Hello Auditor

How to access EPF annual statement?

What Is the EPF Annual Statement.

  • The EPF annual statement provides a summary of contributions and interest for the financial year.
  • It includes monthly deposits made by both employer and employee.
  • The statement also reflects the total accumulated balance and pension contributions.
  • It serves as an official record for tax filing, retirement planning, and personal tracking.
  • The statement is updated after the end of each financial year.

Eligibility to Access the Statement.

  • The employee must have an active Universal Account Number (UAN).
  • UAN should be linked with Aadhaar, PAN, and a valid bank account.
  • The account must have received at least one contribution during the financial year.
  • KYC details must be verified for full access to EPF services.
  • All details should match records maintained by the employer.

Steps to Access the Statement.

  • Log in using your UAN credentials through the secure portal.
  • Navigate to the section related to the EPF passbook or account statement.
  • Choose the relevant financial year for which the statement is required.
  • The document will display contribution summaries, opening balance, and closing balance.
  • Download or print the statement for personal or official use.

Information Available in the Statement.

  • Monthly contribution breakdown of employee and employer shares.
  • Pension scheme contributions deducted from the employer’s portion.
  • Annual interest credited to the EPF account.
  • Opening balance at the start of the financial year.
  • Closing balance including interest earned at the end of the year.

Points to Remember.

  • The annual statement is generally available after interest is credited.
  • Discrepancies in the statement must be reported to the employer or EPF office.
  • Ensure your UAN is not linked to multiple inactive accounts.
  • Maintain regular access to your account to verify updates.

Keep a soft or hard copy of the annual statement for future reference.

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *