April 26, 2023

EPF Form 5: How to Fill and Download

Organisations which have 20 or more employees need to provide EPF to eligible employees. They need to inform EPFO about the new employees who are eligible for EPF and update the details by filling up EPF Form 5 to the regional EPF Commissioner once every month.
Here’s more about EPF Form 5.

What Is EPF Form 5?

An employer needs to fill up and submit EPF Form 5 each month. It is like a monthly report regarding new employees who have joined an organisation that is a member of the EPF scheme. Employer files return of employees eligible for Employee Provident Fund. Once information is recorded, EPFO allots new Universal Account Number to these employees and contributions get deposited in their accounts.
The organisation has to record details of new employees who do not already have an EPF account.

What Are the Components of EPF Form 5?

This form should contain the following details along with the stamp of the firm, signature of the employer, and date:
  • Name and address of the organisation
  • Code number of the organisation
  • Account number of the employee
  • Name of the employee
  • Father’s or husband’s name of the employee
  • Date of birth
  • Gender
  • Date of joining
  • Term/ duration of previous service

How to Get Form 5?

You can download EPF Form 5 from the official website of EPFO. The file will be in .pdf format. After EPF Form 5 download you can print it and fill up the form with necessary details.

How to Fill Up Form 5?

An employer can fill up Form 5 with all the necessary details. Employers can collect these details from Form 2 (nomination details) and Form 11 (basic details) of an employee.
It should be noted that an Aadhaar card is not necessary to fill up EPF Forms. Hence, employers need not ask for the Aadhaar Card of an employee for this purpose.

When to Fill EPF Form 5?

Every employer needs to submit EPF Form 5 mentioning details of all the new employees in the previous month by 15th of the next month.
For example, if an employee joined an organisation on 7th of March, the employer needs to submit the EPF Form 5 by 15th April of the next month.
In case no new employees join an organisation in a particular month, even then it has to file EPF Form 5. As an employer, you have to state ‘Nil’ in the section about employee details and submit it to the appropriate office.

Where Do Employers Need to Submit Form 5?

EPFO (Employees Provident Fund Organisation) has 135 offices across India. The employer needs to submit Form 5 to the regional EPF Commissioner. Employer can contact the EPFO to notify the regional EPF Commissioner about the new joiners.

How Can You Rectify EPF Form 5?

Employees can ask their employer to modify any details or rectify the error.
Employees need to submit the following documents for rectification or modification:
  • Aadhaar Card
  • Voter ID
  • PAN Card
  • School certificates
  • Passport
  • Driving License
An employee can follow this step-wise guide for rectification:
Step 1: Download the form from the official website and print it.
Step 2: Fill up with necessary details.
Step 3: Put your signature
Step 4: Get the company’s stamp and employer’s signature
Step 5: Attach self-attested copies of the documents necessary
Employers need to submit rectified forms to their regional EPFO office. They also need to apply to EPFO field offices requesting alteration of faults.

What Other Forms do Employers Need to Fill Up?

Employers need to fill up other EPF forms, apart from EPF Form 5. They are as follows:
  • Form 10: Employer uses this form to notify EPFO about an employee leaving. This form can be used to take out any contributions made towards EPF.
  • Form 12A: This informs EPFO about any extra income for non-profitable trusts which needs to be exempted from income tax.
  • Form 3A: This form helps to keep a track of employer’s monthly contribution towards employee’s EPF account. This form is filled up annually.

Final Word

EPF Form 5 helps an employee to receive benefits of EPF and every employer has to fill this form accordingly each month. The UAN number stays the same throughout an employee’s service period but the member identification number will change as the person switches his/her job.

Never miss a trading opportunity with Margin Trading Facility

Enjoy 2X leverage on over 900+ stocks

Upstox Margin Trading Facility
Apple Logo
Downloadlogo
iOS App
Google Play Logo
Downloadlogo
Android App

RELATED ARTICLES

What is EPF Form 11 - Download & How to Fill EPF Form 11 Online

The Government of India established the Employees' Provident Fund (EPF) as a social security program to assist people in saving money while working. Each month, the employee and the company make a small contribution to building up a sizable corpus for retirement. The EPF Form 11 assists the employer in determining whether the employee is currently enrolled in the EPF program or not. The employer is required to enrol an employee in EPF if their salary exceeds INR 15,000 and they work for a company with more than 20 employees. The employer must continue to fulfil their PF duties if the employee is already a member of the EPFO. Form 11 can automatically transfer the PF account and provides the employee's EPF history.

UAN Registration & How to Register Number - Online, Portal, Process, & Activation

The UAN or the Universal Account Number is a unique number allotted to the people of India who contribute a portion of their salary to the Employee Provident Fund. The number consists of 12 digits, and you need the number to access your EPF account. Once you open an EPF account, the same account continues throughout your life, even if you switch organizations. Therefore, the UAN plays a vital role in the lives of people earning regular salaries. The UAN is generated when you join your first company. The employer generates the UAN for you, and you can use the number and the account linked to the number throughout your life. UAN registration is not a tedious task. However, you must make yourself aware of the steps that go into the process. However, if your first employer employs less than 20 people, they might not make the Unified Member Portal registration for you. Hence, you must complete the UAN registration when you switch the company.

EDLI (Employees Deposit Linked Insurance Scheme) 2023 - Meaning & Benefits

For paid workers in the private sector, the EPFO (Employees' Provident Fund Organization) offers the Employees' Deposit Linked Insurance Scheme or EDLI. A non-constitutional organisation called the Employees' Provident Fund Organisation (EPFO) encourages workers to save aside money for their retirement. The organisation was established in 1951 and is overseen by the Ministry of Labour and Employment, Government of India. Indian employees and foreign workers are covered under the organisation's programs (from countries with whom the EPFO has signed bilateral agreements). The EPFO offers the Employees' Pension Scheme (EPS) and Employees Deposit Linked Insurance Scheme, which complement one another. The employee's most recent paycheck determines the extent of the funding provided under this scheme. In the case of the EPF member's death within the service term, the registered nominee of the Employees Deposit Linked Insurance plan is given a lump sum payout. All businesses covered by the Employees' Provident Fund (EPF) and Miscellaneous Provisions Act of 1952 is automatically enrolled in the Employees Deposit Linked Insurance Scheme. This program works in conjunction with EPS and EPF. For more financial support, you can enrol in multiple schemes offered by the EPFO if supported by your current employer.

How to Change Mobile Number in EPFO Account

There may be various reasons for opting for an EPFO mobile number changing. For instance, changing a phone number while moving to another city, or losing an active number due to some reason. Thankfully, you can update your EPFO mobile number online with your UAN (Universal Account Number) c. So let’s check out some simple steps in which you can change the EPFO mobile number without hassle.