PF Money Withdrawal Made Easy: Rules, Eligibility & Step-by-Step Guide!

PF Money

The Employees’ Provident Fund (EPF) is a fund that is constituted with a savings
program by the government for employees for security reasons. It is a retirement
fund where the employee and employer each contribute a portion of the salary to
make savings. Under certain conditions, one can withdraw the accumulated amount
in the PF account or take an EPF loan during emergencies.

This article endeavors to mention the rules, eligibility, pp, and process of withdrawing PF
money or taking an EPF loan during need.

 

Definition and working of EPF

 

The Employees’ Provident Fund Organization (EPFO) is the authority that runs the
scheme. A certain percentage which is 12% is deducted from the salary of each
employee. This is matched with the same percentage contribution by the employer
as a percentage for EPF and EPS (employees’ pension scheme).

This fund keeps earning interest which is a financial cushion for emergencies and
retirees help them by withdrawing the PF amounts based on a few specified
conditions as well as offering loans against EPF

 

When Can You Withdraw PF Money?

 

There are specific reasons for which PF money can be withdrawn. They include:

1. Marriage Expenses – Employees can withdraw PF amounts for marriages whether
the employee or his children are getting married.

2. Medical Emergencies – In case the employee or a member of the household is
afflicted with a serious illness, PF money can be used for treatment.

3. House Construction or Purchase – It gives a facility for the employee to withdraw
part of his PF balance for the purchase of land or construction of a house or repair of
an existing house.

4. Education – Withdrawal from EPF can be taken for educational expenses of the
employee/children.

5. Retirement or Unemployment – Employees retiring or continuously unemployed
for 2 months are eligible to withdraw their total PF amount.

In death emergencies, withdrawal is up to 50% of the total PF balance

 

Eligibility Criteria for EPF Loan

 

In case you don’t want to take a permanent withdrawal from your PF account then
you may apply for an EPF loan. The eligibility criteria are as follows:

A valid UAN (Universal Account Number) must be held by the employee.
The employee is to be an active member of EPFO and must fulfill all conditions
prescribed.

The loan amount should be within the limit as prescribed by the EPFO.

 

Important Points to Note Before Withdrawing the PF Amount

PF Money

Before withdrawing PF money or applying for an EPF loan keep in mind the following
points:

Your UAN number should link with your Aadhaar, PAN, and bank account.

The withdrawal should be in accordance with the specific conditions provided by
EPFO

Online PF withdrawal is now a very simple thing to do. Here are the steps to use
while withdrawing PF money:

Step 1: Go to the Official EPFO Website

Visit the official website address of the EPFO: www.epfindia.gov.in.

Step 2: Log into Your Account

Click on the “Member e-Sewa” portal.
Enter your UAN, password and captcha to log in.

Step 3: Select the Online Claim Option

Click “Online Services” and select “Claim (Form-31,19,10C).”

Step 4: Fill in Personal Information

Complete all the mandatory information such as the first name, date of birth and
personal bank particulars.

Step 5: Choose Reason for Withdrawal

Select the reason for the PF withdrawal or loan from the dropdown (marriage,
medical emergency, home construction, etc.).

Step 6: Enter the Amount to Withdraw and Submit

Enter the amount to withdraw requested and submit the same

Step 7: Upload Documents and Verify Aadhaar

Upload the required documents and do the Aadhaar-based verification

Step 8: Acceptance & Transfer of Funds

After verification, EPFO will process the application, and the PF amount will be
transferred to the bank account within 7 to 10 days

 

FAQs About PF Withdrawal and EPF Loan

1. Can I withdraw the entire PF amount before I retire?
Ans. No, the full withdrawal is permitted only upon retirement or after two months of
Unemployment.

2. Is there any limit to withdrawing PF money?
Ans. The withdrawal limit differs according to the reason. In emergencies 50% of the total
balance can be withdrawn.

3. Is loan withdrawal allowed from the PF account?
Ans. Yes, EPF allows loan withdrawal in the form of partial withdrawals subject to
concrete eligibility criteria.

4. How long will the PF money take to reach my account after application?
Ans. It takes approximately 7 to 10 working days.

5. Is Aadhaar a must for PF withdrawals?
Ans. Aadhaar verification is a requirement for processing any withdrawal request.

Final Thoughts

 

The EPF scheme is an excellent financial safety net for employees ensuring a
secure environment for retirement while providing financial assistance during a time
of difficulty. Employees capable of understanding the rules, eligibility, and application
processes will have an easy time withdrawing PF money and applying for an EPF
loan.

If you are eligible for PF funds by having a valid UAN then go ahead and disburse
when needed. Always ensure your personal details & documents are updated to
avoid any delays.

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