If you are an employee who qualifies for a higher pension under the Employees' Pension Plan (EPS), you may be interested in the list of supporting documents that must be presented with the application form.

 

The Employees' Provident Fund Organization (EPFO) has launched a window on the Member e-Sewa portal instructing those who qualify to apply to do so to keep the following paperwork handy  before submitting the application form:

 

a. Universal Account Number (UAN) for existing employees

b. Pension Payment Order (PPO) in case of retired employees

c. Mobile number linked with the Aadhaar number

d. Member's Aadhaar number, name and date of birth should be available in the EPFO's records

 

Evidence of employer contributions in PF  being remitted for higher wages than the standard salary ceiling of Rs5,000/Rs6,500. Your prior EPF statements, EPF passbook, salary slips, and contributions made to the EPF account might be used as proof in this scenario.

 

Evidence of the joint option, as required under EPF scheme's Para 26(6) and duly verified by the employer. Your employer will provide you with this form. The application form will include information about your name, Aadhar number, cellphone number, and Universal Account Number (UAN) (linked to Aadhaar). These details must correspond to EPFO records. Your employer will also sign the document and verify its accuracy.

 

Employee's express consent is necessary for any mandatory redeposits to the fund as well as any adjustments to the employee's portion from PF. This is an agreement to transfer the necessary funds, along with any accumulated interest, from your EPF account to the EPS corpus. Your employer will provide the declaration form to you.

 

A trustee's pledge that the required contribution and interest accrued up to the date of payment will be deposited within the allotted time is required in the event that funds are transferred from an exempted PF trust to a pension fund. This applies to employees whose EPF funds are managed by exempt PF trusts. The task at hand is identical to that outlined earlier.

If you have retired prior to September 1, 2014

 

The necessary paperwork must be submitted by employees who retired prior to September 1, 2014, who had higher EPS contributions based on their real wages after making a joint declaration with their company, and whose request for a larger pension was denied. By March 3, 2023, these employees must submit their documentation.

 

A proof of joint option under EPF scheme Section 26(6), duly certified by the employer, and proof of remittance of the employer's share in PF on higher earnings surpassing the standard wage ceiling of Rs 5,000/6,500 should also be attached as further documentary evidence.

 

Such retired workers will also need to provide the following in addition to the documents mentioned above:

 

• Evidence of a joint application for a pension contribution based on higher salary as permitted under the proviso to the erstwhile para 11 (3). This is the application that you and your employer jointly submitted earlier to increase your pension plan contributions.

 

• Proof of remittance in the pension fund on higher wages. This can be your EPF statement, EPF passbook, etc

 

• Written refusal of PF contributions for higher contribution. When a retired employee had applied for higher pension, the PF authorities must have given in writing the reason for rejecting the request. This formal refusal must be uploaded on the portal as well.

 

When filing the application for a higher pension, the documents must be scanned and uploaded to the portal. The file must be in PDF format and be no larger than 250 KB.