EPF Nomination Form (India)
Employees Provident Funds Act 1952 — Form 2 (Revised)
FORM 2 (REVISED)
Nomination and Declaration Form for Unexempted / Exempted Establishments
Under the Employees Provident Funds and Miscellaneous Provisions Act 1952
[Paragraphs 33 and 61(1) of the EPF Scheme 1952 and Paragraph 18 of the EPS 1995]
PART A — MEMBER PARTICULARS
Name: [Member Name]
UAN: [UAN]
PAN: [PAN]
Aadhaar: [Aadhaar]
Date of Birth: [Date of Birth]
Address: [Member Address]
Marital Status: [Marital Status]
PART B — EMPLOYER DETAILS
Employer Name: [Employer Name]
PF Establishment Code: [Establishment Code]
Date of Joining: [Date of Joining]
PART C — NOMINATION DETAILS
I hereby nominate the following person(s) to receive the amount standing to my credit in the Employees Provident Fund and/or the Employees Pension Scheme in the event of my death:
Nominee Name: [Nominee Name]
Relationship with Member: [Relationship]
Date of Birth: [Nominee DOB]
Address: [Nominee Address]
Share of Benefit: [Nominee Share]
Guardian (if nominee is minor): [Guardian Name]
Note: In case a member has a family (spouse and/or children), the nomination must be in favour of family members only as defined under Paragraph 2(g) of the EPF Scheme 1952.
DECLARATION
I, [Member Name], hereby declare that the above particulars are true and correct. I request that the nomination made herein be recorded in the relevant registers under the EPF Scheme 1952 and the EPS 1995.
Place: [Place]
Date: [Nomination Date]
Member (Signature / Thumb Impression)
________________
Signature
Employer / HR (Authorised Signatory with Seal)
________________
Signature
Witness 1
________________
Signature
Witness 2
________________
Signature
What Is a EPF Nomination Form (India)?
An EPF Nomination Form in India records the details required for the process it supports, providing a clear written account that can be relied on.
The legal framework governing the EPF Nomination Form (India) in India draws on several key statutes and regulatory bodies. Under Indian law, the Indian Contract Act 1872 governs contractual obligations, with Section 10 setting essential requirements for valid agreements. The Companies Act 2013 regulates corporate entities through the Registrar of Companies (ROC) and Ministry of Corporate Affairs (MCA). The Industrial Disputes Act 1947 and state labour commissioners govern employment disputes. The Information Technology Act 2000 and IT (Reasonable Security Practices) Rules 2011 protect personal data. The Income Tax Act 1961 and Goods and Services Tax Act 2017 govern tax obligations through the Central Board of Direct Taxes (CBDT) and GST Council. Parties executing a EPF Nomination Form (India) in India should confirm the document reflects current law, including any amendments enacted since the original drafting date. The Industrial Disputes Act, 1947 sets the foundational requirements.
When Do You Need a EPF Nomination Form (India)?
An EPF Nomination Form must be filed in the following situations: on joining a new employer who is covered under the EPF and MP Act 1952, typically within one month of joining; when the member's family composition changes — upon marriage, birth of a child, or death of a previously nominated family member; when the member wishes to change the allocation of PF accumulation between multiple nominees; when the member's UAN is seeded with Aadhaar and they wish to update their digital nomination through the EPFO portal; and when an employer undertakes a periodic KYC and nomination review exercise to confirm that all employees have current and valid nominations on file. Members who have not filed a nomination or whose nomination is outdated are advised to update their nominations promptly, as the absence of a valid nomination can cause significant delays in settlement of claims by surviving family members.
Parties in India should prepare a EPF Nomination Form (India) proactively rather than waiting for a dispute to arise. Courts interpret agreements based on the written terms rather than oral representations. Under Indian law, the Indian Contract Act 1872 governs contractual obligations, with Section 10 setting essential requirements for valid agreements. The Companies Act 2013 regulates corporate entities through the Registrar of Companies (ROC) and Ministry of Corporate Affairs (MCA). The Industrial Disputes Act 1947 and state labour commissioners govern employment disputes. The Information Technology Act 2000 and IT (Reasonable Security Practices) Rules 2011 protect personal data. The Income Tax Act 1961 and Goods and Services Tax Act 2017 govern tax obligations through the Central Board of Direct Taxes (CBDT) and GST Council. Where the transaction involves regulated activities, prior approval from the relevant authority may be required before execution.
What to Include in Your EPF Nomination Form (India)
An EPF Nomination Form for India must include: the UAN (Universal Account Number), PF account number, and name of the member as per EPFO records; the member's father's/husband's name, gender, date of birth, and Aadhaar number; the establishment name and code; for each nominee: full name, relationship to the member, date of birth (with guardian details if the nominee is a minor), Aadhaar number of the nominee, address, and the proportionate share of PF accumulation allocated to each nominee (shares must total 100%); a declaration as to whether the member has a 'family' as defined in the EPF Scheme (if yes, only family members can be nominated); the member's signature and date; the employer's certification countersigning the nomination and forwarding it to the EPFO; and for e-nomination through the EPFO portal, Aadhaar-based OTP authentication of the member.
Additional compliance elements for a EPF Nomination Form (India) used in India include: Under Indian law, the Indian Contract Act 1872 governs contractual obligations, with Section 10 setting essential requirements for valid agreements. The Companies Act 2013 regulates corporate entities through the Registrar of Companies (ROC) and Ministry of Corporate Affairs (MCA). The Industrial Disputes Act 1947 and state labour commissioners govern employment disputes. The Information Technology Act 2000 and IT (Reasonable Security Practices) Rules 2011 protect personal data. The Income Tax Act 1961 and Goods and Services Tax Act 2017 govern tax obligations through the Central Board of Direct Taxes (CBDT) and GST Council. Forms-legal.com provides this template as a starting point for India-compliant documentation.
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Reference this free template in an article, syllabus, or research note:
Forms Legal. (2026). EPF Nomination Form (India) (India) [Legal document template]. Forms Legal. https://forms-legal.com/india/employment/forms/epf-nomination-form-india
"EPF Nomination Form (India) (India)." Forms Legal, 2026, https://forms-legal.com/india/employment/forms/epf-nomination-form-india.
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author = {{Forms Legal}},
title = {EPF Nomination Form (India) (India)},
year = {2026},
howpublished = {\url{https://forms-legal.com/india/employment/forms/epf-nomination-form-india}},
note = {Free legal document template. Based on Industrial Disputes Act, 1947}
}Also available for these jurisdictions:
Frequently Asked Questions
Under the Employees' Provident Funds and Miscellaneous Provisions Act 1952 and the EPF Scheme 1952, the rules for nomination are strict and favour family members. If a member has a 'family' as defined under the Scheme, the nomination must be in favour of family members only — the member cannot nominate a person outside the family. 'Family' for the purpose of EPF nomination includes: spouse (husband or wife); children (sons and daughters, whether legitimate or adopted); dependent parents of the member; and in the case of a female member, her dependent father-in-law and mother-in-law. If a member does not have any family at the time of joining, they may nominate any person. However, upon acquiring a family (by marriage or birth of a child), the nomination of a non-family member becomes invalid automatically, and the member must file a fresh nomination in favour of family members. Importantly, under Paragraph 2(g) of the EPF Scheme, a 'minor' child can be nominated, but in such a case, the member must also appoint a guardian to receive the PF accumulation on behalf of the minor. The nomination covers all three components of the scheme: the EPF (Provident Fund) accumulation, the pension under the Employees' Pension Scheme (EPS) 1995, and the Employees' Deposit-Linked Insurance (EDLI) Scheme 1976, which provides life insurance coverage to EPF members. A member can nominate different persons for different components or the same person for all three. The nomination can be updated at any time during the member's service by filing a fresh nomination form (Form 2 on the EPFO portal).
The Employees' Provident Fund Organisation (EPFO) has made the nomination update process entirely digital through the Unified Member Portal (unifiedportal-mem.epfindia.gov.in). The process of filing an e-nomination under the EPF scheme is as follows. Step 1: The member logs into the EPFO Unified Member Portal using their UAN (Universal Account Number) and password. If the UAN is not activated, it can be activated using the PF member's mobile number linked to Aadhaar. Step 2: In the 'Manage' tab, the member selects the 'e-Nomination' option. The member's profile information (name, date of birth, gender, Aadhaar) pre-filled from the UAN records is displayed. Step 3: The member adds family member details — name, relationship, date of birth, Aadhaar number of the nominee (mandatory for digital nomination), and the share percentage of the PF accumulation to be given to each nominee. If there are multiple nominees, the shares must add up to 100%. Step 4: The member also designates nominees for EPS (pension) and EDLI (insurance) in the same form. Step 5: The nomination is submitted and authenticated through an OTP sent to the mobile number linked to the member's Aadhaar. Step 6: A physical signed copy of the nomination (Form 2) must also be submitted to the employer, who forwards it to the EPFO regional office as part of the statutory record-keeping requirement. The EPFO requires that Aadhaar of the nominee is mandatory for digital nomination.
Upon the death of an EPF member, the nominated family members can claim the EPF accumulation, EPS pension, and EDLI insurance benefit through the following process. For the EPF accumulation: The nominee must file Form 20 (claim for PF settlement on death of a member) with the employer or directly with the EPFO regional office if the establishment is exempted. The form must be accompanied by: the death certificate of the member, proof of the nominee's identity (Aadhaar card, PAN card), the member's passbook or last PF statement, and in the case of a minor nominee, the birth certificate of the minor and identity proof of the guardian. For EPS pension: The widow/widower can claim monthly widow pension by filing Form 10-D. The dependent children can claim monthly children allowance (payable up to age 25 for non-disabled children and for life for permanently disabled children). For EDLI insurance: The nominee must file Form 5-IF along with the above documents. The EDLI benefit is a lump sum equal to 35 times the average monthly wage drawn in the last 12 months (subject to a minimum of ₹2.5 lakh and a maximum of ₹7 lakh as per the EDLI (Amendment) Scheme 2021). The EPFO has streamlined the claims process significantly — composite claims forms are available, and the EPFO aims to settle death claims within 30 days under its citizen services charter. If the employer delays or obstructs the claim, the nominee can approach the EPFO regional office directly or file a grievance through the EPFiGMS portal.
A EPF Nomination Form (India) does not legally require a lawyer in India, and individuals and businesses may draft and execute the document independently. The Industrial Disputes Act, 1947 does not mandate legal representation for the creation or signing of this type of document. However, seeking independent legal advice from a qualified India lawyer is recommended for transactions involving substantial financial value, complex regulatory requirements, or cross-border elements where multiple legal jurisdictions may apply. A lawyer can verify that the document complies with all applicable statutory requirements, identify potential risks specific to the transaction, and confirm that the terms adequately protect the interests of all parties involved. The Supreme Court of India has jurisdiction over disputes arising from this type of document, and Registrar of Companies (ROC) may impose additional compliance obligations depending on the nature of the underlying transaction. Professional legal review is particularly advisable where the document will be submitted to government agencies or used as evidence in legal proceedings.
A EPF Nomination Form (India) does not legally require a lawyer in India, though legal advice is recommended. Under Indian law, the Indian Contract Act 1872 governs agreements. The Companies Act 2013 and Registrar of Companies (ROC) regulate corporate documents. The Information Technology Act 2000 governs electronic contracts and data protection. The Consumer Protection Act 2019 provides consumer rights. The Income Tax Act 1961 requires tax compliance. Forms-legal.com provides this template as a starting point — always review with a qualified Indian advocate for significant transactions. Under India law, Industrial Disputes Act, 1947, parties should seek independent legal advice from a qualified lawyer to confirm compliance with all applicable requirements. Under Indian law, the Indian Contract Act 1872 governs contractual obligations, with Section 10 setting essential requirements for valid agreements. The Companies Act 2013 regulates corporate entities through the Registrar of Companies (ROC) and Ministry of Corporate Affairs (MCA). Forms-legal.com provides this template as a starting point for India-compliant documentation.
This template is provided for informational purposes only and does not constitute legal advice. Laws vary by jurisdiction and change over time. Consult a qualified attorney for advice specific to your situation.Full disclaimer
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