Thursday 29 July 2021

E-Nomination by Employees - EPFO - Step by Step Procedure

 E-Nomination by Employees - EPFO - Step by Step Procedure

In order to facilitate EPF subscribers, EPFO has launched one more e-initiative i.e., Aadhaar based e - nomination. The physical filing of nomination is done through submission of ‘ Form 2 (Revised) ’, now with the launch of e-nomination facility, members themselves can file their nomination online, using this e-Nomination facility available in member portal.

The URL is https://unifiedportal-mem.epfindia.gov.in/memberinterface/

This facility can be availed by EPF Members if their mobile number is linked with UAN and the Aadhaar verification is also completed. The registration process is quite user friendly and all members are advised to file their e-nomination at the earliest. A readily available e-nomination in the system enables members/ beneficiaries to easily file online Pension Claim and in the event of the demise to the member his/her nominee will be able to file an online claim based on the OTP on his/her Aadhaar Linked Mobile. One doesn't need to apply with any physical document to the employer or ex-employer after the online nomination is done.
All EPF Members are advised to file their E-Nomination at Member Interface of Unified Portal immediately. Further all EPF members are also advised to get basic KYC like Aadhaar and Bank account seeded to their UAN, so that they can avail online services from EPFO.
The Circulars issued in this connection by EPFO and step by step procedure are attached here for information. It is requested to give wide publicity to all PF members of your establishment

  • Step 1: Visit https://unifiedportalmem.epfindia.gov.in/memberinterface/ and login to your EPF  account using UAN number and password. 
  • Step 2: Under the 'Manage' tab and select the 'e-nomination' option in order to file e-nomination.  
  • Step 3: Now you will be redirected to a new page where you will get a pop-up message asking  'Having Family?' You will be asked to answer this through this Yes or NO. You will be asked to  specify the specifics of your nominee if you select the 'Yes' option. And for the same you need to  enter the following details of the family member whom you are going to nominate: Aadhaar,  Name, Date of birth, Gender, Relation, Address, Bank account details (Optional), Guardian and  Photo (not exceeding 100 KB). 
  • Step 4: If you want to add more than one applicant, you can add details of more than one family  member by clicking the option 'Add row'.  
  • Step 5: If you have chosen 'No', then you will be required to specify the total amount of  contribution you want to grant to the person you are nominating along with the above specifics.  
  • Step 6: Now click on the 'Save Family Details' option. For your EPF account, specify the family  member you want to nominate and the amount of the share you want to grant him or her. If you  have more than one nominee in your EPF account, make sure that the cumulative amount of the  nominees' share is up to 100%.  
  • Step 7: Now click on 'Save EPF Nomination'. 
  • Step 8: Details of EPF nominations will be saved effectively. Likewise, you will also be asked to  make an EPS (Employee Pension Scheme) nomination. As mentioned above, you will be asked  to enter similar details. Note, you can render different EPF and EPS nominations.  
  • Step 9: Go to the 'e-nomination' option under the 'Manage' tab once the details are saved  successfully. The nominee details that you have saved will be displayed as a pending nomination  to you. To complete the process, you are required to 'e-sign' the nomination made by you. If you  want to see the specifics of your nomination, click on the 'View' button.  
  • Step 10: Now you will be redirected to a new page where you need to enter your virtual ID of  your Aadhaar. Once you entered the virtual ID of Aadhaar and click on 'Verify'.  
  • Step 11: You will be required to choose the tick box again to give your approval to Aadhaar's e KYC services.  
  • Step 12: Now enter your Aadhaar or Virtual ID again and click on 'Get OTP'. You will get an OTP  on your Aadhaar-linked mobile number.  
  • Step 13: Enter the OTP on the required space to authenticate it and click on 'Submit'.  
  • Step 14: Once the OTP has successfully verified the specifics of your nominee will be saved in  the database of EPFO. Under the 'Manage' tab, you can verify the nomination specifics under the  'e-nomination' option.









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