How It Works
Our Simple Process
Four easy steps to get your EPF documentation in order.
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STEP 1
Document Audit
Review existing EPF documents and identify gaps.
- Review current documents
- Identify missing forms
- Check for errors
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STEP 2
Preparation
Prepare missing or incorrect forms correctly.
- Form filling
- Document compilation
- Attestation guidance
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STEP 3
Submission
File with EPFO through proper channels.
- EPFO portal filing
- Physical submission
- Acknowledgement tracking
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STEP 4
Record Keeping
Maintain organized digital and physical records.
- Digital archiving
- Physical file organization
- Regular updates
Documentation FAQs
Which EPF form is used for what purpose?
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Form 2: Nomination & Declaration
Form 5: New Member Registration
Form 10: Member Declaration
Form 11: KYC Declaration
Form 13: Transfer of PF Account
Form 19: Final Settlement (Withdrawal)
Form 20: Death Claim (Nominee)
Form 31: Partial Advance
Form 10C: Pension Withdrawal
Form 10D: Monthly Pension
We help you select and fill the right form for your specific need.
Form 5: New Member Registration
Form 10: Member Declaration
Form 11: KYC Declaration
Form 13: Transfer of PF Account
Form 19: Final Settlement (Withdrawal)
Form 20: Death Claim (Nominee)
Form 31: Partial Advance
Form 10C: Pension Withdrawal
Form 10D: Monthly Pension
We help you select and fill the right form for your specific need.
How long should EPF records be maintained?
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EPFO requires employer records to be maintained for at least 5 years from the date of filing. However, for legal and audit purposes, we recommend maintaining records for 7-10 years. For individuals, it's advisable to keep EPF records until pension claims are settled.
What is a compliance certificate and when is it needed?
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A compliance certificate is a document issued by EPFO or certified by a professional confirming that an employer is compliant with EPF regulations. It is required for government tenders, contract bids, labour inspections, bank loans, and annual audits. We help employers obtain and maintain these certificates.
Can you help with EPF inspections?
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Yes, we provide complete support during EPFO inspections. Our services include: preparation of all required documents, training HR staff on inspection procedures, on-site support during inspection, response to inspection notices, and post-inspection follow-up to ensure all observations are addressed.
What is a Joint Declaration and when is it needed?
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A Joint Declaration (JD) is a formal document signed by both employee and employer to correct discrepancies in EPF records like name, date of birth, father's name, or service details. It's needed when online self-correction is not possible or when employer verification is required.