Instructions Form13
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INSTRUCTIONS AND GUIDELINES FOR THE CLAIM FORM 13
Note:
1. Transfer of accounts is required when a member leaves one establishment and joins another and if the EPF
and MP Act 1952 applies on both the establishment.
2. In such case the member has a previous PF Account and a present account and the transfer is affected from
the previous to the present account.
3. Under Transfer, the PF accumulations are sent to the new account with details and the service details are
also sent for the Pension purposes.
4. No fund under the Pension contribution is transferred until the establishment(s) is exempted under the
Pension Scheme.
5. No transfer is done for EDLI fund and the benefits are payable to beneficiaries depending the date of death
which should be while in service and irrespective of any previous employment.
Since the establishment(s) under which the member was and is employed may be exempted/un-exempted
from the EPF Scheme 1952 and/or the EPS 1995, following different cases of transfer may be there:
SL
NO
Previous Account Status
Present Account Status
What the member should
do
How the transfer will be
affected
EPF Scheme
1952
EPS 1995
EPF Scheme
1952
EPS 1995
1a
Un-
exempted#
Un-Exempted
Un-exempted
Un-Exempted
Apply to EPFO for transfer
Transfer PF and Service Details
to EPFO
b
Exempted
Un-exempted
Apply to EPFO for transfer
Transfer PF to Trust and Service
History to EPFO
c
Exempted
Exempted
Apply to EPFO for transfer
Transfer PF and also the
pension contribution to
respective Trusts
2a
Exempted##
Un-exempted
Un-exempted
Un-Exempted
Apply to the PF Trust for PF
transfer and to EPFO for
service details transfer
Receive and credit PF from
Trust in present account and
transfer service details to the
present account.
b
Exempted
Un-exempted
Apply to the PF Trust for PF
transfer and to EPFO for
service details transfer
No action under PF. Transfer
service details of the member.
c
Exempted
Exempted
Apply to the PF Trust for PF
transfer and to EPFO for
service details transfer
No action under PF. Transfer
pension contribution of the
member to the Pension Fund
Trust.
3a
Exempted
Exempted
Un-exempted
Un-Exempted
Apply to the respective
Trusts for transfer of the PF
and Pension Fund.
Receive PF and Pension
Contribution with Service
details and credit member’s
present account.
b
Exempted
Un-exempted
Apply to the respective
Trusts for transfer of the PF
and Pension Fund.
No action under PF. Receive
Pension Contribution with
Service details and credit
member’s present account.
c
Exempted
Exempted
Apply to the respective
Trusts for transfer of the PF
and Pension Fund.
No action
# Unexempted means that PF/Pension Account is maintained by EPFO.
##Exempted: means that PF/Pension account is maintained by TRUST.
