Universal Account Number (UAN) has been made mandatory for all employees covered under Employee Provident Funds and Miscellaneous Provisions Act, 1952. The Scope of User Manual on UAN Functions issued by EMPLOYEES’ PROVIDENT FUND ORGANISATION OF INDIA reads as follows:-

“EPFO has launched a Universal Account Number (UAN) driven Member Portal to provide a number of facilities to its members through a single window.”



Every employee covered under the Employee Provident Funds and Miscellaneous Provisions Act, 1952 is allotted a PF Account Number or Member Identification Number. This number is unique in respect of any organization that employee is working at. But when the employee goes to work for a new organization this number is changed as the organization changes. Hence a new number will be given to him. This creates a lot of confusion. So UAN will act as an umbrella for the multiple Member Ids allotted to the same individual. The idea is to collate multiple Member Identification Numbers (Member Id) allotted to a single member under single Universal Account Number. This will help the member to view details of all the Member Identification Numbers (Member Id) linked to it. If a member has already been allotted Universal Account Number (UAN) then she or he may provide the same to new establishment/ employer which in turn will mark the new allotted Member Identification Number (Member Id) to the Universal Identification Number (UAN).

WHAT ARE THE ADVANTAGES OF UAN (UNIVERSAL ACCOUNT NUMBER) :-

On Registration of UAN the following services will be made available to employee’s:-

UAN card download, Member passbook download, Updation of KYC information, Listing all his/her member ids to UAN File, View & Transfer claim HOW TO ACTIVATE UAN (UNIVERSAL ACCOUNT NUMBER) :

Members can activate their UAN by visiting the UAN based Member Portal website i.e. https://unifiedportal-mem.epfindia.gov.in/memberinterface/ . Member should have UAN, Mobile and Member ID readily available to activate his/her UAN on the UAN Member Portal.

Step 1:- Click on this URL to start activation process:













Step 2:- Fill in the Following Details :







Enter your Universal Account Number (UAN) :- Take From your Employer (Mandatory). :- Take From your Employer (Mandatory).



Enter Your EPF Member ID :- Only if UAN is not available.



Enter Aadhar Number or Pan Number (It s recommended that Aadhar must be tagged)



Enter Name, Date of birth and Email-Id.

Enter your Mobile Number : Only registered mobile number your employer furnishes during generating your UAN.

Type Captcha and Press GET PIN

You will receive a PIN on mobile phone type that PIN in box given

CLICK I AGREE AND SUBMIT

Once the submit button is pressed, following screen will appear which will show that member’s credentials are verified. This screen allows the member to create password for login to this portal to have an access of the facilities provided in the UAN driven Member Portal. User Name will always be your UAN. Once the submit button is pressed, following screen will appear which will show that member’s credentials are verified. This screen allows the member to create password for login to this portal to have an access of the facilities provided in the UAN driven Member Portal. User Name will always be your UAN.





Here, member need to enter his/her Father’s name and Date of Birth in case it is blank and create the password of his/her choice which should be alphanumeric, have minimum 1 special character and 8-25 character long. Special characters are !@#$%^&*()

Sample Password:: abc@1973

After submitting, following screen will come and message will go to the member’s phone for successful registration to access UAN driven member portal.



HOW TO LOGIN IN PF ACCOUNT WITH UAN Click on this URL https://unifiedportal-mem.epfindia.gov.in/memberinterface/

You will get the following screen





Once member has activated his/her UAN based registration, he/she can any time login to the portal by using his/her username and password created by himself/herself

HOW TO DOWNLOAD PF PASS BOOK:-

Click Pass Book Tab As Shown Here









SELECT DOWNLOAD PASS BOOK ON THE RIGHT HAND SIDE



HOW TO DOWNLOAD UAN CARD:-

AFTER LOGIN > CLICK DOWNLOAD UAN CARD FROM THIS SCREEN













THEN CLICK DOWNLOAD UAN CARD IN PDF HERE









HOW TO LINK PF ACCOUNT TO UAN:

AFTER LOGIN > CLICK PREVIOUS MEMBER ID HERE









The idea is to list multiple Member Identification Numbers (Member Id) or PF NUMBER allotted to a single member under single Universal Account Number. This will help the member to view details of all the Member Identification Numbers (Member Id) and further enable to check the eligibility for online transfer claim through the options ‘List Previous Member ID’ and ‘View Status’ from the Menu ‘Previous Member ID’. In future there is no need to list the member ids as it will be linked automatically on the basis of Form-11 information. Member needs to disclose his/her UAN/Previous Member ID to the new employer through Form-11.

Member can feed the details of his/her previous member id to be linked with UAN. The name in the previous member id should match with the name of current member id. Otherwise, system will not allow the member to link the previous member id with UAN. The screen above shows the details of the previous member id to be linked with UAN. Member has to tick the check box which says that the information displayed is correct and member account belongs to him/her and submit. Once member press the button ‘Submit’, he/she will be asked to ensure through the message. If he/she is sure, can press ok. Otherwise, he/she can cancel it. HOW TO TRANSFER CLAIM IN PF USING UAN:-

AFTER LOGIN > CLICK ON FILE TRANSFER CLAIM (FOR TRANSFERRING CLAIM)

> CLICK ON VIEW TRANSFER CLAIM (FOR VIEWING CLAIM)

> CLICK ON SYSTEM GENERATED TRANSFER CLAIM STATUS







When an employee leaves an establishment and joins another, he/she is required to get the funds and service details transferred to the new account. The facility would provide portability from one account to another by linking the different Member IDs, if, the KYC details have been verified by both the employers.



HOW TO UPDATE KYC IN UAN:- AFTER LOGIN > CLICK PROFILE > CLICK UPDATE KYC DETAILS > THIS SCREEN WILL BE THE RESULT





There are 8 types of Documents that can be used to update KYC. The Following

1. National Population Register (NPR) 2. AADHAAR 3. Permanent Account Number (PAN) 4. Bank Account Number WITH IFSC CODE (MANDATORY DOCUMENT IN ALL CASE) 5. Passport 6. Driving License 7. Election Card 8. Ration Card 9. ESIC Card (Being introduced shortly) Select Any KYC Document from above in drop down as below (BUT BANK DETAILS ARE TO BE GIVEN IN ALL CASES). Means two documents are needed one of them will be bank. When an employee leaves an establishment and joins another, he/she is required to get the funds and service details transferred to the new account. The facility would provide portability from one account to another by linking the different Member IDs, if, the KYC details have been verified by both the employers.





SCAN THE DOCUMENTS AS .JPG, .GIF, .PNG, .PDF + SIGN THEM + TOTAL SIZE PER DOCUMENT CANNOT EXCEED 300 MB. THEN UPLOAD THEM EACH AT A TIME.





After Upload and Save You will see that KYC verification is pending. This is pending until employer approves it.





KYC ACTIVITY SEGREGATION:-

By Member: Member can upload the KYC details through UAN portal. Please What are valid KYC documents- For detail. The Status of KYC initially will be marked as Pending and once approved by the Employer through a Digital Signature, the status will be shown as Verified.

By Employer: Employer can upload the KYC through bulk text file and subsequently approving through a Digital Signature only.





HOW TO MAKE CHANGES IN UAN CARD:-

SUBMIT EMPLOYER DOCUMENTARY PROOF ABOUT CHANGES

EMPLOYER SHOULD CERTIFY AND SUBMIT TO CONCERNED OFFICER (http://www.epfindia.gov.in/site_en/Contact_us.php)





After receiving duly completed information from Employer at concerned Field Office, changes will get uploaded within 1 months.

Note: Changes in details of member’s particulars will be as per norms of EPF.





HOW TO RECTIFY IF TWO UAN ARE ISSUED