What Is EPF Form 2? – Described General Info And Key Points Of Form 2
UBS

What Is EPF Form 2? – Described General Info And Key Points Of Form 2

December 30, 2022
HR Toolkit
EPF Form 2

“EPF – Employee Provident Fund is social security scheme for employees. In EPF, both the workers as well as the employer need to contribute a small payment to the fund.”

Under this scheme, employees need to give a nomination for their account. The nomination will be filed by using EPF Form 2. This is done for the nominated person to get accumulated finances in the EPF account, if in any unfortunate case, the hand dies.

First of all, whenever you are eligible for EPF you need to fill out the nomination form. Now, what is the importance of filling out form 2?

Imagine the scenario, if you and an occupier didn’t decide who can be your nominee after any accident in the future then it will be a problem for you. Perhaps people in your family will face a dispute or the EPF amount will go to another person that you don’t want to share.

What’s EPF Form 2?

A social security scheme that employees need to contribute a specific quantum of their payment is called EPF Form. And EPF form 2 is used to nominate the appointees under this scheme, the EPF members need to fill out a form.

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Requirement Of EPF Form 2

EPF Form 2 is used to nominate a person for the fund in the EPF account of the member. Through this form, it’s decided who’ll get these finances in the situation of a member’s death.

It’s very important to fill out EPF form 2 so that the accumulated finances can be entered by the nominated person. PDF form 2 makes the claim agreement easy as giving a nominee for any saving scheme is relatively important according to the government programs.

How To Fill EPF Form 2 In Different Ways?

The members related to EPF can use both

  1. Online as well as
  2. Offline system to fill this form.

This form will bear all the details of the appointees that can be used by them to get the accumulated finances of the EPF member in case of the member’s death.

1. Way To Fill The Form Online:

To fill the form online video, you can take guidance from this video. Just go to the direct member login and fill in as per the directions shown on the web.

A member who has formerly registered his UAN at the unified EPF Member Portal can fill this EPF form 2 online. The process can be like this:

Step 1: Login to the EPF portal using UAN.

Step 2: Select the “Manage” section and then “E-nomination”.

Step 3:  Enter “Current Address” & “Permanent Address ” in your “Profile” and then click on the “Save” button.

Step 4: Select the option you have a family or not.

Step 5: Enter details of the family member like name, Aadhaar number, dob, relation, gender, address, and guardian ( for minors) and click on save details. If you want more nominees then select add row button.

Step 6: Select the nominees from the list and enter the share. Click on save EPF nomination.

Step 7: Your nomination details will be saved and nominees will get the fund in the proportion mentioned by you in the form. Follow the same way for the EPS section for serving benefits of the pension scheme.

Step 8: To complete the process you need to consider ‘e-sign ’ the nomination made by you. For this, select the “e-nomination ” option listed under the “ Manage ” section.

Step 9: Next, enter the virtual ID of your Aadhaar and click on “corroborate ”.

Step 10:  Given your concurrence for Aadhaar’-KYC services.

Step 11: Enter your Aadhaar ID again and click on ” Get OTP ” to get an OTP on your mobile number linked with your Aadhaar card.

Step 12: Enter the OTP and do successfully register your nomination.

Gratuity Nomination Form: Detailed Information To Make Gratuity Nominee

2. Details Should Be Filled Up In Form 2

Offline Form 2 Word has a total of 4 sections to be filled up  

General Information

  • Member’s name 
  • Father or husband’s name 
  • Birth date 
  • Gender 
  • Account number 
  • Temporary and permanent address
  • Marital status 
  • Joining Date of EPF and EPS 

Part A( EPF)

In this section of the form, the member has to fill in the following details for EPF nomination.

  • Name And Address of the nominee
  • Relationship with the nominee
  • The total amount in PF had to be paid to each nominee
  • Birth date
  • A thumb or signature impression of the member
  • If the nominee is minor then the member has to provide the guardian’s name and amount.

Part B( EPS)

EPF scheme offers a total share of 8.33 out of 12, and it is from employer to EPF. The procedure of PF and EPS of members are also given to the appointed persons. The details are:

  • Family member’s name 
  • Birth date 
  • Family member’s address 
  • Relationship with the form-filling member 
  • Signature or thumbprint of the member 

If the nominee is a widowed person then the details can be: 

  • Name and address of the nominee
  • Relationship with the member
  • Birth date

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Certificate By the Employer

Details are certified by the employer require these details as well.

  • Name of employee
  • Officer’s designation
  • Authorized officer’s signature
  • Place
  • Date
  • Name And Address Of The Organization
  • Stamp

You can download EPF Form 2 in the following formats:

EPF Form 2

Note: This letter will be useful to you! You can edit it, as your needs and requirements.

Key Points About EPF Form 2

Here are some important points you can consider while filling out form 2 PDF.

What is the purpose? Declaring nominee of beneficiary
How to fill out the form? You can fill out the form online and offline
When to fill out the form? Anytime you can fill after registration
How many updates are necessary? As much as you want to update
Other documents are needed. No, other documents are not needed
Is approval needed? Approval is needed from the PF commissioner or employer

How UBS Can help For Filling EPF Form 2?

We have more than 300+ HR documents, and that is useful for your government benefits as well. You can directly download the one that is needed for your future aspect from the HR toolkit of UBS. Whether they are for only HR purposes or govt forms, we have samples and templates. 

Just go and check!

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Alpesh Vaghasiya

Alpesh Vaghasiya

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