Provident Fund (PF) Forms applicable for an Employer

What is EPF?

An Employee Provident Fund is a fund set up to ensure a retirement benefits scheme meant for salaried employees. The purpose of the fund is to provide financial support to employees beyond a certain age, i.e., post-retirement or upon the employee's incapacitation to continue working (temporarily or permanently). For more details on EPF, refer our article Provident Fund (PF)



Different forms for compliance of Provident Fund (PF) obligation

Provident Fund Forms applicable to an Employer.

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EPF Forms

Particulars

Form 5

Form for Registration of new employees under Employee Provident Fund (EPF), Employee Pension Scheme (EPS) and Employees’ Deposit Linked Insurance Scheme (EDLIS)

Form 9

Return of eligible members

Form 6A

Consolidated Annual Contribution Statement

Form 3A

Member's Annual Contribution Card

Form 12A

Consolidated Statement of Dues and Remittance

Form 10

Form to update information of employees leaving the organization



EPF Form 5

Form 5 is filed by the employer to submit details of all new employees qualifying for membership to the Employees' Provident Fund (EPF), Employee Pension Scheme (EPS) and Employees' Deposit Linked Insurance Scheme (EDLIS) for the first time during every month. However, if no new employee has joined, 'Nil' will have to be mentioned in the form. It is to be filed by 15th of the following month.

EPF Form 9

Return of employees who are entitled and required to become members of the Employees' Provident Fund (EPF) and Employee Pension Scheme (EPS). (Within 15 days of coverage)

EPF Form 6A

This form provides annual contributions of each member of the establishment. It is a necessary form for compiling the yearly Provident Fund statement of a subscriber. It is to be filed by the employer before 30th April.

EPF Form 3A

A form showing month wise recoveries towards EPF and EPS for one financial year of one member. Also called as the Member's Annual Contribution Card. It is to be filed by the employer before 30th April.

EPF Form 12A

Form 12A is a Consolidated Statement showing amounts recovered from employees and contributions remitted relating to Employees' Provident Fund (EPF), Employee Pension Scheme (EPS) and Employees' Deposit Linked Insurance Scheme (EDLIS). It is to be filed by the employer before 25th of the month following the month to which the dues relate.

EPF Form 10

Form 10 is filed by the employer to submit details of all employees leaving the organization. The date and reason for leaving service will also have to be mentioned.

It is filed along with the other forms and ECR. If no new employee has quit the organization, 'Nil' will have to be mentioned on the form. It is to be filed by 15th of the following month.

Provident Fund Forms for use by Employees

EPF Forms

Particulars

Form 2

Nomination for Employees' Provident Fund (EPF) and Employee Pension Scheme (EPS)

Form 5(IF)

Claim form for Employees’ Deposit Linked Insurance (EDLI)

Form 10C

Withdrawal of Employee Pension Scheme (EPS)

Form 10D

Application for Pension post retirement

Form 11

Automatic transfer of EPF

Form 13

Transfer from old PF account to new

Form 14

LIC Policy payment

Form 15G

To avoid deduction of TDS upon interest earned from EPF

Form 19

For the Settlement of EPF

Form 20

For settlement of EPF amount after employee’s death

Form 31

Withdrawal of EPF