EPF Form 2 – Nomination and Steps To Fill the Form

The purpose of any investment is future financial security. It is a safety net for potentially uncertain times. Thus, we must be methodical when completing the documentation. In the unfortunate event of your demise, your family shouldn’t have to run from pillar to post to gain access to financial proceeds. That’s the reason nomination is a crucial step in any investment. The same goes for your PF account. Although the objective of the EPF scheme is building a retirement corpus, it could help lessen your family’s financial burden after you are no more. Thus, you should be particular about filling up the PF nomination Form 2. It can be done at any time but you should do so at the time of your PF enrolment. PF Form 2 can be filled out both offline and online.

Things to Know Before Filling EPF Form 2

As mentioned earlier, PF Form 2 is used to name a nominee or nominees for your PF account.

You should be aware of the following things:

• The nomination can be made in favour of one or more members of the family. In case of multiple nominees, a defined percentage should be allocated to each nominee.

• In the absence of a family, the employee can nominate any person of his choice. However, if he/she has a family, the nominee cannot be outside of the family.

• The nomination has to be updated once an unmarried employee marries.

• The EPF member can change his nominations as many times as he wants.

Who Can be Named a Nominee?

A married person can nominate his/her family members as nominees. However, the rules are slightly different for male and female PF members.

Married male employees can nominate the following:

• Wife
• Children
• Dependent parents and
• Widow of son and their children

Married female employees can nominate the following:

• Husband
• Children
• Dependent parents
• Husband’s dependent parents
• Spouse’s dependent parents
• Widow of son and their children

Sections of EPF Nomination Form 2

EPF Form 2 (revised) has four sections – General information, Part – A (EPF), Part – B (EPS) (Para–18), and Certificate by the employer. The details of each part are as follows:

Section 1: General Information

This section of the PF Form 2 for nominee declaration consists of the basic details of the employee.

• Name of the member
• Father’s/Husband’s name
• Date of birth
• Gender
• Marital status
• Account number
• Temporary and permanent address
• EPF and EPS joining date

Section 2: Part A (EPF)

This section in the revised EPF Form 2 contains the details of the nominee or nominees you wish to add to your EPF/PF account. The details are:

• Name of the Nominee(s)
• Address
• Nominee’s relationship with the member
• Date of birth
• Total amount or share of accumulations in the PF account to be paid to each nominee if there’s more than one nominee
• If the nominee is a minor, give the details of the guardian
• Signature or thumb impression of the account holder (subscriber)

Section 3: Part B (EPS)

This section contains the details of the nominee(s) for your EPS account. These are:

• Name of the family member
• Address of the family member
• Date of birth
• Relationship with the member
• Signature or thumb impression of the subscriber

In the case of a monthly widow pension, payable to the wife of a deceased employee, the following details have to be provided:

• Name and address of the nominee
• Date of birth
• Relationship with the member

Section 4: Certificate by the employer

Since the employer is an equal contributor to the EPF account, the following details have to be furnished:

The employer needs to mention certain details as follows:

• Name of the employee
• Authorized officer’s signature
• Designation of the officer
• Date
• Place
• Name and address of the organization and stamp

How to fill out EPF Form 2 Online?

Every EPF member is given a UAN (Universal Account Number) linked to their EPF account. Members can use the UAN to log in to the EPFO member portal to perform various activities such as online PF withdrawal and online PF transfer.

Following are the steps for submitting PF nomination Form 2:

• Log in to the EPF member portal using your UAN and password.

• Go to the “Manage” section and select the “e-Nomination” option.

• Give the “Permanent Address” and “Current Address” and click on “Save”.

• Select whether you have a family or not.

• Enter your family details such as name, date of birth, gender, relation, address, guardian (in case of minors), and Aadhaar number, and click on “Save Family Details”.

• Click on “Add Row” if you want to add more nominees.

• Select the nominees added and their share on your EPF and save the details.

• Follow the same steps for the EPS section for availing benefits of the pension scheme.

• Now go to the “Manage” section and select the “e-Nomination” option to e-sign and complete the process.

• To verify the details given, enter your Aadhar number and click on “Get OTP”.

• Enter the OTP you got on your registered mobile number. Now your nomination details are successfully registered with EPFO.

The nomination process can be completed offline too. Download the PF Form 2, fill out the details and submit it to your nearest EPFO office.