In this post, you will learn about the EPF account transferring process and the significance of Annexure K.
When an employee changes or transfers his or her PF account from an “exempted” to “unexempted establishment”, the type of establishments on which the Provident Fund & Miscellaneous Provisions Act 1952 is functional, or vice-versa, a document is issued to them from EPFO which is called Annexure K.
EPF Account Transfer Through Annexure K
Annexure K is basically a collection of records belonging to the particular employee who is transferring his or her PF account carrying information such as PF contributions, service history, joining and leaving dates, and many more job-related records.
EPFO defines Annexure K with a tweet saying, “Annexure K is an EPF document which mentions the member details, his PF accumulations with interest, service history, Date of joining, and Date of exit and employment details including past and presents MID. This document is required by the Field Office/Trust to effect a transfer in.”
Those who want to transfer their PF account can download it through the Unified Member Portal.
Steps To Download Annexure K From Unified member portal
Employees transferring their account from the exempted establishment to unexempted or vice-versa can now with an online process download their annexure K form through the UAN portal.
- First, visit the portal through this link.
- Then, log in via UAN number and password.
- Search for option ‘Download Annexure K’ under ‘Online Services. (Look for navigation bar)
- On this, you will find all the PF transfer claims that have been resolved previously. And by simply clicking on the download button you can complete the process.