Hi Seniors
Can you please explain me what are the relevant forms for PF&ESI has to be filled in each month and how and where to be submitted.
Do we have any specific dates in which the forms to be submitted.
Do we have any other forms to be submitted apart from the PF&ESI, if so please explain the same
Work Location: Chennai
Industry: BPO/Call centre
This is bit urgent, so requested you to please throw some lights on this topic please
Regards
Narinder
From India, Madras
Can you please explain me what are the relevant forms for PF&ESI has to be filled in each month and how and where to be submitted.
Do we have any specific dates in which the forms to be submitted.
Do we have any other forms to be submitted apart from the PF&ESI, if so please explain the same
Work Location: Chennai
Industry: BPO/Call centre
This is bit urgent, so requested you to please throw some lights on this topic please
Regards
Narinder
From India, Madras
Dear Narindra,
Important Forms to be submitted under the Act ( ESI)
Form 01 : Employers' Registration Form
Form 01(A) : Form of Annual Information on Factory/Establishment
Form 1 : Declaration Form
Form 1A : Family Declaration Form
Form 1B : Changes in Family Declaration Form
Form 3 : Return of Declaration Forms
Form 4 : Identity Card
Form 4(A) Family Identity Card
Form 5 Return of Contributions
Form 7 First/Intermediate/Final Certificate
Form 8 Special Intermediate Certificate
Form 10 Abstention verification in r/o Sickness Benefit/Temporary Disablement Benefit/MB
Form 12 Sickness of Temporary Disablement Benefit
Form 12A Maternity Benefit for Sickness
Form 13 Sickness or Temporary disablement or maternity benefit for sickness
Form 13A Maternity benefit for sickness
Form 14 Sickness or temporary disablement or maternity benefit for sickness
Form 14A Maternity Benefit for Sickness
Form 16 Accident report from employer
Form 17 Dependant's or funeral benefit (Death Certificate)
Form 18 Dependant's Benefit (Claim Form)
Form 18A Dependant's Benefit (Claim for periodical payments)
Form 19 Maternity Benefit (Notice of Pregnancy)
Form 20 Maternity Benefit (Certificate of Pregnancy)
Form 21 Maternity Benefit (Certificate of expected confinement)
Form 22 Claim for Maternity Benefit
Form 23 Maternity Benefit (Certificate of confinement or miscarriage)
Form 24 Maternity Benefit (Notice of work)
Form 25 Claim for Permanent Disablement Benefit
Form 26 Certificate for permanent disablement benefit
Form 27 Declaration and certificate for dependant’s benefit
PF
One time Returns on Coverage
1
(Revised) Nomination form of EPF Scheme. This is given by PF members and utilised for releasing PF dues to the nominees. It also contains the details of the family members. Print Now
9
(Revised) The Employees' Provident Funds Scheme , 1952 [para 36(1)] and the Employees' Pension Scheme 1995[para 20] . Return of employees who are entitled and required to become members of the Employees' Provident Fund and Pension Fund. (Within 15 Days of coverage). Print Now
5A The Employees' Provident Funds Scheme , 1952 [para 36(a)] and the Employees' Pension Scheme 1995[Para 21] Return of ownership to be sent to the Regional Commissioner. (in duplicate) Within 15 Days of coverage. Print Now
Monthly
12A The Employees' Provident Funds Scheme , 1952 [para 36(1)] and the Employees' Pension Scheme 1995[para 20(4)] and The Employees' Deposit Linked Insurance Scheme, 1976. Consolidated Statement of dues and remittance By 25th of the following month to which the dues relate. Print Now
5 The Employees' Provident Funds Scheme , 1952 [para 36 (2)(a)] Return of Employees qualifying for membership to the Employees' Provident Fund for the first time during every month. Within 15 Days of the following month. Print Now
10 The Employees' Provident Funds Scheme , 1952 [para 36 (2)(a) & (b) Return of members leaving service during the month. Print Now
Annual
3A The Employees' Provident Funds Scheme , 1952 [para 35 & 42] and the Employees' Pension Scheme 1995 (Para 19) Member's annual Contribution card : Form showing month wise recoveries towards E.P.F and Pension Fund in respect of a member for one financial year. To be furnished by the employer before 30th April of the following year. Print Now
6A The Employees' Provident Funds Scheme , 1952 [para 43] and the Employees' Pension Scheme 1975[para 20] Consolidated annual contribution statement : This form provides annual contributions of each member of the establishment . A vital form for compiling the annual Provident Fund statement of a subscriber. To be submitted by 30th April. Print Now
Occasional
2
11 The Employees' Provident Funds Scheme , 1952 [para 34]. Declaration by a person taking up employment in an establishment in which the Employees' Provident Funds & Family Pension Fund Scheme are in force. Print Now
Contribution Challans . .
SUBMISSION OF RETURNS BY EXEMPTED ESTABLISHMENTS
FORM NO. DESCRIPTION PURPOSE
One time Returns on Coverage
Pension
3(PS) The Employees' Pension Scheme 1995[para 20 (i)]. Consolidated Return of employees who are entitled and required to become members of the Pension Fund on the date the Pension comes into force. Within 15 days of coverage. Print Now
Employees' Deposit Linked Insurance Scheme
F1 (IF) The Employees' Deposit Linked Insurance Scheme, 1976[para 10] . Consolidated Return of employees who are entitled and required to become members of the Insurance Fund on the date the Scheme comes into force. Within 15 days of coverage. Print Now
Monthly Returns
Pension
F4 (PS) The Employees' Deposit Linked - Insurance Scheme, 1976 [para 10] . A return of members joining service during the month. Within 15 days of close of every month. Print Now
F5 (PS) The Employees' Pension Scheme 1995[para 20 (2)]. (leaving) Return of Members Leaving Service During the Month. Within 15 days of close of every month. Print Now
Employees' Deposit Linked Insurance Scheme
F2 (IF) The Employees' Deposit Linked Insurance Scheme, 1976 [para 10] . Return of employees entitled for membership of Insurance Fund. Within 15 days of close of every month. Print Now
F3 (IF) The Employees' Deposit Linked Insurance Scheme, 1976 [para 10] . Return of members of Insurance Fund Leaving service during the month. Within 15 days of close of every month. Print Now
Annual Returns
Pension
F7 (PS) The Employees' Pension Scheme 1995[para19] . Contribution card for members for the year : Form showing month wise recoveries towards Pension Fund in respect of a member for one financial . To be furnished by the employer before 30th April of the following year. Print Now
F8 (PS) The Employees' Pension Scheme 1995[para 20]. Consolidated annual contribution statement : This form provides annual contributions of each member of the establishment . A vital form for compiling the annual PS statement of a subscriber
to be submitted by 30th April of the following years. Print Now
Employees' Deposit Linked - Insurance Scheme
F4 (IF) The Employees' Deposit Linked - Insurance Scheme, 1976 [para 10] . Consolidated annual contribution statement : This form provides annual contributions of each member of the establishment. A vital form for compiling the annual Insurance statement of a subscriber. Print Now
F4 (IF) No. of employees and amount of inspection charges paid (.005%) of wages.
Occasional Returns
Pension
F9 The Employees' Pension Scheme 1995[para 24] . Declaration by a person taking up employment in an establishment in which the Employees' Pension Scheme is in force. Print Now
From India
Important Forms to be submitted under the Act ( ESI)
Form 01 : Employers' Registration Form
Form 01(A) : Form of Annual Information on Factory/Establishment
Form 1 : Declaration Form
Form 1A : Family Declaration Form
Form 1B : Changes in Family Declaration Form
Form 3 : Return of Declaration Forms
Form 4 : Identity Card
Form 4(A) Family Identity Card
Form 5 Return of Contributions
Form 7 First/Intermediate/Final Certificate
Form 8 Special Intermediate Certificate
Form 10 Abstention verification in r/o Sickness Benefit/Temporary Disablement Benefit/MB
Form 12 Sickness of Temporary Disablement Benefit
Form 12A Maternity Benefit for Sickness
Form 13 Sickness or Temporary disablement or maternity benefit for sickness
Form 13A Maternity benefit for sickness
Form 14 Sickness or temporary disablement or maternity benefit for sickness
Form 14A Maternity Benefit for Sickness
Form 16 Accident report from employer
Form 17 Dependant's or funeral benefit (Death Certificate)
Form 18 Dependant's Benefit (Claim Form)
Form 18A Dependant's Benefit (Claim for periodical payments)
Form 19 Maternity Benefit (Notice of Pregnancy)
Form 20 Maternity Benefit (Certificate of Pregnancy)
Form 21 Maternity Benefit (Certificate of expected confinement)
Form 22 Claim for Maternity Benefit
Form 23 Maternity Benefit (Certificate of confinement or miscarriage)
Form 24 Maternity Benefit (Notice of work)
Form 25 Claim for Permanent Disablement Benefit
Form 26 Certificate for permanent disablement benefit
Form 27 Declaration and certificate for dependant’s benefit
PF
One time Returns on Coverage
1
(Revised) Nomination form of EPF Scheme. This is given by PF members and utilised for releasing PF dues to the nominees. It also contains the details of the family members. Print Now
9
(Revised) The Employees' Provident Funds Scheme , 1952 [para 36(1)] and the Employees' Pension Scheme 1995[para 20] . Return of employees who are entitled and required to become members of the Employees' Provident Fund and Pension Fund. (Within 15 Days of coverage). Print Now
5A The Employees' Provident Funds Scheme , 1952 [para 36(a)] and the Employees' Pension Scheme 1995[Para 21] Return of ownership to be sent to the Regional Commissioner. (in duplicate) Within 15 Days of coverage. Print Now
Monthly
12A The Employees' Provident Funds Scheme , 1952 [para 36(1)] and the Employees' Pension Scheme 1995[para 20(4)] and The Employees' Deposit Linked Insurance Scheme, 1976. Consolidated Statement of dues and remittance By 25th of the following month to which the dues relate. Print Now
5 The Employees' Provident Funds Scheme , 1952 [para 36 (2)(a)] Return of Employees qualifying for membership to the Employees' Provident Fund for the first time during every month. Within 15 Days of the following month. Print Now
10 The Employees' Provident Funds Scheme , 1952 [para 36 (2)(a) & (b) Return of members leaving service during the month. Print Now
Annual
3A The Employees' Provident Funds Scheme , 1952 [para 35 & 42] and the Employees' Pension Scheme 1995 (Para 19) Member's annual Contribution card : Form showing month wise recoveries towards E.P.F and Pension Fund in respect of a member for one financial year. To be furnished by the employer before 30th April of the following year. Print Now
6A The Employees' Provident Funds Scheme , 1952 [para 43] and the Employees' Pension Scheme 1975[para 20] Consolidated annual contribution statement : This form provides annual contributions of each member of the establishment . A vital form for compiling the annual Provident Fund statement of a subscriber. To be submitted by 30th April. Print Now
Occasional
2
11 The Employees' Provident Funds Scheme , 1952 [para 34]. Declaration by a person taking up employment in an establishment in which the Employees' Provident Funds & Family Pension Fund Scheme are in force. Print Now
Contribution Challans . .
SUBMISSION OF RETURNS BY EXEMPTED ESTABLISHMENTS
FORM NO. DESCRIPTION PURPOSE
One time Returns on Coverage
Pension
3(PS) The Employees' Pension Scheme 1995[para 20 (i)]. Consolidated Return of employees who are entitled and required to become members of the Pension Fund on the date the Pension comes into force. Within 15 days of coverage. Print Now
Employees' Deposit Linked Insurance Scheme
F1 (IF) The Employees' Deposit Linked Insurance Scheme, 1976[para 10] . Consolidated Return of employees who are entitled and required to become members of the Insurance Fund on the date the Scheme comes into force. Within 15 days of coverage. Print Now
Monthly Returns
Pension
F4 (PS) The Employees' Deposit Linked - Insurance Scheme, 1976 [para 10] . A return of members joining service during the month. Within 15 days of close of every month. Print Now
F5 (PS) The Employees' Pension Scheme 1995[para 20 (2)]. (leaving) Return of Members Leaving Service During the Month. Within 15 days of close of every month. Print Now
Employees' Deposit Linked Insurance Scheme
F2 (IF) The Employees' Deposit Linked Insurance Scheme, 1976 [para 10] . Return of employees entitled for membership of Insurance Fund. Within 15 days of close of every month. Print Now
F3 (IF) The Employees' Deposit Linked Insurance Scheme, 1976 [para 10] . Return of members of Insurance Fund Leaving service during the month. Within 15 days of close of every month. Print Now
Annual Returns
Pension
F7 (PS) The Employees' Pension Scheme 1995[para19] . Contribution card for members for the year : Form showing month wise recoveries towards Pension Fund in respect of a member for one financial . To be furnished by the employer before 30th April of the following year. Print Now
F8 (PS) The Employees' Pension Scheme 1995[para 20]. Consolidated annual contribution statement : This form provides annual contributions of each member of the establishment . A vital form for compiling the annual PS statement of a subscriber
to be submitted by 30th April of the following years. Print Now
Employees' Deposit Linked - Insurance Scheme
F4 (IF) The Employees' Deposit Linked - Insurance Scheme, 1976 [para 10] . Consolidated annual contribution statement : This form provides annual contributions of each member of the establishment. A vital form for compiling the annual Insurance statement of a subscriber. Print Now
F4 (IF) No. of employees and amount of inspection charges paid (.005%) of wages.
Occasional Returns
Pension
F9 The Employees' Pension Scheme 1995[para 24] . Declaration by a person taking up employment in an establishment in which the Employees' Pension Scheme is in force. Print Now
From India
Hi
I have small clarification that we are paying Medical reimbursement Rs.1250/- to all our employees who are covered under ESIC. should we need to pay ESIC contribution for the medical reimbursement also?
Medical reimbursement is paid along with salary, we are collecting the bill at the end of year for the medical expenses. if they have not submitted, it will attract Income Tax.
Please clarify.
From India, Coimbatore
I have small clarification that we are paying Medical reimbursement Rs.1250/- to all our employees who are covered under ESIC. should we need to pay ESIC contribution for the medical reimbursement also?
Medical reimbursement is paid along with salary, we are collecting the bill at the end of year for the medical expenses. if they have not submitted, it will attract Income Tax.
Please clarify.
From India, Coimbatore
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