Updated Format for the Quarterly Establishment Return
EPFO circular HRD-II/Quarterly Establishment Return/2026/1608 · 03 Aug 2026
Official title
Updated format for the Quarterly Establishment Return -Regarding No:HRD-II/Quarterly Establishment Return/2026/1608 dated 03/08/2026
Official record
Open source pageSummary
Check the official recordWhat changed
The Employees' Provident Fund Organisation (EPFO) has updated the formats for Quarterly Establishment Returns to streamline reporting for government and statutory bodies. Zonal Offices are required to submit these returns in the new formats (Annexures A to L) for each Regional Office, along with a compiled zonal report, via email to the Head Office. Submission remains a mandatory, continuous requirement, with reports due by the 20th day following the close of each quarter. Key modifications include updated tracking for disciplinary actions, retirements, promotions, and career progression. Additionally, Annexure J has been aligned with the POSH Act, 2013, requiring detailed reporting on Internal Complaints Committees and SHE-Box complaints. A new Annexure L has been introduced to monitor monthly National Pension System (NPS) contributions and corrective actions.
What you must do
- Submit Quarterly Establishment Returns in the updated formats (Annexures A to L) to the Head Office by the 20th day following the close of each quarter.
Document text
कर्मचारी भविष्य निधि संगठन Employees' Provident Fund Organisation (श्रम एवं रोजगार मंत्रालय, भारत सरकार) (MINISTRY OF LABOUR & EMPLOYMENT, GOVERNMENT OF INDIA) मुख्य कार्यालय/Head Office प्लेट ए, ग्राउंड फ्लोर, ब्लॉक-II, ईस्ट किदवई नगर, नई दिल्ली-110023 Plate A, Ground Floor, Block II, East Kidwai Nagar, New Delhi-110023 Website: www.epfindia.gov.in
No. HRD-II/ Quarterly Establishment Return/2026/1608 Dated 03 AUG 2026
To, All Additional CPFCs (HQ)/ Director (PDNASS) All Additional CPFCs (Zones) Additional CPFC (ASD), Head Office/ Additional CPFC (ZTIs) All RPFCS/OIC in charge of Regional Offices/ District Offices
Subject: - Updated format for the Quarterly Establishment Return - reg.
Ref: - Circular No. HRD-II/Quarterly Establishment Return/2025/14652 dated 29.12.2025-reg.
With a view to streamline the reporting mechanism in line with the data sought by the ministry, statutory commissions, parliamentary committees and other such bodies, certain modifications have been made to the formats of the Quarterly Establishment Returns. Accordingly, all Zonal Offices are requested to submit the Quarterly Establishment Returns in the updated formats enclosed as Annexures A to L. Further, it is reiterated that, as per the existing instructions, submission of the Quarterly Establishment Returns is a continuous and mandatory requirement. The completed returns should invariably reach the Head Office by the 20th day following the close of each quarter.
- The updated formats, inter alia, include the following modifications:
(i) Annexure E has been updated to capture cumulative data relating to action taken under various provisions, officials reviewed/retired under FR 56(j), compulsory retirements, removals, and dismissals. Each quarterly return shall contain cumulative data from the beginning of the financial year up to the end of the respective quarter (e.g., the July-September return shall include data for the period April-September), thereby facilitating compilation of annual data.
(ii) Annexure F & G have been updated to capture category-wise details (General/SC/ST/OBC) relating to promotions effected since the previous quarter, Modified Assured Career Progression (MACP) and Non-Functional Upgradation (NFU), officials retired on superannuation and under the Voluntary Retirement Scheme (VRS).
(iii) Annexure J has been updated to align it with the mandate of the POSH Act, 2013. Major provisions relating to the constitution and functioning of the Internal Complaints Committee (ICC) have been incorporated for guidance and compliance. A separate table for reporting SHE-Box complaints has been included.
(iv) A new Annexure L has been introduced for furnishing information relating to the monthly National Pension System (NPS) contributions. The annexure provides for quarterly reporting of monthly NPS contribution deductions & remittances to the correct PRANs, and details of any discrepancies along with the corrective action taken.
- Zonal Offices are requested to send the above reports in excel format, in respect of each Regional Office along with the compiled report for the whole Zone, through email to rc.hrm8@epfindia.gov.in.
(This issues with the approval of the Competent Authority)
Yours faithfully,
(Signature) Uday Gupta Regional P.F. Commissioner -II (HRD-II)
Copy for necessary action:
- RPFC (NDC) for web upload
Copy to (through EPFO website) for information:
- PS to CPFC, FA&CAO, CVO and ACC(HQ)HR for information
- Hindi Section for Hindi version.
ANNEXURE A
POST WISE SANCTION/ IN- POSITION STRENGTH
| S. No. | Name of the post | Group | Total Sanction | In-Position | SC | ST | OBC | EWS | PH | Ex Servicemen | Remarks |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CPFC | ||||||||||
| 2 | FA & CAO | A | |||||||||
| 3 | CVO | A | |||||||||
| 4 | Addl. CPFC (HQ) | A | |||||||||
| 5 | Addl. CPFC | A | |||||||||
| 6 | Chief Engineer | A | |||||||||
| 7 | Director (Vigilance) | A | |||||||||
| 8 | Director (IS) | A | |||||||||
| 9 | Director (Audit) | A | |||||||||
| 10 | RPFC-I | A | |||||||||
| 11 | Director (OL) | A | |||||||||
| 12 | Joint Dir.(IS) | A | |||||||||
| 13 | Executive Engineer (Civil) | A | |||||||||
| 14 | Executive Engineer (Electrical) | A | |||||||||
| 15 | Deputy Director (Vigilance) | A | |||||||||
| 16 | RPFC-II | A | |||||||||
| 17 | Law Officer | A | |||||||||
| 18 | Principal Private Secretary | A | |||||||||
| 19 | Deputy Director (OL) | A | |||||||||
| 20 | Deputy Director (IS) | A | |||||||||
| 21 | Deputy Director (Audit) | A | |||||||||
| 22 | APFC | A | |||||||||
| 23 | Assistant Director (IS) | A | |||||||||
| 24 | Assistant Director (VIG) | A | |||||||||
| 25 | Assistant Director (OL) | A | |||||||||
| 26 | Assistant Director (Audit) | A | |||||||||
| 27 | Assistant Executive Engineer (Civil) | A | |||||||||
| 28 | Assistant Executive Engineer (Elect.) | A | |||||||||
| 29 | Section Officer | B | |||||||||
| 30 | Enforcement Officer/Accounts Officer | B | |||||||||
| 31 | Programmer | B | |||||||||
| 32 | Private Secretary | B | |||||||||
| 33 | Assistant Section Officer | B | |||||||||
| 34 | Audit Officer (PFD) | B | |||||||||
| 35 | Personal Assistant | B | |||||||||
| 36 | Section Supervisor | B | |||||||||
| 37 | Assistant Audit Officer | B | |||||||||
| 38 | Data Processing Assistant | B | |||||||||
| 39 | Senior Translation Officer | B | |||||||||
| 40 | Auditor | B | |||||||||
| 41 | Junior Engineer (Civil) | B | |||||||||
| 42 | Junior Engineer (Electrical) | B | |||||||||
| 43 | Vigilance Assistant | B | |||||||||
| 44 | Library Information Assistant | B | |||||||||
| 45 | Junior Translation Officer | B | |||||||||
| 46 | Junior Analyst | B | |||||||||
| 47 | Research Assistant /ARO | B | |||||||||
| 48 | Welfare officer | B | |||||||||
| 49 | Legal Assistant | B | |||||||||
| 50 | Statistical Assistant | B | |||||||||
| 51 | Staff Car Driver (Special Grade) | B | |||||||||
| 52 | Press-Coordinator | B | |||||||||
| 53 | Social Security Assistant (SSA) | C | |||||||||
| 54 | Stenographer | C | |||||||||
| 55 | Senior Secretariat Assistant (Headquarters) | C | |||||||||
| 56 | Data Entry Operator | C | |||||||||
| 57 | Lower Division Clerk | C | |||||||||
| 58 | Electrician | C | |||||||||
| 59 | Pump Operator | C | |||||||||
| 60 | Plumber | C | |||||||||
| 61 | Lift Operator | C | |||||||||
| 62 | Telex Operator | C | |||||||||
| 63 | Staff Car Driver (Grade-II) | C | |||||||||
| 64 | Staff Car Driver (Grade-I) | C | |||||||||
| 65 | Staff Car Driver (Ordinary Grade) | C | |||||||||
| 66 | Junior Secretariat Assistant (Headquarters) | C | |||||||||
| 67 | Gestetnor Operator | C | |||||||||
| 68 | Canteen Employees | C | |||||||||
| 69 | Multi Tasking Staff | C | |||||||||
| Total |
ANNEXURE B
FEMALE STAFF - POST WISE IN- POSITION STRENGTH
| S. No. | Name of the post | Group | Total Sanction | In-Position | SC | ST | OBC | EWS | PH | Ex Servicemen | Remarks |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CPFC | ||||||||||
| 2 | FA & CAO | A | |||||||||
| 3 | CVO | A | |||||||||
| 4 | Addl. CPFC (HQ) | A | |||||||||
| 5 | Addl. CPFC | A | |||||||||
| 6 | Chief Engineer | A | |||||||||
| 7 | Director (Vigilance) | A | |||||||||
| 8 | Director (IS) | A | |||||||||
| 9 | Director (Audit) | A | |||||||||
| 10 | RPFC-I | A | |||||||||
| 11 | Director (OL) | A | |||||||||
| 12 | Joint Dir.(IS) | A | |||||||||
| 13 | Executive Engineer (Civil) | A | |||||||||
| 14 | Executive Engineer (Electrical) | A | |||||||||
| 15 | Deputy Director (Vigilance) | A | |||||||||
| 16 | RPFC-II | A | |||||||||
| 17 | Law Officer | A | |||||||||
| 18 | Principal Private Secretary | A | |||||||||
| 19 | Deputy Director (OL) | A | |||||||||
| 20 | Deputy Director (IS) | A | |||||||||
| 21 | Deputy Director (Audit) | A | |||||||||
| 22 | APFC | A | |||||||||
| 23 | Assistant Director (IS) | A | |||||||||
| 24 | Assistant Director (VIG) | A | |||||||||
| 25 | Assistant Director (OL) | A | |||||||||
| 26 | Assistant Director (Audit) | A | |||||||||
| 27 | Assistant Executive Engineer (Civil) | A | |||||||||
| 28 | Assistant Executive Engineer (Elect.) | A | |||||||||
| 29 | Section Officer | B | |||||||||
| 30 | Enforcement Officer/Accounts Officer | B | |||||||||
| 31 | Programmer | B | |||||||||
| 32 | Private Secretary | B | |||||||||
| 33 | Assistant Section Officer | B | |||||||||
| 34 | Audit Officer (PFD) | B | |||||||||
| 35 | Personal Assistant | B | |||||||||
| 36 | Section Supervisor | B | |||||||||
| 37 | Assistant Audit Officer | B | |||||||||
| 38 | Data Processing Assistant | B | |||||||||
| 39 | Senior Translation Officer | B | |||||||||
| 40 | Auditor | B | |||||||||
| 41 | Junior Engineer (Civil) | B | |||||||||
| 42 | Junior Engineer (Electrical) | B | |||||||||
| 43 | Vigilance Assistant | B | |||||||||
| 44 | Library Information Assistant | B | |||||||||
| 45 | Junior Translation Officer | B | |||||||||
| 46 | Junior Analyst | B | |||||||||
| 47 | Research Assistant /ARO | B | |||||||||
| 48 | Welfare officer | B | |||||||||
| 49 | Legal Assistant | B | |||||||||
| 50 | Statistical Assistant | B | |||||||||
| 51 | Staff Car Driver (Special Grade) | B | |||||||||
| 52 | Press-Coordinator | B | |||||||||
| 53 | Social Security Assistant (SSA) | C | |||||||||
| 54 | Stenographer | C | |||||||||
| 55 | Senior Secretariat Assistant (Headquarters) | C | |||||||||
| 56 | Data Entry Operator | C | |||||||||
| 57 | Lower Division Clerk | C | |||||||||
| 58 | Electrician | C | |||||||||
| 59 | Pump Operator | C | |||||||||
| 60 | Plumber | C | |||||||||
| 61 | Lift Operator | C | |||||||||
| 62 | Telex Operator | C | |||||||||
| 63 | Staff Car Driver (Grade-II) | C | |||||||||
| 64 | Staff Car Driver (Grade-I) | C | |||||||||
| 65 | Staff Car Driver (Ordinary Grade) | C | |||||||||
| 66 | Junior Secretariat Assistant (Headquarters) | C | |||||||||
| 67 | Gestetnor Operator | C | |||||||||
| 68 | Canteen Employees | C | |||||||||
| 69 | Multi Tasking Staff | C | |||||||||
| Total |
Source details
- Source
- Employees' Provident Fund Organisation
- Type
- circular
- Published by source
- 03 Aug 2026
- Document number
- HRD-II/Quarterly Establishment Return/2026/1608
- Issuing division
- Head Office
- Coverage area
- labour