF Form 2 has to be submitted for the purpose of declaration and nomination under the Employees’ Provident Funds and Employees’ Family Pension schemes.
• The employee has to provide basic information about the account and account holder as well as details of nominees under both Provident Fund and Family Pension schemes.

Part A

There are 2 parts in EPF Form 2 where The Part A of EPF Form 2 deals with nominating people to receive the account EPF balance in the account holder’s EPF account in the event of his or her death. you need to fill in details of the like name, address, relationship with the member, age, the amount to be paid to each nominee, and guardian details in case the nominee is a minor.

Part B

Part B of form 2 is same the only difference is it’s for EPS Proceed. The employee has to provide all the relevant details in Part B of Form 2.

Part B (EPS) Part 18

In Part B (EPS) Part 18 you need to write the details of the family member(s) eligible to receive the children/widow pension. You need to fill information for name and address of family member as well as age and relationship with the nominee(s).

Guidelines for nominating people

For EPF Scheme

• If the member is a male, then his wife, children, dependent parents and deceased son’s widow and children can be nominated.
• If the member is a female, then her husband, children, dependent parents, husband’s dependent parents, deceased son’s widow and children can be nominated.

For EPS Scheme

• Wife of a male member
• Husband of a female member
• Minor sons and unmarried daughters

Now For example If a member does not have any family, then the monthly family pension will not be paid to anyone.

EPF Form 5 – Monthly Report Offering Insight

EPF Form 5 is basically a monthly report offering insight about new employees in a particular organization. It is mentioned in para 36(2) (a) of the Employees’ Provident Funds Scheme of 1952.

Elements of EPF Form 5

• Name of organization/company
• Address of organization/company
• Code Number of organization
• Account number of employee
• Name of employee
• Father’s/Husband’s name
• Date of birth of employee
• Date of joining of employee
• Period of previous service/work

The main role of Form 5 is to help employers keep track of new employees and ensure that everyone is covered under EPF rules.

EPF FORM 11 – Declaration at the time of Joining new Company

Each and every Employee need to submit a declaration at the time of joining a new organization which is must register under EPF. Like other forms, this form contains basic information regarding an employee and it is mandatory for an employee to fill it upon joining an organization.

EPF Form 11 Filling Instruction

Below is the information every employee has to provide in this form.

• Name of employee
• Date of Birth of employee
• Father’s/Husband’s name
• Gender
• Mobile number
• Email ID
• Relationship of an employee with Employees’ Provident Fund Scheme and Employees’ Pension scheme whether he/she was a member of these schemes or not.
• Previous employment details, including UAN, last working day and scheme certificate number
• Educational credentials
• Marital status
• KYC details including bank account number, Driving license/election card, etc.
• Passport Number in case of a Foreign employee.

The main Importance of Form 11 is It helps in enables maintaining the record for provident fund department.

EPF FORM 31 – “ADVANCE FORM”

EPF FORM 31 is known as ADVANCE FORM because it is used for acquiring loans, withdrawals or advances from an employee’s provident fund account. Here note one thing that a certain sum of minimum EPF balance is required to be maintained in the provident fund account of an employee prior to calculation of the admissible advance amount, subject to the eligibility criteria for each condition. Here are the reasons for which advance will be taken. (SOURCE – BANKBAZAAR)

• Housing loan repayment
• Education
• House repair
• Wedding
• Medical treatment
• Construction of a dwelling
• Plot purchase
• Lockout
• House alteration
• Physically handicapped
• Abnormal conditions such as natural calamities
• Cut in supply of electricity

Documentation Required for Form 31

The documentation which has to be produced by an employee for various purposes in EPF form 31 is listed is the table below:

EPF Form 31 Details to be filled

• Mobile number
• Purpose for which advance is required
• Advance amount
• Name of the member
• Husband’s name (In case of Married Women)
• Provident Fund Account Number
• Monthly basic wages plus DA (dearness allowance)
• Full postal address
• Signature of applicant
• Signature of employer
• Mode of remittance
• Savings Bank account number
• Name of the bank
• Branch name and complete address
• IFS code
• Copy of a canceled cheque
• If the advance is being taken for wedding expenses, the employee has to mention the details of his daughter/sister/son/brother who is getting married including his or her age, wedding date, and address.
• Signature of the employer
• Signature of the applicant/Employee
• Details related to advanced stamped received
• Signing official’s designation (along with stamp)

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