EPFO Procedure For Claiming Insurance Amount in Case of Death of Member

Name of the Organization : Employees Provident Fund Organisation(epfindia.gov.in)
Type of Facility : Procedure For Claiming Insurance Amount in Case of Death of Member
Location : Delhi

Website : http://www.epfindia.gov.in/site_en/index.php

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Employees’ Deposit Linked Insurance Scheme :
Form 5(IF) For Claiming Insurance Amount In Case Of Death Of Member

Instructions:
Who Can Apply :
1. Members of family (Nominees) nominated under EPF Scheme.
2. In case of no nomination, all members of family (except the major son, married daughters having husband alive, and major son, married daughters having husband alive of the deceased son of the deceased member.)
3. In case of no family, and no nomination, legal heir.
4. Guardian of a minor nominee/family member/legal heir.

General Instructions :
1. The benefit under Employees’ Deposit Linked Insurance Scheme, 1976 is admissible to the person(s) entitled to receive the Provident Fund accumulations of the deceased member only if the member’s death occurred while in service.
2. The form should be submitted along with Form 20 (for claiming the Provident Fund dues and Form 10 D/10C for Pension/Withdrawal Benefit as applicable) so that all the benefits under the three Schemes may be processed.
3. All details should be written in BLOCK LETTERS and there should not be any overwriting.
4. In case the deceased member was a married , her Husband’s name should be mentioned in the column 1 (b) of the form.

5. EPF Account Number :
The account number should have the Region Code (two alphabets), Office Code (three alphabets) code number (maximum 7 digits), extension (sub code, if any, maximum three characters) and account number (maximum 7 digits).
The region codes have changed after creation of the multiple regions in some states, namely Maharashtra, Tamil Nadu, Karnataka, West Bengal, Punjab, Gujarat, Andhra Pradesh, Uttar Pradesh, Haryana and Delhi. For getting the correct Region and Office Codes, please visit Establishment Search facility provided under link for Employees through the epfindia website [epfindia.gov.in].

6. Details of Bank Account for receiving payment :
Correct name, branch and address of the Bank where the claimant is maintaining account should be furnished as payment is sent directly to the Bank.
For ensuring correctness a copy of the blank/cancelled cheque should be attached with the claim form.
Payment cannot be made through Postal Money Order as the maximum amount that can be sent through MO is Rs 2000/- only.

Attestation Of The Claim :
The application should be got attested by the employer under whom the member was last employed.
In case the establishment is closed and there is no Authorised Officer to attest the claim form, it may be got attested with official seal by any of the following officials.
( 1) Magistrate
(2) A Gazetted Officer
(3) Post/Sub-Post Master
(4) President of the Village Panchayat where there is not Union Board,
( 5) Chairman/Secretary/Member of Municipal/District Local Board,
( 6) Member of Parliament/Legislative Assembly
(7) Member of CBT/Regional Committee EPF
( 8) Manager of the Bank in which the Bank Account is maintained
(9) Head of any recognized educational institution

Documents To Be Enclosed :
1. Death Certificate of the member
2. Guardianship certificate if the claim on behalf of a minor family member/nominee/legal heir is by other than the natural guardian.
3. Succession certificate in case of claim by the legal heir.
4. Copy of a cancelled/blank cheque of the bank account in which payment is opted.
5. In case the members were last employed under an establishment exempted under the EPF Scheme 1952, the employer of such establishment should furnish the PF details of last 12 months under the Certificate part and also send an attested copy of the Member’s Nomination Form.

Download Form Here : https://www.indianjobtalks.in/uploads/31249-Form5IF.pdf