Applicant Id : XXXXXX FORM 9 THE EMPLOYEES' PROVIDENT FUN DS SCHEME, 1952 (Paragraph 34) AND THE EMPLOYEES' PENSION SCHEME, 1995 (Paragraph 24) Declaration by a person taking up employment in an establishment in which the Employees 'Provident Funds & Employees' Pension Scheme enforce
Mention previous 2 employment details (if any) where you were a member of PF and Pension fund I,
LN, Mr. FN
Son of
Mr. ABC
Do hereby solemnly declare that :-
a) I was employed with EMPLOYER NAME 1 with 1 with PF A/c Number MH/BAN/XXX/XXX/XXXXXX and left service on DD/MM/YYYY prior DD/MM/YYYY prior to that, I was employed with EMPLOYER NAME 2 with 2 with PF A/c Number UK/HLD/XXX/XXX/XXXXXX UK/HLD/XXX/XXX/XXXXXX from from DD/MM/YYYY to DD/MM/YYYY to DD/MM/YYYY. DD/MM/YYYY. b) I am a member of the pension fund from DD/MM/YYYY to DD/MM/YYYY c) I have not withdrawn the amount of my Provident Fund d) I have not withdrawn the amount of my Pension Fund
Select ‘I have withdrawn’ only if you have withdrawn the PF/Pension from all your previous PF /Pension accounts
Select ‘I ‘ I have drawn any benefits’ only if you are drawing Pension under the Employees’ Pension Scheme.
e) I have not drawn any benefits under the Employees’ Pension Scheme, 1995 i n respect of my past service in any establishment. f) I have contributed to the social security programme in Country
Period Of Travel From
Luxembourg
Security
To
DD/MM/YYYY
Period of Contribution
Contribution To Social
DD/MM/YYYY
From
Y
To
DD/MM/YYYY
DD/MM/YYYY
I have not contributed to the social security programme in Country
Period Of Travel From
Argentina
Security
To
DD/MM/YYYY
Period of Contribution
Contribution To Social
DD/MM/YYYY
From
To
N
Mention if you have worked in any Country other than India and whether you have contribut ed to Social Security in those Countries
Mention your Universal Account Number if allotted in your previous employment and your KYC details to link UAN with TCS PF/Pension no.
Do you have UAN: Yes
Universal Account Number(UAN)
Aadhaar
NPR
PAN
123456789012
123456789012
NIL
DUMPM1234Y
Bank Account Number Linked with UAN: Link UAN with Previous Bank Account
Mention bank account no. and IFSC code that is linked with your UAN
Bank Account Number
IFSC Code
123456789012345
12345678901
Encl: Copy of Scheme Certificate.
Enter the date on which you sign the on the Form
Sign here on the printout
Date: Signature of the Employee
(To be filled by the Employer) 1) Shri/Smt/Kumari
LN, Mr. FN
is appointed as
in Tata Consultancy Services Limited with effect from
bearing Provident Fund
Number: MH/BAN/XXXX/ 2) Copy of Scheme Certificate enclose. 3) Declaration & Nomination in Form 2 is enclosed. Tata Consultancy Services Limited 11th Floor, Air India Building,Nariman Point, Mumbai-400 021
Declaration Form (Form 9) Frequently Asked Questions
1.
What is Form 9? Form 9 is a statutory declaration by a person taking up employment in an exempted establishment (wherein the Provident Fund is maintained by Company’s PF Trust and Pension is maintained by the Regional PF Office).
2.
Who is required to fill Form 9? Every employee joining TCS, shall compulsorily submit a declaration in Form 9 irrespective of whether he/she is a fresher or and experienced professional. This is a mandatory declaration, even if you have withdrawn the PF/Pension accumulations from the previous employment.
3.
Why is it necessary to fill Form 9? On the basis of the declaration provided by employee in Form 9, employee’s eligibility for enrollment under Employee’s Pension Scheme is decided. It is necessary that you fill the Form 9 and submit the duly signed hard copy of the Form to your respective Induction SPOC while joining TCS. Note: In the absence o f duly approved Form 9 on joining, employee’s salary may be stopped.
4.
What are the eligibility provisions for enrollment under the Employee’s Pension Scheme?
As per the recent amendment in the Employees' Provident Funds and Miscellaneous Provisions Act, 1952 enforced effective from 1st September 2014, Employees' Pension Scheme will be applicable to employees whose basic pay at the time of joining is not more than Rs.15,000/- per month. However if you are an existing member under the Employees’ Provident Fund Scheme, 1952 (EPF Scheme) and Employee’s Pension Scheme 1995 (EPS), then you will continue to be a member under the Employees’ Pension Scheme, 1995 irrespective of your basic salary at the time of joining. If at the time of joining TCS you are a new PF member i.e. you have never been a member of EPF and EPS in previous employments and your basic salary at the time of joining TCS is more than Rs.15000/- per month then you will not be enrolled under the Employees’ Pension Scheme, 1995. The entire 12% of employer’s share of contribution will be made to your PF account and no contribution will be made by TCS for you towards Employee’s Pension Scheme, 1995.
5.
What is the impact if I’m not enrolled under the Employee’s Pension Scheme, 1995 as per the ame ndment of Sep 2014?
Employee and the employer both contribute 12% of basic salary towards PF/Pension scheme. Employee contributes entire 12% of basic salary towards Provident Fund and Employer contributes 8.33% of Basic salary, subject to a max. Basic salary of Rs. 15000/- (i.e. max. Rs.1250/-) towards the Pension Scheme and the remaining amount i.e. 12% of Basic – (8.33% of Basic) towards Provident Fund. For employees with Basic salary more than Rs.15000/- per month and no previous membership of Employees' Provident Fund and Pension Scheme will not be covered in TCSL under the Employees' Pension Scheme, 1995. The entire 12% of employer’s contribution will be made towards Provident Fund.
Employees' with Basic salary more than INR 15000 and with Previous PF / Pension membership
Employer's Contribution Employee's Contribution
Provident Fund
Pension Fund
Total Contribution
12% of Basic - INR 1250
INR 1250
12% of Basic
12% of Basic
Nil
12% of Basic
Employees' with Basic salary more than INR 15000 and with no Previous PF / Pension membership Employer's Contribution Employee's Contribution
Provident Fund
Pension Fund
Total Contribution
12% of Basic
Nil
12% of Basic
12% of Basic
Nil
12% of Basic
Note: If an employee is not enrolled under the Pension Scheme pursuant to the declaration given by employee in Form 9, no further modifications can be done in Form 9 declaration and employee will not be allowed to transfer her/his PF accumulations and Pensionable service from previous employer to TCS.
6.
What should I mention as my Pension membership period? Your membership period will be the period during which your contributions were remitted to your PF/Pension account, in previous employment/s. If you have previously worked with 2 organisations and you have not withdrawn your Pension fund from both the organisations, you are required to mentioned the date from which you started contributing in your 1 st organization till the date of cessation of employment in second organization.
7.
What should I mention at the time of filling Form 9, if I have not yet withdrawn my PF but I wish to withdraw it from my previous organization in near future? Unless you have received the amount of your PF/Pension settlement in your bank account, you should select ‘No’ against the question ‘Have you withdrawn the amount of your Provident/Pension Fund?’
8.
What is a Scheme Certificate? It is a certificate issued by the RPFC indicating the pensionable service and the pensionable salary on the date of exit from the employment. Employee has option to apply for Scheme Certificate if his/her next employer is not covered under Pension Scheme. Subsequently in future, if the employee joins an establishment coverable under the Pension Scheme, his/her earlier service as per the scheme certificate shall also be considered as pensionable service along with the fresh spell of pensionable service.
9.
My PF/Pension no. is UP/NOI/12345/67849. I cannot see my previous employer’s est ablishment code in the dropdown list; what should I mention as my PF/Pension no.? Due to the creation of multiple regional offices, the EPFO has changed some of the establishment codes. You can find the new establishment codes for your previous employer by clicking on the link below the PF Account No. field ‘Check your establishment code’. You have the choice to select one of the option out of the three, namely 1) the Old Region Code e.g. UP or 2) the RPFC Office name under which your previous establishment was registered e.g. NOIDA or 3) the PIN code where the establishment is located e.g. 210310. You can refine your search by additionally mentioning the Establishment code e.g. 12345, if the same is known to you, and/or establishment name e.g. TCS. The new establishment code for your previous employer will be reflected once you click on the search button e.g. MR/NOI/12345/000/67849.
10. My PF/Pension no. is MH/12345/67849. What do I select from the second dropdown list in my PF/Pension No.? Due to the creation of multiple regional offices, the EPFO has changed the establishment codes. You can find the new establishment codes for your previous employer by clicking on the link below the PF Account No. field ‘ Check your establishment code’ You have the choice to select one of the option out of the three, namely 1) the Old Region Code e.g. MH or 2) the RPFC Office name under which your previous establishment was registered e.g. PUNE or 3) the PIN code where the establishment is located e.g. 411057. You can refine your search by additionally mentioning the Establishment code e.g. 12345, if the same is known to you, and/or establishment name e.g. TCS. The new establishment code for your previous employer will be reflected once you click on the search button e.g. PU/PUN/12345/000/67849.
11. There is no option to mention my Pension no.; where do I mention my Pension no. separately? If your Pension number and PF number are not the same then, please mention your Pension number with your previous employer in the PF Account Number field, as the objective of the Form 9 is to obtain the Pension membership details of the employees.
12. What is a UAN? Universal Account Number (UAN) is an initiative of Employees’ Provident Fund Organisation (EPFO), India. It is a 12 digit unique number allotted by EPFO to employees contributing to the provident fund (PF) in India and will remain
same throughout employee’s career. The UAN acts as an umbrella for the multiple Member IDs (PF account numbers) allotted to an individual by different employers. It gives greater level of visibility and transparency to manage all PF/pension accounts the member is holding.
13. How should I find my UAN? You can obtain your UAN from your previous employer if it is allotted to you in your previous employment. You can also search your UAN on the EPFO portal http://uanmembers.epfoservices.in/check_uan_status.php by providing your previous PF or Pension account number. Note: Please check for UAN on your payslip or PF statement provided by your previous employer.
14. What is KYC? Know Your Customer (KYC) is a mandatory requirement for UAN operationalization. KYC helps to identify the member rightfully. Some of the essential KYCs are Bank account number and IFSC code, PAN and Aadhaar Number. KYC is necessary to avail the benefits involving financial transactions like settlement / transfer of pension. KYC details are required to link your UAN with TCS PF/Pension account and avoid generation of multiple UAN. Note: In absence of Aadhaar number, employee is required to provide an undertaking (incorporated in Form 9) declaring that the employee does not have Aadhaar number and will be applying for the same and that in absence of Aadhaar employee will not be able to avail the services provided by EPFO under UAN portal.
15. Which Bank account number should I mention in KYC details? Employee is required to mention the bank account number and IFSC code of the bank account linked with UAN. You can check the Bank account number linked with your UAN by logging into the UAN portal after activating your UAN. Please follow the below link to activate your UAN and view your KYC details. http://www.epfindia.com/site_docs/PDFs/UAN_PDFs/UAN_ForMembers/User_Manual_Ver1.1_UAN_MemberPortal.pdf In case you wish to alter the bank account linked with your UAN and link your TCS salary account with your UAN, you are required to select ‘Link with TCS salary Bank account’ on Form 9 from the dropdown list.
16. I could not submit Form 9 during my induction due to some reasons, what should I do? Once your employee number is generated, login to Ultimatix on the path below: Ultimatix Employee Services Employee Self Services Global ESS Benefits and Taxes Provident Fund Declaration Form (Form 9), submit the Form 9 and also send the duly signed hard copy of the Form 9 at the given correspondence Address.
Correspondence Address Corporate Retiral Nominations Team Tata Consultancy Services Limited, Ackruti Trade Centre, Road No 7, MIDC, Andheri East, Mumbai - 400093 Maharashtra, India.
