Every employee is required to nominate the member(s) to the EPF account under the Employees’ Provident Fund Scheme, 1952. This ensures that in the event of a policyholder’s demise, the nominated individual(s) can withdraw from the funds accumulated in the EPF account. The employee is required to fill up some basic details which include information like name, marital status, address, and date of birth, and submit it to declare and nominate the same.

Key points about EPF Form 2

Purpose Nomination and Declaration of the beneficiary
When to fill? As per your convenience after getting enrolled in the scheme
How to fill? Can be filled in both online and offline ways
Is there any update required? The form needs to be filled again after marriage
How many times can we update? There is no limit on it. A member can change the nominations as many times he/she wants
Any additional documents needed? No
Approval No approval required from the employer or the PF commissioner

EPF Form 2 Structure

The PF nomination form 2 has a total of four sections, viz. General Information, Part – A (EPF proceeds), Part– B (EPS Proceeds) (Para–18) and Certificate by the Employer.

General Information

EPF Form 2

This section asks the following details:

  • Name of the member
  • Father’s/Husband’s Name
  • Date of Birth
  • Gender
  • Marital Status
  • Account Number
  • Permanent & Temporary address
  • Date of Joining EPF and EPS

Part A (EPF Proceeds)

EPF Form 2 Part-A

In this section, the EPF account holder has to provide information about the nominee by filling in the following details:

  • Name and address of the Nominee(s)
  • Nominee’s relationship with the member
  • Date of Birth
  • The total amount in Provident Funds to be paid to each nominee
  • In case the nominee is a minor, the name and address of the guardian who may receive the amount during the minority of the nominee
  • Signature or thumb impression of the subscriber

Part B (EPS Proceeds) (Para 18)

EPF Form 2 Part-B

EPF Form 2 Para 18

The EPS account, short for Employees’ Pension Scheme, has a total share of 8.33% out of 12% of the employer’s contribution to EPF. The EPS proceeds of a member’s PF account is also given to eligible nominees. In this section, you need to provide details of the family member(s) eligible to receive the pension. The member has to mention the following details in this section:

  • 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 case of nomination for monthly widow pension (admissible under Para 16 2(a) (i) and (ii)), the member has to give detail such as:

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

Certificate by the Employer

EPF Form 2 - Certified by Employer

The employer has to certify the details provided in the form and additionally has to mention the following details in the form:

  • Name of the employee
  • Authorized officer’s Signature
  • Designation of the officer
  • Date
  • Place
  • Name and Address of the organization and Stamp

Guidelines for Nominating People

Under EPF scheme

A married employee and member of the EPF with/without parents who are dependents can nominate one or more persons in his family as per the following conditions:

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  • If the member is a male, he can nominate his wife, children, dependent parents and deceased son’s widow and children.
  • If the member is a female, then she can nominate her husband, children, dependent parents, husband’s dependent parents, deceased son’s widow and children can be nominated.

Under EPS scheme

A member of the Family Pension Scheme can nominate a family member to receive the savings on his/her demise, given that the member is:

  • Wife of a male member
  • Husband of a female member
  • Minor sons and unmarried daughters
  • Sons and daughters also implied children adopted legally before demise in service.

How to Fill e-Nomination?

A member who has a registered UAN at the unified EPF Member Portal can fill his e-Nomination online. In case you have not registered at the EPF member portal, you will have to first activate your UAN and then follow these simple steps for e-Nomination:

  • Login to the EPF member portal with the required credentials
  • On the top left-hand side, Select the “e-Nomination” option from the “Manage” section

EPF Form 2 - e Nomination

  • Provide your Permanent Address and Current Address in your profile and click on save
  • Select whether you have a family or not.
  • Enter important details of your family members such as Aadhaar number, name, date of birth, gender, relation, address, guardian (in case of minors) and click on “Save Family Details”. Select the “Add Row” option in case you want to add more nominees
  • Now you can select the nominees from the list and enter the total amount of share. Next, click on “Save EPF Nomination”
  • Your nomination details will be saved and the nominees will get the fund in the proportion mentioned by you in the form.

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

Note – Please use the Desktop version of Mozilla Firefox 58.0+ browser for using this facility.

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Things to Remember if you are Nominating Family Members 

  • The member can change his/her nomination whenever he/she wants to
  • The nomination should be made in the favor of one or more member(s) of the family.
  • If the member has no family, he or she is free to nominate anyone.
  • There can be more than one family member as nominees. In that case, a defined percentage of the amount to be received by each should be mentioned.
  • Minimum 10 years of eligible service will enable the employee to avail of pension.
  • If the employee has family members, he/she cannot nominate anybody out of the family.