In a move aimed at simplifying employee experience and enhancing efficiency, the Employees’ Provident Fund Organisation (EPFO) issued a circular on April 25, 2025, announcing a revamped Form 13 (Transfer-out) functionality for Provident Fund (PF) transfer claims.
🔍 Key Highlights:
- 📅 Circular Date: April 25, 2025
- 📄 Subject: Simplification of the PF Transfer Claim Process
- 🏢 Issued To: All ACCs, RPFCs, APFCs, and OICs across zones and HQs
🚀 What’s New in the Revamped Process?
- ✅ No 3-Level Processing at the Transferee (Destination) Office
- ✅ Automatic Addition of PF accumulation and pension service to the new account once the claim is approved at the Transferor (Source) Office
- ✅ No Role for AO Transfer-in Rejection – Eliminates redundant approval layers
- ✅ Annexure ‘1’: Now includes full contribution and profile details in the Claim Approval Docket (CAD)
- ✅ Clear Responsibility: Initiator, Verifier, and Approver at the Source Office must ensure accurate and complete verification before final approval
🕒 Why It Matters:
This streamlined process significantly reduces claim processing time and boosts efficiency at EPFO field offices, contributing to a faster, error-free, and seamless transfer of PF benefits when an employee changes jobs. It also helps avoid grievances and delays by emphasizing accountability at the source office.
EPFO has urged all Transferor Offices to handle claims meticulously and ensure error-free approvals to prevent complications post-transfer.
