Upload Bulk KYC Text File Unified PF Portal : Employee Provident Fund Organization has launched new unified PF portal for employees to do both ECR upload and KYC updation of employees. Linking KYC details with employee UAN number is very important to get all PF benefits like PF withdrawal and PF transfer. There are two ways to update KYC (Know Your Cutomer) details of employees in unified PF portal. Among two methods one is individual updation of KYC details in unified PF portal and bulk updation of employee KYC details in unified PF portal.
We have already discussed about how to do individual employee KYC registration in unified PF Portal , If you didn’t read this then read @ How To Update Individual Employee KYC Details In Unified PF Portal
How To Upload Bulk KYC Text File Unified PF Portal
In order to update bulk employees KYC details unfied Portal we need to fill excel file utility for creating bulk kyc text file.
How To Fill PF Bulk KYC Text File (OR) Steps To Upload Bulk KYC Text File Unified PF Portal
Step 1 : Fill KYC Text File
In KYC bulk updation excel sheet we need to fill 5-6 columns depending upon the type of document. Here you can find complete details about what to enter in each field of KYC bulk updation file.
|Column 1||UAN||UAN number of the employee|
|Column 2||Type ID||Every KYC ID has a separate ID , you can find those IDs next to this table.|
|Column 3||Document Number||Here we need to enter document number mentioned on that Particular document. For example Aadhaar card number , Bank account number etc|
|Column 4||Member Name As per Doc||Name mentioned on document|
|Column 5||IFSC Code||In case of bank account number we need to enter this|
|Column 6||Expiry Date||In case of driving licence and passport we need to enter this.|
Step 2 : Convert KYC bulk updation file in to text file and replace all Commas ( , ) with #~# like in ECR file.
Excel File – CSV File – Text File
Step 3 : Upload this PF KYC bulk updation text file in unified PF portal
In order to upload KYC Bulk updation file login to unified PF portal and select member in primary menu and click on KYC – BULK, then you are re directed to another page there you have an option to upload KYC bulk file of Employee Provident Fund. Once you finish the upload then click on submit button.
Step 4: Approving Bulk KYC Text File
In order to approve bulk KYC details of employee again go to member in primary menu and click on APPROVALS there you will find a list of updated KYC details after verifying them click on Approve, then KYC details will be linked to the employee UAN number. So this is the process to upload bulk KYC text file unified PF portal.