Provident Fund Statement

An employee provident fund is a fund established to provide pension plans to employees. The purpose of the fund is to provide financial assistance to employees over a certain age. H. After retirement or if the employee is unable (temporarily or permanently) to work.

Provident Fund Forms applicable to an Employer.

EPF FormsParticulars
Form 5Form for Registration of new employees under Employee Provident Fund (EPF), Employee Pension Scheme (EPS) and Employees’ Deposit Linked Insurance Scheme (EDLIS)
Form 9Return of eligible members
Form 6AConsolidated Annual Contribution Statement
Form 3AMember’s Annual Contribution Card
Form 12AConsolidated Statement of Dues and Remittance
Form 10Form to update information of employees leaving the organization

EPF Form 5

Form 5 is filed by the employer to submit details of all new employees qualifying for membership to the Employees’ Provident Fund (EPF), Employee Pension Scheme (EPS) and Employees’ Deposit Linked Insurance Scheme (EDLIS) for the first time during every month. However, if no new employee has joined, ‘Nil’ will have to be mentioned in the form. It is to be filed by 15th of the following month.

EPF Form 9

Return of employees who are entitled and required to become members of the Employees’ Provident Fund (EPF) and Employee Pension Scheme (EPS). (Within 15 days of coverage)

EPF Form 6A

This form provides annual contributions of each member of the establishment. It is a necessary form for compiling the yearly Provident Fund statement of a subscriber. It is to be filed by the employer before 30th April.

EPF Form 3A

A form showing month wise recoveries towards EPF and EPS for one financial year of one member. Also called as the Member’s Annual Contribution Card. It is to be filed by the employer before 30th April.

EPF Form 12A

Form 12A is a Consolidated Statement showing amounts recovered from employees and contributions remitted relating to Employees’ Provident Fund (EPF), Employee Pension Scheme (EPS) and Employees’ Deposit Linked Insurance Scheme (EDLIS). It is to be filed by the employer before 25th of the month following the month to which the dues relate.

EPF Form 10

Form 10 is filed by the employer to submit details of all employees leaving the organization. The date and reason for leaving service will also have to be mentioned.

It is filed along with the other forms and ECR. If no new employee has quit the organization, ‘Nil’ will have to be mentioned on the form. It is to be filed by 15th of the following month.

Provident Fund Forms for use by Employees

EPF FormsParticulars
Form 2Nomination for Employees’ Provident Fund (EPF) and Employee Pension Scheme (EPS)
Form 5(IF)Claim form for Employees’ Deposit Linked Insurance (EDLI)
Form 10CWithdrawal of Employee Pension Scheme (EPS)
Form 10DApplication for Pension post retirement
Form 11Automatic transfer of EPF
Form 13Transfer from old PF account to new
Form 14LIC Policy payment
Form 15GTo avoid deduction of TDS upon interest earned from EPF
Form 19For the Settlement of EPF
Form 20For settlement of EPF amount after employee’s death
Form 31Withdrawal of EPF