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Documentation Guide12345

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0% found this document useful (0 votes)
31 views

Documentation Guide12345

hjhg

Uploaded by

anikashukla01
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 16

EMPLOYEE DETAILS

Employee Name Name

Date of Joining DOJ

Title Position

Employee Number Emp ID will be shared

PD Coach Will be shared

Mentor Will be shared

HR Point Of Contact Needs to blank


DOCUMENT CHECKLIST
Submitted Reason and time frame for
S No Documents
Yes/No document submission
1 ZS Associate Employee Personal Application Form Yes

2 Gratuity & LI Form Yes

3 PF Declaration form Yes

4 Form 2 (PF Nomination & Declaration form) Yes

5 Pan card – Softcopy Supporting Docs.

6 Passport / Aadhar Card – Softcopy Supporting Docs

7 Signed copy of Offer letter- Softcopy Yes ZS offer letter


Resignation Acceptance/ Relieving Letters –
8 Supporting Docs
Softcopy (last employer)
9 Experience Certificates – Softcopy (All employers) Supporting Docs

10 Last 2 months pay slips - SoftCopy Supporting Docs

11 10th Mark sheet & Certificate – Softcopy Supporting Docs

12 12th Mark sheet & Certificate – Softcopy Supporting Docs

13 Degree Mark sheet & Certificate – Softcopy Supporting Docs

14 Post graduate Mark sheet & Certificate – Softcopy Supporting Docs

Name & Signature:


Emp ID:
Date:

Note : In case you don’t have Experience/ Relieving letter, please share your resignation acceptance mail
and help us with the timeline in the next column by when you’ll be able to share the pend. Docs.

For Fresher 8, 9, 10 will be NA

Supporting Docs – These needs to be shared separately on Onboarding day, please convert these
Supporting documents in a PDF’s files individually (not in Single PDF file).
ZS ASSOCIATE EMPLOYEE PERSONAL APPLICATION FORM
(Please fill the form in block letter)

Paste your
recent
Picture

1. ZS Employee No:

2. Employee Name:

3. Gender :

4. Date of birth :

5. Date of joining :

6. Designation :

7. Present Address:

Telephone Number:

8. Permanent Address:

Telephone Number:

9. Pan Number:

10. Blood Group:

11. Aadhar card No.:

12. Personal Email ID:


13. Academic Records: (From Highest)

Title of the Year of University/ Specialization Percentage


course Passing Institute
PG

Graduation

12th

10th

14. Experience Record:


(Start with your 1st company)

Previous Company Designation Duration Reason for leaving

15. PD Coach: Will be Shared

16. ZS employee who referred you: If somebody refers you please mention their
name other wise keep it NA

I certify that the statement made by me are true, complete and correct to the best of my
Knowledge and belief.

Signature

Candidate’s Signature
Date: Joining Date
GROUP HEALTH INSURANCE DETAILS

FROM 23/2/2022 TO 22/2/2023

The employee of the company and any 05 Members in the Family from Spouse,
Children and Parents / In-Laws are insured by the company under Group Medical
Insurance Policy.

Two Parental Members either from Parents OR In-Laws group. Combination is allowed in
case one member from each group is not alive

Employee ID :
Employee Name:
Date of Birth : Age: Gender:
Date of Joining :
Emergency Contact No :

Name of dependent : Nominee Details

Relationship

DOB: Age: Gender:

Name of dependent :

Relationship

DOB: Age: Gender:


Name of dependent :

Relationship

DOB: Age: Gender:

Name of dependent :

Relationship

DOB: Age: Gender:

Name of dependent :

Relationship

DOB: Age: Gender:

Note : Only Direct Dependent which includes Spouse, Children, Parents & Parents in Law

Sibling & Grandparents are exceptions, cannot be included as Dependents

Signatures:
FORM 2 (Revised)

NOMINATION AND DECLARATION FORM FOR UNEXEMPTED/


EXEMPTED ESTABLISHMENTS

Declaration and Nomination Form under the Employees’ Provident Funds and
Employees’ Pension Scheme

(Paragraphs 33 & 61 (1) of the Employees Provident Fund Scheme, 1952 and Paragraph 18 of the Employees’ Pension scheme, 1995)

1. Name (in Block letters) :

2. Father’s/Husband’s Name :

3. Date of Birth :

4. Sex :

5. Marital Status :

6. Account No. : Needs to be blank

7. Address Permanent :

Temporary :

8. Date of joining :

PART – A (EPF)
I hereby nominate the person(s) /cancel the nomination made by me previously and nominate the person(s) mentioned below
to receive the amount standing to my credit in the Employees’ Provident Fund in the event of my death :

Name of
nominee/ Address Nominee’s relation- Date of Total amount of share of If the nominee is a minor,
nominees ship with the member Birth Accumulations in Provi- name & relationship & address
dent Fund to be paid to of the guardian who may
each nominee receive the amount during
the minority of nominee

1 2 3 4 5 6

Father % allotted
Mother
Spouse
Son
Daughter

1 * Certified that I have no family as defined in para 2(g) of the Employees’ Provident Fund Scheme, 1952 and should
I acquire a Family hereafter, the above nomination should be deemed as cancelled.

2 * Certified that my father/mother is/are dependent upon me.

Signature or thumb impression of the subscriber

*Strike out whichever is not applicable.


Part B (EPS) (Para 18) (Needs to be blank)
I hereby furnish below particulars of the members of my family who would be eligible to receive widow/children pension in the event of my death.

S.No. Name of the family Address Date of Birth Relationship with the member
member

1 2 3 4 5

** Certified that I have no family, as defined in para 2(vii) of Employees’ Pension Scheme, 1995 and should I acquire a family
hereafter I shall furnish particulars thereon in the above form.

I hereby nominate the following person for receiving the monthly widow pension (admissible under para 16 2(a)(i) and (ii)
in the event of my death without leaving any eligible family member for receiving Pension.

Name and Address of the Nominee Date of Birth Relationship with the member

1 2 3

1.

2.

3.

4.

Date : Joining Date

Signature or thumb impression of the subscriber

**Strike out whichever is not applicable.

CERTIFICATE BY EMPLOYER (Needs to be blank)


Certified that the above declaration and nomination has been signed/thumb impressed before me by Shri/Smt./Kum.

employed in my establishment after he/she has read the entries/entries have been read over to him/her

by me and got confirmed by him/her.

Place :

Signature of the employer or other


Authoried Officers of the Establishment.

Designation
Dated the :

Name & Address of the Factory/


Establishment or Rubber Stamp Thereon
GUIDANCE FOR FILLING THE FORM No - 2

Employee’s Provident Fund Scheme, 1952:-


(EPF)
Para 33 :- Declaration by persons already employed at the time of institution of the fund :-

Every person who is required or entitled to become a member of the Fund shall be asked forthwith by his employer to
furnish and shall, on such demand, furnish to him, for communication to the Commissioner, particulars concerning
himself and his nominee required for the declaration form in Form 2. Such employer shall enter the particulars in the
declaration form and obtain the signature or thumb impression of the person concerned.

Para 61 : Nomination

1. Each member shall make in his declaration in Form 2, a nomination conferring the right to receive the amount that
may stand to his credit in the Fund in the event of his death before the amount standing to his credit has become
payable, or where the amount has become payable before payment has been made.
2. A member may in this nomination distribute the amount that may stand to his credit in the Fund amongst his
nominees at his own discretion.
3. If a member has a family at the time of making a nomination, the nomination shall be in favour of one or more
persons belonging to his family. Any nomination made by such member in favour of a person not belonging to his
family shall be invalid.
Provided that a fresh nomination shall be made by the member on his marriage and any nomination made before
such marriage shall be deemed to be invalid.
4. If at the time of making a nomination the member has no family, the nomination may be in favour of any person or
persons but if the member subsequently acquires a family, such nomination shall forthwith be deemed to be invalid
and the member shall make a fresh nomination in favour of one or more persons belonging to his family.
4A Where the nomination is wholly or partly in favour of a minor, the member may, for the purposes of this scheme
appoint a major person of his family, as defined in clause (g) of paragraph 2, to be the guardian of the minor
nominee in the event of the member predeceasing the nominee and the guardian so appointed.
Provided that where there is no major person in the family, the member may, at his discretion, appoint any other
person to be a guardian of the minor nominee.
5. A nomination made under sub-paragraph(1) may at any time be modified by a member after giving a written notice
of his intention of doing so in form 2. If the nominee predeceases the member, the interest of the nominee shall
revert to the member who may make a fresh nomination in respect of such interest.
6. A nomination or its modification shall take effect to the extent that it is valid on the date on which it is received by
the commissioner.
Para 2(g) : Family Means :-
(i) in the case of a male member, his wife, his children, whether married or unmarried, his dependent parents and
his deceased son’s widow and children;
Provided that if a member proves that his wife has ceased, under the personal law governing him or the
customary law of the community to which the spouses belong, to be entitled to maintenance she shall no
longer be deemed to be a part of the member’s family for the purpose of this scheme, unless the member
subsequently intimates by express notice in writing to the commissioner that she shall continue to be so
regarded; and
(ii) In the case of a female member, her husband, her children, whether married or unmarried, her
dependent parents, her husband’s, dependent parents, her deceased sons’s widow and children;
Provided that if a member by notice in writing to the commissioner expresses her desire to exclude her
husband from the family, the husband and his dependent parents shall no longer be deemed to be a part of
the member’s family for the purpose of this scheme, unless the member subsequently cancels in writing any
such notice.
Explanation :- In either of the above two cases, if the child of a member [or as the case may be, the child of
a deceased son of the member ] has been adopted by another person and if, under the personal law of the
adopter, adoption is legally recognised, such a child shall be considered as excluded from the family of the
member.
EMPLOYEES PENSION SCHEME, 1995
(EPS)
Para 18 : Particulars to be supplied by the Employees already employed at the time of commencement of
the Employees Pension Scheme.
Every person who is entitled to become a member of the Employees Pension Fund shall be asked forthwith by his
employer to furnish and that person shall, on such demand, furnish to him for communication to the Commissioner
particulars concerning himself and his family in the form prescribed by the Central Provident Fund Commissioner.

Para 2(vii) :- Family means :-


(i) Wife in the case of male member of the Employees’ Pension Fund;
(ii) Husband in the case of a female member of the Employees’ Pension fund;and
(iii) Sons and daughters of a member of the Employees Pension fund;
Explanation – The expression “Sons” and “daughters” shall include children [ Legally adopted by the member]
NOTE : Members can nominate a person to receive benefits under the Employees’ Pension Scheme 1995 where a
member is unmarried or does not have any family. Such nominee shall be paid pension equal to widow
pension in case of death of member.
Declaration Form
(To be retained by the Employer for future reference)

Employees’ Provident Fund Organization


THE EMPLOYEES’ PROVIDENT FUNDS SCHEME, 1952 (PARAGRAPH-34 & 57)
&
THE EMPLOYEES’ PENSION SCHEME, 1995 (PARAGRAPH-24)

DECLARATION BY A PERSON TAKING UP EMPLOYMENT IN AN ESTABLISHMENT ON WHICH EMPLOYEES’ PROVIDENT FUND SCHEME,
1952 AND/OR EMPLOYEES’ PENSION SCHEME, 1995 IS APPLICABLE.
(PLEASE GO THROUGH THE INSTRUCTIONS)

1) NAME (TITLE)
MR . MS. MRS.
(PLEASE TICK)

2) DATE OF BIRTH D D M M Y Y Y Y

3) FATHER’S/ MR .
HUSBAND’S NAME

4) RELATIONSHIP IN RESPECT OF (3) ABOVE FATHER HUSBAND


(PLEASE TICK)

5) GENDER MALE FEMALE TRANSGENDER


(PLEASE TICK)

6) MOBILE NUMBER
(IF ANY)

7) EMAIL ID (IF ANY)

8) WHETHER EARLIER A MEMBER OF THE EMPLOYEES’ PROVIDENT FUND SCHEME, 1952? EMP.- YES & FRESHER - NO
(PLEASE TICK) YES NO
9) WHETHER EARLIER A MEMBER OF THE EMPLOYEES’ PENSION SCHEME, 1995?
(PLEASE TICK) YES NO
IF RESPONSE TO ANY OR BOTH OF (8) & (9) ABOVE IS YES, THEN MANDATORILY FILL UP THE PREVIOUS EMPLOYMENT DETAILS
AT (10,11&12):

Page 1 of 3
A. PREVIOUS EMPLOYMENT DETAILS
10) THE DETAILS OF THE UNIVERSAL ACCOUNT NUMBER (UAN) OR PREVIOUS PF MEMBERID: Ignore the OR, Both the details are mandatory

UAN
OR +
PREVIOUS PF MEMBER ID REGION CODE OFFICE CODE ESTABLISHMENT ID EXTENSION ACCOUNT NUMBER

11) DATE OF EXIT FOR PREVIOUS D D M M Y Y Y Y


MEMBER ID (DD/MM/YYYY)

12) (A) IF SCHEME CERTIFICATE ISSUED FOR PREVIOUS EMPLOYMENT, THEN SCHEME CERTIFICATE NUMBER: NA
(B) IF PENSION PAYMENT ORDER (PPO) ISSUED FOR PREVIOUS EMPLOYMENT, THEN PPO NUMBER: NA

B. OTHER DETAILS

13) INTERNATIONAL WORKER YES NO


(PLEASE TICK)

IF THE REPLY TO (13) ABOVE IS YES, THEN ENTER THE DETAILS IN 13(A), 13(B) & 13(C):
13(A) COUNTRY OF ORIGIN (Please Tick)
INDIA OTHER THAN INDIA (IF YES, PLEASE
MENTION NAME OF THE COUNTRY)

13(B) PASSPORT NUMBER

13(C) PASSPORT VALID FROM


D D M M Y Y Y Y

To D D M M Y Y Y Y

14) EDUCATIONAL ILLITERATE


NON-
MATRIC
SENIOR
GRADUATE
POST
DOCTOR
TECHNICAL/
QUALIFICATION MATRIC SECONDARY GRADUATE PROFESSIONAL
(PLEASE TICK)

15) MARITAL STATUS MARRIED UNMARRIED WIDOW/ WIDOWER DIVORCEE


(PLEASE TICK)

16) SPECIALLY ABLED YES NO IF YES, TICK THE CATEGORY


(PLEASE TICK) LOCOMOTIVE VISUAL HEARING

Page 2 of 3
17) KYC DETAILS KYC DOCUMENT TYPE NAME AS ON KYC DOCUMENT NUMBER REMARKS, IF ANY
BANK ACCOUNT-1* Ignore the mand. Sign Keep it blank IFSC CODE*
NPR/AADHAAR Mandatory

PERMANENT ACCOUNT Mandatory


NUMBER (PAN)
PASSPORT EXPIRY DATE
DRIVING LICENCE EXPIRY DATE

ELECTION CARD
RATION CARD
ESIC CARD
* Mandatory Field (NOTE: BANK ACCOUNT NUMBER (ALONG WITH IFSC CODE) IS MANDATORY. YOU
ARE HOWEVER ADVISED TO PROVIDE ALL KYCDOCUMENTS AVAILABLE WITH YOU IN ADDITION TO MANDATORY KYCS TO
AVAIL BETTER SERVICES.SELF-ATTESTED PHOTOCOPIES OF THE DOCUMENTS MUST BE ATTACHED WITH THIS FORM.

C. UNDERTAKING:
A. I CERTIFY THAT ALL THE INFORMATION GIVEN ABOVE IS TRUE TO THE BEST OF MY KNOWLEDGE AND BELIEF.
B. IN CASE, EARLIER A MEMBER OF EPF SCHEME, 1952 AND/OR EPS, 1995,
(I) I HAVE ENSURED THE CORRECTNESS OF MY UAN/ PREVIOUS PF MEMBER ID.
(II) THIS MAY ALSO BE TREATED AS MY REQUEST FOR TRANSFER OF FUNDS AND SERVICE DETAILS IF APPLICABLE FROM
THE PREVIOUS ACCOUNT AS DECLARED ABOVE TO THE PRESENT P.F. ACCOUNT. (THE TRANSFER WOULD BE POSSIBLE
ONLY IF THE IDENTIFIED KYC DETAILS APPROVED BY PREVIOUS EMPLOYER HAS BEEN VERIFIED BY PRESENT
EMPLOYER USING HIS DIGITAL SIGNATURE CERTIFICATE).
(III) I AM AWARE THAT I CAN SUBMIT MY NOMINATION FORM THROUGH UAN BASED MEMBER PORTAL.

DATE: Joining Date


PLACE: NEW DELHI SIGNATURE OF MEMBER
DECLARATION BY PRESENT EMPLOYER
A. THE MEMBER Mr./Ms./Mrs. ………………………….. HAS JOINED ON ............................. AND HAS BEEN ALLOTTED PF MEMBER ID
…………………………………………...
B. IN CASE THE PERSON WAS EARLIER NOT A MEMBER OF EPF SCHEME, 1952 AND EPS, 1995:
• (POST ALLOTMENT OF UAN) THE UAN ALLOTTED FOR THE MEMBER IS …………………………
• PLEASE TICK THE APPROPRIATE OPTION:
THE KYC DETAILS OF THE ABOVE MEMBER IN THE UAN DATABASE
□ HAVE NOT BEEN UPLOADED
□ HAVE BEEN UPLOADED BUT NOT APPROVED
□ HAVE BEEN UPLOADED AND APPROVED WITH DSC
C. IN CASE THE PERSON WAS EARLIER A MEMBER OF EPF SCHEME, 1952 AND EPS, 1995:
• THE ABOVE MEMBER ID OF THE MEMBER AS MENTIONED IN (A) ABOVE HAS BEEN TAGGED WITH HIS/HER UAN/PREVIOUS
MEMBER ID AS DECLARED BY MEMBER.
• PLEASE TICK THE APPROPRIATE OPTION:-
□ THE KYC DETAILS OF THE ABOVE MEMBER IN THE UAN DATABASE HAVE BEEN APPROVED WITH DIGITAL
SIGNATURE CERTIFICATE AND TRANSFER REQUEST HAS BEEN GENERATED ON PORTAL.
□ AS THE DSC OF ESTABLISHMENT ARE NOT REGISTERED WITH EPFO, THE MEMBER HAS BEEN INFORMED TO FILE
PHYSICAL CLAIM (FORM-13) FOR TRANSFER OF FUNDS FROM HIS PREVIOUS ESTABLISHMENT.

DATE: SIGNATURE OF EMPLOYER WITH SEAL OF ESTABLISHMENT

Page 3 of 3
FORM 'F'

[See sub-rule (1) of rule 6]

Nomination

The Trustees, "

ZS Associates India Pvt. Ltd.

Dear Sir,

I. Shri/Shrimati/Kumari ....NAME AS PER AADHAR whose particulars are given in the statement below,
hereby nominate the person(s) mentioned below to receive the gratuity payable after my death as also
the gratuity standing to my credit_ in the event of my death before that amount has become payable, or
having becoine payable has not been paid and direct that the said amount of gratuity shall be paid in
proportion indicated against the name(s) of thenominee(s).

2. I hereby certify that the person(s) mentioned is a/are member(s) of my family within the meaning of
. clause (h) of section (2) of the Payment of Gratuity Act; 1972.

. 3. I hereby declare that I have no family within the meaning of clause (h) of section (2) of the said Act.

4.

(a) My father/mother/parents is/are not dependent on me.

(b) My.husband's father/mother/parents is/are not dependent on my husband.


. .
5. I have excluded my husband from my family by a notice dated the to the Controlling Authority in
terms of the proviso to clause (h) of section 2 of the said Act.

6. Nomination made herein invalidates my previous nomination.

Nominee(s)

Sr.No Name in full with Relationship with Age of nominee Proportion by


full address of the member which the gratuity
nominee(S) (Employee) will be shared
I give below the particulars about myself :

1. Full Name:_, _
2. Sex. _
3. Religion· _
4. Father's Name: _
5. Husband's Name: •
(For married women only)
6. Martial Status:
(Whether married, unmarried, widow or widower)
7. Date of birth: '
8.Permanent Address'

Signed at New Delhi this Date day of Month 2021 (Year)

Two witness to the Signature(Signature of Member/Employee)

Name. Address Signature.

1.
2.
3.

Certified that the above appointment of Beneficiary Nominee· has been signed by Shri/Shrimati
before me after he/she.has read
the entries, the entries have been read to him/her by me and that the said appointment of
Beneficiary/Nominee is recorded under the Scheme on .

Signature OfTrustee's·

Place: For Self and Co-Trustees of

· Date:

Group Gratuity Scheme.


NOTE:

Highlighted Part needs to be blank


LIFE INSURANCE FORM

I do hereby nominate the person(s) enlisted given below as the person(s) to whom the
money secured under the Policy shall be paid in the event of my death. (Only Direct
dependents can be nominated)

Name Date of Birth Relationship Communication Address


with Insured

<

,,,
,

Signature of the employee:-------------- -

Date:

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