EPF (Employees Provident Fund) Training Manual (2025 Update)

1. Introduction to EPF (KWSP)

1.1 The Role of EPF in Malaysia’s Payroll System

The Employees Provident Fund (EPF), or KWSP (Kumpulan Wang Simpanan Pekerja), is the official statutory body managing compulsory retirement savings for all private sector employees in Malaysia. As a payroll professional, your primary responsibility is ensuring strict adherence to the EPF Act 1991 for accurate monthly EPF contributions.

For a complete overview of Malaysia’s statutory payroll contributions, including SOCSO, EIS and HRD, check out our Essential Guide to EPF, SOCSO, EIS and HRD Contributions in Malaysia

1.2 Core Legal Framework for Compliance

Legal Reference Focus Area Impact on Payroll
EPF Act 1991 Principal governing law. Defines "wages" and employer obligations.
EPF (Amendment) Act 2025 Mandatory Foreign Worker contribution. Implements Part F rates (2% + 2%) from Oct 2025.
Third Schedule EPF Contribution Rates tables. Provides mandatory pre-calculated contribution amounts (up to RM20,000).
Second Schedule Detailed exemptions list. Identifies employees excluded from mandatory contributions.

2. Eligibility and Registration

2.1 Mandatory EPF Contributors

Contributor Type Eligibility Criteria Key Compliance Action
Employees Malaysian Citizens / Permanent Residents (PR) aged 18–75. Foreign Workers with valid passes (mandatory from Oct 2025). Must obtain an EPF membership number via Form KWSP 3.
Employers Any entity employing one or more eligible individuals under a Contract of Service. Must register with EPF within 7 days of the first hire.

2.2 EPF Registration Procedures

KWSP (Employees Provident Fund) logo

3. EPF Contribution Rates (2025 Third Schedule)

3.1 Statutory Contribution Rate Matrix (Effective Oct 2025)

Rates are determined by the Third Schedule, based on the employee’s status and EPF Contributable Wage (ECW) bracket.

Category Age Group Monthly Wage (ECW) Employer Rate Employee Rate Third Schedule Ref.
Malaysian / PR Below 60 ≤ RM5,000 13% 11% Part A
Malaysian / PR Below 60 > RM5,000 12% 11% Part A
Malaysian 60–75 Any amount 4% 0% Part E
Permanent Resident 60–75 ≤ RM5,000 6.5% 5.5% Part C
Non-Malaysian Any age Any amount 2% 2% Part F

3.2 Rate Application Rules

4. EPF Calculation Methodology

4.1 Defining EPF Contributable Wage (ECW)

The first critical step is calculating the ECW. Components are included or excluded regardless of payment frequency.

Included in ECW (Contributable) Excluded from ECW (Non-Contributable)
Fixed Salary/Wages and Fixed Allowances (Housing, Transport) Overtime Payments (Excluded by EPF Act 1991)
Commissions, Contractual Bonuses Gratuity and Retirement Benefits
Arrears of Salary and Payment in Lieu of Notice Actual Traveling/Expense Claims (Reimbursements)

4.2 The Calculation Steps

Step Action Principle
1. Calculate ECW Sum all Contributable Income for the month. Establishes the amount subject to contribution.
2. Identify Part Determine the relevant Part (A, C, E, or F) based on ECW and status. Locates the correct EPF contribution rates.
3. Locate Amounts Look up the ECW amount in the Third Schedule table. Mandatory method for ECW ≤ RM20,000.
4. Determine Payable Amount Add the shares together. The result is the total remittance. EPF Payable Amount = Employee Share + Employer Share

4.3 Mandatory Rounding Rule

For contributions based on the Third Schedule, the final EPF Payable Amount (Employee Share + Employer Share) MUST be rounded up to the nearest Ringgit (e.g., RM1,050.50 becomes RM1,051.00).

5. Detailed EPF Calculation Scenarios

Scenario 1: ECW Fluctuation Across Salary Brackets

Employee: PR, 40 years old.

ECW Components ECW Total Employer Rate EPF Payable Amount
Basic RM4,800 + Allowance RM200 = RM5,000 ≤ RM5,000 13% (Part A) RM1,200
Basic RM4,800 + Bonus RM1,000 = RM5,800 > RM5,000 12% (Part A) RM1,334
The applicable rate depends on the ECW in the month the bonus or fluctuating pay is received.

Scenario 2: Mixed Contributable and Non-Contributable Income

Correct classification prevents under/over-contribution.

Income Type Amount (RM) Status Calculation Basis
Fixed Basic Salary 7,000 Contributable ECW
Sales Commission 1,000 Contributable ECW
Overtime Payment 1,200 EXCLUDED Statutory Exemption
Travel Claim 400 EXCLUDED Reimbursement
Final ECW: 8,000 (7,000 + 1,000) Use Part A (12% + 11%)

Scenario 3: ECW Above RM20,000 (Exact Percentage Rule)

The Third Schedule tables are disregarded; use exact percentages.

Employee: Malaysian, 40 years old
ECW Total: RM21,500
Employee Share (11%): RM21,500 × 0.11 = RM2,365.00
Employer Share (12%): RM21,500 × 0.12 = RM2,580.00
EPF Payable Amount: RM4,945.00

Scenario 4: Age 60 Transition

Employee: Malaysian, turns 60 on March 15th. ECW: RM6,000.

Scenario 5: Foreign Worker Implementation (October 2025)

Employee: Non-Malaysian, ECW RM3,000.

Scenario 6: Arrears Payment

Salary arrears (RM1,000) for a previous month are paid this month.

6. Compliance and Documentation

6.1 Monthly Remittance Timeline

Meeting the 15th of the month deadline is the most critical EPF compliance point.

Date Range Key Action Compliance Mandate
1st - 10th Finalize the payroll data and confirm the EPF Payable Amount for all employees. Accurate Calculation
10th - 14th Final submission file generation (e-Caruman CSV). Verification
15th REMITTANCE DEADLINE. Submit Form A and pay the total EPF Payable Amount electronically. Statutory Deadline (KWSP)

For a deeper understanding of Malaysia’s statutory payroll reporting process, which covers monthly submissions, statutory forms and compliance tracking, visit our Statutory Payroll Reporting in Malaysia Guide

6.2 Digital Submission via i-Akaun

7. Penalties and Enforcement

7.1 Non-Compliance Penalties

Failing to adhere to the EPF Act 1991 can result in severe legal consequences for the employer and directors.

7.2 Error Correction Process

8. 2025 Update: Foreign Worker Mandatory Contribution

8.1 Implementation Plan

This key legislative change mandates EPF contribution for all non-Malaysian citizens (excluding domestic workers) holding valid employment passes, effective from the October 2025 wage.

Phase Action Item
System Update Incorporate Part F (2% + 2%) logic into payroll software and verify foreign worker categorization.
Registration Ensure all non-member foreign employees are registered with EPF before the October payroll run.
Remittance Submit the first mandatory contribution for these employees by November 15, 2025.

9. Payroll Resources & Guides

Explore our comprehensive guides to understand statutory requirements and streamline your payroll processes in Malaysia.

Manage your payroll easily with AutoCount Payroll, a system built for accuracy and compliance with Malaysia’s EPF and statutory rules. It automates salary calculations, EPF contributions, and reports -saving you time and reducing errors.

Disclaimer

The information provided on this page is for general guidance only and does not constitute professional advice. While we strive to keep the content accurate and up-to-date, the laws and regulations of the Employees Provident Fund Organisation (EPF) in Malaysia may change, and individual circumstances may vary. You should not rely solely on the information here when making decisions related to EPF training, contributions, withdrawals, compliance or any other official matter. For specific advice tailored to your situation, please consult a qualified professional or contact EPF directly. We disclaim any liability for losses or damage arising from relying on this content.

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