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PF Nomination Form

This PF nomination form is an internal company worksheet that collects an employee's family and nominee details for Provident Fund and pension so HR can help the employee complete the official EPFO nomination, which is usually filed online. It is not a copy of the official EPFO form.

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[Company Logo][Company Name]

PF NOMINATION DETAILS FORM (INTERNAL WORKSHEET)

Employee Name:: [Employee Name]
Employee ID:: [Employee ID]
UAN:: [UAN]
Date:: [Date]

Important: This is an internal company worksheet and not an official EPFO form. You must also complete the official EPFO nomination (e-nomination on the member portal or as required).

Part 1: Family Members

Name	Relationship	Date of Birth	Dependent (Yes / No)
[Name]	[Relationship]	[DD/MM/YYYY]	[Yes / No]
[Name]	[Relationship]	[DD/MM/YYYY]	[Yes / No]
[Name]	[Relationship]	[DD/MM/YYYY]	[Yes / No]
[Name]	[Relationship]	[DD/MM/YYYY]	[Yes / No]

Part 2: Proposed Provident Fund Nominees

Nominee Name	Relationship	Date of Birth	Address	Share (%)
[Nominee Name]	[Relationship]	[DD/MM/YYYY]	[Address]	[%]
[Nominee Name]	[Relationship]	[DD/MM/YYYY]	[Address]	[%]
[Nominee Name]	[Relationship]	[DD/MM/YYYY]	[Address]	[%]

Part 3: Guardian for Minor Nominee

Guardian Name
Relationship
Address

Part 4: Pension Details

Spouse eligible for family pension (Name)
Children eligible (Names and DOB)
Nominee for pension if no family (Name)

Part 5: Official Filing Status – HR

Employee UAN activated
Aadhaar and photo updated on UAN
Official EPFO e-nomination submitted
E-sign completed
Acknowledgement saved in file

Declaration

I confirm the family and nominee details above are correct. I understand this worksheet is for internal records and that I must complete the official EPFO nomination for it to be valid with EPFO.

Signature of Employee
[Employee Name]
Date: [Date]
Place: [Work Location]

Verified by
[HR Name]
HR Department, [Company Name]
Date: [Date]

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What this template includes

Family members list, since PF rules give family members priority
Nominee shares totalling 100%
Guardian for minor nominees
Details needed for pension nomination
Status of official EPFO e-nomination
Clear note that the official EPFO nomination must be filed

When to use it

At joining, to prepare for the employee's EPFO e-nomination
When an employee has not yet filed a PF nomination
After marriage, birth of a child or death of a nominee
During a PF compliance drive to close pending nominations

How to customise this template

1Add a step-by-step guide for e-nomination on the member portal
2Add space for nominee photographs if your process collects them
3Track e-nomination completion date per employee
4Pair with the UAN declaration form

HR tips

Explain that family members must generally be nominated where they exist
Ask employees to update nominations after marriage
Confirm the e-nomination is submitted and e-signed
Store the worksheet with the PF compliance file

This is an internal company declaration form and is not a copy of any official government form. The employee must complete the official EPFO nomination (including e-nomination where applicable). Check current EPF and Labour Code rules on eligible nominees.

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Frequently asked questions

Is this the official EPFO nomination form?+

No. It is an internal worksheet to collect details. The employee must also complete the official EPFO nomination, which is generally done online.

Who can be a PF nominee?+

PF rules give priority to family members. If the employee has a family, nominees generally must be from the family; check current EPFO rules for details.

Can PF nomination be changed?+

Yes, an employee can file a fresh nomination through the EPFO process, which replaces the earlier one.

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Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Date of Joining:
[Date of Joining]
Department:
[Department]
Note: This is an internal company declaration. The prescribed statutory nomination format will also be completed where required.
1. Family Details
Name Relationship Date of Birth Address
[Name] [Relationship] [DD/MM/YYYY] [Address]
[Name] [Relationship] [DD/MM/YYYY] [Address]
[Name] [Relationship] [DD/MM/YYYY] [Address]
2. Nominees for Gratuity
Nominee Name Relationship Age Address Share of Gratuity (%)
[Nominee Name] [Relationship] [Age] [Address] [%]
[Nominee Name] [Relationship] [Age] [Address] [%]
[Nominee Name] [Relationship] [Age] [Address] [%]
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Employee ID:
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Please fill all sections in capital letters and attach self-attested copies of the documents listed in Section 7. Paste a recent passport-size photograph in the box provided.
1. Personal Details
Full Name (as per PAN)
Father's / Spouse's Name
Date of Birth (DD/MM/YYYY)
Gender
Marital Status
Blood Group
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Mobile Number
Personal Email ID
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Section 1: Basic Information
Full Name
Preferred Name (for email and ID card)
Mobile Number
Personal Email ID
City of Residence
Section 2: Role Information (to be pre-filled by HR)
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EMPLOYEE PERSONAL DETAILS FORM
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Purpose:
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A. Identity
First Name
Middle Name
Last Name / Surname
Name as per PAN
Date of Birth (DD/MM/YYYY)
Place of Birth
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Religion (optional)
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Marital Status
Date of Marriage (if applicable)
Spouse's Name
Father's Name
Mother's Name
Number of Children
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Name	Relationship	Date of Birth	Address
[Name]	[Relationship]	[DD/MM/YYYY]	[Address]
[Name]	[Relationship]	[DD/MM/YYYY]	[Address]
[Name]	[Relationship]	[DD/MM/YYYY]	[Address]

Nominee Name	Relationship	Age	Address	Share of Gratuity (%)
[Nominee Name]	[Relationship]	[Age]	[Address]	[%]
[Nominee Name]	[Relationship]	[Age]	[Address]	[%]
[Nominee Name]	[Relationship]	[Age]	[Address]	[%]

Full Name as per PAN
Date of Birth
Gender
Mobile Number
Email ID

Full Name (as per PAN)
Father's / Spouse's Name
Date of Birth (DD/MM/YYYY)
Gender
Marital Status
Blood Group
Nationality
Mobile Number
Personal Email ID
Aadhaar (last 4 digits / masked copy)

Current Address with PIN Code
Permanent Address with PIN Code
Years at Current Address

Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Work Location	[Work Location]
Work Pattern (Office / Hybrid / Remote / Shift)

First Name
Middle Name
Last Name / Surname
Name as per PAN
Date of Birth (DD/MM/YYYY)
Place of Birth
Gender
Nationality
Religion (optional)

Marital Status
Date of Marriage (if applicable)
Spouse's Name
Father's Name
Mother's Name
Number of Children

[Company Logo][Company Name]

EMPLOYEE BIODATA

Company:: [Company Name]
Post Applied / Appointed:: [Designation]
Photograph:: [Paste passport-size photograph]

1. Personal Particulars

Full Name
Father's / Husband's Name
Date of Birth and Age
Native Place and District
Present Address
Permanent Address
Mobile Number
Marital Status
Height and Weight
Identification Marks (1) and (2)
Aadhaar (last 4 digits / masked copy)

2. Educational Qualification

Examination	School / Board / University	Year of Passing	Percentage / Grade
[10th / SSC]	[Board]	[YYYY]	[%]
[12th / HSC / ITI]	[Board]	[YYYY]	[%]
[Graduation / Diploma]	[University]	[YYYY]	[%]

3. Work Experience

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EMPLOYEE MASTER DATA FORM
Request Type:
New Hire / Change
Effective Date:
[Date]
Prepared by:
[HR Name]
A. Identification
Employee ID [Employee ID]
Full Name (as per PAN) [Employee Name]
Date of Birth
Gender
Date of Joining [Date of Joining]
B. Organisation
Legal Entity
Business Unit
Department [Department]
Cost Centre Code
Work Location [Work Location]
State (for professional tax / LWF)
C. Job
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Employee ID	[Employee ID]
Full Name (as per PAN)	[Employee Name]
Date of Birth
Gender
Date of Joining	[Date of Joining]

Legal Entity
Business Unit
Department	[Department]
Cost Centre Code
Work Location	[Work Location]
State (for professional tax / LWF)

[Company Logo][Company Name]

EMPLOYEE REGISTRATION FORM

Register Serial No.:: [Reference Number]
Date of Registration:: [Date]
Unit / Plant:: [Work Location]

Part 1: Employee Details

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Father's / Spouse's Name
Date of Birth
Mobile Number
Designation	[Designation]
Department	[Department]
Date of Joining	[Date of Joining]
Category (Permanent / Probationer / Trainee / Contract)
Contractor Name (if contract worker)

Part 2: Attendance Enrolment – Time Office

Biometric ID / Card Number
Shift Assigned (General / A / B / C)
Weekly Off
Gate Entry Permitted From (date)

Part 3: Facilities Enrolment – Admin

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Employee Registration Form

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Full Name
Preferred Name (for email and ID card)
Mobile Number
Personal Email ID
City of Residence

PF Nomination Form

Preview of the form

Part 1: Family Members

Part 2: Proposed Provident Fund Nominees

Part 3: Guardian for Minor Nominee

Part 4: Pension Details

Part 5: Official Filing Status – HR

Declaration

What this template includes

When to use it

How to customise this template

HR tips

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Frequently asked questions

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