EPFO has moved towards online claim filing and speedier settlement of claims and has recognised an urgent need to focus on getting the claims complete in all form, from the members, on due basis. To attain this objective a dashboard for Pension as well as EDLI & PF (death cases), on due basis, has already been provided so that ROS may take these cases up with the employers and the employees for getting the claims.
It has been found that claims are rejected many a time due to reasons which can be avoided by guiding the members in filing claims, educating them about the reasons which causes rejection and facilitating them in fulfilling the requirements of a claim form. ROS are therefore, advised to strengthen their PRO and undertake following activities:
- For the information of members/ beneficiaries the checklist of requirements while filing claim should be displayed in PRO prominently.
- Specialized Desk shall be created in PRO by suitably posting Dealing Assistants for providing assistance to members/beneficiaries in online claim filing.
- Efforts shall be taken to obtain claims online as much as possible. However, in cases where online filing of claim may not be possible, Dealing Assistant at PRO will examine the physically submitted claim before registering it and shall inform to the member/ beneficiary all the deficiencies in the claim form in one go.
- Any issues related to transfer of accounts or correction in member profile should be informed to the members/beneficiaries after scrutiny of claim form so that rejection of claims on such grounds can be avoided.
- For cases where exit is prior to introduction of compulsory UAN, field offices shall proactively generate the UAN and link the same with the Aadhaar. No physical claim shall be returned or rejected on ground of this requirement only.
