UAN and E Nomination KYC PF (1).pptxdhdjdk

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1. Welcome To Humana People to People India

2. UAN Activation Step 1:  Go to the  UAN member portal  and click on ‘Activate UAN’ under the ‘Important Links’ tab on the dashboard . https ://unifiedportal-mem.epfindia.gov.in/memberinterface

3. Step 2:  Enter the UAN, Aadhaar number, name, date of birth, mobile number, and captcha code and click on the ‘Get Authorisation Pin’ button. Step 3:  A new screen will appear on your desktop, where you will be provided with your given details. Make sure that all the information is correct. Step 4:  Now, you will have to click on the ‘I Agree’ checkbox. Enter the four-digit OTP and click on ‘Validate OTP and Activate UAN’. Step 5:  Once the OTP is verified, the UAN will be activated. Upon UAN activation, you will receive a password on your registered mobile number to access your account.

4. Reset Your UAN Password? Step 1:  Navigate to the  UAN portal .  Step 2:  Choose the ‘Forgot Password’ option. 

5. Step 3:  Enter your UAN and the displayed captcha details and click on the ‘Submit’ button . Step 4:  Enter your name, gender, and date of birth and click on the ‘Verify’ button.

6. Step 5:  Enter your Aadhaar number, captcha code, and click on the ‘Verify’ option.

7. Step 6:  Once the details you have entered get validated, key in the mobile number in the box provided and click on ‘Get OTP’.

8. Step 7:  An OTP will be sent to the mobile number you have entered. Key in your OTP and click on ‘Verify’. Step 8:  You will now get an option to change your password. The password has to be entered twice in the boxes as provided. Once you enter the new password details, click on ‘Submit’.  On clicking the ‘Submit’ option, the password will be updated on the EPFO portal.

9. Documents Required to Open UAN If you have just joined your first registered company for a job, you need the following documents to get your Universal Account Number. Bank Account Info:  Account number, IFSC code, and branch name. ID Proof:  Any photo-affixed and national identity cards like driving license, passport, voter ID, Aadhaar , and SSLC Book. Address Proof:  A recent utility bill in your name, rental/lease agreement, ration card or any of the ID proof mentioned above if it has your current address. PAN Card:  Your PAN should be linked to the UAN. Aadhaar Card:  Since Aadhaar is linked to a bank account and mobile number, it is mandatory.

10. Process to Download UAN Card Online With a valid EPF number, you can easily download your UAN card by following the steps mentioned below: Make sure you have an active UAN with a valid password for logging into the EPFO portal. Visit the  UAN portal . Enter your UAN number and password along with the Captcha Code information displayed and click on the ‘Sign in’ option. Under the ‘ View ’ tab, select ‘UAN Card’. The page will then display the card which is linked to your account. Click on the ‘ Download   UAN card ' from the options displayed on the top right-hand side of your screen. You can either save a soft copy of your UAN card or print a hard copy of it for future use.  

11. How to Obtain UAN for EPF? An employer must register on EPFO if there are 20 or more employees. If the old employer has already assigned the UAN, the employee should provide such details to the new employer. However, for employees joining the service for the first time, the employer needs to generate the UAN for the employee. To generate a new UAN for the employee, the employer has to follow the below steps: Sign in to  Employer’s EPF Portal  using the ID and password In the ‘Member’ section and click on the tab ‘ Register Individual’ , Enter the employee’s details such as Aadhaar , PAN, bank details, Aadhaar , etc. Approve all details in the ‘ Approval’  section. EPFO generates a new UAN of the employee, and the employer can link the PF account with the UAN of the employee.

12. e-KYC for EPFO Below are the steps to complete e-KYC for EPF account: Step 1:  Log into the  EPFO portal  by entering your UAN and password. Step 2:   Click on the 'Manage' tab and select ‘KYC’ option. Step 3:   Select the box of the KYC  document you want to add - ‘Bank’, ‘PAN’ or ‘Passport’. Step 4:  Enter the bank account number, IFSC number, PAN number or passport number and click on the ‘Save’ button. Step 5:  Your KYC details will be shown under the ‘KYC Pending for Approval’ heading. Step 6:  The EPFO will verify the details will be verified by the EPFO Step 7:  After it is verified, the KYC will be updated and will be shown under the ‘Currently Active KYC’ heading.

13. Linking of Aadhaar With UAN The employee should follow the below steps to link UAN with Aadhaar : Step 1:  Log in to the  EPFO portal  and click on ‘UAN Member e- Sewa ’ under ‘For Employees’. Step 2:  Enter UAN, password, and Captcha to Sign in to the portal. Step 3:  Under the ‘Manage’ tab on the top panel, click on ‘KYC’ Step 4:  Tick the check box in front of Aadhaar , enter your 12-digit Aadhaar number and name, and save the details. Step 5:  After submitting, your details will reflect under the ‘Pending KYC’ tab. Once the employer approves, it will reflect under the ‘Approved KYC’ tab (It will generally take 15 days for approval). Linking your Aadhaar to the EPF account will help in faster processing of the  withdrawal  and transfer process. The present employer should approve and verify the KYC, including the employee’s Aadhaar details.

14. How to Change/Update Personal Details in the UAN Portal? An employee can change or update his/her personal details, such as name, date of birth, mobile number and e-mail ID by logging into the UAN portal. However, the details to be updated should match the details on the Aadhaar card, else it will not be updated on the UAN portal. The employer must give their approval for updating the name and date of birth.

15. Change/update name and date of birth on the UAN portal Below are the steps to update the name and date of birth on the UAN portal: Step 1:  Visit the  UAN Portal . Step 2:  Enter your UAN number, password, captcha code and click on the ‘Sign In’ button

16. Step 3:  Click on the ‘Manage’ tab and click on the ‘Basic Details’ option.

17. Step 4:  Enter the name/date of birth you want to update in the UAN portal under the ‘Changes Requested’ heading and click on the ‘Update’ button.

18. Step 5:  A message will be displayed as ‘Pending approval by Employer. Step 6:  Contact your employer and ask them to approve your changes. Step 7:  Once the employer approves the changes, the EPFO office will approve the changes and update your name/date of birth on the UAN portal .

19. Change/update mobile number and e-mail ID on the UAN portal Below are the steps to update the mobile number and e-mail ID on the UAN portal: Step 1:  Visit the  UAN Portal . Step 2:  Enter your UAN number, password, and captcha code and click on the ‘Sign In’ button.

20. Step 3:  Click on the ‘Manage’ tab and click on the ‘Contact Details’ option.

21. Step 4:  You will now see an option to change your mobile number or email ID. Select the ‘Change Mobile Number’ or ‘Change E-mail ID’ option.

22. Step 5 :  Once you select the ‘Change Mobile Number’ or ‘Change E-mail ID’ option, additional boxes will be displayed. You will be prompted to input your new mobile number or e-mail ID twice. Next, click on the ‘Get Mobile OTP’ or ‘Get Authorization Pin’ button. Step 6:  Once you receive the OTP on your new mobile number, input it and click on ‘Submit’. On clicking submit, your new mobile number or e-mail ID will be updated on the EPFO portal .

23. How to Update Mobile Number When You Have Forgotten Your Password? Step 1:  Visit the  UAN Portal . Step 2:  Click on the ‘Forgot Password’ option. Step 3:  Enter your UAN and the displayed captcha details and click on the ‘Submit’ button. Step 4:  Enter your name, gender, and date of birth and click on the ‘Verify’ button. Step 5:  Enter your Aadhaar number, and captcha code, and click on the ‘Verify’ button. Step 6:  Once the details you have entered get validated, key in the new mobile number linked with your Aadhaar in the box provided and click on the ‘Get OTP’ button. Step 7:  An OTP will be sent to the new mobile number you have entered. Key in your OTP and click on ‘Verify’. Step 8:  You will now get an option to change your password. The password has to be entered twice in the boxes as provided. Once you enter the new password details, click on ‘Submit’. On clicking the ‘Submit’ option, the mobile number and the password will be updated on the EPFO portal.

24. Features & Benefits of UAN UAN helps to centralise employee data in the country. It brings down the burden of employee verification from companies and employers by the EPF organisation . This account made it possible for EPFO to extract the bank account details and KYC of the member and KYC without the help of the employers. It is useful for EPFO to track multiple job switches of the employee. Untimely and early  EPF withdrawals  have reduced considerably with the introduction of UAN. Many PF e-services can be accessed through UAN, such as: Viewing and downloading the PF passbook. Get details of the organisations , such as organisation name, date of joining and Employee’s Pension Scheme (EPS) details. Download UAN card. Update KYC details. Update basic details. Download PF forms, such as claim form and one member one EPF account form. Track EPF claim status.

25. Advantages of UAN to Employees Every new PF account with a new job will come under the umbrella of a single unified account. It is easier to withdraw (fully or partially) PF online with this number. The employees can transfer the  PF balance  from old to new using this unique account number. Any time you want a PF statement (visa purpose, loan security, etc.), you can download one instantly – either by logging in using the member ID or UAN or by sending an SMS. There is no need for new employers to validate your profile if the UAN is already Aadhaar and KYC-verified. UAN ensures that employers cannot access or withhold the PF money of their employees. It is easier for employees to ensure that their employer regularly deposits their contribution in the PF account.

26. UAN Login Portal Services The EPFO portal offers the below online services to the EPF account holders. View Service EPF account holders can get information related to their EPF accounts from this service. Profile  EPF account holders can view the following information by clicking the ‘Profile’ option under the ‘View’ tab: UAN Number Name Date of birth Gender Father’s/Husband’s name Mobile number Email ID Whether you are an international worker Qualification Marital status Current and permanent address Differently abled or not

27. UAN Card EPF account holders can view and download their UAN card by clicking on the ‘UAN card’ option. EPF Passbook When the employee clicks on the ‘EPF Passbook’ option, a new tab will open. On the new tab, employees have to enter their UAN, password and captcha code and login to view the  EPF passbook . The EPF passbook will contain details of the contribution amount to EPF and EPS, date of contribution and total amoun Service History When employees change organisations , each organisation creates a different PF number under the same UAN. EPF account holders can view all the details of their PF numbers created under a UAN by clicking the ‘Service History’ option under the ‘View’ tab. 

28. Manage Service EPF account holders can change their PF account details through the ‘Manage’ tab.  Basic details  Employees can change their name and Date of Birth recorded on the PF account by clicking on the ‘Manage’ tab and selecting the ‘Basic Details’ option. (as shown above) Contact details Employees can change their mobile number and Email ID recorded on the PF account by clicking on the ‘Manage’ tab and selecting the ‘Contact Details’ option.  KYC A member can complete their KYC details for PF account online, such as bank account, PAN number, Aadhaar number and Passport by clicking on ‘KYC’ option. E-Nomination EPF account holders can add nominees online by clicking the ‘E-Nomination’ option. They can complete the  e-nomination  for PF accounts by providing the required details online.

29. Account Employees can change EPFO portal password, by clicking the ‘Password’ option on the ‘Account’ tab. Online Services Claim (Form 31, 19 and 10C&10D) EPF account holders can apply for partial or full  withdrawal  of PF funds online through this option. However, they must complete the KYC before applying for withdrawal of PF amount. One Member One EPF Account (Transfer request) Employees can apply for  transfer  and merger of their various PF accounts through this option. The KYC details should be updated before applying for transfer and merger of PF accounts. Track EPF Claim Status After applying for EPF withdrawal claim, employees can check their EPF claim status through this option. Download Annexure K When an employee wants to transfer PF amount from an exempted to an unexempted establishment, they must fill the Annexure K. They can download the Annexure K form through this option.

30. EPFO - Customer C are Send your queries to following e-mail id :   [email protected] You may also make a call at our toll-free number:  1800118005 Please refer the following link for more clarification https:// www.epfindia.gov.in/site_en/Help.php#foremployees

31. Thank You - HPPI