EPFO E-Nomination Facility (Online Mode)

➢ The ultimate objective of maintaining a nomination (Form-2) is to ensure that funds are made available in a
timely manner to the nominee in the unfortunate event of the death of the member. Hence it is important
to ensure that every PF / EPS member has provided information of his/her nominee’s details to enable
settlement of funds in a seamless manner.
➢ Employees' Provident Fund Organisation (EPFO) allows subscribers to submit their Provident Fund (PF)
account's nomination details online via its official portal- https://unifiedportal-
mem.epfindia.gov.in/memberinterface/
➢ Only the nominated members can withdraw the EPF savings in the event of subscribers' sudden demise.
➢ Subscribers can nominate more than one nominee and also fix the percentage of sharing among all such
nominees.
➢ A readily available nomination in the system enables a member to easily file the online Pension claim and in
the event of demise of the member, his/her nominee will be able file online claim based on OTP on his/her
Aadhaar linked mobile.
Following are the pre-requisite of New E-Nomination functionality: -
1. UAN Should Be Activated
2. Verified Aadhaar Should be linked with UAN
3. Mobile Number of member should be linked with Aadhaar
4. Photo of member should be available in profile of member (Member has to upload his photo in his
profile section) (View >> Profile)
5. Permanent & Current Address Should be available in profile of member (View >>Profile)
6. Aadhaar of all the family members in e-Nomination is mandatory
7. Photo upload of all the family members in e-Nomination is mandatory
Process flow for filling of Online e-Nomination Form by member on EPFO portal is as below.
https://unifiedportal-mem.epfindia.gov.in/memberinterface/
 Steps of using E-nomination facility – Unified Member Portal
Step 1: –
Visit Unified Member Portal – https://unifiedportal-mem.epfindia.gov.in/memberinterface/ and
login using UAN credential.

Login ID – UAN NUMBER

Capture Password If You

Know
Capture Above Text &
Sign In
If you don’t know the password,
kindly click on Forgot Password to
reset. You will receive an OTP on your
registered Mobile Number, then
kindly change the password and Sign
in

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Step 2: –
Go to “View” drop down in the UAN Portal and click on “Profile” to check all your personal details are captured correct
or not as per Aadhar.

If not capture, you can update it and go to the next Step.

If there is any correction to be done, you can correct from the same window by clicking on “Edit” option as per the
2nd screen shot attached as below (Highlighted in yellow)

Path: UAN Portal → View → Profile

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Step 3: –
Go to “Manage” drop down in the UAN Portal and click on “KYC” to check your mandatory KYC documents i.e. Aadhaar,
PAN, Bank Account Details are updated or Not?

If updated just cross check them and go to Next Step. Otherwise update or correct it and get it approved from
employer/EPFO’s Office.

Points To Be Noted:
1. Aadhar, PAN & Bank Account details are mandatory to update for KYC verification
2. Your Name/DOB/Gender should be same in all KYC documents & EPF Portal, else you will not be able to update

Path: UAN Portal → Manage→ KYC

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Step 4: –
Go to “Manage” drop down in UAN Portal and click on “E-Nomination” to fill the Family & Nominee details.

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Step 5: –
If all your detail like Photo, Date of Birth, Gender, Father’s/Husband’s Name, Relation, Marital Status, Permanent
& Current Address, Date of Joining EPF Scheme, Date of Joining ESP Scheme etc. are already updated under your
profile tab then you can able to see the below screen.

Otherwise first you have to update all missing details with help of employer under “Profile” tab then you can revisit
E-nomination.
After clicking on “Proceed” button you will prompt for family declaration.

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
 Nomination (Rules)

➢ If member has a family at the time of making nomination, then it shall be in

favour of one or more persons belonging to his family for EPF/EDLI Schemes
and any nomination which is already made by such member in favour of any
person not belonging to his family shall be invalid.

➢ A fresh nomination shall be made by the member on his/her marriage and any
nomination made before such marriage shall be deemed to be invalid.

➢ At the time of making nomination, if 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 be deemed to be
INVALID and the member shall make a fresh nomination.

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
 Below is definition of “Family” as per EPF, EPS & EDLI Scheme
For EPF & EDLI Scheme
i) In case of male member, wife, children (including legally adopted children) whether married or unmarried, major or minor, dependent parents,
deceased son’s widow and children, whether married or unmarried, major or minor;
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 spouse
belongs, to be entitled to maintenance shall no longer be deemed to be 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 the she shall continue to be so regarded; and
ii) In case of female member, her husband, children, whether married or unmarried, her dependent parents, her husband’s dependent parents
and her deceased son’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 the 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 adopted, adoption is legally recognised, such child shall be considered as excluded from the family of the
member.

For EPS Scheme

i) Wife in the case of a 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

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
 Below is the summary of above definitions for your better understanding.

To whom you can nominate as per

Gender EPF/EDLI Scheme EPS Scheme
1. Wife
2. Children-Son/Daughter 1. Wife
(Including Legally Adopted Children) 2. Children (Including legally
Male
3. Dependent Parents-Father/Mother adopted children)
4. Deceased Son’s Widow (Upto Age of 25 yr)
5. Deceased Son’s Children (Son/Daughter)
1. Husband
2. Children-Son/Daughter
1. Husband
(Including Legally Adopted Children)
2. Children (Including legally
Female 3. Her Dependent Parents-Father/Mother
adopted children
4. Deceased Son’s widow
(Upto Age of 25 yr)
5. Deceased Son’s Children-Son/Daughter
6. Dependent Father-In-Law/Mother-In-Law

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Step 6: –
If at the time of making a nomination, if you have family as per the above said definition, then select “Yes”, Otherwise
select “No” and you can nominate the person of your choice. Once you are done with the process click on “Save Family
Details”/ “Save EPF Details” button.

Note: - You have to provide details of your family members like their Name, Date of Birth, Gender exactly as per the
Aadhaar Card only.

Below screen will appear if you select “Yes”.

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Below Screen will appear if you select “No”

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
For uploading the photographs follow the instruction given in below screen.

• The photograph is to be taken using a digital camera.

• The photograph is to be restricted to size of 3.5 cm x 4.5 cm OR 132-pixel x 170-pixel before uploading. You can resize your Photo in
“MS Paint→Resize”
• The image should have face prominently visible (80% of the image) with both ears visible.
• The image should have dark red background only
• The image should be in jpeg format only

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Step 7: –

Next page is of EPF Nomination. In this page, you need to select your family member and provide input for Total
Amount of Share %. You can declare the ‘total amount of share (%)’ among your nominees. In case, you would like
to nominate only one member of your family as your nominee then you can declare 100% as the share.

Once you click on “Save EPF Nomination”: button. It will save EPF details against your account.

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Note:- If you have selected “Yes” for “Having Family?” question then EPFO portal will automatically select the
nominees persons base on relationship from the Family list for EPS Scheme. Otherwise EPFO portal will prompt for
details as shown below.

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Step 8: –
Next step is approving nomination by using E-sign. You need to click on “e-sign” button.

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Step 9: –
After clicking on “e-Sign” below screen will appear. You have to click on given Check box.

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Step 10: –
In below mention screen you have to select “Aadhaar Number” option, Enter Aadhaar Number, Select “Aadhaar OTP”
option and click on “Get OTP” button. It will send OTP to you Aadhaar registered mobile number.

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Step 11: –
In below mention screen please enter the received OTP and click on “Submit” button.

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Step 12: –
After Completion of Step 10 you can able to see the below screen.

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
Step 13: –
After e-sign successfully, you can view nomination details in pdf by clicking on button under “Nomination Details”.
Please take print out of the E-Nomination and share with HRBP.

It’s mandatory to share the E-Nomination Forms to HRBP Team as the same need to be uploaded in the system

https://unifiedportal-mem.epfindia.gov.in/memberinterface/
https://unifiedportal-mem.epfindia.gov.in/memberinterface/