EPFO Introduces SOP for Joint Declaration in Member Profile Updation

The Employees' Provident Fund Organisation (EPFO) has issued a new Standard Operating Procedure (SOP) vide No. WSU/2022/(E-54018)/3931 for the Joint Declaration process aimed at updating member profiles. The latest version, SOP No: JD/2024/1, outlines a detailed procedure for correcting or updating various profile parameters, ensuring a streamlined and efficient process for both employees and employers.

Key Highlights of the SOP

1. Purpose and Introduction: The SOP aims to standardize the process of profile corrections in the EPFO database, addressing issues arising from incomplete or mismatched data. Since the introduction of the Universal Account Number (UAN) in 2014, the need for accurate and consistent member data has become increasingly critical.

2. Scope: The new SOP covers the filing and approval process of Joint Declaration applications, specifying the documents required for various types of profile updates. It also introduces timelines for the completion of these requests to ensure timely processing.

3. Parameters for Correction: The SOP lists 12 profile parameters that can be corrected or updated, including:

   • Member Name

   • Gender

   • Date of Birth

   • Father’s Name

   • Mother’s Name

   • Spouse’s Name

   • Marital Status

   • Date of Joining

   • Reason for Leaving

   • Date of Leaving

   • Nationality

   • Aadhaar Number

4. Process and Roles: The process begins with the member submitting a Joint Declaration through their unified portal login. Employers then verify the documents and forward the request to the regional office. Various levels of officials, such as Dealing Assistants, Section Supervisors, and Assistant Provident Fund Commissioners, play specific roles in verifying and approving the requests.

5. Documentary Proof: Depending on the nature of the change (minor or major), different numbers of supporting documents are required. For instance, minor changes require at least two documents, while major changes require three. Specific documents needed for each parameter are detailed in the SOP.

6. Timelines and Monitoring: The SOP sets clear timelines for processing Joint Declaration requests and includes mechanisms for tracking the status of applications online. This ensures transparency and accountability throughout the process.

Conclusion

The implementation of SOP No: JD/2024/1 is a significant step towards enhancing the accuracy and reliability of member data in the EPFO database. By standardizing the process and introducing clear guidelines and timelines, the EPFO aims to reduce errors, minimize fraud, and ensure that member profiles are kept up-to-date efficiently.

Notification Number: WSU/2022/(E-54018)/3931

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EPFO_Releases_SOP_for_Joint_Declaration_in_Member_Profile_Updation_Version_3.0.pdf