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All-in-one HR platform · v2.0
14-day free trial · No credit cardhello@HrMagix.com
All-in-one HR platform · v2.0
14-day free trial · No credit cardhello@HrMagix.com
Moving the provident fund balance from a previous employer's account to the current one under the same UAN, usually by an online claim on Form 13. Transferring rather than withdrawing keeps service continuous for pension purposes.
PF transfer comes up shortly after a new joiner's first salary, once their UAN is linked to the new establishment. HR reminds the employee to raise the transfer claim online for the previous employer's account, and the employer attests it where required.
In practice, transfers fail most often because the previous employer never marked the date of exit, or because KYC details such as name and date of birth differ between the two records. HR can save weeks by checking these on the joiner's UAN at onboarding.
The mistake HR makes is generating a fresh UAN for a joiner who already has one. Two UANs split the service history, which later affects pension eligibility and the tax treatment of withdrawals. Always collect the old UAN before the first PF return.
By filing an online transfer request on the EPFO member portal with their UAN, choosing the previous or present employer to attest it. Where details are fully linked, the transfer may happen automatically once the new employer starts contributions.
Often yes. The UAN is the same, but each employment has its own member ID, and the balance from the old one has to be moved to the new one if it is not moved automatically.
Transferring keeps the member's service continuous, which matters for pension eligibility and for the tax treatment of withdrawals that depends on continuous service.
Updating the exit date for the old member ID and attesting the claim where asked. A missing exit date is a common reason transfers stall.
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