Get (to Be Retained By The Employer For Future Reference)

Filling out the (To Be Retained By The Employer For Future Reference) form is a crucial step for individuals beginning employment under the Employees' Provident Fund Scheme and/or the Employees' Pension Scheme. This guide will provide you with clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the form correctly.

1. To start, locate and click the ‘Get Form’ button to obtain the form. This action will allow you to access the document in a user-friendly online format.
2. Begin by entering your name. Select the appropriate title (Mr., Ms., or Mrs.) and provide your full name in the designated field.
3. Next, fill in your date of birth using the specified format (DD/MM/YYYY). Make sure to double-check your entries for accuracy.
4. Input the name of your father or husband in the relevant field. Ensure to use the correct title (Mr.) before the name.
5. Indicate your relationship to the person listed in step 3 by selecting the appropriate option (father or husband) using the provided checkbox.
6. Select your gender by ticking the appropriate box for male, female, or transgender.
7. Provide your mobile number and email address in the designated fields if applicable. These details can facilitate communication.
8. Indicate whether you were an earlier member of the Employees’ Provident Fund Scheme by checking 'Yes' or 'No'.
9. Answer whether you were previously a member of the Employees’ Pension Scheme in the same manner.
10. If you answered 'Yes' to either step 8 or step 9, proceed to fill out the previous employment details, including UAN or previous PF member ID, along with region code and office code.
11. Complete the 'Date of Exit' field for your previous employment, ensuring to use the proper date format.
12. If you have a scheme certificate or PPO from your previous employment, provide the respective numbers in the fields indicated.
13. Answer if you are an international worker by selecting 'Yes' or 'No'. If 'Yes', fill in the additional details requested regarding your country of origin and passport information.
14. Specify your educational qualifications by selecting the appropriate level achieved from the provided options.
15. Indicate your marital status by checking the appropriate option.
16. If applicable, indicate if you are specially abled and specify the category.
17. Provide the KYC details, including the type of KYC document and associated information, following the instructions carefully for each required field.
18. Review your information for accuracy and completeness before submitting. Submit your declaration and ensure to sign where indicated.
19. Finally, save your changes. After reviewing, you can download, print, or share the form as needed.

Complete your documents online today to ensure a smooth transition into your new employment.