If your old employer maintained your provident fund (PF) through an exempted trust and your new employer’s PF is maintained by EPFO, start with the old trust—not the EPFO office. Submit the transfer claim to the former trust. The trust enters the transfer details in Annexure K on the Unified Portal, the employer makes the required online payment against that Annexure K, and EPFO approval is required before the transferred amount and service history appear in your current member ID passbook.
PF money and pension-service records do not always follow the same route. Form 13 is the transfer claim, but an exempted-to-unexempted move can require the PF-accumulation claim to go to the trust and the pension-fund service details to go separately to the EPFO office.
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First identify whether the old and new accounts are exempted
An exempted PF arrangement is administered by an employer-created trust rather than directly by EPFO. An unexempted arrangement is maintained by EPFO. The correct transfer route depends on both establishments, so confirm the status of the former and present employers before submitting anything.
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What the terms mean in practice
Your member ID identifies a period of employment, but it does not by itself tell you who administers the account. In an exempted arrangement, the employer’s trust maintains the PF balance and follows trust-level procedures. In an unexempted arrangement, the PF balance is maintained in the EPFO system. The destination arrangement determines where the money is sent, which employer must act, and which office handles pension-service information.
Before filing, write down the old establishment name, old member ID, new establishment name, new member ID and the name of each trust involved. If the portal shows more than one old member ID, identify the one connected with the trust account you are transferring. Mismatched or missing member records can prevent online eligibility even when your employment history is genuine.
Transfer routes by destination arrangement
| New employer’s arrangement | Where the PF transfer is handled | Pension-service handling | Initial contact |
|---|---|---|---|
| Unexempted | Submit the PF transfer claim to the former exempted trust. The trust records the details as Annexure K; the employer pays online against it; EPFO then approves the transfer. | Submit the pension-service details to the EPFO office as directed in the Form 13 instructions. This is separate from moving the trust-held PF accumulations. | Former trust for PF; EPFO for pension-service details |
| Exempted | The destination trust handles the PF accumulations transfer. EPFO member guidance says the claim is submitted through the present employer, because the destination trust’s bank-account number and IFSC are required. | EPFO’s instructions distinguish pension contributions and service information from PF accumulations. Confirm the required routing with both trusts and the EPFO office. | Present employer and the relevant trusts |
The table describes the two principal branches in EPFO’s transfer instructions. Trust procedures and portal labels can change, so obtain the current checklist from the relevant trust before sending a physical form.
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How to compare the two branches
For an old trust and a new EPFO account, the former trust is the starting point for the PF balance, while EPFO is the final approving authority. For an old trust and a new trust, the present employer becomes the online channel because the destination trust’s banking details are needed. In both cases, pension contributions and service information require separate attention. The body that receives the PF money is not automatically the body that updates every pension record.
What to check before filing an online claim
- You are registered on the EPFO Member Portal.
- Your member IDs are available in EPFO’s records and correspond to the employment periods you are trying to transfer.
- The authorized employer signatories have registered digital signatures, which are needed for online processing.
- Your details are consistent across the records used for the claim. If the portal does not recognize a member ID or does not show the expected employer, ask the relevant employer or EPFO office to correct the record before filing.
Use EPFO’s Online Transfer Claim Portal to check eligibility before you prepare a paper submission. Online eligibility is not automatic merely because you have a PF account; it depends on the member records and employer-signatory setup recognized by EPFO.
Check the name, date of birth, joining date, leaving date and identification details shown for both employments. The official instructions emphasize member IDs in EPFO’s database and registered digital signatures; they do not create one universal checklist for every trust. If your trust asks for additional records, follow that trust’s current instructions rather than assuming another employer’s checklist applies.
Exempted trust to unexempted EPFO: the step-by-step process
1. Confirm that this is the trust-to-EPFO route
Use this procedure when the old establishment’s PF was held by an exempted trust and the new establishment’s PF is maintained by EPFO. If the new establishment is also exempted, use the separate branch described below instead.
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2. Check online-transfer eligibility
Sign in to the Member Portal and use the Online Transfer Claim service. Confirm that the old and new member IDs are displayed and that the portal allows you to proceed. If the portal does not offer an eligible online claim, do not submit random duplicate forms; ask the former trust and the EPFO office which current physical or assisted route applies.
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3. Submit the PF transfer claim to the former trust
For this route, the former exempted trust is the first destination for the PF transfer claim. Give the trust the details it needs to identify your old account and the new member account. The trust, rather than the member, enters the transfer particulars as Annexure K in the Unified Portal.
Ask the trust for written confirmation that it received your claim and whether it needs a signed Form 13, an acknowledgement, or any trust-specific declaration. Keep the date of submission, the name of the receiving office and any reference number. Do not treat an email acknowledgement as proof that Annexure K has already been entered.
4. Wait for the employer’s online payment against Annexure K
After the Annexure K entry, the employer makes the online payment against it. This payment step is part of the trust-to-EPFO transfer workflow; it is not a replacement for EPFO approval. Ask the trust whether the payment has been initiated or completed if your claim remains at the employer stage.
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EPFO approval is required before the old balance and the associated service history are reflected in the current member ID passbook. A trust’s confirmation that it has entered Annexure K does not by itself mean the transfer is complete. There can be a gap between the trust’s action, employer payment, field-office processing and the passbook update.
6. Check the current member ID passbook
Once the transfer has cleared the required stages, check the passbook attached to the current member ID. Look for the transferred past amount and the service history. If the claim appears complete but the passbook has not updated, retain the claim details and ask the trust or the responsible EPFO field office to reconcile the records.
How Form 13 fits into the process
EPFO lists Form 13 as the form used to transfer an old PF account to a new one. It is important, but it does not mean that every part of an exempted-trust transfer is sent to one place.
PF accumulations
For an old account maintained by an exempted trust, the PF-accumulation transfer is submitted to that trust. EPFO’s Form 13 instructions and member guidance describe a Form 13 submission to the previous trust for this purpose. The trust then uses the information to prepare the Annexure K entry and continue the transfer workflow.
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Pension-fund service details
The pension-fund service record is handled separately through the EPFO office. The same guidance describes a Form 13 submission to the PF office for transferring pension-fund service details. Recent member instructions describe a physical Form 13 to the previous trust plus an online Form 13 to the EPFO office for the pension-service details. Because portal workflows can change, confirm the currently accepted combination with the trust and EPFO before dispatching documents.
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This distinction matters when the PF amount appears in the new account but the length of past service is missing. Do not assume that repeating the PF transfer will repair the pension record. Ask EPFO to check the pension-service submission and the service periods recorded against your member IDs.
Attestation and the responsible office
The official Form 13 instructions allow attestation by either the present or previous employer. If the previous employer attests the claim, it is routed to the office connected with the previous account; if the present employer attests it, it is routed to the office connected with the present account. The form notes that previous-employer attestation may result in relatively less time to settle, but this is not a guaranteed deadline.
Do not treat the paper form as the universal route. EPFO also provides online claims for members who meet the portal and employer-signatory requirements. Use the route the portal and the responsible trust confirm for your specific account, and avoid filing a paper and online claim simultaneously unless an official representative tells you to do so.
If the new employer is also exempted
When both employers use exempted trusts, the destination is not EPFO’s ordinary unexempted account. The destination trust handles the PF accumulations, and the instructions distinguish that transfer from pension contributions and service information.
EPFO member guidance says that when the present establishment is exempted, the claim is submitted only through the present employer because the destination trust’s bank-account number and IFSC are needed for the PF-accumulation transfer. In practice, obtain the current instructions from the present employer and coordinate with both the former and destination trusts. Ask specifically where the pension-service details must be sent; do not assume that the trust receiving the PF money also updates every EPFO pension record.
Confirm whether the present employer wants an online claim, a physical Form 13, or both trust-specific documents. Give the present employer the old trust’s account details and ask the destination trust to confirm the bank and IFSC information it will use. Keep copies of every handoff because the two trusts may process their portions on different schedules.
How to track an online claim
- Sign in to Member e-SEWA.
- Open Online Services.
- Select Track Claim Status.
- Read the status attached to the transfer claim and retain a copy or screenshot for your records.
EPFO’s FAQ describes an early status as Pending with the employer. After employer approval, it describes the next stage as Accepted by the employer. Pending at Field Office. The second status means the claim has moved beyond employer action but still awaits field-office processing; it is not the same as a completed passbook credit.
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What to do when the claim stalls
Status remains pending with the employer
Contact the employer or trust office responsible for the claim and ask whether the Annexure K entry and the employer’s online payment have been completed. If the authorized signatory or member record is not eligible for online processing, ask which correction or physical submission is required. Give the representative your member IDs and claim reference instead of sending an untraceable general request.
Status is pending at the field office
Keep the claim reference and contact the responsible EPFO field office or the trust handling the transfer. Ask whether any information is missing and whether the trust has received a request for clarification. EPFO’s reviewed guidance does not provide a current processing-time estimate for this route, so avoid relying on a promised number of days.
The passbook does not show the old balance
First verify that EPFO approval is complete and that you are viewing the passbook for the current member ID. Then ask the former trust and the field office to reconcile the Annexure K transfer with the current account. Keep copies of Form 13, claim acknowledgements, employer correspondence and any trust communication. If you have multiple current member IDs, confirm which one is linked to the new employer before reporting a missing credit.
The PF amount appears but service information does not
PF accumulations and pension-service details can be processed separately. Ask the EPFO office to check the pension-service Form 13 or online submission rather than asking the trust to repeat a PF payment. Provide the employment dates and both member IDs so the office can locate the service record.
The old employer has closed or will not respond
Start with the trust’s official contact channel and retain proof of your request. If the online claim is already visible, quote its reference when contacting the EPFO field office. Ask EPFO which present route is accepted when the former employer’s attestation or trust response cannot be obtained; do not assume that a self-attested replacement is valid.
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- The old and current member IDs shown in the portal or employer records.
- Your Member Portal claim acknowledgement and tracking status.
- A copy of any Form 13 submitted to the former trust or EPFO office.
- The former trust’s confirmation that it entered Annexure K.
- Evidence of employer action or payment against Annexure K, when provided.
- The current member ID passbook after approval.
- Written responses from the present employer, former trust and EPFO field office.
Trusts may request additional case-specific material. The official guidance reviewed here does not establish one universal checklist for every exempted trust, so follow the instructions issued for your account rather than relying on another employer’s form list. Keep the original documents safely and send copies through a traceable channel when a physical submission is required.
Common mistakes to avoid
- Starting with the wrong institution: for an old trust and a new EPFO account, the former trust handles the PF claim first.
- Sending pension records to the trust only: pension-service details may need a separate EPFO submission.
- Assuming Form 13 has one destination: the PF and pension portions can follow different routes.
- Ignoring online eligibility: missing member IDs or unregistered employer digital signatures can block the portal claim.
- Stopping after trust acknowledgement: Annexure K entry and employer payment still require EPFO processing.
- Using an old checklist: trust-level documents and portal labels can change, so confirm current instructions.
- Expecting a guaranteed timeline: no current processing estimate is specified for this route in the official guidance.
- Filing duplicates without advice: duplicate online and paper claims can make it harder to identify the active case.
Key decision points
- Old trust, new EPFO account: begin with the former trust; Annexure K, employer payment and EPFO approval are all part of the route.
- Old trust, new trust account: work through the present employer and coordinate with both trusts; destination-trust bank details are required for PF accumulations.
- Pension record: treat service details as a separate EPFO-routing question even when the PF money is handled by a trust.
- Online eligibility: confirm Member Portal records and employer digital-signature readiness before filing.
- Completion: rely on the claim status and current member ID passbook, not only on a trust’s initial acknowledgement.
Frequently Asked Questions
Should I contact EPFO or my old employer first?
If the old PF account was maintained by an exempted trust and the new account is unexempted, contact the former trust first for the PF transfer. Pension-service details may need a separate submission to EPFO.
What is Annexure K in this transfer?
For the exempted-to-unexempted route, the former trust enters the transfer details as Annexure K in the Unified Portal. The employer then makes the online payment against that entry, followed by EPFO approval.
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Is Form 13 still required if I file online?
Form 13 is EPFO’s transfer form, but the accepted route depends on your account and portal eligibility. Guidance for exempted trusts can require a Form 13 to the trust and a separate online or physical submission to EPFO for pension-service details. Confirm the current instructions before filing.
How do I know whether my new employer is exempted?
Ask the present employer’s HR or PF team whether its PF is maintained by an employer trust or directly by EPFO. Do not infer the status from the company’s industry or size.
What does Pending with the employer mean?
It means employer-side action is still outstanding. Ask the responsible employer or trust whether Annexure K has been entered and whether the online payment step has been completed.
What does Accepted by the employer. Pending at Field Office mean?
The employer has approved the claim, but the EPFO field office still has to process it. It does not necessarily mean the transferred amount is already visible in your current passbook.
How long will the transfer take?
The official instructions do not provide a current processing-time estimate for this exempted-trust route. Track the claim, retain references and follow up with the trust or field office if it remains pending.
What if the PF balance transfers but pension service does not?
PF accumulations and pension-service records can be handled separately. Ask the EPFO office to check the pension-service Form 13 or online submission using both member IDs and your employment dates.
Can I submit the claim directly to the new employer’s EPFO account when the old account is exempted?
For an old exempted trust and a new unexempted account, the former trust receives the PF transfer claim and enters Annexure K. The new employer’s account receives the approved transfer later through the EPFO process.
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For an exempted-trust PF account moving to a new employer’s EPFO account, start with the old trust. Check online eligibility, submit the PF transfer claim, ensure Annexure K and the employer payment are completed, and wait for EPFO approval. Handle pension-service details separately through the route EPFO and the trust confirm. Track the claim in Member e-SEWA and verify the final amount and service history in the current member ID passbook.
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