Simplification of Transfer Claim Process- Handling of Overlapping Service Period during processing of Transfer Claim requests: EPFO Order dated 20.05.2025
Employees Provident Fund Organisation
(MINISTRY OF LABOUR & EMPLOYMENT, GOVERNMENT OF INDIA)
Head Office
Plate A. Ground Floor, Block II, East Kidwai Nagar, New Delhi-110023
No: WSU/ TransferClaim/ E-52972/ 2025-26/07
Date: 20/May/2025
To,
All ACCs(HQ), ACCs/Zones
All RPFC-I/ RPFC-II/ APFC OICs
Subject: Simplification of Transfer Claim Process- Handling of Overlapping Service Period during processing of Transfer Claim requests- reg.
Ref: 1. WSU Circular No: WSU/Amendments in IT, 1961/E-33306/2025-26/21 dated 25/04/2025
2. Pension Division Circular No: E-597451/4406 dated 29/01/2024
It has been observed that Transfer Claim requests are being rejected due to the issue of Overlap in Service Periods by the Regional Offices. However, overlapping in services can occur due to genuine reasons and therefore the same should not be considered to be a disqualification per-se in effecting transfers.
In this regard, the Pension Division vide reference (2) above has also provided the modalities of EPS entitlement of members having multiple account numbers.
Therefore, the Transfer Claim requests are required to be processed by the Transferor (Source) Office even though there may be overlapping services without returning or rejecting the same. Only in cases where a genuine need is felt to clarify the overlapping of service, would the claims be processed after obtaining the requisite clarification.
Further, the instructions issued vide reference (1) above regarding the responsibility cast on Transferor (Source) Offices to verify all details to ensure error-free transfer are re-iterated.
[This has the approval of CPFC]
G.R. Suchindranath
ACC- (WSU)
COMMENTS