The Employees’ Provident Fund Organisation (EPFO) has simplified the process for members to manage their provident fund (PF) accounts when they change jobs. In a new circular, the EPFO announced that the Transfer Certificate (Annexure K) is now available for download on the Member Portal. This document is crucial as it contains a member’s complete PF account history, including the balance, interest, and service history needed for pension benefit calculations. Previously, this document was generated by the transferor office and sent to the transferee office. The new system allows members to access this document directly by logging into the Member Portal and navigating to “Online Services,” then “Track Claim Status,” and finally “Download Annexure K.” This initiative is part of the EPFO’s ongoing efforts to use technology to improve transparency and convenience for its members, reducing reliance on manual processes and providing a tool for resolving grievances related to pending transfer credits. All field offices have been instructed to widely publicize this new feature.
Emplooyees Provident Fund Organisation
(MINISTRY OF LABOUR & EMPLOYMENT GOVERNMENT OF INDIA)
Head Office
Plate A, Ground Floor, Block II, East Kidwai Nagar New Delhi- 110023
Website: www.epfindia.gov.in, www.epfindia.nic.in
Circulars No: WSU/TransferClaimPt1/E-1163369/2025-26/33 | Date: 18/Sept/2025
To,
All ACC (HQ)s/ACCs (Zones)
All RPFC-I/RPFC-IVAPFC OICs
Subject: Simplification of Transfer Claims – Transfer Certificate in Annexure K now made available in Member Portal – Regarding.
. As you are aware, the Transfer Certificate in Annexure K is an important document that contains the comprehensive record of a member’s Provident Fund account, including:
1. Provident Fund balance with interest,
2. Complete service history for EPS benefit computation and
3. Employment details.
When members change job, they are required to transfer the PF accumulations from the previous PF Account to the latest PF Account to consolidate the PF accumulations and the pension service. For this, they are required to file a Transfer Claim in Form 13 online by logging into their Member Portal.
Transfer claims also get auto initiated on receipt of first month’s contribution in the latest employment subject to certain validations and such claims get processed without the need for filing a separate Form 13 by the member.
On successful processing of Form 13, the Transfer Certificate in Annexure K will be generated by the Transferor (Source) Office where the member’s previous establishment/ account is serviced and forwarded to the Transferee (Destination) Office where the member’s present establishment/ account is serviced for crediting the PF accumulations as well as the Pension Service.
With a view to enhance transparency and ensure greater convenience for PF members, the Transfer Certificate in Annexure K has now been made available for download in Member Portal for convenience. The Annexure K can be accessed by the member through the following pathway:
Member Portal Online Services Track Claim Status Download Annexure K
All Field Offices are advised to disseminate this new facility widely within their respective jurisdictions through helpdesks in the offices, social media handles, press notes and other communication tools for the benefit of the members. Also, the members can be guided during the grievance-handling sessions to utilize this facility to resolve their grievances related to pending credit of transfers.
This development is a part of EPFO’s Qngoing effort to provide member-centric, technology-driven services ensuring efficiency, transparency, and ease of access.
The feedback and suggestions, if any, for further simplification of services may be sent to so.wsu@epfindia.gov.in with the subject “Feedback/Suggestions”.
[This has the approval of CPFC]
R. Suchindranath
ACC (WSU)
