Monthly Archives: April 2017

OTCP : Online Transfer Claim Portal For Employee | UAN

Online Transfer Claim Portal OTCP is known as the Online Transfer Claim Portal. This is known as the list of complete information on how to proceed for the Provident Fund (PF) in online via EPFO (Employee Provident Fund Organisation) portal.

Here goes the complete step by step guide to proceed for OTCP (Online Transfer Claim Portal)

Step-1: Check Eligibility Of Your Account

The EPFO (Employee Provident Fund Organisation) had launched an new website where the employee’s can check their details without logging in to the official website portal. For this process visit the website (#Link) and check your details.

The below image is a screenshot of the webpage where it looks alike

Now fill all the required details as required in the official website portal. You can check the eligibility in two ways they are listed as follows.

  • DETAILS OF PREVIOUS ACCOUNT
  • DETAILS OF PRESENT ACCOUNT

Now fill out all the details as required and check the eligibility. Once you have entered all the details now a pop up will be shown as Your Eligible For Transfer Claim.

Now, Visit the official website portal of EPFO (Employee Provident Fund Organisation) and login with your credentials. Now, In the menu bar click on the option PREVIOUS MEMBER ID

The below image is a screenshot of the webpage which looks alike

Now click on the option Check Eligibility 

UAN Registration Online

If you wish to proceed the OTCP (Online Transfer Claim Portal) you must and should register an UAN (Universal Account Number) account. This UAN (Universal Account Number) consists of an 12 digit unique number.

This Universal Account Number (UAN) will be created by the employer’s for their employee’s who works in their company or an organisation.

The below is an process for the complete guide of registering the UAN (Universal Account Number) account.

Step By Step Process For Registering The UAN Account

With the help of the UAN (Universal Account Number) account you can avail all the benefits offered by the central government of India. that is EPFO (Employee Provident Fund Organisation) Act 1952.

Employee’s are the workers who works under the employer’s under salary based system.

Employer’s are the founders of an company or an organisation and gives job’s to the employee’s on salary based system.

Employee’s: There is no work for the employee’s in creating an UAN account. The UAN (Universal Account Number) for employee’s will be created by the employer’s.

Employer’s: For employer’s here goes an complete guide on creating an UAN (Universal Account Number) account in order to login in to OTCP (Online Transfer Claim Portal).

 The first step is to create an account in EPFO (Employee Provident Fund Organisation) as an employer.

Then do visit the official website portal of Version 2.0

Once you have visited the official website portal the below image is a screenshot of the website looks alike

Now you need to enter the required details as follows :

  • First Name
  • Last Name
  • Father’s Name
  • Employee PAN Card Number
  • Address
  • State
  • City
  • Pincode
  • Email ID
  • Username
  • Hint Question
  • Middle Name
  • Gender
  • Date Of Birth
  • Address 2
  • Country
  • District
  • Mobile No
  • Password
  • Hint Answer

Now at last enter the captcha and prove that you are not an robot.

If you have an account then you can just login and you no need this all process (#Link)

Employee Data As Text File

First of all you need to download the zip file from here (#Link)

Now, Unzip the file and click on ecrpresentationwork.html

Now the file will be opened and the file will be looks alike the below image

Collect The Employee’s KYC Details And Upload 

Now the employer need to collect the following details from the employee’s and upload it in the bulk file.

The details are as follows:

  • Employee’s Voter ID Card
  • Employee’s Ration Card
  • Employee’s Passport
  • Employee’s Driving License
  • Bank Account Number Of The Employee
  • IFSC Code Of The Bank
  • Aadhaar Card Of The Employee
  • Employee’s Pan Card

The below documents are mandatory for the employer’s to collect from the employee’s

  • Pan Card
  • Aadhaar Card
  • Bank Account Number Of The Employee
  • IFSC Code

Upload And Verify

The next step is to upload an verify on your portal by the employer.

Now, Visit the official website portal of EPFO (Employee Provident Fund Organisation) and login with your username and the password. Now, From the menu bar click on the option KYC and from the options click on UPLOAD KYC BULK TEXT FILE

Now, upload the KYC Bulk text file and now click on the option APPROVE BULK KYC PDF

The below image is a screenshot of the webpage looks alike

Now, The employee’s can access the OTCP (Online Transfer Claim Portal) 

Activate UAN Account Version 2.0

This new website portal was launched by the EPFO (Employee Provident Fund Organisation) and by the central government of India on Jan 1st in the year 2017. This new website portal version is known as the version 2.0

This version 2.0 has been designed with high user interface and with high security system for the employee’s and the employer’s

Once the UAN (Universal Account Number) has been created by the employer then the next step is to activate the Universal Account Number (UAN) account.

Visit the official website portal of UAN (Universal Account Number) version 2.0 (#Link) and now click on the option UAN Activation Link at the corner of the official website portal and now you can get the access of OTCP (Online Transfer Claim Portal)

OTCP : PF Transfer Guide

 Now you can access the official website portal of OTCP (Online Transfer Claim Portal) by completing the above two processes.

Now, In OTCP (Online Transfer Claim Portal) now you can mange all the process you without any problems.

Once you visited the official website portal the website will looks alike as follows

Now at the end of the top menu bar you can find the options as follows:

  • Request For Transfer Account
  • View Transfer Claim Status

Now, Click on the option Request for transfer account. Now you will be redirected to OTCP (Online Transfer Claim Portal) claim portal.

This process has been dividend in the following processes:

  • Part A
  • Part B
  • Part C

Here PART A is known as the Basic information and PART B is known as the Previous account details and PART C is known as the Current account details.

PART A – BASIC INFORMATION

The below image is a screenshot of the webpage where it looks alike

There you need to enter the following details as follows

  • Name
  • Mobile Number
  • Email ID
  • Bank Account Number
  • IFSC Code Of The Bank

That’s it now you have successfully completed the PART A -BASIC INFORMATION

PART B – PREVIOUS ACCOUNT DETAILS

Once you have completed the above part that is PART A – BASIC INFORMATION. Now, you need to continue with PART B – PREVIOUS ACCOUNT DETAILS.

Here in PART B you need to fill out the Previous Account Details. The below details are the Previous Account Details.

  • Choose The State Of The Previous Provident Fund (PF) Office
  • Choose The Regional Provident Fund (PF) Office
  • Enter The Establishment Number
  • Extension Code
  • Provident Fund (PF) Account Number

And That’s it now you have been successfully completed the PART B – PREVIOUS ACCOUNT DETAILS

PART C – CURRENT ACCOUNT DETAILS

Here this is the PART C – CURRENT ACCOUNT DETAILS. 

The above image is a screenshot of the website portal where it looks alike the PART C – CURRENT ACCOUNT DETAILS.

The next step is to activate the account with PIN via OTP (One Time Password)

The above step is mandatory to prove that you are not an robot.

And you have successfully completed all the processes and the last step is to take a print out.

The above image is a screenshot of the webpage to take a print out of it.

Most Frequently Asked Questions

Where Can I Download The Form 13?

You can download the form 13 from here (#Link)

 What Is UAN?

UAN is known as the Universal Account Number. UAN consists of an 12 digit unique number.

Who Will Create The UAN Account?

UAN account will be created by the employer’s who works in their company or an organisation.

How Much Time It Takes To Transfer From One Account To Another Account?

That is previous account to current this may takes 10 to 15 days.

What Is Provident Fund (PF) Account?

PF (Provident Fund) account number is an account where this account number will be changed when you changes from one company to another company or an organisation.

What Are The Conditions For An Alternative Way To Transfer The Provident Fund Amount A Part From Using OTCP (Online Transfer Claim Portal) ? 

The below are the certain conditions for an alternative way to transfer the provident fund amount a part from using OTCP :

  • Your UAN (Universal Account Number) account must be activated.
  • The three parts that is PART A, PART B. PART C must be completed successfully.

What Are The Three Parts?

The three parts are as follows:

PART A – BASIC INFFORMATION

PART B – PREVIOUS ACCOUNT DETAILS

PAART C – CURRENT ACCOUNT DETAILS

What Are The Required KYC Documents?

We have already listed the required documents for KYC, But we are listing here too

  • Voter ID Card
  • Ration Card
  • Passport
  • Driving License
  • Bank Account Number
  • IFSC Code
  • Aadhaar Card
  • Pan card

What Is Version 2.0 ?

Version 2.0 is known as the new website portal of EPFO (Employee Provident Fund Organisation). This was launched by the EPFO (Employee Provident Fund Organisation) and by the central government of India on Jan 1st in the year 2017.

Which Version Is Better Version 1.0 or Version 2.0?

It is better to use the version 2.0 as this has been designed with high user interface and with high security features for the employee’s/ employer’s.

UAN Services: Check All The Services Of UAN Online

Universal Account Number (UAN) was started by the Employee Provident Fund Organisation (EPFO) and by the central government of India. The new website version of UAN was Version 2.0 This was launched by the EPFO on Jan 1st in the year 2017.

Before, The old website portal version is known as the Version  1.0 This old website portal has not been secured highly and for many other reasons the Employee Provident Fund Organisation (EPFO) and the central government of India launched the new website portal version 2.0

Later, The Employee Provident Fund Organisation (EPFO) had made mandatory the UAN (Universal Account Number) Account. This was done under the Act Employee’s Provident Funds and Miscellaneous Provisions 1952.

This UAN (Universal Account Number) was created by the employer for their employee’s who works in their company or an organisation. This UAN account helps to connect all your Provident Fund (PF) accounts at one place.

By this UAN (Universal Account Number) account employee’s can check their PF (Provident Fund) balance in an easy way. This UAN (Universal Account Number) helps the employee’s to transfer their Provident Fund (PF) from their old PF account new PF account. The employee’s can also receive their monthly statements via SMS.

To get the benefits of EPFO (Employee Provident Fund Organisation) you need to activ ate your UAN (Universal Account Number) account. The process of activation of your UAN account will be as follows:

  • Visit the official website portal of EPFO (Employee Provident Fund Organisation)
  • In the menu bar of EPFO you can find the option Activate Your UAN 
  • Now have a click on Activate Your UAN and read the terms and conditions provided by EPFO and ones you agree to the terms and conditions have a click on I Have Read And Understood The Terms And Conditions
  • Then the next step is to enter your Universal Account Number (UAN) , Your registered mobile number and the PF (Provident Fund) account number.
  • After entering all the required details now have a click on Get PIN 
  • Now you will receive an OTP (One Time Password) to your registered mobile number.
  • Enter the OTP which you have received on your mobile in the official website portal of EPFO
  • Now the next step is to create an username and the password for your UAN account.
  • Now, You have been successfully activated your UAN (Universal Account Number)

 

EPFO Login – Employees Provident Fund Login | 5 Ways

Here you are going to read on How To Login In To Your EPFO Account? And check your details for your PF (Provident Fund) account. The EPFO (Employee Provident Fund Organisation) and the central government of India had launched the website for providing the better information.

Recently, In the year 2017 the EPFO (Employee Provident Fund Organisation) and the central government of India had launched an new website portal on Jan 1st in the year 2017. This new website portal version is known as the Version 2.0

This new website portal version 2.0 has been designed with high user interface with more security features by the EPFO (Employee Provident Fund Organisation) and by the central government of India. Previous website portal version is known as version 1.0

There Are Four Simple Ways To Login In To Your EPFO (Employee Provident Fund Account) Accont :

  • Through UAN Portal
  • UAN Employee Login Page
  • Through The Android App
  • Missed Call Service

UAN Portal

UAN is known as the Universal Account Number. This UAN account helps to connect all our PF (Provident Fund) accounts at one place. UAN account is created by the employer who works in his / her company or an organisation.

With the help of UAN account we can simply transfer our PF (Provident Fund) amount directly to our bank by linking our bank account to the UAN account. You need to register an UAN account and thereby activate your UAN account.

Activation Of Your UAN Account:

Visit the official website portal of UAN (Universal Account Number)

 The above image is a screenshot of the webpage look alike. There you have to enter the details as follows

  • Enter Your Universal Account Number (UAN)
  • Enter Your Mobile Number
  • Select The State
  • Finally, Enter the captche to prove that you are not an robot.

After entering all the above details at last enter the OTP (One Time Password) which was sent to your registered mobile number and confirm. That’s it now you have successfully activated your UAN (Universal Account Number) account.

Now after the activation of your UAN account now enter the following details and create your username and the password for logging in to the EPFO login page.

  • Email ID
  • Username
  • Password

Now you have successfully created your username and the password. Now, visit the official website portal of EPFO and login with your username and the password. After logging into your UAN account the following benefits can be enjoyed by you.

  • Upload The Documents
  • Remove The Existing Documents
  • Can Check Your PF (Provident Fund) Balance
  • Download Your UAN (Universal Account Number) Card
  • Every Month Salary Contribution Information
  • Other Required Information Can Also Be Shared On The Website Portal.

UAN Employee Login Page

This UAN (Universal Account Number) login page is under beta version only. With this website also you can login into your account with your username and the password.

This website portal is known as the beta version.

The below image is a screenshot of the webpage looks alike which is under beta version.

Visit the official website portal of UAN through the link (#Link)

There you can register as an member or you also register as an employer. Register and now you can access the official webpage.

After logging you can know the details what ever you want from the official website portal same as like as the EPFO (Employee Provident Fund Organisation)

Android App

Here you are going to read about the Android Application which was launched by the EPFO (Employee Provident Fund Organisation) and by the Central Government Of INDIA. This new android application helps to access all the information from EPFO in our smartphone in an easy way.

This Android Application is under the beta version. Beta version helps the government or the application developers to know the user’s opinion and they can develop the application for further purposes.

The below image is a screenshot of the Android Application.

Here is the official link to download the android application (#Link)

Once you have downloaded the android app now you can access all the information on your phone in an easy way and get the latest news and updates from the EPFO also.

Missed Call Service

This is an another innovative way by the EPFO (Employee Provident Fund Organisation) and by the central government of India. This missed call service helps to each and every employee and the employer to login into your PF (Provident Fund) account.

With this missed call service you can get the every month statement to your phone in an easy way. And this helps to the people who doesn’t have an active internet connection or smartphone.

This Missed Call Service is trusted and used by the millions and billions of people. Mostly, This Missed Call Service’s is used by the employee’s and employer’s in rural areas and the undeveloped areas where there is no connectivity of internet.

The missed call service number is 01122901406

Dial the above number in your mobile number and make a call.

There you need to enter the following details:

  • Your Name
  • Provident Fund (PF) Statement
  • DOB (Date Of Birth)
  • Your Provident Fund (PF) Account Number

Once you have shared the above details now you will receive the every month statement to your phone directly without any assistance.

Most Frequently Asked Questions

Why The Government Of India Had Launched An New Website Version 2.0?

The new website portal version 2.0 has launched in the year 2017 on Jan 1st. This new website portal has been designed with high user interface and with high security features.

Which Website Version Is Better To Use Version 1.0 or Version 2.0?

It is 100% better to use the website version 2.0 as as this website version has been designed with the high security features and with high user interface for the employee’s and the employer’s.

Which Service Is Best To Login?

From the above four methods you can use any one of them or above any one as per your convenience.

I Am Not Able To View The Official Website Portal Of Version 2.0?

Yes, These problem is faced by many of the employee’s and the employer’s as the new website portal version 2.0 serving is getting down day by day.

 Is It Better To Keep A Password For Long Time?

No, Its not better to keep a password for a long time. It is better to change your password twice in six months for security based reasons.

What Is Mean By Beta Version?

Beta version is known as an undeveloped version as it is not secured highly it is known as the developing version. This beta version helps to know the user’s opinion before the official launch of the application.

UAN Activation – Detailed Guide To Activate Your Account

Here, We are going to learn complete guide on How To Activate UAN (Universal Account Number). Recently, On Jan 1st in the year 2017 the EPFO (Employee Provident Fund Organisatio) had launched the new website portal version 2.0

This new website portal version 2.0 was launched by the central government of India. This website is for both the employer’s and the employeee’s.

In this new website portal you can check the details like PF Transfer Online, Check EPF Balance and many more which will be helpful to the employee’s.

Here, You need to know the difference between the employer’s and employee’s before going in to the complete guide.

Employer’s: Employer’s are the one who gives work to the employee’s on every month salary based system or by an agreement. Here, Employer’s are  known as the Founder / Chief Executive Officer (CEO) / Co-Founder.

Employee’s: Employee’s are the workers who works under the employer’s for every month salary. Every employee will have an separate and 12 digit unique number.

Step By Step Process For Activation Online

This new version 2.0 is launched by the central government of India. Universal Account Number (UAN)  has an 12 digit unique number which is permanent as your career goes on.

UAN For Employer’s And The Employee’s :

Employer’s: Every employer will create an Universal Account Number (UAN) for each and every employee who works in their company or an organisation. And this UAN (Universal Account Number) will be permanent for that employee.

Employee: Every employee will get an 12 digit Universal Account Number (UAN) which is permanent as their career goes on. Here, You are going to read on how to create and activate your 12 digit Universal Account Number (UAN).

Activating Your UAN Account

Visit the official website of Universal Account Number (UAN) {#Link}. This new website portal is known version 2.0 which was launched by the central government of India in the year 2017 on Jan 1st.

When you visited the official website portal, The website look alike this. The below is the screenshot of the website

When you visit the official website portal, You should enter the details as follows:

  • Your UAN (Universal Account Number)
  • Mobile Number
  • State
  • PF Account Number

When you fill all the details then submit the details. Thereafter you will receive an OTP (One Time Password) to your registered mobile number.

After the verification of One Time Password (OTP) the next step is create your account. In the next page the details will be asked as follows:

  • Email ID
  • Username
  • Password

Be careful while entering your details, as these details will be permanent ones the employer confirms it.

The below image is a screenshot of the website as appears:

It is very better to change your username and password twice in a six months for better security purposes.

When you fill all the details, Now go to the official website portal (#Link) and login with your username and the password.

The below image is an screenshot of the website to login with your username and the password

Now visit the official website portal and login with your username and the password.

The below image is screenshot of the website when you login with your username and the password.

After logging in to the official website portal in the menu bar you are able to find the option called Download. Click on it.  Now you can see Download Passbook and Download UAN Card

Now, Click on the option Download Passbook

Now you can view and download your passbook. The below image is the screenshot of the website when you click on the option Download Passbook.

And, Now click on the option Download UAN Card.

The below image is a screenshot of the UAN Card

And this are the process how to download your UAN Card and Passbook.

Previous Member ID

Visit the official website and login with your username and the password. When you login, In the menu bar you can find the option called Previous Member ID.

The below image is a screenshot of the website when you login into the website and you can find the option Previous Member ID  in the menu bar.

Now click on the option Previous Member ID  and now you can find all your ID’s which have been linked to your Universal Account Number (UAN).

PF Transfer

PF is known as Provident Fund. Here we are going to learn How To Transfer Provident fund?

Visit the official  website portal and login with your username and the password. In the menu bar click on the option called Previous Member. Now click on Check Eligiibility.

The below image is the screenshot of the above statement.

For this you need to be eligible for online transfer claim. Ones you came to know that you are eligible then click on the option called File Transfer Claim.

The below image is the screenshot of the above statement:

Now claim your application.  When you apply for claiming you can check your status in online.

Changing Your Profile Details

How Do I Change My Profile Details? This was the most common doubt comes to in every one mind. Visit the official website portal and login with your username and the password. Now, In the menu bar you can find the option Profile. Have a click on it, Now you can change your details by selecting your required field.

  • Mobile Number
  • Email ID
  • Update Your KYC Info
  • Change Your Account Password

Way To change Your Mobile Number:

Login into the official website portal with your username and password and in the menu bar click on the option Profile. Now click on Mobile Number.

The below image is the screenshot of the above statement

Now enter your new mobile number and enter the characters to prove that you are not an robot.

Now, You will receive an OTP (One Time Password) to your new mobile number enter it and submit. That’s it now you have successfully changed your mobile number.

Updating The KYC Doccuments:

The KYC Documents will be uploaded by the employee. If any mistakes happen in your KYC details just re-enter your details as follows

  • Account Number
  • Aadhaar Card Number
  • Your Registered Mobile Number
  • Ration Card
  • Passport

And you have successfully learnt the ways to Activate Your UAN Account

EPFO Launched New Website Portal:

The Employee Provident Fund Organisation (EPFO) have launched a new website portal on Jan 1st in the year 2017. It was launched by the central government of India. This new version is knows as Version 2.0

By updating their version from 1.0 to 2.0 the EPFO have made several changes. Here is the new website portal version 2.0 (#Link)

We can state that the EPFO had nod made some changes in version 2.0 as we compare version 2.0 with version 1.0 the Universal Account Number (UAN) activation procedure is same in the both version 1.0 and version 2.0

Top Reasons Why EPFO Launched A New Site?

The main reason to change the official website portal from version 1.0 to version 2.0 is security based reasons. As we compared to the version 1.0 and the version 2.0 the version 1.0 is un secure as it may get hacked.

Based on this the central  government of India had launched a new website portal on Jan 1st in the year 2017 with the high security system.

  • The old website portal version 1.0 is very hard to manage by the users.
  • In version 1.0 it is very hard to check each and every status in online and as many portals.. But in the new website version 2.0 there are only two website portals one is for the employer’s and the other is for the employee’s.
  • The central government of India and Universal Account Number (UAN) have added many more security features to the new website portal version 2.0
  • The process of activation of UAN (Universal Account Number) is same as version 1.0

The official website portal version 2.0 is (#Link)

Most Frequently Asked Questions 

How Do I Get My UAN?

It’s very simple to get your Universal Account Number (UAN). UAN is created by the employer for all the employee’s who are working under their company or an organisation.

UAN has an 12 digit Unique Number which is permanent as your career goes on.

What Is The Official Website?

The official website portal is version 2.0 which was launched by EPFO (Employee’s Provident Fund Organisation) by the central government of India on Jan 1st in the year 2017. As this version is still a beta version only, In few months this website will start working perfectly.

I Have Updated My KYC Documents, But It Was Still Showing Pending?

When you update your KYC documents this should be confirmed by the employer. If the employer confirms your documents that’s it.

Previous Member ID’s Are Not Showing On The Portal. May I Know The Reason?

It’s better to contact the employer if your details are not showing in the official website portal.  Submit the original documents to the employer ones again for re entering the details.

Is Version 2.0 Is Secure Than Version 1.0?

Yes, Version 2.0 is more secure than version 1.0. In fact the reason behind creating the new website portal is the version 1.0 is not secure. The central government of India had launched the new website portal on Jan 1st in the year 2017.

What Is The Official Website Portal For Version 2.0 ?

The version 2.0 is still a beta version and it is still in progress for constructing the website. Version 2.0 is built with high secure features when compared to the version 1.0.

Can We Change Our Profile Details ?

Yes, You can change your profile details by simply logging in to the official website portal with your username and the password and in the menu bar you can find the option PROFILE and have a click on it and now you can change your profile details.

Make sure that this should be confirmed by the employer.

Can I Transfer My provident Fund?

Yes, You can transfer your provident fund (PF) by logging into the official website portal. And also you can transfer your provident fund into directly bank by linking your bank account to your Provident fund (PF) Account.

The above images that we are shared and data that we are collected are from the uan member portal version 1.0. Here we shared rest of the details are from the new version portal v 2.0.

Below we do also cover the reasons why the epfo  India ahs launched the new portal website for the users. Here are some of the reasons.

There you go:

Compared with the old portal website, the new portal website will never go down. The EPFO claims that they were using the top end server for the users. As per the yearly estimation data, more than 1 core people accessing the EPFO portal.

The process of activation is now quite simple compared with the old version. With a singe click you can activate your universal account number without any problems.

More security : The new portal added a more security levels with an SSL encryption certificate. That means you don’t need to worry in case if you unfortunately saved the password on at random system.

Easy Transfer: With the help of the epfo portal you can login in to your account and proceed the online transfer claim portal ( OTCP ) in a single click. However, the previous employer or present employer digital signature is required. In this case it will get a little bit delay.

But, you don’t need to be visit the EPFO office for the process of transfer. If you don’t have an UAN account or UAN number then in that case you can proceed with alternative option.

Like filling the form 13A process and submit the form to near by your EPFO office.

Always online: As EPFO already claims that, the new website will run on high end server where the site will never se down.

Here is the new website portal link:

And, here is the screenshot of that new webpage.