Update KYC for EPF UAN

Update your KYC for EPF UAN to ensure seamless access to your EPF account.
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Update KYC for EPF UAN
OPEN FD
4 mins
16 July 2024

Know Your Customer or KYC is a one-time process which helps in identity verification of subscribers through linking their UAN with KYC details. The employees / employers need to provide KYC details viz. Aadhaar, PAN, Bank account details etc. for unique identification of the employees enabling them with seamless online services.

In this article, we will walk you through the steps on how to update your KYC details for your EPF account. From the documentation needed to the online process, we will cover everything you need to know.

Financial security tip: Just as KYC safeguards your EPF information, it is crucial to select a financial institution with high security ratings when opening a Fixed Deposit (FD). Bajaj Finance FD holds top-tier AAA ratings from financial agencies like CRISIL and ICRA. This top rating assures that your money is in safe hands.

Fixed Deposit

  1. Trusted by over 5 lakh customers
  2. Fixed Deposits worth more than Rs. 50,000 crore booked
  3. Rated CRISIL AAA/STABLE and [ICRA]AAA(STABLE)
  4. Special tenure of 18, 22, 33, 42 and 44 months offered for higher returns
  5. Up to 0.40% p.a. extra interest offered for senior citizens
  6. Flexible interest payout options available - Monthly, Quarterly, Half-yearly, Annually or at Maturity

By proceeding, you agree to our Terms and Conditions

Steps to upload KYC for EPF UAN

This guide outlines the steps for updating your PF UAN KYC on the Employees' Provident Fund Organisation (EPFO) member portal.

1. Accessing the EPFO member portal

Begin by visiting the official EPFO member portal at https://unifiedportal-mem.epfindia.gov.in/memberinterface/.

2. Secure Log in

Use your Universal Account Number (UAN) and password to log in to the portal. Additionally, complete the CAPTCHA verification to ensure secure access.

3. Navigating to KYC management

Once logged in, locate and click on the "Manage" option from the top menu bar.

4. Selecting KYC option

From the dropdown menu under "Manage," select the "KYC" option to proceed with updating your KYC details.

5. Document selection

The system will redirect you to a new page displaying a list of various "Document Type" options.

6. Specifying document update

Carefully review the list and select the checkbox next to the specific document type you wish to update.

7. Updating document details

Corresponding fields will appear based on your chosen document type. Accurately fill in the required details for the selected document.

8. Saving updates

After meticulously entering the necessary information, click on the "Save" option to confirm your changes.

9. KYC verification status

Upon successfully saving the updates, the status of your KYC document will be reflected under the "KYC Pending for Approval" column.

10. Employer approval

Once your employer verifies and approves the submitted document, the status will be updated to reflect "Digitally Approved KYC."

11. SMS notification

You will receive a notification via SMS once your employer approves the updated KYC document.

Pro tip

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Steps to update KYC for EPF UAN online

Let us explore the steps for EPFO KYC update online:

  1. Visit the EPF portal.
  2. Log in by entering your UAN, password and the captcha.
  3. Click on the "manage" tab in the top menu.
  4. Select "KYC" from the dropdown menu.
  5. You will be directed to a page displaying various documents under “Document Types” section.
  6. Click on the check box next to the document type you want to update.
  7. Complete the document details in the respective field.
  8. Click on "Save" after updating the details.
  9. The status will show as "KYC pending for approval."
  10. EPFO verifies your details from the concerned department's data.
  11. Once validated, the document is marked as verified.

Once updated you will receive an email for the same.

EPFO KYC track status

1. Through UAN card

  1. Log in to the Member e-Sewa Portal.
  2. Go to "View" and select "UAN Card."
  3. If your KYC is complete, you'll see "Yes" next to "KYC" information.

2. Documents approved under KYC tab

In addition to the UAN Card method, you can also check your KYC details on the Member e-Sewa Portal:

  1. Log in and go to the "Manage" tab.
  2. Select the "KYC" option.
  3. Under "Digitally Authorized KYC," look for a list of approved documents.

3. Checking on the EPF India website

  1. Visit official EPFO website
  2. In the dropdown menu, choose "Track EKYC"
  3. Enter your UAN and the captcha code

If your KYC is complete, you'll see a message like: "Greetings, Member! Your Aadhaar Details XXXX XXXX against UAN XXXX XXXX has been checked successfully.

Benefits of updating KYC details

  1. Keeping your KYC details updated ensures that all the necessary information about you is on record. This makes any financial transactions related to your EPF account, such as withdrawals or transfers, simple and hassle-free.
  2. If your KYC details are accurate, there would not be any delays in processing your EPF transactions. This is crucial for a quick and efficient withdrawal or transfer process.
  3. EPF authorities require members to maintain updated KYC details. By doing so, you are adhering to the rules and regulations set by EPFO, preventing any issues related to non-compliance.
  4. Regularly updating your KYC details adds an extra layer of security to your EPF account. It helps protect your account from unauthorised access, ensuring the safety of your funds.
  5. An updated KYC ensures that you receive crucial messages and updates time-to-time from EPFO.

Fixed deposit variants

Highest Credit Ratings | Trusted with over 1.4 million Deposits | Assured Returns on FD
New Product

FD Max

INTEREST RATES UP TO
8.85% p.a.
Invest Online

Digital FD Only on App/Web

INTEREST RATES UP TO
8.85% p.a.
Invest Online

42 months

INTEREST RATES UP TO
8.85% p.a.
Open FD

FD - Age below 60

INTEREST RATES UP TO
8.60% p.a.
Open FD

FD - Senior Citizen

INTEREST RATES UP TO
8.85% p.a.
Open FD

FD – Special Tenure

INTEREST RATES UP TO
8.85% p.a.
Open FD

Documents required to update KYC for EPF UAN

To facilitate a seamless Know Your Customer (KYC) verification process for your EPF UAN account, you will need to provide the following documentation:

  • Aadhaar Card: This serves as the primary KYC document.
  • Permanent Account Number (PAN) Card: Your PAN card is essential for tax purposes.
  • Bank account details: Ensure you provide details for the bank account linked to your EPF UAN.
  • Additional acceptable documents (Optional): While not mandatory, you can also utilize the following documents for KYC verification:
    • Valid Passport Number
    • Valid Driving License
    • Voter Identification Card (Election Card)
    • Ration Card (issued by the Government of India)

Please note that the Aadhaar card is the most preferred document for KYC verification. However, the additional documents listed can be used as alternatives if an Aadhaar card is unavailable.

EPFO UAN helpline to register KYC related issues

The Employees' Provident Fund Organisation (EPFO) offers a dedicated helpdesk to address queries and concerns related to your Universal Account Number (UAN), including those pertaining to Know Your Customer (KYC) information.

Multiple channels for convenience

The EPFO helpdesk caters to your needs through both offline and online channels, ensuring flexibility and accessibility.

  • Offline support: You can schedule an appointment or visit a designated EPFO office to receive in-person assistance from a helpdesk representative.
  • Online support:
    • Toll-free number: For prompt assistance, you can reach the EPFO on their toll-free number: 1800 11 8005.
    • Email: Alternatively, you can send a detailed email outlining your KYC-related query to employeefeedback@epfindia.gov.in.

Remember:

  • The toll-free number operates from 9:15 AM to 5:45 PM on all days of the week.
  • Consider including your UAN number in your email for faster reference.

Conclusion

Updating KYC details with EPFO is essential for streamlined financial transactions. This one-time process not only ensures the security of your account but also facilitates quick and efficient EPF transactions. Keeping your KYC information accurate and up to date will secure your EPF account from unauthorised access and with timely updates.

You can read other articles related to EPF

Frequently Asked Questions

Is it mandatory to upload documents on EPFO Portal?

No, there is no need to upload documents on the EPFO Portal. You only need to provide the name as per the document and the document number for the required verification.

How long does it take for the KYC documents to get approved?

The KYC data is typically verified within 3-5 working days. Once approved, a confirmation SMS will be sent to the registered mobile number.

Whom can I contact for queries regarding the UAN KYC update?

For technical assistance related to UAN KYC updates, you can contact the EPFO helpdesk at 1800118005.

How often should I update my KYC details on the EPFO portal?

It is advisable to update whenever there are changes in personal details or documents to ensure accurate records and prevent transaction issues.

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Disclaimer

As regards deposit taking activity of Bajaj Finance Ltd (BFL), the viewers may refer to the advertisement in the Indian Express (Mumbai Edition) and Loksatta (Pune Edition) furnished in the application form for soliciting public deposits or refer https://www.bajajfinserv.in/fixed-deposit-archives
The company is having a valid Certificate of Registration dated March 5, 1998 issued by the Reserve Bank of India under section 45 IA of the Reserve Bank of India Act, 1934. However, the RBI does not accept any responsibility or guarantee about the present position as to the financial soundness of the company or for the correctness of any of the statements or representations made or opinions expressed by the company and for repayment of deposits/discharge of the liabilities by the company.

For the FD calculator the actual returns may vary slightly if the Fixed Deposit tenure includes a leap year.