User Manual of De-link member id functionality

Employees’ Provident Fund Organization

De-link Member ID (EPFO Portal) - Delink Validations

Step 1: Login to EPFO Member Portal Login to the EPFO Member Interface using your UAN and password. After successful login, the home page will display your member profile and menu options. Reference: See following Image for the main dashboard and the "View" menu navigation.

Step 2: Navigate to Service History From the top navigation menu, go to: View →Service History. This section displays all Member IDs currently linked with your UAN.

Step 3: View Service Details The Service Details page provides a comprehensive list of establishments linked to your UAN, including Member ID, Establishment Name, Date of Joining (DOJ), and Date of Exit (DOE). Reference: See the following Image for the layout of the Service Details table.

Step 4: Initiate De-link Identify the Member ID you wish to remove and click the De-link button in the Action column. Reference: See the following Images

Step 5: System Validations and Error Handling

The system performs automated checks to ensure the Member ID is eligible for removal. Based on the system status, you may encounter the following restrictions:

A. Date of Joining Restriction (ERR_UNE008) If the Member ID has a recorded Date of Joining (DOJ) prior to the system's cutoff date (31- DEC-2016), it cannot be removed via this interface. Error Message: ERR_UNE008: Date of joining EPF is before 31-DEC-2016, so member id : [Member ID] cannot be de-linked. Reference: See the following Image for a visual of this error notification.

B. Settled or Pending Claims (ERR_UNE009 / ERR_UNE010) If there is any financial activity, claim, or transfer request associated with the ID, de-linking is blocked to maintain record integrity. Error Message (Claims): ERR_UNE009: Claim with status settled or pending found. So member id : [Member ID] cannot be de-linked. Reference: See the following Image.

Error Message (Transfers): ERR_UNE010: Online transfer with status settled or pending found. So member id : [Member ID] cannot be de-linked. Reference: See the following Image.

Step 6: Successful De-link If the Member ID passes all validation checks (no early DOJ and no active/settled claims), the system will process the request, and the Member ID will be removed from your UAN service history.

Important Notes

• Eligibility: Only Member IDs that were incorrectly or mistakenly linked should be removed.
• Financial Records: Member IDs with existing transfer claims or settled withdrawals are strictly ineligible for de-linking.
• Date Constraints: The portal currently restricts de-linking for records established before December 31, 2016.

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EPFO De-Link Member ID- Employer Approval Case (Less Contribution Case)

This manual outlines the end-to-end process for delinking a Member ID from a Universal Account Number (UAN). This process is divided into two phases: Member Initiation and Employer Approval.

Phase 1: Member Action (Initiating the Request)

Step 1: Access Service History Log in to the EPFO Member Portal. On the main dashboard, navigate to the View menu and select Service History. See the following image.

Step 2: Initiate De-link A list of all Member IDs linked to your UAN will appear. Identify the erroneous Member ID and click the De-link button under the "Action" column. See the following image.

Step 3: Provide Reason & Consent On the De-link Member page:

• Select the Reason for delinking (e.g., "Establishment offered the employment, but I had not joined").
• Tick the declaration checkboxes to provide consent for Aadhaar-based e-KYC.
• Click Get OTP. See the following image.

Step 4: Authentication An OTP will be sent to your Aadhaar-registered mobile number. Enter the One Time Password and click Submit. See the following image.

Step 5: Confirmation of Submission A "Please wait..." message will appear, followed by a popup notification stating: "Delink request submitted to employer." Click OK. See the following image.

Phase 2: Employer Action (Approving the Request)

Step 6: Navigate to De-link Module The Employer must log in to the Unified Employer Portal. Under the Member tab, select the menu option DE-LINK MEMBER ID. See the following image.

Step 7: Review Contributions In the "Pending Delink Applications" dashboard, the employer should click View Contributions. This allows them to verify if any wages or shares (Employee/Employer) were actually reconciled for that period.

Step 8: Review Claims Click the View Claims button to check if any withdrawals or advances (e.g., Form-31) were previously attempted or rejected for this Member ID.See the following image.

Step 9: Approval/Rejection

• Enter a Remark (e.g., "AAAAA").
• Click Approve (or Reject if details are incorrect).
• A confirmation box will appear: "Do you want to proceed?" Click Yes.
• A success message will state: "Application Approved successfully." See the following image.

Phase 3: Final Verification

Step 10: Status Check (Employer) The employer can verify the final status under the Processed Applications tab. The "Application Status" should now reflect "Approved by Employer." See the following image.

Step 11: Updated Service History (Member) Once the employer approves, the Member can log back into their portal and view Service History. As seen in the updated records, the delinked Member ID (e.g., PUPUN...) has been successfully removed from the active service list, leaving only the legitimate Member IDs. See the following image.

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EPFO De-Link Member ID: Full User Manual - Employer Rejection Case (Less Contribution)

Phase 1: Member-Initiated De-Linking Request

Step 1: Accessing Member Portal and Navigation

• Log in to the EPFO Unified Member Portal.
• Go to the 'View' tab and select 'Service History'. See the following image

Step 2: Identifying Incorrect Entry

• Locate the establishment to be removed.
• Under 'Action', click the 'De-link' button. See the following image

Step 3: Reason and Consent

• Select the reason (e.g., "I never worked in this establishment").
• Check the consent box and click 'Get OTP'. See the following image

Step 4: OTP Verification

• Enter the 6-digit OTP and click 'Submit'.
• Confirm the browser pop-up. See the following image
• Request is then sent to Employer.

Phase 2: Employer processing of De-Linking Request

1. In employer portal on click of cliams button all claims details get displayed.
2. On click of contribution button all contributions get displayed.
3. Click the Reject button and click yes to give conformation.
4. For final confirmation see the processed application tab.
5. Though the contributions are less but employer rejects the request the the request gets forwarded to field office.

Phase 3: Dealing Assistant (DA(Compliance)) Action

Step 6: DA(Compliance) Dashboard Review The DA(Compliance) reviews the pending application and examines the Employer Remarks. See the following image

Step 7: DA(Compliance) Financial Verification The DA(Compliance) clicks View Contributions and View Claims to audit the Member ID history. See the following image

Step 8: DA(Compliance) Recommendation The DA(Compliance) enters remarks and clicks 'Recommend to Reject' (or Approve). Confirmation moves the request to the Section Supervisor (SS(Compliance)). See the following image

Phase 4: Section Supervisor (SS(Compliance)) Action

Step 9: SS(Compliance) Dashboard Access The SS(Compliance) navigates to Member > DE-LINK MEMBER ID and opens the Pending Applications tab. See the following image

Step 10: SS(Compliance) Financial Verification The SS(Compliance) clicks View Contributions and View Claims to audit the Member ID history. See the following image

• Enter a remark and click 'Recommend to Reject' (or Approve). See the following image

Step 11: Forwarding to RPFC II (Compliance) On clicking yes to give confirmation reuest is sent to APFC/RPFC II

Phase 5: APFC / RPFC II (Compliance) Final Action

Step 12: RPFC II (Compliance) Review and Final Remark The RPFC II logs in, reviews the audit trail from Employer, DA(Compliance), and SS(Compliance), and enters the final remark. See the following image

Step 13: RPFC II Final Audit The RPFC II conducts the final audit of Contributions and Claims. See the following image

Step 14: Final Rejection/Approval The RPFC II clicks the final action button (e.g., 'Reject') and confirms the success message. See the following image

Step 15: RPFC II Processed History The RPFC II can verify the completed case in the 'Processed Applications' tab. See the following image

• On member portal remarks of APFC/RPFC II are displayed under action.

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Member ID De-linking - Approved Case (More Contribution)

This process is used when a Member ID (MID) has been erroneously linked to a UAN (e.g., the member never worked at that establishment).

Phase 1: Member Request Submission

Objective: To initiate the de-link request from the Member portal. Login and Navigation:

• Log in to the EPFO Member Unified Portal.
• Go to the View menu and select Service History (See the following Image).

Identify Member ID:

• The Service Details page will display all linked Member IDs.
• Locate the Member ID you wish to remove and click the De-link button under the "Action" column (See the following Image).

Provide De-linking Reason:

• A new page will open showing the specific Member ID.
• Select the Reason for delinking from the dropdown menu (e.g., "I never worked in this establishment and my UAN was added without my consent").

Consent and Authentication:

• Tick the checkboxes to declare that the Member ID does not belong to you and to provide Aadhaar e-KYC consent (See the following Image).
• Click on Get OTP.

OTP Verification:

• Enter the OTP sent to your Aadhaar-registered mobile number.
• Click Submit (See the following Image).

Confirmation:

• A pop-up will appear stating "Delink request submitted to employer." Click OK (See the following Image).
• The status in your Service History will now show as Pending at Employer (See the following Image).

Phase 2: Employer Approval Process

Objective: For the establishment to review and approve/reject the member's request. Access Dashboard:

• The employer logs into the Establishment Portal and navigates to the Pending Delink Applications dashboard.

Review Contributions & Claims:

• View Contributions: The employer can click "View Contributions" to see monthly wage details linked to that MID (See the following Image).
• View Claims: The employer can click "View Claims" to see if any previous claims were made (or rejected) against this ID (See the following Image).

Take Action:

• Enter a Remark in the text box.
• Click Approve to proceed with de-linking or Reject if the request is invalid.

Final Confirmation:

• A confirmation box will appear asking "Do you want to proceed?" Click Yes (See the following Image).

⚠️Important Notes

• Irreversibility: Once a Member ID is successfully de-linked, it cannot be linked again to the same UAN.
• Forfeiture of Funds: All funds available under the de-linked Member ID shall be forfeited upon approval, as the member is declaring they have no right to those funds (See the following Image).

Phase 3: Field Office (FO) Verification & Final Approval

Objective: Final administrative oversight to complete the de-linking process. Approval Confirmation:

• Once the employer clicks "Yes," a success message will appear: "Delink request approved by employer and sent to Field Office." Click OK to proceed (See the following Image).

Field Office Review:

• The request moves to the EPFO Field Office portal. The FO officer reviews the Service Details, Employer Remarks, and Frozen Status (See the following Image).
• On clicking of Contribution and Cliam button, details of contribution and claims will get displayed.

Final Field Office Confirmation:

• A final confirmation prompt, "Do you want to proceed?", is shown to the FO officer.
• Selecting Yes officially de-links the Member ID from the UAN (See the following Image).
• On clicking yes button to give confirmation, request gets delegated to SS(Compliance)

Phase 4: Final Status Verification

Objective: Confirming that the de-linking is reflected in the system for both parties.

• On clicking processed application we can find recent application on which action has taken.
• Login with SS(Compliance) credentials:
• Click delink under Member menu.
• Click contribution button to see contributions against the member id.
• Click claims button to see claims against the member id.

1. Social Security Assistant (SS(Compliance)) Recommendation

• Action Initiation: The SS(Compliance) reviewer accesses the Pending Applications dashboard. After reviewing the member and service details, they select an action.
• Recommendation: To deny the request based on their review, the SS(Compliance) clicks Recommend to Reject (See the following Image).
• To accept the request based on their review, the SS(Compliance) clicks Recommend to Approve (See the following Image).
• Confirmation: A prompt "Do you want to proceed?" appears. Click Yes (See the following Image).
• Routing: A notification confirms: "Recommended for rejection. Request moved to APFC/RPFC II" (See the following Image).
• Tracking: The request can now be viewed under the Processed Applications tab, showing the SS(Compliance) Recommendation and SS(Compliance) Remark (See the following Image).

2. APFC / RPFC II Dashboard Access

• Navigation: The Assistant Provident Fund Commissioner (APFC) logs into the portal.
• Menu Path: Go to the Member menu and select DE-LINK MEMBER ID ( See the following Image).

3. Final Verification of Records

• Audit Contributions: The RPFC II clicks the Contributions button to audit monthly payments. A pop-up displays the UAN, wage months, and payment status (e.g., "PAYMENT NOT PROCEEDED YET") (See the following Image).
• Audit Claims: The RPFC II clicks the Claims button to review any historical claim activity, verifying rejection status or previous tracking IDs (See the following Image).

4. Final Decision Execution

• Final Approval: If the details are in order, the RPFC II clicks the Approve button (See the following Image).
• Final Confirmation: A "Please Confirm" pop-up appears asking "Do you want to proceed?". Click Yes (See the following Image).
• System Completion: A final success message appears: "Delink request approved" (See the following Image). The Member ID is now officially de-linked from the UAN.

Final Process Notes

• Hierarchy of Approval: The process ensures multiple "eyes" on the request: Employer → Dealing Assistant (DA(Compliance)) →Social Security (SS(Compliance)) → APFC/RPFC II

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Manual: De-linking a Member ID (EPFO Portal)-Without Contribution Case

1. View Service History Start by navigating to the Service Details dashboard. As seen in Image 2, your profile shows multiple Member IDs. In this example, there are two IDs for "DEF BANK LTD" and one for "AVC". Identify the duplicate or incorrect Member ID (e.g., PUPUN00222220000010131). Click the blue De-link button in the Action column. See the following image

2. Select the Reason You will be moved to the "De-link Member" screen (See the following Image). You must specify why this ID should be removed.

• Click the Reason for delinking dropdown.
• Options include: * I never worked in this establishment and my UAN was added without my consent.
• Establishment offered the employment, but I had not joined.

3. Acceptance of Terms & Conditions As shown in Image 3, you must check the two mandatory consent boxes. [!WARNING] Important Note: Once the request is approved, any funds in that specific Member ID will be forfeited, and that ID cannot be linked again to your UAN.See the following image

4. Aadhaar Authentication Once the reason is selected and boxes are checked:

• Click Get OTP (See the following Image).
• A One-Time Password (OTP) will be sent to your registered mobile number ending in ...2435.
• Enter the OTP into the One Time Password field.
• Click Submit.

5. Final Confirmation After clicking submit, a "Please wait..." overlay will appear, followed by a browser alert (See the following Image):

• Message: "Successfully delinked the member."
• Click OK to close the prompt.

6. Verification The system will redirect you back to the Service Details page (See the following Image).

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Summary

Basic Validations

• Member ID must have DOJ EPF less than or equal to 31-12-2016
• No claim should be there with status Pending or Settled
• No online transfer with status Pending or Settled should be there

Case 1 :

• If member id fulfills the basic validations and no ECR (Contribution), CLAIM (OCS) or TRANSFER (OTCP) available against the member id then de-linking gets initiated and gets completed at Member Portal.

Case 2 :

• If ECR (Contribution), CLAIM (OCS) or TRANSFER (OTCP) is available against the member id then request gets delegated to Employer Portal

Sub Case 1:

• If ECR (Contribution) is less than or equal to 2 and employer approves the application then de-link process ends and member id gets removed from service history.

Sub Case 2:

• If ECR (Contribution) is greater than 2 and employer approves the application then application gets delegated to Field Office.

Sub Case 3:

• If Employer rejects the application then it gets delegated to Field Office.

Filed Office Flow : DA (Compliance) ---> SS(Compliance) ---> APFC / RPFC II (Compliance) At field office level DA and SS gives recommendation and remarks. APFC / RPFC II (Compliance) is the final actor who takes decision to approve or reject the application.