How to Add a Nominee to Provident Fund Account?

The Employees Provident Fund Organisation allows account holders to add nominations for the social security and well-being of their family members. An EPFO member can easily submit their PF nominations online via the EPFO website.  

Go through the following sections to know how to add a PF nomination online.

Steps to File Nomination for PF Account

Individuals can file their PF nominations via the e-nominee form that they can find on the EPFO portal. Here’s a step-by-step guide for this process:

Step 1: At first, visit the official website of EPFO.

Step 2: Now, from the ‘Services’ section, choose ‘For Employees’ from the drop-down list.

Step 3: Tap on ‘Member UAN/Online Service (OCS/OTCP)’ and log in with the UAN and password.

Step 4: Then, click on the ‘Manage’ tab and choose ‘E-nomination’.

Step 5: Click on ‘Yes’ and update details regarding family members.

Step 6: Select ‘Add Family Details’ and click on ‘Nomination Details’ to declare the overall amount of share.

Step 7: Once done with the declaration, tap on ‘Save EPF Nomination’. 

Step 8: Select the ‘E-sign’ option and wait for the OTP. It will be sent to the mobile number that is registered with UIDAI.

Step 9: Once you enter the OTP, the PF nomination will be successfully registered with EPFO.

Individuals can add more than one nomination in the e-nomination filing. Moreover, there is no need to provide physical documentation after successful submission of EPF or EPS nomination online.

Importance of Adding PF Nomination

It is crucial for individuals to add nominations to their PF accounts for safeguarding the lives of their children, spouses and parents through pension, insurance, and more. 

In other words, filing PF nomination is essential for ensuring the financial security of an account holder’s dependents. In case of any mishap or unfortunate incident, the nominee (s) will get benefits such as pension and insurance.

Categories of PF Nomination Forms

There are three categories of nomination forms that an account holder should be aware of. These include the following:

• PF Form 2: This is a common form (both PF schemes and pension) that is used to pay the nominees.

• PF Form 9: This is a declaration by an employee working in an establishment where the Employees’ Pension Scheme (EPS) is applicable. 

• PF Form 11: This is a declaration by an employee of an organisation where both Provident Fund and Employees’ Family Pension Fund Scheme are applicable. 

Previously PF account holders had to provide all the necessary information on a hard copy of PF Form 2 and submit it to the respective Provident Fund offices in order to add PF nomination. However, today one can add the nominations and update necessary details accordingly with just a few clicks. 

Individuals can follow the guide mentioned above to conveniently add their nominations to PF accounts via the online portal.