Procedure to get PF Balance Certificate and A/C statement from PF OFFICE - INDIA

[Canada2425]

Great post Ramesh, thanks for sharing your experience.
I am in a different situation. I am in UK and I won't be personally able to go to my PF office which is in Delhi, India. As an alternative I have downloaded my PF passbook using UAN number and attached to my NBPNP application. Thanks god it successfully went thru and I received nomination as well. Now I am in stage to submit my CIC application for PR where in again I have to show POFs. Should I go ahead and use the same online passbook which I had used for NBPNP or I should arrange an attested letter as mentioned in your post ?

If I have to arrange an attesetd letter then is there any option that someone else can go on mybhelaf and do this process , as I am not in India now ?

Thanks in advance !!

Cheers !

I'm in process of getting this done.
I'm in Pune and my PF account is in Bandra, Mumbai. I asked a friend of mine to get this done for me. Provided all the details to him as mentioned in the post by Ramesh.
Process varied a bit. On Monday my friend went to PF office and the officer asked to get the request letter attested by employer. I got it done.
Today he visited again with attested request letter and officer asked him to come back next Wednesday (may be due to festive season) to collect the requested documents.

So, I believe someone else claiming the documents on your behalf should be fine. Worked in my case - you never know!!

 

[JosephR]

Thanks ramesh +1 for you

 

[royce110]

Thanks Amit for the confirmation on the PF statements.

The consultant through whom I was processing my application, they told PF can not be shown as PoF in Express Entry. But she told, PF was acceptable as PoF before Express Entry came to into effect.

Good know that PF is still valid as PoF.

Thanks,
Ravi.

Online PF Passbook along with a copy of UAN member card is acceptable, attestation not required unless otherwise requested.

 

[royce110]

Ramesh, Initially I submitted the online statement but later they asked for official letter or certificate from EPF office. I did the same but I got the query again and now they want to see any surrender penalties applicable; so apparently they want to see the current value of fund if I have to close as on today. not sure EPF office can provide such certificate with surrender value? did you receive such objection from them later?

thanks
KK

Rather unusual as most CIC assessors are aware of the PF concept in India.
I know a tonne of people who sent just the Member passbook alongside UAN card and they accepted it.

How did you turn out to resolve this?

 

[royce110]

Dear Aspirants,

*****This is for Employees working in India if they want to use their accumulated PF amount as PROOF OF FUNDS for CIC*****

We all know that CIC and SINP accept Employees' provident fund amount as proof of funds. But, I am not sure if CIC accepts online statements downloaded from EPF/UAN website because it will not have any attestation or digital signatures. So, I have gone through this procedure today to get my "Provident Fund Account Balance Certificate" and "Provident Fund Account Statement" directly from PF office in Hyderabad, India.

Here we go:

1. You need to write a letter to the Regional PF Commissioner requesting for these documents.
(Letter Specimen attached in the below link: **1.Request_Letter.jpg**)
2. You need to go to PF office where your PF account belongs to during weekdays (saturday and sunday are holidays) after 10:00 AM IST.
3. There would be a "Facilitation Center" or "Help Center" at the entrance for addressing daily visitors' requests. An official will listen to your request and provide necessary information. Please approach this official and show him your request letter and tell him what you need.
Important Note: If he says that no such letters/certificates will be provided in PF office, you can argue with him saying such letters are issued to my friends recently and also tell him that PF customer care suggested to get this letter from PF office directly. Then, he will shut his mouth and proceed further. It happened in my case.
4. He will then check all your details in his computer, once satisfied he will give you a receipt and asks you to go and meet Accounts officer in Accounts section.
(Receipt specimen attached in the below link: **2.Receipt.jpg**)
5. Then, you need to go and provide your request letter and receipt to the officer in-charge in Accounts section. He will scrutiny your account details and asks you to come and collect the letter and statement either on the same day or after a couple of days.

*******I have attached all the documents which you get from PF office in the below link

https://www.dropbox.com/sh/cck762oghhd4z04/AACA6MmTZIx3rtUzH4cZNIrPa?dl=0

*******

Note:
* No cost is involved in this procedure and I did not pay a rupee to anyone in PF office.
* They will not attest the statement copies downloaded from UAN website. They have their own format.
* You might have to take leave for a day and then get this work done. So, plan properly.
* The officers in PF office do not know anything about proof of funds concept. You might have to explain them to get your work done smoothly. * They do not even have a format for PF balance certificate. Whatever you write in your request letter, they will replicate the same.
* Make sure you have "Authorized signatures and stamps" on the certificate/statements you get.
* You can download UAN ID card from UAN website and upload it along with these documents while applying for visa through eAPR.

If you need more details, please feel free to get in touch with me through this forum.

All the very best for your immigration.

+1 for the useful info. Definitely needed in case asked for.

 

[arunkumarsachin]

Hi,

Actually the Provident fund is maintained by my current employer and I able to download this PF letter from company portal. In this letter, the company, address, Contact details and contribution of PF amount from employer & employee as on current month are mentioned. In this case, do I need to get any reference letter from my employer or PF government office regarding this.

Is this letter sufficient to show proof of funds for applying CIC and SINP streams. please suggest on this.

 

[sentraj]

Can show my land deed as proof of fund .

 

[Stanlee]

Can show my land deed as proof of fund .

No

 

[jackdawn]

Can anyone share their experience regarding active MFs? I'm getting mixed responses on this.

i had a similar query on MF's but some senior members have posted in POF thread that since MF's carry market risk we cannot show them as POF, but can show the sale proceeds as POF post receiving an ITA and need not sell them now and hold for 6 months

 

[vishalg]

Giving this thread a bump
A lot of people are looking for this info again
Thanks a lot to these members who created such thread and shared their experience

 

[sunchaser]

Dear Aspirants,

*****This is for Employees working in India if they want to use their accumulated PF amount as PROOF OF FUNDS for CIC*****

We all know that CIC and SINP accept Employees' provident fund amount as proof of funds. But, I am not sure if CIC accepts online statements downloaded from EPF/UAN website because it will not have any attestation or digital signatures. So, I have gone through this procedure today to get my "Provident Fund Account Balance Certificate" and "Provident Fund Account Statement" directly from PF office in Hyderabad, India.

Here we go:

1. You need to write a letter to the Regional PF Commissioner requesting for these documents.
(Letter Specimen attached in the below link: **1.Request_Letter.jpg**)
2. You need to go to PF office where your PF account belongs to during weekdays (saturday and sunday are holidays) after 10:00 AM IST.
3. There would be a "Facilitation Center" or "Help Center" at the entrance for addressing daily visitors' requests. An official will listen to your request and provide necessary information. Please approach this official and show him your request letter and tell him what you need.
Important Note: If he says that no such letters/certificates will be provided in PF office, you can argue with him saying such letters are issued to my friends recently and also tell him that PF customer care suggested to get this letter from PF office directly. Then, he will shut his mouth and proceed further. It happened in my case.
4. He will then check all your details in his computer, once satisfied he will give you a receipt and asks you to go and meet Accounts officer in Accounts section.
(Receipt specimen attached in the below link: **2.Receipt.jpg**)
5. Then, you need to go and provide your request letter and receipt to the officer in-charge in Accounts section. He will scrutiny your account details and asks you to come and collect the letter and statement either on the same day or after a couple of days.

*******I have attached all the documents which you get from PF office in the below link

https://www.dropbox.com/sh/cck762oghhd4z04/AACA6MmTZIx3rtUzH4cZNIrPa?dl=0

*******

Note:
* No cost is involved in this procedure and I did not pay a rupee to anyone in PF office.
* They will not attest the statement copies downloaded from UAN website. They have their own format.
* You might have to take leave for a day and then get this work done. So, plan properly.
* The officers in PF office do not know anything about proof of funds concept. You might have to explain them to get your work done smoothly. * They do not even have a format for PF balance certificate. Whatever you write in your request letter, they will replicate the same.
* Make sure you have "Authorized signatures and stamps" on the certificate/statements you get.
* You can download UAN ID card from UAN website and upload it along with these documents while applying for visa through eAPR.

If you need more details, please feel free to get in touch with me through this forum.

All the very best for your immigration.

+1 Thanks for the details

 

[sentraj]

No

Thanks Stanlee,

For pof, am getting help from friends and asking them to send money to my brother ACC number and gonna ask my brother to transfer money to my acc. This will help to make a gift deed agreement from my brother alone instead of making multiple of it from friends.

Please suggest.

Thanks in advance

 

[sunchaser]

Dear Aspirants,

*****This is for Employees working in India if they want to use their accumulated PF amount as PROOF OF FUNDS for CIC*****

We all know that CIC and SINP accept Employees' provident fund amount as proof of funds. But, I am not sure if CIC accepts online statements downloaded from EPF/UAN website because it will not have any attestation or digital signatures. So, I have gone through this procedure today to get my "Provident Fund Account Balance Certificate" and "Provident Fund Account Statement" directly from PF office in Hyderabad, India.

Here we go:

1. You need to write a letter to the Regional PF Commissioner requesting for these documents.
(Letter Specimen attached in the below link: **1.Request_Letter.jpg**)
2. You need to go to PF office where your PF account belongs to during weekdays (saturday and sunday are holidays) after 10:00 AM IST.
3. There would be a "Facilitation Center" or "Help Center" at the entrance for addressing daily visitors' requests. An official will listen to your request and provide necessary information. Please approach this official and show him your request letter and tell him what you need.
Important Note: If he says that no such letters/certificates will be provided in PF office, you can argue with him saying such letters are issued to my friends recently and also tell him that PF customer care suggested to get this letter from PF office directly. Then, he will shut his mouth and proceed further. It happened in my case.
4. He will then check all your details in his computer, once satisfied he will give you a receipt and asks you to go and meet Accounts officer in Accounts section.
(Receipt specimen attached in the below link: **2.Receipt.jpg**)
5. Then, you need to go and provide your request letter and receipt to the officer in-charge in Accounts section. He will scrutiny your account details and asks you to come and collect the letter and statement either on the same day or after a couple of days.

*******I have attached all the documents which you get from PF office in the below link

https://www.dropbox.com/sh/cck762oghhd4z04/AACA6MmTZIx3rtUzH4cZNIrPa?dl=0

*******

Note:
* No cost is involved in this procedure and I did not pay a rupee to anyone in PF office.
* They will not attest the statement copies downloaded from UAN website. They have their own format.
* You might have to take leave for a day and then get this work done. So, plan properly.
* The officers in PF office do not know anything about proof of funds concept. You might have to explain them to get your work done smoothly. * They do not even have a format for PF balance certificate. Whatever you write in your request letter, they will replicate the same.
* Make sure you have "Authorized signatures and stamps" on the certificate/statements you get.
* You can download UAN ID card from UAN website and upload it along with these documents while applying for visa through eAPR.

If you need more details, please feel free to get in touch with me through this forum.

All the very best for your immigration.

Thanks! +1 to you

 

[sunchaser]

Yea, similar question. Do we need to go to the PF office where our account is? Mine is MH/BANDRA, can I got to Pune office and request for the certificate?
Data will be same everywhere, so that should be fine but you know never know. I may give it a try as PF office in Pune is not that far as Mumbai is.

Buddy pla share your experience with Pune EPFO. Mine is also a similar case. Did you manage to get the statement?

 

[melmathews]

I'm in process of getting this done.
I'm in Pune and my PF account is in Bandra, Mumbai. I asked a friend of mine to get this done for me. Provided all the details to him as mentioned in the post by Ramesh.
Process varied a bit. On Monday my friend went to PF office and the officer asked to get the request letter attested by employer. I got it done.
Today he visited again with attested request letter and officer asked him to come back next Wednesday (may be due to festive season) to collect the requested documents.

So, I believe someone else claiming the documents on your behalf should be fine. Worked in my case - you never know!!

Hi Canada2425 did you get the Stamped PF Statement in the required format?