UAN Registration: How To Register UAN Account | Guide

UAN : Universal Account Number This guide will teach you how to register Universal Account Number (UNA) and how to use it. In 2010, It was very hard to do a provident fund transfer from one account to another account and checking their Provident Fund balance is also an big problem.

The Universal Account Number in India was introduced by EPFO ( Employee Provident Fund Organization ). A UAN Consists of 12 unique numbers which is permanent through out the years as your career goes on. By UAN it is very easy to check their PF Balance details in online.

Before going to the main topic it is better to learn the difference between the employees and the employers. Employee’s are the workers who works under employer’s with salary based programme. Here, Employers are known as the Chief executive officer (CEO) / Founder / Co-Founder.

Here we are going to learn a step to step guide with pictures as explained below.

PART A

Step-1: The first and the most important thing is to create details of the employees in a text document. This process is known as the setting of an ECR text file.

Step-2: We need to download the zip file from the official link here ( http://www.epfindia.com/site_docs/PDFs/OnlineECR_PDFs/ECR_FilePreparationDEMO.zip ) and save in on your desktop or any location which you would like to do.

Step-3: Now open the zippy file where you saved in your computer. Now the zippy file appears as an HTML file as shown below. The below screenshot is an example for the zippy file when we open ti appears as an HTML file.

Step-4: Now enter all the details of your employees as you are an employer.

PART B

Step-1: The first and the most important thing in the first step of PART B is to collect all the employee’s details as an employer.

The details should be as follows

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

These are the required documents should be submitted by the employee’s to the employer’s to get an Universal Account Number (UAN).

Now, All these details should be collected by the employer and enter these details in a text file document and upload it in a weBsite as follows is PART-C.

PART-C

As you have downloaded the zippy file and entered all the details as per the instructions. Now, the next part continuous here.

Step-1: As you have completed entering all the details in CSV format.

Step-2: Now save the document as (*.csv) and open the file as an text file document.

Step-3: Now, Replace comma (,) with ( #~# ) and save the file.

Step-4: Now open the file and erase top headers of that file and save the document as .txt format. This is known as text format.

Safety Measures To Be Taken While Uploading The Text File: 

  • Special characters are not supposed to use in the text document.
  • Only alphabets and numbers should be used in the text file document.
  • The instructions which is provided in the zippy file must and should be followed.
  • The note pad file should not be exceeded more than 2MB.

PART-D

Till now you have been successfully completed the creating a zippy file and entering the details of your employee’s. Now, This part is very very important to upload the KYC Documents. Here, KYC is known as Know Your Customer.

This part is to upload the documents in the website and verifying it.

Step-1: Login to  the employee’s e-sewa page. In the website you can find the options tool bar go through it and find the option KYC. And click on “Upload Bulk KYC Text File”

Step-2:Now click on the option “Upload Bulk KYC Text File” and That’s it now browse the particular employee details from the text file and submit on the official web site.

Step-3: Here is an screenshot when you click on the option “Upload Bulk Kyc Text File”

PartE

In these part we will learn how to Approve Your Know Your Customer (KYC) Documents Online here. As you have already verified your certificates. Now, The steps will be as follows

Step-1: In login page you can see the option KYC click on it and select “APPROVE BULK KYC PDF”.

Here is an screen shot of the above mentioned paragraph as an overview:

Step-2: And, Now click on “APPROVE BULK KYC PDF”. Now the webpage will be redirected to another webpage where you can approve your Bulk KYC Pdf file. The screenshot will be provided below

.

Step-3: Now check all the details in PDF file as there may be or may not be some mistakes. And if there are no mistakes in the pdf document and then click on the approve option.

Step-4: The employer clicks on the option Approve and then the particular employee should be with the employer as there is a need of the digital signature.

Step-5: When the employer clicks on the approve option a popup will be appeared on the screen and the employee should send an digital signature with USB Token or any other digital signatures method. And submit it.

Here is an screenshot of the popup window

As you have submitted that’s it it’s over. Now you have successfully registered your Universal Account Number (UAN).

Now The Next Step Is to Allot Universal Account Number (UAN) To New Members

Step-1: Go to the official website of the employees portal. (EPFO) And login into your account.

 

Step-2: In the tool bar you can find the option UAN, Give a click on it and select the option CONFIRM PREVIOUS EMPLOYMENT.  After clicking on it the next page will be shown as follows.

In the employees tab now you can find all the member ID’s of the employee’s.

Activate Your UAN Number 

Now, You have successfully registered your Universal Account Number (UAN). And the last and the final stet is to activate your UAN number. This process can be done by the employer or the employee.

It is better to done by the employee as there is a need of entering all the personal and the confidential details in the official portal.

Here is the step by step process of activating your UAN number on your own it is by the employee and not by the employer. The central government of India had launched a new website portal on Jan 1st 2017.

Where you can access and know all the details in one website / portal. And this version is called as Version 2.0. The official link of the portal is here. ( WEBSITE LINK )

Step-1: The below image is the screenshot of the website / portal.

Now in this site you would like to enter all the details as follows :

  • UAN ( Universal Account Number )
  • Enter your mobile number for verification.
  • Select the state where you works in.
  • Enter your Provident Fund (PF) Account number

Step-2: And when you entered all the details and now click on the option Authorize Pin. And you will get an PIN to your registered mobile number. And enter the pin in the box and you will be verified and redirected to another web page.

And in the new web page. Now, you should enter the following details as follows :

  • Username
  • Password
  • Email ID

Step-3: Now visit the website ( LINK )

And login with your USER NAME and PASSWORD 

Step-3: As you have logged in to the website. Now you can also Download Your Passbook and your Universal Account Number  from the tab menu.

The below image is the screenshot of the Passbook

The below image is the screenshot the Universal Account Number (UAN)

And that’s wrap now you have successfully activated and downloaded your Universal Account Number (UAN).

Benefits Of Having UAN For PF Holders

Provident Fund system is started in the year 19th century and it is one of the greatest innovation by the government for all government employee’s. PF  was started first in the Europe.

Provident Fund is known as deducting some percentage of amount of salary from every month salary and credited in the PF account and this money will be given to the employee’s after their retirement.

This Provident Fund (PF) system will be followed by the both government and the private organisations. Here you are going to read some of the benefits of having UAN for PF holders.

1)Insurance Benefits:  This insurance benefits will be provided to employee’s who has an Universal Account Number (UAN) through Employee Deposit Linked Insurance (EDL)

2)Medical Benefits:  If you met with any health problem then the organisation / company where the employee works the amount needed for the treatment will be given by the company / organisation. And some amount will be deducted from your every month salary.

3)Pension Scheme:  Provident Fund has been divided in to two sectors. The sectors are as follows

  • Employee Provident Fund (EPF)
  • Employee Pension Scheme (EPS)

After your retirement from the private or government organisation / company. The company / organisation will send you some percentage of salary without working. You can get pension from the both sectors where we mentioned above.