Introduction
Welcome to this tutorial on how to upload bulk KYC text files in the Unified PF Portal. KYC stands for Know Your Customer and is a process used by businesses to verify the identity of their customers. The Unified PF Portal is a platform that allows employers to manage their Provident Fund (PF) accounts and contributions. In this tutorial, we will discuss the steps required to upload bulk KYC text files in the Unified PF Portal. We will also discuss the benefits of uploading bulk KYC text files and the potential risks associated with it. By the end of this tutorial, you will have a better understanding of how to upload bulk KYC text files in the Unified PF Portal.
How To Upload Bulk KYC Text File In Unified PF Portal
1. Log in to the Unified PF Portal.
2. Click on the ‘KYC’ tab.
3. Select the ‘Bulk Upload’ option.
4. Click on the ‘Choose File’ button and select the text file containing the KYC details.
5. Click on the ‘Upload’ button.
6. The system will validate the file and display the results.
7. If the file is valid, click on the ‘Submit’ button to upload the file.
8. The system will display a confirmation message once the file is successfully uploaded.
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.
Download Excel File Utility For Creating Bulk KYC Text File Unified PF Portal
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.
How To Upload Bulk KYC Text File In Unified PF Portal
The Unified PF Portal is a platform that allows employers to manage their Employees’ Provident Fund (EPF) accounts. It also allows employers to upload bulk KYC text files to the portal. This article will explain how to upload bulk KYC text files to the Unified PF Portal.
Step 1: Log in to the Unified PF Portal
The first step is to log in to the Unified PF Portal. You can do this by visiting the official website and entering your credentials. Once you have logged in, you will be taken to the dashboard.
Step 2: Select the “Upload Bulk KYC Text File” Option
Once you are on the dashboard, you will need to select the “Upload Bulk KYC Text File” option. This option is located in the “Employee” section of the dashboard.
Step 3: Upload the Text File
Once you have selected the “Upload Bulk KYC Text File” option, you will be taken to a page where you can upload the text file. You will need to select the file from your computer and then click the “Upload” button.
Step 4: Confirm the Upload
Once the file has been uploaded, you will need to confirm the upload. You can do this by clicking the “Confirm” button. Once you have confirmed the upload, the text file will be processed and the KYC information will be added to the Unified PF Portal.
Conclusion
Uploading bulk KYC text files to the Unified PF Portal is a simple process. All you need to do is log in to the portal, select the “Upload Bulk KYC Text File” option, upload the text file, and then confirm the upload. Once you have done this, the text file will be processed and the KYC information will be added to the portal.
