At Sri Sathish Business Management Services, we provide end-to-end support for all EPFO member-related services, ensuring smooth processing, claims, corrections, and compliance under the Employees’ Provident Fund Scheme.

1. ✅ UAN Activation

   Activate the Universal Account Number (UAN) for new employees to link and manage their EPF accounts online.

Required Documents:

• UAN (from employer)

• Aadhaar card (linked with mobile)

• PAN card

• Bank account details

• Mobile number & email

2. 💸 PF Advance Claim

   Assist employees in filing claims for PF advance withdrawal under eligible conditions (illness, education, COVID-19, etc.).

Required Documents:

• UAN and login credentials

• Aadhaar linked with UAN

• Bank account linked with UAN

• Purpose proof (medical, education, etc.)

• Cancelled cheque copy

3. ⚰️ PF Death Claim

   Support for nominee/beneficiary in claiming EPF, EPS, and EDLI amount in case of member’s death.

Required Documents:

• Death certificate of member

• Aadhaar & PAN of nominee/legal heir

• Bank details of nominee

• Form 20, 10D, 5IF

• Legal heir certificate (if applicable)

• Employer attestation

4. 📝 PF Joint Declaration

   File joint declaration by employee and employer for correction in member details (name, DOB, father’s name, gender, etc.)

Required Documents:

• Joint declaration form (signed by employer and employee)

• Supporting KYC documents (Aadhaar, PAN)

• UAN and PF number

• Employment proof

5. 🔁 PF Transfer – Form 13

   Transfer previous PF account to new employer through Form 13 to consolidate PF balances under one UAN.

Required Documents:

• UAN

• PF number of old and new employer

• Aadhaar & PAN

• Bank account details

• Mobile linked with Aadhaar

6. 📄 Form 19, 10C, 10D (Final PF, Pension & Withdrawal)

   Filing of withdrawal and pension claim forms — Form 19 (PF Final), 10C (Pension Withdrawal), 10D (Monthly Pension).

Required Documents:

• UAN & Aadhaar

• Bank account (linked with UAN)

• Service exit date updated in portal

• PAN (for taxable amount)

• Mobile OTP verification

7. 🆔 KYC Update

   Update KYC (Aadhaar, PAN, Bank Account, Passport, etc.) in EPF portal for claim settlement and e-nomination.

Required Documents:

• Scanned copy of KYC documents

• UAN

• EPFO login access

• DSC/eSign verification by employer

8. 🧾 Name and Date of Birth Correction

   Correction of employee’s name, date of birth, or gender in the EPF records as per Aadhaar.

Required Documents:

• Aadhaar (correct details)

• PAN card

• Joint declaration form

• Employer attestation

9. 📆 Date of Joining & Date of Exit Correction

   Assist with correcting errors in joining or exit dates to ensure proper service continuity and claim eligibility.

Required Documents:

• Service records

• Salary slips or appointment/resignation letters

• Employer letter requesting correction

• PF portal access

10. 🧰 PF Any Other/All Services

    We offer full support for all other PF services — e-nomination, grievance handling, EPS transfer, and portal troubleshooting.

Required Documents:

• Depends on service requested

• UAN, Aadhaar, PAN, bank details

• Authorization from employer (if needed)

• Relevant forms or evidence