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Steps and Process Flow For Filing e Nomination PDF

To update nominees online in an EPF account, a member must follow 13 steps: 1. Log in to their EPF account and select "e-nomination" 2. Provide details of nominees like name, DOB, address, and relationship 3. Add more nominees or specify shares of the EPF amount for each 4. Save the nomination details and separately nominate for the EPS scheme 5. E-sign the nomination by entering their Aadhaar virtual ID and OTP

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N RamPrasad
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63 views

Steps and Process Flow For Filing e Nomination PDF

To update nominees online in an EPF account, a member must follow 13 steps: 1. Log in to their EPF account and select "e-nomination" 2. Provide details of nominees like name, DOB, address, and relationship 3. Add more nominees or specify shares of the EPF amount for each 4. Save the nomination details and separately nominate for the EPS scheme 5. E-sign the nomination by entering their Aadhaar virtual ID and OTP

Uploaded by

N RamPrasad
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Steps to update nominee(s) online in EPF account

Step 1: Visit https://unifiedportal-mem.epfindia.gov.in/memberinterface/ and login to your EPF account using UAN number and
password. (Refer your current Payslip to extract your UAN Number to login & select “forgot password” in case you do not recall
your password).

Step 2: Under the 'Manage' tab select the 'e-nomination' option in order to make a nomination.

Step 3: Now you will be redirected to a new page where you will get a popup message asking 'Having Family?' You will be asked
to answer this through this Yes or NO. You will be asked to specify the specifics of your nominee if you selected the 'Yes' option.
And for the same you need to enter the following details of the family member whom you are going to nominate: Aadhaar, Name,
Date of birth, Gender, Relation, Address, Bank account details (Optional), Guardian and Photo (not exceeding 100 KB).

Step 4: If you want to add more than one applicant, you can add details of more than one family member by clicking the option
'Add row'.

Step 5: If you have chosen 'No', then you will be required to specify the total amount of contribution you want to grant to the
person you are nominating along with the above specifics.

Step 6: Now click on the 'Save Family Details' option. For your EPF account, specify the family member you want to nominate and
the amount of the share you want to grant him or her. If you have more than one nominee in your EPF account, make sure that
the cumulative amount of the nominees' share is up to 100%.

Step 7: Now click on 'Save EPF Nomination'

Step 8: Details of EPF nominations will be saved effectively. Likewise, you will also be asked to make an EPS (Employee Pension
Scheme) nomination. As mentioned above, you will be asked to enter similar details. Note, you can render different EPF and EPS
nominations.

Step 9: Go to the 'e-nomination' option under the 'Manage' tab once the details are saved successfully. The nominee details that
you have saved will be displayed as a pending nomination to you. To complete the process, you are required to 'e-sign' the
nomination made by you. If you want to see the specifics of your nomination, click on the 'View' button.

Step 10: Now you will be redirected to a new page where you need to enter your virtual ID of your Aadhaar. Once you enter the
virtual ID of Aadhaar and click on 'Verify'

Step 11: You will be required to choose the tick box again to give your approval to Aadhaar's e-KYC services.

Step 12: Now enter your Aadhaar or Virtual ID again and click on 'Get OTP'. You will get an OTP on your Aadhaar-linked mobile
number.

Step 13: Enter the OTP on the required space to authenticate it and click on 'Submit'

Step 14: Once the OTP has successfully verified the specifics of your nominee will be saved in the database of EPFO. Under the
'Manage' tab, you can verify the nomination specifics under the 'e-nomination' option.
PROCESS FLOW FOR FILING OF ONLINE e-NOMINATION
FORM BY MEMBER ON EPF PORTAL
• The form can be filed by the member on the UAN member portal.
• The member can file the online nomination form through UAN member portal which is available on URL
https://unifiedportal-mem.epfindia.gov.in/memberinterface/
• The following screen will appear.
• The member has to login by entering his UAN and password.

xxxxxxxxx
After signing in, the following screen will appear.
First Click on tab >> Manage then you will have to click on >> E-NOMINATION
tab

xxxxxxxxx
Now you have to enter your permanent and current address then after save it.
After saving below mentioned screen will be display and you will have to click on
“YES” option for adding nominee.
Follow the instructions mentioned in the red ink on the below screen shot.
Follow the instructions mentioned in the red ink on the below screen shot.
Follow the instructions mentioned in the red ink on the below screen shot.
Follow the instructions mentioned in the red ink on the below screen shot.
Follow the instructions mentioned in the red ink on the below screen shot.
Follow the instructions mentioned in the red ink on the below screen shot.
Finally below mention screen will be display that indicates that your e-
nomination has been e-signed successfully.
Now you can view your nominee details by click on View tab
Downloaded PDF file will be shown like below mentioned screen shot in which
your nominee details will be shown in form - 2
THANK YOU

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