Dear Seniors,

Here is my query: In the case of the death of an EPF member, I would like to know the process of claiming the EPF and its necessary prescribed form. If an employee initially nominates his/her brother at the time of joining and later dies after getting married, leaving behind a spouse and a child, I want to know who will be the right claimant. (Will that be the brother or the spouse/child?)

I have read many other posts on this issue, and please pardon my naivety on this topic. I have just begun this role and need as much input as possible.

Sangita Saxena

From India, Imphal
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Hello Sangita,

Greetings of the day!

In the event of the death of an EPF member, his/her legal heir can apply in Form-19 and 10D along with the legal heir certificate at the EPFO. As per my knowledge, after marriage, the spouse automatically becomes the legal heir.

I believe this clarifies your queries.

From India, Bhubaneswar
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Dear Sir Shaikh Abedeen,

Thank you for your reply, but I am in doubt whether the form submission should be Form 19 or Form 20!

As you suggested, when one gets married, the spouse automatically becomes the legal heir. Does this mean it overwrites the nominee that was mentioned before the marriage? I am confused about who will be the rightful legitimate.

Sangeeta Saxena

From India, Imphal
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Sorry, Sangita,

In the event of the death of a member, the nominee or legal heir will need to apply using Form-20. The spouse automatically becomes the legal heir after marriage. Generally, the legal heirs would be the spouse followed by the children.

From India, Bhubaneswar
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Dear Sangeeta,

As per my knowledge, Form 10D will be filled out in triplicate copy if the person belongs to another state. If the person belongs to the home state, this form will be filled out in duplicate copy. Additionally, separate forms need to be filled out for the spouse and children.

Thank you.

From India, Rajkot
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Dear Sir, After death of the member, nominee will be his spouse. Also epf payment will be made only as per legal heir certificate. So his wife will be nominee. Narasimhan
From India, Coimbatore
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Dear Sangita,

In case of death, Form 19, Form 20, Form 5 (IF), and 10D need to be filled for the claim. Necessary documents should be attached.

1. Legal Heir certificate
2. Photos of legal heirs, etc.
3. Original death certificate

Regards,
V. Subbarao

From India, Madras
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Mr. Subbarao is right.

Claim Form 20

Pension Form 10 D

EDLI Form 5F

Or, if there is any private insurance for EDLI, based on that, process formalities.

1. Legal heir certificates for all
2. Photos
3. Death certificate for the employee (Original)

Thanks and Regards,

Satyaa K

From India, Madras
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Hi,

I fully agree with Subbarao.V. After the death of the member, the nominee will be their spouse. Additionally, EPF payments will only be made in accordance with the legal heir certificate. Therefore, his wife will be the nominee.

Thanks & regards,
Balwinder

From India, Sangrur
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Dear Sangeeta,

As suggested by all, you need to submit the following documents for the PF Claim:

Form - 19: To be submitted by a member to withdraw his Provident Fund dues on leaving service/retirement/termination.

Form - 20: In the event of the death of a member, this form is to be used by a nominee/family member to claim the member's Provident Fund accumulation.

Form - 10(C): To be submitted by the first claimant, i.e., the member or widow/widower or orphan or nominee, as the case may be.

Form - 5(I.F): To be preferred by the person eligible to receive the Employees' Provident Fund dues of the deceased member who died while in service.

Death Certificate.

If the member is covered under ESIC, then the nominee can claim benefits from ESIC.

Regards,
Maneesh Gupta

From India, New Delhi
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