Members of the Employee’s Provident Fund Organisation (EPFO) can now update their current EPF nomination and file new nominations online through the official website of EPFO. The advent of this process has made things simpler since before this, to change the nomination, Form 2 was required which the employer usually sent to the EPFO.

Prerequisites to Update the EPF Nomination Online 

The prerequisites which members must have to update the EPF nominations online are

  • The UAN or the Universal Account number must be activated. It must be linked to the Aadhaar
  • The mobile number must be integrated with the Aadhaar
  • The EPF account must be up to date with the photo and the address
  • Aadhaar number of the nominee
  • A soft copy of the nominee’s photo
  • A bank account number with the IFSC code and the address of the nominee

Steps to Update or Change the EPF Nominee Online? 

Step 1: Visit the EPFO website - epfindia.gov.in.

Step 2: Enter the UAN, password, and captcha to log in. 

Step 3: Click on the ‘Sign in’ button.

Step 4: Under the ‘Manage’ tab, choose the ‘E-nomination’ option - Here, the account holder can see the existing nominees. If there are no nominations, then the account holder must register the nomination quickly. 

Step 5: Click on the option ‘Enter new nomination’ on the next page. 

Step 6: The account holder details like the UAN, member ID, name, date of birth, father’s/husband’s name, marital status, etc. will appear on the screen. This is auto-populated and cannot be edited. Click on the ‘Proceed’ button. 

Step 7: Select ‘Yes’ under the ‘Family Declaration’ section to add or update the information about the existing nominees. 

Step 8: Provide the nominee details i.e. the Aadhaar number, name, gender, date of birth, relationship, bank account details, and guardian (If the nominee is a minor). Also, upload the nominee’s photo. Click on the option ‘Save Family Details’. Click ‘Add now’ if you wish to add more than one nominee and enter their details. 

Step 9: Enter the total amount of share in percentage for each nominee and click on ‘Save EPF Nomination’

Step 10: Click ‘e-Sign’ under the ‘Pending Nomination’ section. A dialogue box will be shown on the screen If the e-sign is not registered

Step 11: Click on the ‘Proceed’ button.

Step 12: A new page will open. Enter the Aadhaar virtual ID and click on ‘Verify’ 

Step 13: Tick or select the box to give consent for e-KYC services data from Aadhaar. 

Step 14: Input your Aadhaar or virtual ID and click ‘Get OTP’. The OTP will be dispatched to the registered mobile number. 

Step 15: Enter the OTP, tick the check box to give your consent and click on ‘Submit’.

Step 16: Post OTP verification, the new nominee will be registered in the EPF account. The nomination history on the ‘e-Nomination’ option under the ‘Manage’ tab will display the complete status of the newly added or updated nominee information as ‘Nomination Successful’.

Note: You can only nominate spouse, children, and parents as family. If you want to add your siblings (Brother or sister) as nominees, you must choose the ‘No’ option under the ‘Having Family’ section. 

Online Process for EPF Nominee Updation

Every time you want to nominate a new person, you have to again add the details of the previous nominee along with the details of the new person to keep both of them as nominees. This is because upon nominating a new person, the details of the existing nominee will get overridden by the newly added nominee’s details. For instance, if you have already nominated your spouse and are going to add your child as a nominee. Then you should add the details of your spouse once again along with the child. 

However, if you want to change the nominee or update any details of the already existing nominee, you can directly change the nominee or update the details. You don’t have to delete the details of the old member in this case. The EPFO will consider only the details of the newly added nominee and the old nominee is regarded as invalid. Actually, you cannot delete the old nominations. They will be stored on the EPFO portal. However, they will be considered invalid when new nominations are added. 

EPFO Nomination Rulees 

  1. The EPF account holder can nominate one or more than one person for their EPF account. 
  2. If there is more than one nominee, the account holder needs to add a proportionate share for each nomination. When the account holder dies, the nominees will receive the amount according to the proportion. 
  3. The account holder can nominate only family members, which includes spouse, children, and parents, Siblings and other members are not regarded as family members according to the EPFO nomination rules.
  4. However, there is an exception to (3). If the account holder does not have a family at the time of nomination, he/she can nominate anybody close to him/her. However, once the account holders get a family, they can nominate only a family member. If the nominee is a minor, the guardian must be a family member
  5. If the account holder dies, the maturity amount from the EPF account should be paid to the registered nominee. Further, the payment will be made based on the proportion of shares allocated by the account holder.  
  6. If there is no nomination, the maturity amount will be distributed equally amongst the family members. However, the distribution of the amount happens based on specific terms and conditions. 

Conclusion

It is often essential for the account holder to make nominations for EPF. Otherwise, there may be a tiff amongst the family members as to who should receive what amount. The process of nomination for EPF is now very simple since you can just go to the official website of EPFO and make the nomination. 

FAQs on Update EPF Nomination Online

1. Is it possible to nominate more than one person for my PF account?

Yes, it is possible to nominate more than one person for the EPF account. You can also divide the share proportionally among the nominees.

2. How do I check my EPF nominee status?

Log into the Unified Portal and click the ‘Manage’ tab to check your nominee status. Under e-nomination, you can see the status of your nomination. 

 

Disclaimer: This page includes information that has been compiled from many sources and is only offered for informational purposes. Since this type of data might change over time, we cannot guarantee that the information supplied or included within it is accurate. It is anticipated that the user would confirm with the relevant source prior to taking any choices or actions.