Full Text
REGD. No. D. L.-33004/99
The Gazette of India
CG-DL-E-30062026-273942
EXTRAORDINARY
PART II—Section 3—Sub-section (i)
PUBLISHED BY AUTHORITY
No. 474]
NEW DELHI, MONDAY, JUNE 29, 2026/ ASHADHA 8, 1948
[F. No. S-35026/06/2026-SS-II]
TEJASWI S. NAIK, Jt. Secy.
MINISTRY OF LABOUR AND EMPLOYMENT
NOTIFICATION
New Delhi, the 29th June, 2026
G.S.R. 526(E). — In exercise of the powers conferred by clause (c) of sub-section (1) of section 15 of the
Code on Social Security (36 of 2020) and in supersession of the Employees' Deposit-Linked Insurance Scheme, 1976,
except as respects things done or omitted to be done before such supersession, the Central Government hereby makes
the following Scheme, namely: -
1. Short title, commencement and application. -(1) This scheme may be called the Employees' Deposit-
Linked Insurance Scheme, 2026.
(2) It shall come into force on the date of its publication in the Official Gazette.
(3) Subject to the provisions of sections 20 and 143 of the Code on Social Security, 2020, this scheme shall
apply to employees of every establishment to which Chapter III of the said Code applies.
2. Definitions.- (1) In this scheme, unless the context otherwise requires –
(a) "Code" means the Code on Social Security, 2020 (36 of 2020);
(b) "assurance benefit" means a payment linked to the average balance in the Provident Fund Account of an
employee, payable in the event of death of the employee while being a member of the Provident Fund;
(c) "Insurance Policy" means a Group Insurance policy issued by an Insurance Service Provider;
(d) "Commissioner" means the Central Provident Fund Commissioner, Additional Central Provident Fund
Commissioner, Deputy Provident Fund Commissioner, Regional Provident Fund Commissioner and
Assistant Provident Fund Commissioner appointed under section 14 of the Code;
(e) "member" means a member of the Employees' Provident Funds Scheme, 2026 or of a Provident Fund
exempted under section 143 of the Code, who is required to become a member of this scheme;
(f) "nominee" means a person nominated in paragraph 46 of the Employees' Provident Funds Scheme, 2026;
(2) All words and expressions used herein but not defined shall have the meaning respectively assigned to them
in the Code or the rules framed thereunder or the Employees' Provident Funds Scheme, 2026.
3. Administrative and financial powers of Commissioner.- The Commissioner may, without reference to the
Central Board, sanction expenditure on contingencies, supplies and services and purchase of articles required for
administration of the Insurance Fund, subject to financial provision in the budget and the limits up to which the
Commissioner may be authorised to sanction expenditure on any single item.
4. Applications of provisions of Employees' Provident Funds Scheme, 2026.- With regard to matters for
which there is either no provision or inadequate provisions in this scheme, the provision of the Employees' Provident
Funds Scheme, 2026, shall apply.
5. Contribution. - (1) The contribution payable by the employer under clause (c) of sub-section (1) of section
16 of the Code to the Deposit Linked Insurance Fund, shall be calculated on the basis of the wages as defined in
clause (88) of section 2 of the Code, subject to the wage ceiling specified in clause (89) of section 2 of the Code.
(2) The rate of contribution shall be notified by the Central Government in consultation with the Central Board
from time to time taking into account the actuarial valuation of the Insurance Fund.
(3) Each contribution shall be calculated to the nearest rupee, fifty paise or more to be counted as the next higher
rupee and fraction of a rupee less than fifty paise to be ignored.
6. Mode of payment of contribution. - (1) The employer shall, within fifteen days of the close of every month
pay the contribution and administrative charges to the Insurance Fund through electronic mode (including digital
payment) of agency banks listed with the Reserve Bank of India or scheduled banks or payment gateway or through
the PayGov platform, authorised for such collection and cost of remittance, if any, shall be borne by the employer.
(2) The employer shall be responsible to pay the contribution payable by himself in respect of the employees
directly employed by him and the employees employed by or through a contractor.
7. Recovery of damages for default in payment of contribution. – (1) Where an employer makes default in
the payment of any contribution to the Insurance Fund or in the payment of any charges payable under the provisions
of the Code or the rules framed thereunder or this Scheme, the Commissioner or such officer as may be authorised by
the Central Government, in this behalf, may recover from the employer by way of penalty, damages at the rate and
specified in the Employees' Provident Funds Scheme, 2026.
(2) The damages shall be calculated to the nearest rupee, fifty paise or more to be counted as the nearest higher
rupee and fraction of a rupee less than fifty paise to be ignored.
8. Employer's contribution not to be deducted from wages of employee. - Notwithstanding any contract to
the contrary, the employer shall not deduct the employer's contribution payable by him under this scheme from the
wages of the employees or to recover it from them in any other manner.
9. Duty of employer. - (1) Every employer shall send to the Commissioner, within fifteen days of the
commencement of this scheme, a consolidated return, of the employees who are entitled and required to become
members of the Insurance Scheme as per provisions of Employees' Provident Funds Scheme, 2026 or in case of
exempted establishment under section 143 of the Code or under the rules of the provident fund of the establishment.
(2) Every employer shall, within fifteen days of the close of each month, upload electronically on the designated
portal, details of the employees qualifying to become members of the Fund for the first time during the
preceding month and also details of the employees leaving the service of the employer during the preceding
month.
(3) Every employer shall assist the Central Board in making such payment from the Insurance Fund as are
sanctioned by or under the authority of the Central Board.
(4) Any other directions issued by the Commissioner, as he may consider necessary for proper implementation of
this scheme, shall be carried out by every employer.
10. Inspection of records and registers.- Every employer shall, whenever the Commissioner or any other
officer authorised by him in this behalf or an Inspector-cum-Facilitator so require, produce before him, the
records and other registers, maintained either in physical form or in electronic form for inspection.
11. Administration Account. - (1) The amount received from the employers under proviso to clause (c) of sub-
section (1) of Section-16 of the Code and the inspection charges received under sub-section 6 of section 143 of the
Code, shall be credited to an account called the Insurance Fund Central Administration Account and all expenses
towards the administration of this scheme shall be met out of this account.
(2) Net Assets of the Insurance Fund Central Administration Account under the Employees' Deposit Linked
Insurance Scheme, 1976 shall vest in and stand transferred to the Insurance Fund Central Administration Account
under this Scheme.
12. Deposit-Linked Insurance Fund Account. – (1) The amount received as the employer's contribution shall
be credited to an account to be called the Deposit-Linked Insurance Fund Account and all expenses towards the cost
of any benefits provided by or under this scheme shall be met out of this account.
(2) Net Assets of the Employees' Deposit-Linked Insurance Scheme, 1976, as on the date of notification of this
scheme, shall vest in and stand transferred to the Insurance Fund Account.
13. Investment of money of Insurance Fund. - (1) All money of the Insurance Fund standing in deposit with
the Central Government in the public account, as on the notification of this scheme, shall continue to be held in the
same account and the Central Government shall give interest at a rate not less than eight and one-half per cent. per
annum.
(2) Subject to sub- paragraph (1), all monies standing in the credit of the Insurance Fund and all monies credited
into the Insurance Fund hereinafter shall be invested in accordance with the Employees' Provident Funds Scheme,
2026.
(3) Notwithstanding sub-paragraph (2), the Central Government may provide for specific investment pattern for the
Insurance Fund.
14. Interest. - All interest, rent and other income realised and net profits or losses, if any, from the sale of
investments, not including therein the transaction of the Insurance Fund Central Administration Account, shall be
credited or debited, as the case may be, to the Insurance Fund.
15. Disposal of Insurance Fund.- (1) Subject to the provisions of the Code and the Insurance Scheme, the
Insurance Fund, not including therein the Insurance Fund Central Administration Account, shall not, except with the
previous sanction of the Central Board, be expended for any purpose other than the payment of the benefits in
accordance with the provisions of this Scheme.
(2) The Insurance Fund shall be operated by such officers as may be authorised in this behalf by the Central
Board.
16. Administrative expenses. - All expenses relating to the administration of this Scheme shall be met out of the
Insurance Fund Central Administration Account.
17. Forms of accounts. - The accounts of the Employees' Deposit Linked Insurance Fund and the Employees'
Deposit Linked Insurance Administration Account shall be maintained by the Commissioner in the form and manner
specified by the Central Board with the approval of Central Government.
18. Audit. - (1) The accounts of the Insurance Fund, including the Insurance Fund Central Administration
Account, shall be audited in accordance with the instructions issued by the Central Government in consultation with
the Comptroller and Auditor General of India.
(2) The charges on account of audit shall be paid out of the Insurance Fund Central Administration Account
19. Valuation of Insurance Fund. - (1) The Central Board, with the prior approval of the Central Government
shall appoint a valuer for valuation of the Insurance fund every three years to assess the sustainability, solvency and
adequacy of the rate of contribution and the benefit structure:
Provided that it shall be open to the Central Government to direct a valuation to be made at such other times
as it may consider necessary.
(2) The Central Government may alter the rate of contribution payable or the scale of benefits admissible under
this scheme or the period for which such benefit may be given, in consultation with the Central Board.
20. Budget. - (1) The Central Provident Fund Commissioner shall place before the Central Board each year
before the first fortnight of February, a budget showing separately the probable receipts from the contributions and the
administrative charges and the expenditure, which is proposed to be incurred during the following financial year.
(2) The budget approved by the Central Board shall be submitted to the Central Government within a month of its
being placed before the Central Board.
(3) The Central Government may make such modification in the budget as it considers necessary.
(4) The Commissioner may at any time during the year, make budgetary re-appropriation of funds sanctioned in
the budget, by the Central Government provided that,
(i) the total amount sanctioned in the budget by the Central Government is not exceeded;
(ii) it is made only for meeting such expenses of administration as are to be met from the Insurance Fund
Central Administration Account; and
(iii) every re-appropriation so made shall be reported to the Central Board at its next meeting.
(5) The Central Provident Fund Commissioner shall place before the Central Board, a supplementary budget for
a financial year giving detailed estimates and reasons of inescapable expenditure which is likely to be
incurred during the year for which no provision has been made in the sanctioned budget and which cannot
be covered under the provisions of sub-paragraph (4).
(6) Any expenditure incurred by the Central Provident Fund Commissioner over and above the sanctioned
budget of the financial year not covered under the provisions of sub-paragraphs (4) and (5), shall be reported
to the Central Board at the earliest after the excess is established for its consideration and for obtaining
sanction of the Central Government.
21. Scales of assurance benefit and minimum average balance maintained by employee.- (1) On the death of
an employee, who is a member of the Fund or of a Provident Fund exempted under section 143 of the Code, as the
case may be, the person/(s) entitled to receive the provident fund accumulations of the deceased shall, in addition to
such accumulations be paid an amount, equal to the average balance in the account of the deceased in the Fund or of a
Provident Fund during preceding twelve months or during the period of his membership, whichever is less, except
where the average balance exceeds rupees fifty thousand, the amount payable shall be rupees fifty thousand plus 40%
of the amount in excess of rupees fifty thousand subject to a ceiling of rupees one lakh.
(2) In the event of death of an employee under sub-paragraph (1) during the preceding twelve months or during
the period of his membership, even if the average provident fund balance of an employee who is a member of
the Fund or of a Provident Fund exempted under section 143 of the Code, as the case may be, is less than
rupees fifty thousand, a minimum assurance benefit of rupees fifty thousand shall be payable.
Explanation 1. For the purpose of determining the average balance in the Fund or in the Provident Fund
exempted under section 143 of the Code, as the case maybe, in relation to any employee, the sum total of
contributions by the employee and the employer, due for and up to the relevant period, whether paid or
unpaid in the Fund or in the Provident Fund exempted together with interest thereon, shall be included.
Explanation 2. The period of twelve months for calculation of benefits under this scheme shall be
computed backwards from the month preceding the month in which death of the member occurs.
(3) In the case of a part-time employee who was a member of the Fund or of a Provident Fund exempted under
section 143 of the Code, as the case maybe, while serving in more than one factory or establishment, the
quantum of benefit under this scheme shall be determined with reference to the average of the aggregate
balance in all his accounts in the Fund or of a Provident Fund during the preceding twelve months.
(4) On the death of an employee, who is a member of the Fund or of a Provident Fund exempted under section
143 of the Code, as the case may be, was in employment for a continuous period of twelve months preceding
the month in which he died, the persons entitled to receive the provident fund accumulations of the deceased
shall, in addition to such accumulations to be paid an amount, equal to:
(i) the average monthly wages drawn (subject to a maximum of the wage ceiling notified by the Central
Government), during the twelve months preceding the month in which he died, multiplied by thirty-
five times plus fifty per cent. of the average balance in the account of the deceased in the fund or of
a Provident Fund exempted under section 143 of the Code, as the case may be, during the preceding
twelve months subject to a ceiling of one lakh and seventy-five thousand rupees:
Provided that the assurance benefit shall not be less than two lakh and fifty thousand rupees
and shall not exceed seven lakh rupees;
(ii) the amount of benefit under sub-paragraph (1), whichever is higher:
Provided that for the purpose of determination of continuous period of twelve months required for
eligibility of minimum assurance benefits payable under sub-paragraph (4) of this scheme, the gap of sixty
days between two spells of employment shall be ignored and such multiple services shall be added being
treated as continuous service.
Explanation.- In the case of a part-time employee who is a member of the Fund or of a Provident Fund
exempted under section 143 of the Code, as the case may be, who was serving in more than one factory or
establishment for a continuous period of twelve months, preceding the month in which he died, the quantum
of benefit under this scheme shall be determined with reference to the average wage of the aggregate of all
the wage wherever he was continuously working for more than twelve months, subject to the wage ceiling
defined in clause (89) of section 2 of the Code.
(5) The benefit under this scheme shall be further increased by twenty per cent in addition to the benefits
admissible under sub-paragraph (1) or (3), as the case may be.
(6) In the event an employee who is a member of the Fund or of a Provident Fund exempted under section 143 of
the Code, as the case may be, dies in service within six months of the last contribution received while still
being on the rolls of the employer, such an employee shall get the assurance benefit as per this scheme.
22. Assurance benefit to whom payable. - (1) The nomination made by the member in accordance with the
Employees' Provident Funds Scheme, 2026 or under the Provident Fund exempted under section 143 of the Code, as
the case may be, shall be treated as nominations under this scheme and the assurance amount shall be payable to such
nominee or nominees.
(2) If no nomination subsists or if the nomination relates only to a part of the amount standing to his credit in the
Fund, or under the Provident Fund exempted under section 143 of the Code, as the case may be, the whole
amount or the part thereof to which the nomination does not relate, as the case may be, shall become payable
to the members of his family in equal shares.
(3) In any case to which the provisions of sub-paragraphs (1) and (2) do not apply, the whole amount shall be
payable to the person legally entitled to it.
(4) If a person who is eligible to receive assurance benefit of the deceased member in terms of sub-paragraphs
(1), (2) or (3) is charged with the offence of murder of the member or for abetment in the commission of such
an offence, his claim to receive assurance benefit shall remain suspended till the conclusion of the criminal
proceedings instituted against him.
(5) If on the conclusion of the criminal proceedings, the person concerned is: -
(a) convicted for the murder or abetting the murder of the member, he shall be debarred from receiving his
share of deposit linked assurance benefit which shall be payable to other eligible members of the
family; or
(b) acquitted of the charge of murder or abetment in the murder of the member, his share shall be payable
to him.
Explanation: For the purpose of this paragraph, a member's posthumous child, if born alive, shall be treated in the
same way as a surviving child born before the member's death.
23. Mode of payment of assurance amount. – (1) Every claimant shall file a claim to the Commissioner in the
form and manner specified by the Central Provident Fund Commissioner, either online or offline, to claim payment
under this Scheme.
(2) The payment shall be made to the person through electronic funds transfer system in savings bank account of any
scheduled bank or co-operative bank (including an Urban Co-operative Bank) or in any post office as specified in the
Employees' Provident Funds Scheme, 2026.
(3) The claims, complete in all respects submitted along with the requisite documents shall be settled and benefit
amount paid to the beneficiaries within twenty days from the date of its receipt by the Commissioner.
(4) In case there is any deficiency in the claim, the same shall be recorded in writing and communicated to the
applicant within twenty days from the date of receipt of such application.
(5) In case the Commissioner fails without sufficient cause to settle a claim complete in all respects within twenty
days, the Commissioner shall be liable for the delay beyond the set period and penal interest at the rate of
twelve per cent. per annum may be charged on the benefit amount and the same may be deducted from the
salary of the Commissioner.
(6) Notwithstanding anything contained in sub-paragraph (1), the Central Board may authorize, subject to such
monetary ceiling as it may deem fit, the Commissioner or any other officer to make payment from the
Insurance Fund to the nominee or the eligible beneficiary, as the case may be, without receipt of a claim.
24. Registers, records, etc. - The employer of an establishment shall maintain records and registers in the form
and manner specified by the appropriate Government electronically or otherwise, containing such particulars and
details with regard to persons employed, muster roll, wages and such other particulars and details pertaining to rules.
25. Annual Report.- The Central Board shall before the tenth of December approve and submit to the Central
Government before the twentieth of December each year, a report on the working of this scheme during the previous
financial year.
26. Special provision for claims under Employees' Deposit-Linked Insurance Scheme, 1976.- Any person entitled
to receive the assurance benefit under the Employees' Deposit-Linked Insurance Scheme, 1976 shall be entitled to
receive the same benefits as was applicable on the date of eligibility of such benefit.
Explanation: If a member of the Employees' Provident Funds Scheme, 1952 dies before the commencement
of this scheme, but the claim is received after the commencement of this scheme, the entitlement as per
scheme applicable on the date of death of member would receive same benefit from the Insurance Fund as
was entitled under the Employees Deposit Linked Insurance Scheme, 1976 unless otherwise specified by
Central Government.
27. Terms and conditions for grant of exemption. – All exemptions from the provisions of this Scheme may be
granted subject to the following terms and conditions, namely:-
(i) the establishment making such an application for grant of exemption shall submit consent of majority
of employees;
(ii) an establishment seeking exemption or extension of exemption from the Employees Deposit Linked
Insurance Scheme shall purchase Insurance Regulatory and Development Authority of India approved
Group Insurance Policy for all its employees and employer shall certify in writing that the benefit is
more beneficial than that is available in this scheme and that employees are not making any separate
payment of contribution or premium;
(iii) an establishment seeking exemption or extension of exemption from the Employees Deposit Linked
Insurance Scheme shall apply at least six months in advance from the proposed date of exemption or
expiry of exemption;
(iv) the exemption granted under section 143 of the Code shall come into effect prospectively;
(v) all employees, who were eligible to become members of the Provident Fund or Provident Fund granted
exemption under section 143 of the Code, shall be enrolled as members of the Insurance Fund;
(vi) the employer of the exempted establishment shall undertake to pay the assurance benefit which would
have been payable to the employees' beneficiary, in the event that the Insurance service provider fails
to pay such assurance benefit to the eligible beneficiary;
(vii) where an employee or class of employees or establishment or class of establishment is exempted under
the Code, the employer shall in respect of such employee or class of employees maintain such account,
provide such facilities for inspection, and pay such inspection charges as the Commissioner may direct;
(viii) the establishment exempted under this scheme shall submit monthly online return in the form appended
to this scheme;
(ix) all claims for assurance benefits shall be settled expeditiously within the time frame prescribed by the
Employees' Provident Fund Organisation;
(x) the exemption granted shall remain valid for a period of three years of its publication unless it is
cancelled by the appropriate Government or surrendered by the establishment;
(xi) any amendment to this scheme, which is more beneficial to the employees than the Insurance policy
purchased by the establishment, shall be made applicable to them automatically pending formal
amendment of the policy by the Insurance service provider;
(xii) the establishment exempted from the this Scheme shall facilitate inspection of the establishment by an
Inspector cum-Facilitator and shall pay inspection charges at the rates the Central Government may
notify;
(xiii) in the event of any violation of the conditions for grant of exemption by the employee or employer, the
exemption granted may be cancelled after issuing a show cause notice in this regard;
(xiv) the Central Government or the Commissioner may provide any further condition for continuation of
exemption.
28. Renewal of exemption. - (1) The application for extension of exemption already granted under Section 143 of the
Code shall be made on the specified portal, at least six months before the expiry of exemption.
(2) The exemption shall stand renewed, provided that the condition for the grant for exemption continued to be
satisfied by the establishment and the trust.
(3) The renewal shall continue to be in operation till the time conditions of grant of exemption continue to be
satisfied by the establishment or till such time that the establishment makes an application for cancellation or
surrender of exemption and same is accepted or the Appropriate Government issues an order giving reason therein
specifying a date beyond which the order of renewal shall cease to operate and shall be void.
29. Special provisions in respect of Employees' Enrolment Campaign, 2026.— The Employees' Enrolment
Campaign, 2026 specified in the Employees' Provident Funds Scheme, 2026 shall mutatis mutandis apply to
this scheme.
30. Transition provisions. - (1) The establishments granted exemption under the Employees' Deposit-Linked
Insurance Scheme, 1976 shall continue to be valid and such establishments may file an application for renewal.
(2) The establishments which do not fall under sub-paragraph (1) shall start complying as un-exempted establishment
and start depositing monthly contributions from the 1st day of the month following the expiry of validity of the
exemption or from the date of commencement of this scheme.
31. Writing off of losses. - The Central Board, where it is satisfied that the amount of contribution, cess, interest and
damages due to it, under the Code, is irrecoverable, may, with due regard to the facts and circumstances of each case
and the overall financial condition of the fund, write off such contribution, cess, interest and damages, as the case
may be.
Form
[ See Paragraph 27(viii)]
(Online returns for any exempted establishment(s) / employee(s))
PART A: ESTABLISHMENT DETAILS
+--------+---------------------------+----------------------------------------------+----------------------------------------------------------------------------------+
| Sl. No | Field Name | Field Type | Remarks |
+========+===========================+==============================================+==================================================================================+
| 1 | Establishment ID | Auto populated from database based on log in | For any change in the data the employer may send an email to the concerned RPFC |
| | | ID | along with documents. |
+--------+---------------------------+----------------------------------------------+----------------------------------------------------------------------------------+
| 2 | Name of the establishment | Data entry | The PAN and the Name as per PAN will be verified from the Income Tax Database. |
+--------+---------------------------+----------------------------------------------+----------------------------------------------------------------------------------+
| 3 | Address | of the employer | |
+--------+---------------------------+----------------------------------------------+----------------------------------------------------------------------------------+
| 4 | PAN of the establishment | Data entry | |
+--------+---------------------------+----------------------------------------------+----------------------------------------------------------------------------------+
| 5 | Name of establishment as | Data entry | |
| | per PAN | | |
+--------+---------------------------+----------------------------------------------+----------------------------------------------------------------------------------+
| 6 | Type of exemption. | Selection from a drop-down list | Employee, class of employees, whole establishment or class of establishment |
| | i. Notification number | Data entry | Mandatory field. |
| | ii. Notification date | Data entry | Mandatory field. |
| | iii. Issued By | Data Entry | |
| | iv. Notification with | Data entry From____ to _____ | |
| | effect | | |
+--------+---------------------------+----------------------------------------------+----------------------------------------------------------------------------------+
| 7 | Renewal of exemption. | | The employer is required to list out all its branches having separate or sub code|
| | i. Notification number | Data entry | number. Employer can add new branch. |
| | ii. Notification date | Data entry | |
| | iii. Issued by | Data Entry | |
| | iv. Validity | Data entry From____ to _____ | |
+--------+---------------------------+----------------------------------------------+----------------------------------------------------------------------------------+
| 8 | Branches having | Click here link | |
| | separate/Sub code | | |
+--------+---------------------------+----------------------------------------------+----------------------------------------------------------------------------------+
PART B: INSURANCE PROVIDER DETAILS
+---------+---------------------------+-------------+-----------------------------------------------------------------------------------------------------+
| Sl. No. | Field Name | Field Type | Remarks |
+=========+===========================+=============+=====================================================================================================+
| 1 | Name of the Insurer | Data entry | The Name and Registration No. will be verified from the Insurance Regulatory and Development Authority|
| | | | of India Database. |
+---------+---------------------------+-------------+-----------------------------------------------------------------------------------------------------+
| 2. | IRDA Registration No | Data entry | |
+---------+---------------------------+-------------+-----------------------------------------------------------------------------------------------------+
| 3. | Address Line 1 | Data entry | |
| | Line 2 | Data entry | |
| | City | Data entry | |
| | District | Selection | |
| | State | Selection | |
| | PIN | Data entry | |
+---------+---------------------------+-------------+-----------------------------------------------------------------------------------------------------+
| 4. | Name of the policy | Data entry | |
+---------+---------------------------+-------------+-----------------------------------------------------------------------------------------------------+
| 5. | Policy number (UIN) | Data entry | |
+---------+---------------------------+-------------+-----------------------------------------------------------------------------------------------------+
| 6. | Validity | Data Entry | From____ to _____ |
+---------+---------------------------+-------------+-----------------------------------------------------------------------------------------------------+
| 7 | Assurance benefit | | |
| | Minimum | Data entry | |
| | Maximum | Data entry | |
+---------+---------------------------+-------------+-----------------------------------------------------------------------------------------------------+
| 8 | Policy exclusion, if any. | Data entry | |
+---------+---------------------------+-------------+-----------------------------------------------------------------------------------------------------+
Part C: (i). EMPLOYEES DETAILS (Monthly)
+---------+---------------------------------------------------+-------------+-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
| Sl. No. | Field Name | Field Type | Remarks |
+=========+===================================================+=============+=====================================================================================================================================================================================+
| 1. | Number of employees as on close of previous month | Data entry | One-time data entry (only in the first return). On the next month the number of employees as on close of previous month is automatically displayed. |
+---------+---------------------------------------------------+-------------+-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
| 2. | Number of employees who joined in the current month | Data entry | To be same as per ECR |
+---------+---------------------------------------------------+-------------+-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
| 3. | Number of employees who Exited/left during the | Data entry | To be same as per ECR |
| | current month | | |
+---------+---------------------------------------------------+-------------+-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
| 4. | Number of employees as at the end of current month | Display | Sum of (A+B-C) All types of employees are included. |
+---------+---------------------------------------------------+-------------+-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
| 5. | From Sl. No. 3 above, Number of Employees who | Data entry | |
| | died while in service. | | |
+---------+---------------------------------------------------+-------------+-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
| 6 | Opening Balance of Claims | One time data entry | |
| | No of Claims received | Data entry | |
| | No of claims Settled | Data entry | |
| | No. of Claims pending | Display | Will carry as OB to next month |
| | Reason for pending claims | Data entry | |
+---------+---------------------------------------------------+-------------+-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
Part C: (ii): ASSURANCE BENEFITS (Monthly)
+--------+----------------+-----+----------------------------------+----------------+
| Sl. No | Name of member | UAN | Amount of assurance benefit paid | Date of payment |
+========+================+=====+==================================+================+
| 1 | | | | |
+--------+----------------+-----+----------------------------------+----------------+
| 2 | | | | |
+--------+----------------+-----+----------------------------------+----------------+
| 3 | | | | |
+--------+----------------+-----+----------------------------------+----------------+
| 4 | | | | |
+--------+----------------+-----+----------------------------------+----------------+
Part C: (iii) GREIVANCES (Monthly)
+---------+-----------------------------------+-------------------+--------------------------------+
| Sl. No. | GRIEVANCES | Field Type | Remarks |
+=========+===================================+===================+================================+
| 1. | Opening balance | One time data entry | |
+---------+-----------------------------------+-------------------+--------------------------------+
| 2. | Grievances received in the month | Data entry | 1 plus 2 |
+---------+-----------------------------------+-------------------+--------------------------------+
| 3. | Net workload | Display | |
+---------+-----------------------------------+-------------------+--------------------------------+
| 4. | Grievances disposed | Data entry | 4*100/3 |
+---------+-----------------------------------+-------------------+--------------------------------+
| 5. | % of grievances disposed | Display | Will carry as OB to next month |
+---------+-----------------------------------+-------------------+--------------------------------+
| 6. | Closing balance | Display | |
+---------+-----------------------------------+-------------------+--------------------------------+
| 7. | % of Grievances pending | Display | 6*100/3 |
+---------+-----------------------------------+-------------------+--------------------------------+
Notes/Instructions:
* Data entry in part C will be allowed only when the Part A and B are filled in.
* Part C are to be filled in by all establishments each month.
* Once the date is saved, it can be edited later when there is any change in the date by click of the EDIT
Button.
* However, the following data cannot be edited:
1. Name and address of the establishment. If any change is there the employer is required to request the
concerned PF Office with supporting documents so that the data is first changed in the EPFO
Application and it will be updated on the Unified Portal at the level of APFC.
2. The PAN and name as per PAN of the establishment if the data is verified and the status is shown as
verified.
3. Selection of the section/paragraph regarding the notification and the details of such order, as the start
month of the return is based on the 'with effect from' - date of exemption.
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