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1. PROCESS OF ACTIVE UAN
2. PROCESS OF LOGIN
3. PROCESS OF RESET PASSWORD
4. PROCESS OF GENERATE PASS BOOK
5. PROCESS OF REGISTER FOR KYC
6. PROCESS TO MODIFY BASIC DETAILS
7. PF TRANSFER (MANUAL)
8. PF WITHDRAWAL (MANUAL )
9. PF TRANSFER (ONLINE )
10. PF WITHDRAWAL (ONLINE)
PF BASIC TRAINING MODUALE
PROCESS OF ACTIVE UAN
 How to activate UAN
PROCESS OF UAN LOGIN
 LOGIN
PROCESS OF RESET
PASSWORD
 How to reset password
In case of Registered mobile
Number IS Not Available
PROCESS OF GENERATE
PASS BOOK
 Pass Book
 KYC
Process of register for KYC
PROCESS OF MODIFY BASIC
DETAILS
Step 2: Click on “Manage>Modify Basic Details”.
PF TRANSFER (MANUAL)
PF Transfer
PF WITHDRAWAL (MANUAL
PROCESS)
PF Withdrawals
PF Partial Withdrawals
PF TRANSFER (ONLINE PROCESS)
Online PF Transfer
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
WIZEMEN HR SERVICES PVT. LTD.
PF WITHDRAWAL (ONLINE)
Important Points to be noted before initiating online withdrawal claims (Form 19 &
1. As indicated earlier, withdrawal of PF Claims can be done only by those members who
are not employed.
2. Please check your Bank A/c No and IFSC from your KYC menu, update correct Bank
details and other KYCs (KYC Option under Manage Menu) before initiating online
withdrawal.
3. You will be receiving the OTPs to your registered mobile linked with your Aadhaar and
PF. Hence, get your Aadhaar and PF updated with your current Mobile No.
4. In certain browsers, the claims form 19 & 10C will be indicated separately and combined
in some browsers, you have to select based on the option available.
5. Portal or PAN/ Aadhaar servers may be down at the time of verification or during the
claim process. Please keep trying it till your claim process is completed.
6. You can not claim the PF withdrawal on the portal through online, if you have not
completed 60 days of waiting period from your last working day, as per the PF Norms.
7. If, PF Tenure less than 6 months, you can Claim only PF(Form 19), EPS( Form 10C) is not
applicable.
8. If, PF Tenure is More than 9 years 6 months, you can Claim only PF(Form 19), for
EPS(Form 10C) Member Should Obtain Scheme Certificate from RPFC
Please note the PF Schemes are Social Security Measures initiated by the Govt. of
with an objective of providing benefits to its member at the time of retirement, henc
to retain it till you attain your retirement age. Moreover, claiming it prematurely is n
only violation of the PF Act, but will also attract penal action by the concern author
PF & ESIC Helpdesk-HGSL
PF & ESIC Helpdesk-HGSL
Enter your UAN
Enter your Password
Enter Captcha
Sign in
PF WITHDRAWAL ON UAN MEMBER LOGIN UNDER PF PORTAL
Select “Online Services”
PF & ESIC Helpdesk-HGSL
Select “CLAIM (FORM-31,19&10C)”
PF & ESIC Helpdesk-HGSL
Enter Last 4 Digit of your Bank A/c No. & Verify
Check your IFSC and Update Bank & IFSC through
KYC in case of Mismatch
PF & ESIC Helpdesk-HGSL
Click “Yes” to proceed If your Bank & IFSC is Correct
Click “No” to Update your Bank & IFSC through KYC in case of Mismatch
PF & ESIC Helpdesk-HGSL
Click “Proceed For Online Claim”, If All the details are Correct
PF & ESIC Helpdesk-HGSL
If, you are NOT Eligible for PF Withdrawal as per PF Norms, below message will be
PF & ESIC Helpdesk-HGSL
If, you are eligible for PF Withdrawal as per PF Norms, below message will be dis
Click “Yes” to Continue
PF & ESIC Helpdesk-HGSL
Select “ (Form-19 & 10C)”
Update Your Current
Residential Address
PF & ESIC Helpdesk-HGSL
“ √ ” the Box &
Click “Get Aadhaar OTP”
PF & ESIC Helpdesk-HGSL
Enter “OTP” Received
to your Mobile
Click “Validate OTP and
Submit Claim Form”
PF & ESIC Helpdesk-HGSL
Online Claim
Submission Under
Process
PF & ESIC Helpdesk-HGSL
Online Claim Submission process completed & PDF Generated By PF P
PF Dept. will settle the claim to the Bank A/c updated by you in KYC.
PF & ESIC Helpdesk-HGSL
Track you Online PF withdrawal Claim
Select “Online Services”
Select “Track Claim Status”
PF & ESIC Helpdesk-HGSL
PF Dept. (Field Office) will settle the claim to the Bank A/c updated by you
post verification of the Credentials of PF and Aadhaar.
THANK YOU
PF & ESIC Helpdesk-HGSL
THANK YOU

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PF Training.pptx

  • 1. 1. PROCESS OF ACTIVE UAN 2. PROCESS OF LOGIN 3. PROCESS OF RESET PASSWORD 4. PROCESS OF GENERATE PASS BOOK 5. PROCESS OF REGISTER FOR KYC 6. PROCESS TO MODIFY BASIC DETAILS 7. PF TRANSFER (MANUAL) 8. PF WITHDRAWAL (MANUAL ) 9. PF TRANSFER (ONLINE ) 10. PF WITHDRAWAL (ONLINE) PF BASIC TRAINING MODUALE
  • 3.  How to activate UAN
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 17.  How to reset password
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24. In case of Registered mobile Number IS Not Available
  • 25.
  • 26.
  • 29.
  • 30.
  • 33.
  • 34.
  • 35.
  • 36. PROCESS OF MODIFY BASIC DETAILS
  • 37. Step 2: Click on “Manage>Modify Basic Details”.
  • 38.
  • 39.
  • 40.
  • 43.
  • 46.
  • 48.
  • 50. Online PF Transfer WIZEMEN HR SERVICES PVT. LTD.
  • 51. WIZEMEN HR SERVICES PVT. LTD.
  • 52. WIZEMEN HR SERVICES PVT. LTD.
  • 53. WIZEMEN HR SERVICES PVT. LTD.
  • 54. WIZEMEN HR SERVICES PVT. LTD.
  • 55. WIZEMEN HR SERVICES PVT. LTD.
  • 56. WIZEMEN HR SERVICES PVT. LTD.
  • 57. WIZEMEN HR SERVICES PVT. LTD.
  • 58. WIZEMEN HR SERVICES PVT. LTD.
  • 59. WIZEMEN HR SERVICES PVT. LTD.
  • 60. WIZEMEN HR SERVICES PVT. LTD.
  • 62. Important Points to be noted before initiating online withdrawal claims (Form 19 & 1. As indicated earlier, withdrawal of PF Claims can be done only by those members who are not employed. 2. Please check your Bank A/c No and IFSC from your KYC menu, update correct Bank details and other KYCs (KYC Option under Manage Menu) before initiating online withdrawal. 3. You will be receiving the OTPs to your registered mobile linked with your Aadhaar and PF. Hence, get your Aadhaar and PF updated with your current Mobile No. 4. In certain browsers, the claims form 19 & 10C will be indicated separately and combined in some browsers, you have to select based on the option available. 5. Portal or PAN/ Aadhaar servers may be down at the time of verification or during the claim process. Please keep trying it till your claim process is completed. 6. You can not claim the PF withdrawal on the portal through online, if you have not completed 60 days of waiting period from your last working day, as per the PF Norms. 7. If, PF Tenure less than 6 months, you can Claim only PF(Form 19), EPS( Form 10C) is not applicable. 8. If, PF Tenure is More than 9 years 6 months, you can Claim only PF(Form 19), for EPS(Form 10C) Member Should Obtain Scheme Certificate from RPFC Please note the PF Schemes are Social Security Measures initiated by the Govt. of with an objective of providing benefits to its member at the time of retirement, henc to retain it till you attain your retirement age. Moreover, claiming it prematurely is n only violation of the PF Act, but will also attract penal action by the concern author PF & ESIC Helpdesk-HGSL
  • 63. PF & ESIC Helpdesk-HGSL Enter your UAN Enter your Password Enter Captcha Sign in PF WITHDRAWAL ON UAN MEMBER LOGIN UNDER PF PORTAL
  • 64. Select “Online Services” PF & ESIC Helpdesk-HGSL
  • 66. Enter Last 4 Digit of your Bank A/c No. & Verify Check your IFSC and Update Bank & IFSC through KYC in case of Mismatch PF & ESIC Helpdesk-HGSL
  • 67. Click “Yes” to proceed If your Bank & IFSC is Correct Click “No” to Update your Bank & IFSC through KYC in case of Mismatch PF & ESIC Helpdesk-HGSL
  • 68. Click “Proceed For Online Claim”, If All the details are Correct PF & ESIC Helpdesk-HGSL
  • 69. If, you are NOT Eligible for PF Withdrawal as per PF Norms, below message will be PF & ESIC Helpdesk-HGSL
  • 70. If, you are eligible for PF Withdrawal as per PF Norms, below message will be dis Click “Yes” to Continue PF & ESIC Helpdesk-HGSL
  • 71. Select “ (Form-19 & 10C)” Update Your Current Residential Address PF & ESIC Helpdesk-HGSL
  • 72. “ √ ” the Box & Click “Get Aadhaar OTP” PF & ESIC Helpdesk-HGSL
  • 73. Enter “OTP” Received to your Mobile Click “Validate OTP and Submit Claim Form” PF & ESIC Helpdesk-HGSL
  • 75. Online Claim Submission process completed & PDF Generated By PF P PF Dept. will settle the claim to the Bank A/c updated by you in KYC. PF & ESIC Helpdesk-HGSL
  • 76. Track you Online PF withdrawal Claim Select “Online Services” Select “Track Claim Status” PF & ESIC Helpdesk-HGSL
  • 77. PF Dept. (Field Office) will settle the claim to the Bank A/c updated by you post verification of the Credentials of PF and Aadhaar. THANK YOU PF & ESIC Helpdesk-HGSL