Dear All, One of our employees (unmarried) resigned from his job a few months before and joined in some other office. He filled his claim forms (19 & 10-C) and sent to us. His claim form is with us for need of his bank account passbook copy. But recently, he met with an accident and unfortunately passed away.
Please tell me what are all the forms and other documents we have to send to the PF office for his PF settlement. I want to know whether his dependants are entitled to receive EDLI?
From India, Madras
5Please tell me what are all the forms and other documents we have to send to the PF office for his PF settlement. I want to know whether his dependants are entitled to receive EDLI?
From India, Madras
Since his death has taken place after quiting employment his dependents may not be eligible to get benefits under the EDLI. The problem is that his withdrawal forms are still with you due to a genuine reason but the reason need not be genuine under law because he is expected to submit the withdrawal forms complete in all respect (means attaching pass book copy or cancelled cheque leaf) Certainly, a waiting period of two months after leaving an establishment is required to be maintained. You can site that as an excuse.
Now if he was employed somewhere else where the PF is applicable and accordingly, he was allotted a different PF account number, his dependents would have got EDLI benefits from that account. But the problem is that while joining a new establishment he was suppose to send form 13 for transferring the PF accumulations from the previous company(your company) and not form 19 and form 10C for withdrawal benefits.
Now, the form signed by the deceased employee is of no value and the bank account of the deceased might have become inoperative after his death. Therefore, inorder to withdraw the accumulations, the dependents have to submit applications in form 20 and form 10C/10D.
For better understanding you may contact the EPF Office. I also hope, Abbas who is an active member of this site may be able to guide you.
Regards,
Madhu.T.K
From India, Kannur
Now if he was employed somewhere else where the PF is applicable and accordingly, he was allotted a different PF account number, his dependents would have got EDLI benefits from that account. But the problem is that while joining a new establishment he was suppose to send form 13 for transferring the PF accumulations from the previous company(your company) and not form 19 and form 10C for withdrawal benefits.
Now, the form signed by the deceased employee is of no value and the bank account of the deceased might have become inoperative after his death. Therefore, inorder to withdraw the accumulations, the dependents have to submit applications in form 20 and form 10C/10D.
For better understanding you may contact the EPF Office. I also hope, Abbas who is an active member of this site may be able to guide you.
Regards,
Madhu.T.K
From India, Kannur
Dear Gusha,
You have to see that member who left the services from your organization and unfortunately he passed away in such case EDLI benefits will be provided by the present employer if employee was a PF member in current company and you have to submit form 20 and form 10D on behalf of the nominees if employee was a member in current company then you can claim EDLI benefits also and need to fill form 20, form 10D & form 5IF for EDLI benefits.
For the pension purpose if member unmarried then claim will be filed by member’s father and after fahter’s death member’s mother also for supporting documents you can see the attached word format file, if still have any doubt you can mail me, I will revert you back.
Thanks & Regards
Sunil Sharma
V3S Group
Email:
From India, New Delhi
You have to see that member who left the services from your organization and unfortunately he passed away in such case EDLI benefits will be provided by the present employer if employee was a PF member in current company and you have to submit form 20 and form 10D on behalf of the nominees if employee was a member in current company then you can claim EDLI benefits also and need to fill form 20, form 10D & form 5IF for EDLI benefits.
For the pension purpose if member unmarried then claim will be filed by member’s father and after fahter’s death member’s mother also for supporting documents you can see the attached word format file, if still have any doubt you can mail me, I will revert you back.
Thanks & Regards
Sunil Sharma
V3S Group
Email:
From India, New Delhi
Dear Gusha,
If employee was not a pf member in current company then you can claim EDLI benefits also and need to fill form 20, form 10D & form 5IF for EDLI benefits.
For the pension purpose if member unmarried then claim will be filed by member’s father and after fahter’s death member’s mother also for supporting documents you can see the attached word format file, if still have any doubt you can mail me, I will revert you back.
From India, New Delhi
If employee was not a pf member in current company then you can claim EDLI benefits also and need to fill form 20, form 10D & form 5IF for EDLI benefits.
For the pension purpose if member unmarried then claim will be filed by member’s father and after fahter’s death member’s mother also for supporting documents you can see the attached word format file, if still have any doubt you can mail me, I will revert you back.
From India, New Delhi
First of all I thank Mr. Madhu.T.K in recognising me to respond on the issue.
I think Mr. Madhu has given the correct guidance. However I shall reproduce its concise and cream aspects.
1. The forms submitted by the member become invalid.
2. PF withdrawal can be done by the nominee.
3. Father (or mother, as the case may be) is entitled to get pension equivalent to widow pension subject to the following conditions.
a) Death should be before attaining an age of 58 years.
b) He has not claimed reduced pension before the date of death
Note : In the earstwhile Family Pension Scheme-1971, widow pension is payable for death while in service/PF. But in EPS-95, death while in service/PF is not required, but subject to the fullfilment of above a) & b) conditions. Otherwise the dependants will get pension / withdrawal benefit (as the case may be) as in other normal cases.
Regarding EDLI: This is applicable only for death while in service/PF. But to determine the quantum of EDLI (i.e. whether the previous PF accumulations can be clubbed with the last service etc.), the available datas on the following details has to be furnished.
1. Date of death.
2. Details of previous service/PF viz. Date of Join, Date of Exit, Average Pf applicable salary for the last 12 months, PF acumultion in each month.
3. The same details (as above 2) of the last service/PF.
I hope G USHA will revert with above details.
Abbas.P.S, ITI Ltd, PALAKKAD - 678 623
Ph. +91 9447 467 667.
From India, Bangalore
I think Mr. Madhu has given the correct guidance. However I shall reproduce its concise and cream aspects.
1. The forms submitted by the member become invalid.
2. PF withdrawal can be done by the nominee.
3. Father (or mother, as the case may be) is entitled to get pension equivalent to widow pension subject to the following conditions.
a) Death should be before attaining an age of 58 years.
b) He has not claimed reduced pension before the date of death
Note : In the earstwhile Family Pension Scheme-1971, widow pension is payable for death while in service/PF. But in EPS-95, death while in service/PF is not required, but subject to the fullfilment of above a) & b) conditions. Otherwise the dependants will get pension / withdrawal benefit (as the case may be) as in other normal cases.
Regarding EDLI: This is applicable only for death while in service/PF. But to determine the quantum of EDLI (i.e. whether the previous PF accumulations can be clubbed with the last service etc.), the available datas on the following details has to be furnished.
1. Date of death.
2. Details of previous service/PF viz. Date of Join, Date of Exit, Average Pf applicable salary for the last 12 months, PF acumultion in each month.
3. The same details (as above 2) of the last service/PF.
I hope G USHA will revert with above details.
Abbas.P.S, ITI Ltd, PALAKKAD - 678 623
Ph. +91 9447 467 667.
From India, Bangalore
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