How to get/download detailed epf Statement

Employee Provident Fund (EPF) is a government-managed saving scheme for Indian employees that helps them save a fraction of their monthly salary. The scheme ensures a financial safety net for employees during their retirement and also serves as a source of income for their dependents in case of their untimely demise.

As a salaried employee, you must be familiar with the Employee Provident Fund (EPF) scheme. The EPF scheme is a retirement benefit scheme that provides financial security to employees after their retirement. The EPF statement is a crucial document that contains information about the employee’s contributions, employer’s contributions, and interest earned on the EPF balance. It is essential to keep track of your EPF statement to ensure that the contributions are accurate and that you are getting the right amount of interest. However, getting a detailed EPF statement can be a daunting task for many. The process of downloading an EPF statement can be confusing, and many employees are unaware of the various options available to them. In this blog post, we will guide you through the step-by-step process of getting a detailed EPF statement. We have also included information on the different methods available to download an EPF statement, such as through the EPFO portal, the UMANG app, or by sending an SMS

This blog post aims to guide you through the process of obtaining and downloading a detailed EPF statement. We will discuss the various methods available to obtain your statement, the necessary requirements, and the step-by-step process involved in downloading your statement online. Whether you are a new member or an existing one, this guide will help you gain clarity on your

1. Generate UAN and password

To get a detailed EPF statement, the first step is to generate a UAN (Universal Account Number) and password. UAN is a unique 12-digit number assigned to every employee contributing to the EPF. This number is linked to the employee’s PF account and can be used to access various services related to the account. To generate a UAN, the employee must visit the EPF member portal and click on the “Activate UAN” link. They will then be prompted to enter personal details such as name, date of birth, mobile number, and email address. Once the details are verified, the employee will receive an SMS with the UAN and password. It is important to note that the UAN and password should be kept confidential and not shared with anyone. By generating a UAN and password, employees can access their EPF account details online, including the detailed EPF statement.

2. Request for UAN activation

If you are an employee who has contributed to the Employee Provident Fund (EPF) in India, you may want to download your detailed EPF statement. However, before you can access this statement, you need to activate your Universal Account Number (UAN). The UAN is a unique 12-digit number assigned to every employee who contributes to the EPF. To activate your UAN, you need to follow the process of UAN activation. One of the ways to activate your UAN is by submitting a request for UAN activation to your employer. This request can be made either offline or online, depending on the process followed by your employer. Once your UAN is activated, you can download your detailed EPF statement from the EPF member portal.

3. Log in to EPFO portal.

To access your EPF statement, the first step is to log in to the EPFO portal. The EPF or Employee Provident Fund is a vital component of an employee’s financial planning, and keeping track of it is essential. The EPF statement provides comprehensive information about the employee’s contribution towards the EPF account, along with the employer’s contribution and the interest accrued. To log in to the EPFO portal, ensure that you have your Universal Account Number (UAN) handy. The UAN is a unique number assigned to each employee, which helps in accessing their EPF account online. Once you have your UAN, visit the EPFO portal, and enter your UAN and password to log in. Once logged in, navigate to the ‘View’ section, and select ‘Passbook’ to download your detailed EPF statement.

4. Click on “Download e-Passbook.”

Once you are logged in, navigate to the “Download” section on the main menu and click on “Download e-Passbook.” This will lead you to a page where you can choose the member ID for which you wish to download the statement and select the financial year for which you need the statement. After entering your mobile number and the verification code, you can click on “Get authorization Pin” to receive a PIN on your registered mobile number. Finally, enter the PIN to complete the download process and receive your detailed EPF Statement.

5. Select the member ID.

Once you are logged in, select the member ID for which you want to download the statement. This is an important step as it ensures that you get the correct details for the account you are interested in. The member ID is a unique identification number assigned to each EPF account holder and is crucial in accessing the account information. By selecting the correct member ID, you can ensure that the EPF statement you download contains accurate information related to your account.

6. Choose the financial year.

When it comes to getting a detailed EPF statement, choosing the right financial year is crucial. The EPF statement is a statement of account that provides information on your contributions, interest earned, and withdrawals, among other details. To download a detailed EPF statement, it is important to select the correct financial year. This will ensure that you get accurate information on your EPF account. The financial year for EPF runs from April 1st to March 31st of the following year. Make sure to check the financial year before downloading your EPF statement to ensure that the information you receive is accurate and up-to-date. Following this step is essential in ensuring that you have all the necessary information in your EPF statement to make informed decisions about your Employee Provident Fund.

6. Click on “Download.”

If you are looking to obtain your Employee Provident Fund (EPF) Statement, there are a few steps you need to follow. Firstly, you will need to visit the official EPF website and log in using your credentials. Once you have successfully logged in, you will be directed to your account dashboard. From here, navigate to the “Download” section and click on it. You will see a drop-down menu, and you should select “Download EPF statement.” A new screen will appear, and you will be required to enter your details such as the financial year, your state, and your EPF account number. After entering the required information, click on “Download” and wait for the system to generate your EPF Statement. Finally, save the document to your device or print it out for future reference.

7. Check your detailed EPF statement.

Check your detailed EPF statement. Once you have successfully downloaded your EPF statement, you should check it thoroughly to ensure that all the details are accurate. The statement will include information such as your basic salary, employer contribution, employee contribution, interest earned, and any withdrawals. By checking this statement, you can ensure that all the contributions made by your employer are correct and that your savings are being accumulated properly. If you notice any discrepancies, you should inform your employer or the EPFO immediately to rectify the issue. Checking your detailed EPF statement regularly is an important step to ensure that you are on the right track towards a secure financial future.

8. Check PF Statement by Giving a Missed Call

You can also inquire about the EPF balance or statement by simply giving a missed call from your registered mobile number to the authorised phone. This facility is only available if you have your KYC details integrated with your UAN. If you are not able to do this, you can always ask for help from your employer.

Once the KYC details are integrated with your UAN, follow the steps below:

You need to give a call from the registered mobile number to 011-2290-1406.
After giving a missed call to the number, you will get a message providing you with all the details of your PF statement.

In conclusion, getting a detailed EPF statement is a relatively easy process that can be done online. With the availability of both the EPFO portal and the UMANG app, employees can now access their statements and keep a track of their Provident Fund contributions. The information provided in the statement is essential, as it enables employees to plan their financial future and make informed decisions. It is crucial for all employees to check their statements regularly to ensure that everything is in order and any discrepancies can be corrected in a timely manner. By following the simple steps outlined in this post, employees can easily access and download their EPF statements and stay informed about their contributions.