Tech Mahindra 2014 Copyright 2014 All Rights Reserved

Tech Mahindra 2014 Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential. 1

PF Withdrawal Guidelines & FAQ’s 2 Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential. 2

FAQ’s on PF withdrawals 1. Can I withdraw my PF accumulations from the Tech. Mahindra PF account? • As per the EPF scheme 1952 associates can choose to withdraw their PF accumulations after 2 months from Last Working Date provided they are not employed in an establishment to which the PF Act applies (i. e PF is not being deposited for them by the new employer in any other PF account) or are unemployed. 2. I meet the above mentioned conditions. What is the process of withdrawing my Provident Fund accumulations? • Please login to https: //retirals. techmahindra. com • Please generate form 19 & 10 c from ‘ PF Form Generator ’ section on the portal. 3 Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential. 3

FAQ’s on PF withdrawals • Affix revenue stamps , sign on sections marked with an ‘X’ ( 3 signs on Form 19 & 2 signs on Form 10 C), attach supporting documents and submit the same to your location HR Team / IDU HR SPOC. Please DO NOT manually edit the downloaded forms , or add any information on the form. In case you observe any discrepancy in the downloaded forms, you can login to the portal again , correct the data and regenerate your forms • HR team shall do a quality check of your documents & inform you in case of any discrepancies • The forms shall then be submitted to PF Office, Pune and a confirmation email shall be sent to your personal email id available in EBS-H. • RPFC Pune shall process the forms and shall disburse the amount to the your bank account within 30 working days from form submission date to RPFC 4 Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential. 4

FAQ’s on PF withdrawals 2. How can I track my PF application status after Tech. Mahindra submits my forms to the PF office? • You can check your PF claim status by logging in to the EPFO website http: //www. epfindia. com/Claim. Status_New. html • Select PF Office State as ‘MAHARASHTRA’ Select Office Name as ‘PUNE’ • Enter Establishment code as 34224 • Enter Extension as 000 • Account Number : - Enter your Tech M PF account number. Your PF account number can be found on all your Tech. M salary slips 5 Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential. 5

FAQ’s on PF withdrawals 3. My PF application status shows as ‘Rejected’ on the EPFO portal. How can I know the exact reason for rejection? • Please note that Tech Mahindra does not have any visibility on claim rejection reasons • The website may mention that the rejection letter has been sent to the employers. However there is no time frame for receipt of this letter as it has high dependencies on the PF office dispatch Team & the Post office • The fastest way to know the reason for rejection is to raise a grievance with the EPFO grievance cell http: //www. epfindia. com/grievance. html 6 Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential. 6

FAQ’s on PF withdrawals 4. I have received the form rejection reason. It mentions some documentation / clarification required from Tech. Mahindra. How do I reinitiate the PF withdrawal process? • In some rare instances the PF office might reject the forms due to mismatch in name , any other technical reasons • Please inform the rejection reasons for the location HR team • Please submit fresh copies of Form 19 , 10 C & supporting documents to your location HR Team • HR team shall validate the forms & take necessary corrective actions if required • The validated forms shall be submitted to PF office, Pune and a confirmation email shall be sent to your personal email id available in EBS-H. • You can check your PF claim status by logging in to the EPFO website http: //www. epfindia. com/Claim. Status_New. html Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential. 7 7

FAQ’s on PF withdrawals 5. I have received my PF amount in my bank account. How do I obtain a statement / calculation sheet for the credited amount? • Your PF account is maintained and administered by RPFC Pune. Tech Mahindra cannot issue any PF related statements / Calculation sheets as the PF account • In case of any concerns on the credited amount please raise a grievance with the EPFO grievance cell http: //www. epfindia. com/grievance. html 8 Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential. 8

Documents Required for PF withdrawal Claims Scenario 1 : If your Last Working Date is less than 3 years from form submission date § Form 19 & 10 C § 2 Revenue Stamps ( Please affix one stamp each on Form 19 & 10 C and sign § across the stamp) 1 cancelled bank cheque (Please note that the account should be in the member’s name. (Single operative bank account only) Joint accounts are NOT permitted. Request you to only write “Cancelled” on the cheque & do not sign on that Cheque. ) 9 Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential. 9

Documents Required for PF withdrawal Claims § Bank Account Statement for last 1 month (required only if account holder’s name is not printed on the cheque. ) If your name is not available on the cheque you should provide an Original Bank statement (1 month) with bankers seal and signature. **Please note that co-operative bank accounts are not permitted for PF withdrawal § claims Notarized affidavit on a Rs 100 stamp paper confirming that associate is not employed in an establishment to which the PF Act applies (i. e PF is not being deposited for them in any other PF account) or s/he has been unemployed § Format of affidavit : 10 Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential. 10

Documents Required for PF withdrawal Claims Scenario 2 : If your Last Working Date is greater than 3 years from form submission date § Form 19 & 10 C § 2 Revenue Stamps ( Please affix one stamp each on Form 19 & 10 C and sign § § across the stamp) 1 cancelled bank (Please note that the account should be in the member’s name. (Single operative bank account only) Joint accounts are NOT permitted. Request you to only write “Cancelled” on the cheque & do not sign on that Cheque. ) Bank Account Statement for last 1 month ( required only if account holder’s name is not printed on the cheque. Printout of e-statement can be attached) **Please note that co-operative bank accounts are not permitted for PF withdrawal claims Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential. 11 11

Documents Required for PF withdrawal Claims § Identity Proof – Passport /Driving License/ PAN Card / AADHAR Card copy § Address Proof - Passport / Driving License/Voter ID / AADHAR Card/ Electricity Bill § Letter from the bank confirming that account number mentioned in the PF withdrawal form is operational for the last 12 months. § Notarized affidavit on a Rs 100 stamp paper confirming that associate is unemployed on the date of form submission Format of affidavit : 12 Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential. 12

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