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.



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