PowerPoint Presentation

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Universal Account Number (UAN)To PF MembersUser Manuals/FAQs are available at http://www.epfindia.com/UAN_Services.html

1By : Rahul Kavaiya

Contents

Slide NumberIntroduction - UAN3Benefits of UAN4Responsibility of Employer5Responsibility of Employees6Responsibility of DKM7 & 8Registration on UAN driven Member Portal9, 10 & 11Procedure to Upload KYC Documents12, 13 & 14Download UAN Card15EPFO Helpdesk details16

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UAN stands for Universal Account Number. The UAN will act as an umbrella for the multiple Member Ids allotted to an individual by different establishments. The idea is to link multiple Member Identification Numbers (Member Id/PF No.) allotted to a single member under single UAN. This will help the member to view details of all the Member Id linked to it. If a member is already allotted UAN then he / she is required to provide the same on joining new establishment to enable the employer to mark the new allotted Member Id to the already allotted UAN.

Employees Provident Fund Organisation (EPFO) has allotted UAN to all 4.17 crores members who have made contribution to EPFO from January-2014 onwards.

Employees will be expectedly able to operate the UAN once these are made operational .

The EPFO has requested employers covered under it to seed the know-your-customer (KYC) documents such as Aadhaar, National Population Register (NPR) number, PAN and bank account details alongwith IFS Code of their employees with UANs .

Introduction - UAN

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UAN will be portable throughout the working career of members and can be used anywhere in India.UAN for an employee would be like a bank account number, which would not get changed if the person shifts jobs as well as locations.The Employees of covered Establishment would not need to apply for transfer of PF account claim on changing Job.Claims would also be settled faster once saving bank account details of Members are seeded with UAN.KYC details will enable EPFO in future to provide services directly to the beneficiaries without intermediation of the employer.

Benefit of UAN

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Responsibility Of Employer

Registration of Digital signature at OTCP portal is mandatory for approving KYC.Upload available details like PAN Card, Aadhaar/National Population Register(NPR) Number and Bank Account Number alongwith IFS code details of Employees at OTCP Portal.Send UAN to all the active employees for registration at UAN driven Member Portal and upload legible self-certified scanned image of PAN Card, Aadhaar/National Population Register(NPR) Number Card & Cancelled cheque.Collect Form 11 and UAN Card from all new JoineesCollect full and final payslip of last Employer from new Employee who do not have UAN number to check whether he/she was member of provident fund or not.Note : Employer can search UAN of other establishments by selecting an option Search UAN in the UAN Menu using either Member ID/ PF Number or UAN in OTCP Portal

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Responsibility Of Employees

Register at UAN driven Member Portal (http://uanmembers.epfoservices.in/uan_reg_form.php ) and create user name and password for accessing UAN driven member portal.Update KYC documents (PAN Card, Aadhaar/National Population Register(NPR) Number Card and Cancelled cheque) details i.e. (i) Name as on document (ii) Document Number and also upload legible self-certified scanned image of KYC documents at http://uanmembers.epfoservices.inUAN Portal also provides for seeding of other KYCs such as election card, ration card, passport, driving license etc. which are not mandatory but seeding of the same would definitely give more security to the UAN of a particular member.NOTE: Use Mozilla Firefox web browser to upload legible self-certified scanned image of KYC documents

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Responsibility of DKM

Send following details to the concerned person of Company for circulation of the same to all the active employees for Registration on UAN driven Member Portal and upload legible self-certified scanned imageUniversal Account Number of EmployeesProvident Fund account number with Company PF Code of EmployeesCompanys PF office (i) State and (ii) Office

Verification of KYC details and documents submitted by Employees and approve the same with Digital Signature.

Upload PAN, Saving Bank Account Number alongwith IFS code of Employees (Available with Payroll/HR Deptt. of Company) at OTCP Portal .

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Responsibility of DKM

Submit details at e-Sewa portal for allotment of UAN to New employees

Procedure to give UAN to new employees: After successful ECR submission and remittance of the same in bank, the list of the employees without UAN in that ECR will be available in Confirm Previous Employment link for either declaring previous employment details or fresh employment on the basis of Form-11 submitted by new member. Once it is approved by the employer, this information will be pushed to EPFO for UAN allotment/linkage accordingly. Newly allotted UAN List will be populated on the portal under the option Download UAN List.

Reply queries received from Company / Members.

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Must exist in the ECR, Jan 2014 onwardsRequirement for registration on UAN driven Member Portal Universal Account Number Mobile NumberPresent Companys PF office (i) State and (ii) Office Provident Fund account number with Company PF CodePersonal E-mail-ID

Registration on UAN driven Member Portal

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Registration on UAN driven Member Portal

Visit - http://uanmembers.epfoservices.in/uan_reg_form.php

Click I Have Read.. Enter UAN, Mobile No. PF office State & Office and PF No.Type character shown in text boxClick on Get PINClick on I agreeEnter PIN Received on Mobile and press submit Button

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1. Enter Password (8 to 25 Characters long) Password should contain alphanumeric and special chacter)

2. Re-enter aforesaid Password

3. Enter your personal E-mail Ids

4. Click Submit Button

Registration on UAN driven Member Portal

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Visit - http://uanmembers.epfoservices.in by using Mozilla Firefox web browser

Enter --- Username and Password

Procedure to Upload KYC Documents

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Click to Update KYC Information

Procedure to Upload KYC Documents

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Select all the three KYC separately i.e. Bank Account Number, Aadhaar and PAN fill details in the boxes and upload self attested scan image of document and click on upload and save

KYC documents to be uploaded in files of type jpg / gif / png / pdf Maximum file Size is upto 300 KB

Procedure to Upload KYC Documents

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Click to download UAN Card

UAN Card

Download UAN Card

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EPFO Helpdesk details

Toll Free EPFO helpline Number1800-118-005EPFO helpdesk e-mail iduanepf@epfindia.gov.in

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By : Rahul Kavaiya