How a Form11 is required to filled by candidate/employee: (DocuSign)

• Below are the details that a candidate/employee needs to adhere:

a) Name should be filled as per Aadhar card.

b) A male employee should update Father Name (as per Aadhar card) and
married female employee need to update Husband’s name in the column for
Father's Name/ Spouse Name.
c) If the candidate is member of PF, then the point no. 7 must be mentioned as
‘Yes’.
d) Confirmation must be provided if the candidate was employed prior to 2014.
e) If yes, candidate must confirm if he/she was part of EPS.
f) If the candidate was employed prior to 2014, he/she must confirm if the
previous amount was withdrawn or not. If not, then he/she must mention ‘YES’
in point no. 8.
g) If the candidate was not employed prior to 2014 & have been a member of EPS
(since the PF wages has been less than Rs.15000), then he/she must mention
‘Yes’ in point no. 8. If not have been a member, then mention ‘No’.

What are the next steps for an employee after joining the company - when EPS is
applicable.

• Employee must take a note of the below pointer for smooth UAN generation and
transfer process.

a) As the employee is member of PF & EPS in the previous organization, he/she will
have to transfer the PF & EPS after 60 days’ post joining HUL. In case he/she
doesn’t transfer PF & EPS from previous organization then the HUL Date of
joining will be considered as EPS membership date under MH/917 in HUL.
b) Please ensure before joining to HUL, details like Name, Date of Birth, Date of
Joining & Date of leaving of previous organisation are correctly updated in UAN
portal, failure to which employee will be unable to transfer PF & EPS to HUL.
c) If the transfer is not initiated from previous employment, in that case employee
will not be eligible for the full benefits of previous EPS accounts which may
reduce the pension at the time of retirement.

What are the next steps for an employee after joining the company - when EPS is not
applicable.

• Employee is notified that he/she is not applicable for EPS as the employment was
not prior to 2014. The form 11 is duly filled and to share the original hard copy of it
along with the copy of all self-attested documents which are mentioned in point no.
11 A, B, C (KYC Details) to the provided address.
What are the requirements from an employee when he/she have to transfer the
previous employment services to HUL.

• Employee needs to follow below steps to initiate their transfer request.

a) Before applying for online transfer, it is mandatory that the Date of EXIT of
previous employer has been updated.
b) Then login with the given link of Member EPFO portal. Click on -
https://unifiedportal-mem.epfindia.gov.in/memberinterface/
c) Enter UAN & Password.
d) Click on Online Services >> One Member One EPF account.
e) Check present account details.
f) Select attestation option as Previous employer >> Enter Previous member ID/
UAN
g) OTP will be received on the mobile number register with Aadhar card.
h) Once employee submits the claim, they must share screen shot of submitted
claim to EPS team.

• After the submission of online transfer claim, if the employee has selected
attestation with present employer, then EPS team will approve the claim through
DSC or E-Sign.

What are the next steps to be followed by the employee to get the reason of transfer
rejection.

a) Employee needs to click on https://passbook.epfindia.gov.in/MemClaimStatusUAN

b) Select CLICK HERE TO GET REDIRECTED TO PASSBOOK APPLICATION.
c) Enter UAN and Password to Login
d) Select previous/ Present Member ID from Drop down list.
e) Click on VIEW CLAIM STATUS
f) Rejection reason is available on this page, employee needs to share the screenshot
of this page with EPS Team.

Annexure – K (Annexure K is an EPS transfer confirmation proof).

What process needs to be followed by the employee when he/she initiates the transfer
process, and the claim gets settled but still haven’t received Annexure K.

• The below process is to be followed to raise the complaint on Grievance portal.

a) Employee need to login to this given link https://epfigms.gov.in/

b) Click on Register Grievance.
c) Click on PF MEMBER.
d) Enter UAN and security image. Click on Get details.
e) It will ask for confirmation of mobile number and send OTP on register number.
f) Post that, personal details need to be filled.
g) Under Grievance details tab click on previous EPS number.
h) Select Non transfer of PF accumulations option from drop down list.
i) In remarks/Note employee can mention – “I had initiated my EPS transfer from
mention previous EPS no. to MH/917/----------. But I have not received the copy
of Annexure K. Kindly provide me duplicate copy of Annexure K on my email ID -
Enter your mail id.”