How to Update KYC for EPF UAN

Learn how to update KYC for EPF UAN in simple steps.
KYC for EPF UAN
4 mins
16 July 2024

Know Your Customer or KYC is a one-time process which helps in identity verification of subscribers through linking their UAN with KYC details. The employees / employers need to provide KYC details viz. Aadhaar, PAN, Bank account details etc. for unique identification of the employees enabling them with seamless online services.

In this article, we will walk you through the steps on how to update your KYC details for your EPF account. From the documentation needed to the online process, we will cover everything you need to know.

Financial security tip: Just as KYC safeguards your EPF information, it is crucial to select a financial institution with high security ratings when opening a Fixed Deposit (FD). Bajaj Finance FD holds top-tier AAA ratings from financial agencies like CRISIL and ICRA. This top rating assures that your money is in safe hands.

Steps to upload KYC for EPF UAN

  1. Go to UAN EPFO portal for online KYC updates.
  2. Log in using your UAN (Universal Account Number), password and fill up the captcha.
  3. Go to the KYC section to modify or upgrade your KYC details.
  4. Upload the necessary documents like PAN card, Aadhar card, and bank details.
  5. Keep the KYC updated to avoid delays during transfer and withdrawal.

Steps to update KYC for EPF UAN online

  1. Visit the EPF portal.
  2. Log in by entering your UAN, password and the captcha.
  3. Click on the "manage" tab in the top menu.
  4. Select "KYC" from the dropdown menu.
  5. You will be directed to a page displaying various documents under “Document Types” section.
  6. Click on the check box next to the document type you want to update.
  7. Complete the document details in the respective field.
  8. Click on "Save" after updating the details.
  9. The status will show as "KYC pending for approval."
  10. EPFO verifies your details from the concerned department's data.
  11. Once validated, the document is marked as verified.

Once updated you will receive an email for the same.

EPFO KYC track status

1. Through UAN card

  1. Log in to the Member e-Sewa Portal.
  2. Go to "View" and select "UAN Card."
  3. If your KYC is complete, you'll see "Yes" next to "KYC" information.

2. Documents approved under KYC tab

In addition to the UAN Card method, you can also check your KYC details on the Member e-Sewa Portal:

  1. Log in and go to the "Manage" tab.
  2. Select the "KYC" option.
  3. Under "Digitally Authorized KYC," look for a list of approved documents.

3. Checking on the EPF India website

  1. Visit official EPFO website
  2. In the dropdown menu, choose "Track EKYC"
  3. Enter your UAN and the captcha code

If your KYC is complete, you'll see a message like: "Greetings, Member! Your Aadhaar Details XXXX XXXX against UAN XXXX XXXX has been checked successfully.

Benefits of updating KYC details

  1. Keeping your KYC details updated ensures that all the necessary information about you is on record. This makes any financial transactions related to your EPF account, such as withdrawals or transfers, simple and hassle-free.
  2. If your KYC details are accurate, there would not be any delays in processing your EPF transactions. This is crucial for a quick and efficient withdrawal or transfer process.
  3. EPF authorities require members to maintain updated KYC details. By doing so, you are adhering to the rules and regulations set by EPFO, preventing any issues related to non-compliance.
  4. Regularly updating your KYC details adds an extra layer of security to your EPF account. It helps protect your account from unauthorised access, ensuring the safety of your funds.
  5. An updated KYC ensures that you receive crucial messages and updates time-to-time from EPFO.

Documents required to update KYC for EPF UAN

To update your KYC details for EPF UAN, you need to provide several documents for verification. These include your NPR (National Population Register) details, Aadhaar card, PAN card, and your bank account details. Additionally, you can use passport number, driving license, election card, or ration card for the updating the KYC. Ensuring the accuracy and validity of these documents is crucial to maintain up-to-date and secure KYC information with the EPFO.

Conclusion

Updating KYC details with EPFO is essential for streamlined financial transactions. This one-time process not only ensures the security of your account but also facilitates quick and efficient EPF transactions. Keeping your KYC information accurate and up to date will secure your EPF account from unauthorised access and with timely updates.

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Frequently Asked Questions

Is it mandatory to upload documents on EPFO Portal?

No, there is no need to upload documents on the EPFO Portal. You only need to provide the name as per the document and the document number for the required verification.

How long does it take for the KYC documents to get approved?

The KYC data is typically verified within 3-5 working days. Once approved, a confirmation SMS will be sent to the registered mobile number.

Whom can I contact for queries regarding the UAN KYC update?

For technical assistance related to UAN KYC updates, you can contact the EPFO helpdesk at 1800118005.

How often should I update my KYC details on the EPFO portal?

It is advisable to update whenever there are changes in personal details or documents to ensure accurate records and prevent transaction issues.

Disclaimer

As regards deposit taking activity of Bajaj Finance Ltd (BFL), the viewers may refer to the advertisement in the Indian Express (Mumbai Edition) and Loksatta (Pune Edition) furnished in the application form for soliciting public deposits or refer https://www.bajajfinserv.in/fixed-deposit-archives
The company is having a valid Certificate of Registration dated March 5, 1998 issued by the Reserve Bank of India under section 45 IA of the Reserve Bank of India Act, 1934. However, the RBI does not accept any responsibility or guarantee about the present position as to the financial soundness of the company or for the correctness of any of the statements or representations made or opinions expressed by the company and for repayment of deposits/discharge of the liabilities by the company.

For the FD calculator the actual returns may vary slightly if the Fixed Deposit tenure includes a leap year.