Edit, Download, and Sign the Nomination and Declaration Form for EPF and EPS

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How do I fill this out?

To fill out the Nomination and Declaration Form, start by providing your basic personal information, including your name and date of birth. Next, clearly nominate your beneficiaries by including their details and your relationship with them. Make sure to review the form for any errors before submitting it to your employer for processing.

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How to fill out the Nomination and Declaration Form for EPF and EPS?

  1. 1

    Provide your personal and family details in the respective sections.

  2. 2

    Nominate one or more beneficiaries for your provident fund.

  3. 3

    Indicate the relationship of each nominee with you.

  4. 4

    Sign the declaration certifying the accuracy of information.

  5. 5

    Submit the form to your employer for verification and processing.

Who needs the Nomination and Declaration Form for EPF and EPS?

  1. 1

    Employees participating in the Employee's Provident Fund Scheme must submit this form to designate beneficiaries.

  2. 2

    New employees joining exempted and unexempted establishments need this form to nominate family members for pension benefits.

  3. 3

    Individuals with dependents seeking to secure their financial future upon their demise should fill this form.

  4. 4

    Employees who have recently experienced changes in their family structure, such as marriage or having children, need to update their nominations.

  5. 5

    Anyone wanting to ensure their accumulated provident fund amount gets transferred smoothly after death should complete this form.

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What are the instructions for submitting this form?

To submit the Nomination and Declaration Form, first complete all sections and ensure all information is accurate. Then, provide the document to your employer’s HR department for processing. If your employer has an online submission portal, you may be able to upload the completed form digitally; otherwise, you can hand in a printed copy directly. Make sure to keep a copy of the submitted form for your records.

What are the important dates for this form in 2024 and 2025?

Important dates for submitting the Nomination and Declaration Form vary based on your employer guidelines. Generally, it’s advisable to submit this form as soon as you join a new establishment or when there are changes in your family status. Keep an eye out for any specified deadlines provided by your employer.

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What is the purpose of this form?

The primary purpose of the Nomination and Declaration Form is to allow employees to designate beneficiaries for their Employee's Provident Fund and Pension Scheme benefits. This process is essential in ensuring that the funds accumulated are disbursed correctly to the nominated individuals upon the employee's death. Ultimately, it safeguards the financial stability of dependents, reinforcing the importance of financial planning.

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Tell me about this form and its components and fields line-by-line.

The Nomination and Declaration Form consists of several fields designed to collect essential information from the employee and their nominees.
fields
  • 1. Employee's Name: The full name of the employee completing the form.
  • 2. Father's/Husband's Name: The name of the employee's father or husband.
  • 3. Date of Birth: The birth date of the employee.
  • 4. Sex: The gender of the employee.
  • 5. Marital Status: The current marital status of the employee.
  • 6. Account Number: The account number associated with the Employee's Provident Fund.
  • 7. Address: Permanent and temporary addresses of the employee.
  • 8. Date of Joining: The date when the employee joined the establishment.
  • 9. Nominee Details: Information about the nominees, including name, relationship, and share of funds.
  • 10. Guardian Details (for minors): Information about the guardian for minor nominees.

What happens if I fail to submit this form?

Failing to submit this form can lead to complications regarding the distribution of your provident fund and pension benefits. Without proper nominations, your accumulated funds may not reach your intended beneficiaries, potentially causing financial distress for your dependents. It is crucial to complete and submit this form promptly to avoid any issues.

  • Beneficiary Distribution Issues: Without a submitted form, your funds may not be distributed according to your wishes.
  • Financial Insecurity for Dependents: Your family may face financial difficulties in your absence if benefits are unallocated.
  • Delayed Access to Funds: Nominees may encounter delays in accessing the funds that should be theirs.

How do I know when to use this form?

You should use this form when you begin employment, when there are changes in your family status, or when you wish to update nominations. It is also necessary to fill out this form if required by your employer as part of the compliance with the Employee's Provident Fund Scheme and Pension Scheme. Understanding when to complete this form is key to ensuring the financial security of your nominees.
fields
  • 1. Starting New Employment: Mandatory for new employees to designate beneficiaries.
  • 2. Changes in Family Status: Fill out the form to update nominations after marriage or childbirth.
  • 3. Annual Reviews: Employees should review and submit updated forms as needed.

Frequently Asked Questions

What is the purpose of the Nomination and Declaration Form?

This form allows employees to nominate beneficiaries for their provident fund, ensuring financial security for their loved ones.

How can I fill out this form online?

You can fill out the form using our PDF editor, which enables easy editing and filling of required fields.

What information do I need to provide?

You will need to provide personal details, nominee information, and signatures where required.

Can I edit my nominations after submission?

Yes, employees can modify their nominations by filling out a new form and submitting it to their employer.

How do I ensure my form is correctly filled out?

Carefully follow the instructions provided within the form and double-check all information before submission.

Is there a deadline for submitting this form?

It is advisable to submit the form promptly upon joining the employment or after any family changes.

Can I directly submit the form online?

The form needs to be submitted through your employer's HR department for processing.

What happens if I forget to submit this form?

If not submitted, your provident fund benefits may not be appropriately allocated upon your death.

Does this form change if I get married?

Yes, a new nomination must be filled out after marriage to ensure beneficiaries are updated.

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Utilize the share feature on PrintFriendly to generate a link for easy sharing.

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