How can a nominee submit claim on death of an EPFO member?

In case of the death of an EPFO member, his nominees or family members have the right to file claims to withdraw the funds from his EPF account, Employees’ Pension Scheme (EPS) and Employees’ Deposit-Linked Insurance Scheme (EDLI).

The nominee is eligible to receive monthly pension if the late EPS member was being in service at the time of his death and at least one month’s contribution has been made in the EPS account. The nominee can withdraw only a lump-sum benefit from the EPS account in case the late member had not rendered pensionable service for at least 10 years.

How can a nominee file an online withdrawal claim?

• Get and fill out Form 20.
• Approach the employer where the late EPF member was last employed.
• Submit the form with the employer.
• You will receive an SMS from the EPFO about your claim.
• You will receive the claim if all the details in the form match up.
• You can also check the status of claims through the official portal.

Step 1: Copy and paste the following address in your web browser to reach the official EPF page.

https://unifiedportal-mem.epfindia.gov.in/memberinterface/

This page will now be visible on your screen.

Step 2: Scroll down and you will see the option: ‘Death claim filing by beneficiary’. Click on that option.

Step 3: A new page will open asking you to provide details like UAN, Aadhaar, name and date of birth of the beneficiary. You will also have to enter the Captcha. After this, click on Get Authorised Pin.

Also select the box before the oath: “I hereby consent to provide my Aadhaar Number, Biometric and/or One Time Pin (OTP) data for Aadhaar based authentication for the purpose of establishing my identity and filing online EPF/EPS/EDLI claim”.

Step 4: An OTP will be sent on your mobile number.

Once the beneficiary submits the PIN, the beneficiary can file the death claim with EPFO.

Documents required to file an online EPF withdrawal claim by nominee

• Member’s death certificate
• Guardianship certificate
• Aadhaar number of the claimant/s
• Photograph of the claimant/s
• Date of birth certificate of the claimants
• Cancelled cheque of the claimant
• Form 5(IF)
• Form 10D
• Form 10C

Can the claim for provident fund refund be filed online or offline?

The claim for provident fund refund by a nominee can be filed either by filling up and submitting the composite claim form with the regional EPFO office or online on the EPFO portal.

How much time does it take for claims to be settled?

It takes up to 7 days for nominee claims to get settled in everything matches up.

EPFO Form 20