Retirement fund body EPFO has introduced a composite claim form for their members in the case of death in order to reduce paperwork for dependants of the deceased. The new document replaces existing forms 20, 5-IF and 10-D. “… the central provident fund commissioner hereby prescribes composite claim form in death cases by replacing existing forms no. 20, 5-IF and 10-D. In the case of death of a member, the claimant may apply for claim of provident fund, insurance fund and monthly pension in this single form,” an EPFO order stated. On the purpose of the initiative, the order said, “The Employees’ Provident Fund Organisation (EPFO) has embarked on its next phase of e-governance reforms with a view to making its services available to all its stakeholders in a more efficient and transparent manner.”
Earlier last month, the EPFO had introduced composite claim forms (Aadhaar and non-Aadhaar) by replacing the erstwhile forms 19, 1OC and 31 to simplify the submission of claims by subscribers. Besides, the EPFO last month did away with the practice of filing utlisation certificates for advances taken from PF accounts and allowed users to submit self-utlisation certificates.
Accordingly, the EPFO issued a circular dated February 28, 2017 directing that obtaining of Aadhaar should be mandatory for the time being only for final settlement of Pension (10D claims) and not in withdrawl cases (Form 10C), it said. However, certain reports appearing in few dailies suggest that Aadhaar is not required in settlement of pension claims, the statement said.
Explaining about the reason for giving this breather to the members, the official said, “The requirement of submitting Aadhaar number under Form 10C claims led to issues in settlement of withdrawal cases. Thus, it is decided that obtaining Aadhaar should be mandatory for the time being only for pension (fixation under 10D Form) and not in withdrawal cases (under Form 10C).”
Earlier in January, the Employees Provident Fund Organisation (EPFO) had made it mandatory for pensioners as well as subscribers to submit Aadhaar numbers for continuing the benefits under its various social security schemes. Later in January, the body had also made it mandatory for members to furnish Aadhaar number while submitting claims for settlement of their pension accounts under Employees’ Pension Scheme 1995.