Steps to Update KYC in EPFO and UAN | Bajaj Finance (2024)

This guide outlines the steps for updating your PF UAN KYC on the Employees' Provident Fund Organisation (EPFO) member portal.

1. Accessing the EPFO member portal

Begin by visiting the official EPFO member portal at https://unifiedportal-mem.epfindia.gov.in/memberinterface/.

2. Secure Log in

Use your Universal Account Number (UAN) and password to log in to the portal. Additionally, complete the CAPTCHA verification to ensure secure access.

3. Navigating to KYC management

Once logged in, locate and click on the "Manage" option from the top menu bar.

4. Selecting KYC option

From the dropdown menu under "Manage," select the "KYC" option to proceed with updating your KYC details.

5. Document selection

The system will redirect you to a new page displaying a list of various "Document Type" options.

6. Specifying document update

Carefully review the list and select the checkbox next to the specific document type you wish to update.

7. Updating document details

Corresponding fields will appear based on your chosen document type. Accurately fill in the required details for the selected document.

8. Saving updates

After meticulously entering the necessary information, click on the "Save" option to confirm your changes.

9. KYC verification status

Upon successfully saving the updates, the status of your KYC document will be reflected under the "KYC Pending for Approval" column.

10. Employer approval

Once your employer verifies and approves the submitted document, the status will be updated to reflect "Digitally Approved KYC."

11. SMS notification

You will receive a notification via SMS once your employer approves the updated KYC document.

Steps to update KYC for EPF UAN online

Let us explore the steps for EPFO KYC update online:

1. Visit the EPF portal.
2. Log in by entering your UAN, password and the captcha.
3. Click on the "manage" tab in the top menu.
4. Select "KYC" from the dropdown menu.
5. You will be directed to a page displaying various documents under “Document Types” section.
6. Click on the check box next to the document type you want to update.
7. Complete the document details in the respective field.
8. Click on "Save" after updating the details.
9. The status will show as "KYC pending for approval."
10. EPFO verifies your details from the concerned department's data.
11. Once validated, the document is marked as verified.

Once updated you will receive an email for the same.

EPFO KYC track status

1. Through UAN card

1. Log in to the Member e-Sewa Portal.
2. Go to "View" and select "UAN Card."
3. If your KYC is complete, you'll see "Yes" next to "KYC" information.

2. Documents approved under KYC tab

In addition to the UAN Card method, you can also check your KYC details on the Member e-Sewa Portal:

1. Log in and go to the "Manage" tab.
2. Select the "KYC" option.
3. Under "Digitally Authorized KYC," look for a list of approved documents.

3. Checking on the EPF India website

1. Visitofficial EPFO website
2. In the dropdown menu, choose "Track EKYC"
3. Enter your UAN and the captcha code

If your KYC is complete, you'll see a message like: "Greetings, Member! Your Aadhaar Details XXXX XXXX against UAN XXXX XXXX has been checked successfully.

Benefits of updating KYC details

1. Keeping your KYC details updated ensures that all the necessary information about you is on record. This makes any financial transactions related to your EPF account, such as withdrawals or transfers, simple and hassle-free.
2. If your KYC details are accurate, there would not be any delays in processing your EPF transactions. This is crucial for a quick and efficient withdrawal or transfer process.
3. EPF authorities require members to maintain updated KYC details. By doing so, you are adhering to the rules and regulations set by EPFO, preventing any issues related to non-compliance.
4. Regularly updating your KYC details adds an extra layer of security to your EPF account. It helps protect your account from unauthorised access, ensuring the safety of your funds.
5. An updated KYC ensures that you receive crucial messages and updates time-to-time from EPFO.

Documents required to update KYC for EPF UAN

To facilitate a seamless Know Your Customer (KYC) verification process for your EPF UAN account, you will need to provide the following documentation:

• Aadhaar Card:This serves as the primary KYC document.
• Permanent Account Number (PAN) Card:Your PAN card is essential for tax purposes.
• Bank account details:Ensure you provide details for the bank account linked to your EPF UAN.
• Additional acceptable documents (Optional):While not mandatory,you can also utilize the following documents for KYC verification:
  • Valid Passport Number
  • Valid Driving License
  • Voter Identification Card (Election Card)
  • Ration Card (issued by the Government of India)

Please note that the Aadhaar card is the most preferred document for KYC verification. However, the additional documents listed can be used as alternatives if an Aadhaar card is unavailable.

EPFO UAN helpline to register KYC related issues

The Employees' Provident Fund Organisation (EPFO) offers a dedicated helpdesk to address queries and concerns related to your Universal Account Number (UAN), including those pertaining to Know Your Customer (KYC) information.

Multiple channels for convenience

The EPFO helpdesk caters to your needs through both offline and online channels, ensuring flexibility and accessibility.

• Offline support:You can schedule an appointment or visit a designated EPFO office to receive in-person assistance from a helpdesk representative.
• Online support:
  • Toll-free number:For prompt assistance,you can reach the EPFO on their toll-free number:1800 11 8005.
  • Email:Alternatively,you can send a detailed email outlining your KYC-related query to employeefeedback@epfindia.gov.in.

Remember:

• The toll-free number operates from 9:15 AM to 5:45 PM on all days of the week.
• Consider including your UAN number in your email for faster reference.

Conclusion

Updating KYC details with EPFO is essential for streamlined financial transactions. This one-time process not only ensures the security of your account but also facilitates quick and efficient EPF transactions. Keeping your KYC information accurate and up to date will secure your EPF account from unauthorised access and with timely updates.

You can read other articles related to EPF

• What is Form 19 in EPFO
• Form 10c in EPFO
• Form 31 in EPFO
• EPF Claim Form
• UAN Member Portal
• How to Activate UAN Number
• PF Balance Check with and without UAN Number
• How to Find your UAN Number
• How To Generate UAN Number
• EPF Passbook Download

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