EPF Form 2

EPF Form 2 is a nomination form that employees can fill anytime after joining the EPF scheme to declare who should receive their EPF benefits
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EPF Form 2
OPEN FD
4 mins
23-September-2025

EPF, or Employees’ Provident Fund, is a social security scheme with contributions from both employees and employers. EPF Form 2 is used by employees to nominate beneficiaries who can claim the funds in their EPF account if the employee passes away. To further strengthen their savings, employees can also invest in fixed deposits (FDs) to meet goals like education, buying a home, or retirement.

Given below is a brief overview of the EPF form 2:

EPF Form number

EPF Form 2

Purpose of the form

Declaration and nomination of the beneficiaries

Timeline to fill the form

Anytime after getting enrolled with the scheme

Application form

Both online and offline

Revisions in form

Update request with a revised form needs to be shared after marriage

Documents required

No additional documents required

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  5. Flexible interest payout options available - Monthly, Quarterly, Half-yearly, Annually or at Maturity

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How to fill e-nomination online?

Filling e-nomination ensures your EPF benefits are directed to your chosen beneficiaries. You can utilise the EPF Form 2 nomination online feature for convenience. Given below are the steps to fill e-nomination online:

  • Log in to the EPF member portal using your UAN and password.
  • Navigate to the "Manage" section and click on the "e-Nomination" option.
  • Update your permanent and current address in your profile and save the information.
  • Select whether you have immediate family or not.
  • Fill in the details of your family members, including Aadhaar number, name, gender, date of birth, relation, guardian's details (for minors), and address.
  • Save the family details and use the "Add Row" option if you have more nominees.
  • Select nominees from the list and allocate the total amount share for each nominee.
  • Click on "Save EPF Nomination Form" to complete this nomination process.

How to file nomination offline?

For offline filing, complete the EPF Form 2 nomination offline, ensuring beneficiaries are correctly designated to receive your provident fund benefits.

To nominate, complete the EPF Form 2 by providing the necessary details and submit the form to your employer. Once Form 2 is filed, the EPF account will be updated with the nomination details.

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Necessary details for filling PF Form 2

In order to include a nominee in your EPF account, Form 2 plays a crucial role under the Employees' Pension and PF schemes. Ensuring accurate and complete information is essential. Here are the details required to fill out Form 2:

1. Member's information:

  • Full name of the member
  • Date of birth
  • Father's name
  • Permanent address

2. Nominee's information:

  • Name of the nominee
  • Date of birth of the nominee
  • Complete address of the nominee
  • Member's relationship with the nominee
  • Portion of the PF amount allocated to each nominee

3. Dependency details:

  • If the member does not have any dependent family or parents (as defined in para 2(g) of the Employees Provident Fund Scheme 1952), then relevant sections should be omitted.

4. Minor nominee information:

  • If the nominee is a minor, then the member must provide details of the guardian who will receive the PF amount on their behalf

5. Subscriber's signature:

  • A valid signature from the subscriber is necessary for authentication

6. Pension information:

  • Information about family members eligible for children or widow's pension in the event of the member's demise

7. Employer/authorised officer's signature:

  • Authentication by the employer or an authorised officer

8. Factory/establishment details:

  • Name and address of the factory or establishment associated with the EPF account

Also, read: What is Form 10E and How to Fill It

Guidelines for nominating family members using EPF form 2

If you are a married employee with dependent parents, or if you have individuals who are financially reliant on you, you have the option to nominate one or more family members using EPF Form 2.

Consider the following key points when choosing to nominate family members through EPF Form 2:

A. In employees’ provident fund scheme

1. For male employees:

  • Nominate your wife
  • Nominate dependent parents
  • Nominate your children
  • Nominate the widow of your son and her children

2. For female employees:

  • Nominate your husband
  • Nominate dependent parents
  • Nominate your children
  • Nominate your husband’s dependent parents
  • Nominate the widow of your son and her children

B. In employee’s pension scheme:

Define your family in the Employee’s Pension Scheme as:

  • Spouse of the employee
  • Minor son and unmarried daughter of the employee
  • Adopted son/daughter (adopted before the employee's death)

Also read: What is Provident Fund Transfer Form

Important points to remember while nominating family members

  • Subscribers can change their nominations at their discretion
  • Nominations should be in favour of one or more family members
  • If a member has no family, they can nominate anyone
  • Multiple family members can be nominated with a defined percentage for each
  • Minimum 10 years of eligible service entitles the employee to a pension
  • If the employee has family members, nominations cannot be made outside the family
  • Once an unmarried member marries, they must file a fresh nomination again

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Conclusion

EPF Form 2 allows employees to nominate beneficiaries for their EPF accounts, ensuring funds are allocated to the chosen nominees in case of their demise. It can be completed online or offline, and details such as nominee information and member details are required. Using EPF Form 2 helps secure the financial future of the employee's dependents.

While EPF Form 2 ensures a safety net for your family in case of an unfortunate event, it is crucial to consider additional financial instruments. Fixed deposits can be a smart solution. They offer competitive interest rates and flexible tenures, allowing you to grow your savings and build a buffer for your family's future.

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Frequently asked questions

Why is Form 2 required?

EPF Form 2 is necessary for nominating beneficiaries for the Employees' Provident Fund. It ensures that the employee's accumulated funds are transferred to the designated nominees in the event of the employee's untimely demise, securing their financial future.

How do I file a Form 2?

To file EPF Form 2, log in to the EPF member portal, navigate to ‘e-Nomination,’ and fill in the required details. For offline filing, complete the form and submit it to your employer.

What is Form 2 in EPF?

EPF Form 2 is a form of nomination and declaration that allows employees to nominate beneficiaries. In case of their demise, the listed nominees can claim the accumulated funds in the employee’s EPF account for financial security.

What is Form 2 nomination form under PF?

EPF Form 2 (R) is a nomination form used for EPF and EDLI schemes. Employees with families can nominate one or more family members as per the EPF Scheme, 1952, ensuring fund distribution upon their demise.

How will the PF amount be paid when the member has not nominated anyone?

If a PF member has not nominated anyone, the amount is paid to legal heirs as per the Employees’ Provident Fund Scheme rules. The claim process involves submitting legal documents such as a succession certificate or legal heir certificate.

What is the purpose of submitting PF nominations?

Submitting a PF nomination ensures that, in the event of the member’s death, the provident fund amount is quickly and smoothly transferred to the chosen nominee without legal complications, helping their family avoid delays and financial distress.

Is it compulsory to add nominee in EPF?

Yes, it is mandatory to add a nominee to your EPF account. Nomination ensures that in the event of your death, the EPF balance is transferred to the intended person without legal complications.

Can I nominate my son for EPF?

Yes, you can nominate your son for your EPF account. However, if you have a family, the nomination must be in favour of one or more family members, as per EPF rules, which include children.

What are the new rules of nominee?

As per the latest EPFO guidelines, employees must file nominations online through the EPFO portal. If a family exists, nomination must be made only in favour of family members; otherwise, any individual can be nominated.

What is the purpose of Form 2?

Form 2 is used to declare nominations for the EPF and EPS schemes. It ensures that the nominated person(s) receive the benefits in case of the account holder’s death, avoiding disputes or delays.

What is EPF and EPS in Form 2?

EPF refers to the Employees' Provident Fund, and EPS stands for Employees’ Pension Scheme. Form 2 allows members to nominate individuals separately for EPF and EPS benefits to ensure proper distribution after their demise.

Who Should Fill Form 2?

All employees enrolled in the Employees’ Provident Fund (EPF) scheme are required to fill out Form 2. This includes both new and existing members. It is advisable to submit the form as soon as you join the scheme to ensure your loved ones are protected.

What Is Form 2 of the EPF Act?

Form 2 is the Nomination and Declaration Form under the Employees’ Provident Funds and Employees’ Pension Scheme, 1952. It allows employees to nominate beneficiaries for their EPF and EPS accounts, ensuring that the accumulated funds are transferred to the nominated individuals in case of the employee's demise.

What Are the Details of Family in Form 2?

In Part B of Form 2, which pertains to the Employees’ Pension Scheme (EPS), employees must provide details of their family members who are eligible to receive the pension benefits. The definition of "family" varies based on the employee's gender:

For Male Employees: Wife, dependent parents, children, and widow of a son and children.

For Female Employees: Husband, dependent parents, children, husband’s dependent parents, and widow of a son and children.

Additionally, if the nominee is a minor, the employee must provide the name and address of a guardian who may receive the amount during the minority of the nominee.

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