EPFO-Standard Operating Procedure for settlement of claims
EPFO has issued the Standard Operating Procedure (SOP) for settlement of claims in EPFO. The SOP has been duly approved by the CPFC.
This Standard Operating Procedure (SOP) of EPFO, for settlement of claims, has been prepared as per the existing procedure in Manual of Accounting Procedure (MAP) and other instructions/circular issued by the Head Office from time to time.
EPFO has directed that the Standard Operating Procedure (SOP) should be followed for the process of settlement of claims. Anything that is not contained in the current SOP shall be governed by the existing Manual of Accounting Procedure (MAP). In case of any conflict between the SOP and the Manual of Accounting Procedure, the SOP shall be followed.
The SOP is comprehensive and seeks to provide checklist for each scenario as under:
Receipt of claim forms in EPFO’s Field Offices
Pension Cl aim Form (Aadhar)-10D
Composite Claim Form in Death Cases
Segregation and Forwarding of claim to Accounts Section
Processing of Claim in Account Section
Role of Dealing Assistant
Role of Section Supervisor/Account Officer
Role of cash section
Disbursement of payment
Payment of monthly Pension to Pensioners
Online Transfer Claim Portal (OTCP)
Modalities for payments out of Inoperative Accounts.