S.No.

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2
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5
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8
Employees' Provident Fund Scheme: (0.18 %)
EMPLOYERS DUTY ON MONTHLY BASIS
Nomination form need to be filled by the employees who joined in respective month.(FORM 2) along
with one recent passport size photograph.
Employees who joined Provident Fund for the first time during every month. Their details has to be
submitted within 15 Days of the following month. (FORM 5)
Employees who left Provident Fund during every month. Their details need to be submitted within 15
Days of the following month. (FORM 10)
PF calculation for employee and employer on monthly basis for all the employees from payroll
data.The details of the contributions recovered from the members & paid along with details of
employers' contribution & administrative charges. (FORM 12 A)
The total amount which is calculated for PF Dept. for that month, has to be paid in bank along with
FORM 12 A by filling Challans. These challans are triplicate, in which one has to be submitted to
bank , one has to be submitted at the year end to PF Dept. and the other will be for Company records.
Simultaneously have to prepare a detailed individual sheet of all the employees in that particular year
with their contributions, DOJ, DOL. These forms will be submitted during year end 30th April along
with all the other forms.(FORM 3A)
A sheet has to be prepared where all the employee details are furnished at one place with DOJ, DOL,
Wages and contributions for the whole year, irrespective of FORM 3A details. These forms will be
submitted during year end 30th April along with all the other forms.(FORM 6A)
Annual statement of accounts ( PF slips ) will be sent by the PF office to all the employees every year.
Employers Provident fund (12 %)
Administrative Charges
Employees' Deposit Linked Insurance Scheme: (0.01 %)
Employees' Provident Fund Scheme: (1.10 %)
Inspection Charges
Employees' Deposit Linked Insurance Scheme: (0.005%)
Employees' Provident Fund Scheme: (0.18 %)
S.No. Types of Benefit
1
The purchase of site for construction of house
2
The Construction of House
3
The purchase of dwelling flat
4
Additions, Alterations or improvements to the dwelling house
5
Advance from the fund for repayment of loan
6
Advance from the fund for illness viz. hospitalisation for more than a
month, major surgical operation or suffering from TB, Leprosy,
Paralysis, Cancer, Heart ailment etc.
7
Advance from the fund for Marriage of self/son/daughter/
sister/brother etc./ Advance from the fund for education of
Son/Daughter
Immediate settlement without waiting period of 2 months
(a) Retirement after attaining 55 years of age.
(b) Retirement on account of total and permanent incapacity due to
bodily or mental infirmity .
(c) Termination of service on retrenchment.
(d) Termination on V.R.S
(e) Migration from India for permanent settlement abroad or taking
employment abroad.
BENEFITS
Eligibility Eligible Amount
24 months wages (Basic & DA) / Members own share of
contribution + Companys share of Contribution with
interest thereon
36 months wages (Basic & DA) / Members own share of
contribution + Companys share of Contribution with
interest thereon
36 months wages (Basic & DA) / Members own share of
contribution + Companys share of Contribution with
interest thereon
5 years from the date of completion of dwelling
house
12 months basic or members own share of contribution
with thereon.
10 years membership of the fund & member
should have taken loan from Govt. Body
36 month wages (Basic + DA) / Members own share of
Contribution + Companys share of Contribution with
interest thereon
Stay in Hospital at least for a month 6 moths wages (Basic + DA)
7 years membership of the fund & minimum
balance in members account should be Rs. 1000/-
50% of members own share of contribution
Settlement only after a waiting
period of two months
(e)(i) transfer of a non retrenched employee from a
closed establishment to uncovered establishment.
(e)(ii) Transfer of an employee from a covered
establishment to an un-covered establishment
under the same employer.
Other cases viz. Resignation, Leaving service, etc.
Note: For female members leaving service for the
purpose of getting married; waiting period not
applicable.
(e)(iii) Members discharged & retrenchment
compensation paid under I.D. Act 1947.
BENEFITS
5 Years of membership of the Fund
Forms
No.31
BENEFITS
FORM
Form-9(Revised)
Form-2(Revised)
Form-5
Form-10
Form-12A
Form-3A
Form-6A
Challans
Form 19
Form 20
Form 10 D
Form 10 C
Form 31
Form 13
Description
The details of employees enrolled as members of Employees' Provident FundS'52, Employees' Deposit Linked
Insurance'76 & Employees' Pension Scheme'95 on coverage of the establishment- This is to be submitted
immediately after coverage, within 15 days of coverage.
Nomination form- To be submitted along with form-5/9.
The details of the employees enrolled newly to the Provident Fund- To be submitted along with Form-12A every
month within 15 days of the following month.
The details of the employees leaving service during the month- To be submitted along with form-12A.
The details of the contributions recovered form the members & paid along with details of employers' contribution
& administrative charges- This is to be submitted monthly by 25th of following month.
The details of wages & contributions in respect of each member, to be prepared financial year wise- To be
submitted to the Provident Fund office by 30th of April every year.
Yearly consolidated statement of contributions- To be forwarded yearly along with form-3A. It should be ensured
that all the form-3A are entered in form-6A, irrespective of whether the form-3A was forwarded for the broken
period and the total dues as per the form-12A for the whole year agrees with the total of form-6A within 30th
April.
The triplicate copy of challans in token of having remitted the Provident Fund dues in the bank- to be submitted
along with form-12A every month.
To claim final settlement of Provident Fund by a member.
To claim Provident Fund by nominee/legal heir on death of the member.
To claim pension. (In duplicate : If within state, In triplicate : If outside state.)
To claim withdrawal benefit/scheme
To claim temporary withdrawal/advance under Employees' Provident Fund scheme
To effect transfer of Provident Fund/Pension from one A/C to another.